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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Brewster Financial Planning
6701
Brewster Financial Planning
New York
USD 148 M +USD 12.9 M +10% 6.29% 44.3% 26 3.85% 2
Clark Wealth Partners
6702
Clark Wealth Partners
Illinois
USD 148 M +USD 13.3 M +10% 7.8% – 640 33.59% 0.4
Taylor & Morgan Wealth Management
6703
Taylor & Morgan Wealth Management
Michigan
USD 148 M +USD 15.5 M +12% 11.2% 85.9% 73 13.7% 2.5
Meadow Creek Wealth Advisors
6704
Meadow Creek Wealth Advisors
Georgia
USD 148 M +USD 14.1 M +11% 9.72% – 147 13.61% 2.9
Round Hill Asset Management
6705
Round Hill Asset Management
California
USD 148 M +USD 9.03 M +6% 4.29% 43.2% 64 7.81% 5.6
4J Wealth Management
6706
4J Wealth Management
Virginia
USD 148 M +USD 21.2 M +17% 8.62% 68.2% 96 9.38% 2.8
Forbes Financial Planning
6707
Forbes Financial Planning
Rhode Island
USD 148 M +USD 13 M +10% 6.27% 52.3% 37 24.32% 2.1
Erickson Financial Group
6708
Erickson Financial Group
Pennsylvania
USD 148 M +USD 14 M +10% 11% 63.3% 27 7.41% 2.8
Redwood Financial Network
6709
Redwood Financial Network
Ohio
USD 148 M +USD 16.7 M +13% 11% 74.1% 174 9.2% 2.1
J. Hagan Capital
6710
J. Hagan Capital
Kentucky
USD 148 M +USD 25 M +20% 10.6% – 86 37.21% 0.2
Inman Jager Wealth Management
6711
Inman Jager Wealth Management
Mississippi
USD 148 M +USD 14.4 M +11% 10.2% – 84 7.14% 0.5
DIS
6712
Diversified Investment Strategies
Louisiana
USD 148 M +USD 647 k +0.4% 4.74% 86% 55 14.55% 5.1
LeConte Wealth Management
6713
LeConte Wealth Management
Tennessee
USD 148 M -USD 9.15 M -6% 9.69% – 105 47.62% 0.1
Pinney & Scofield
6714
Pinney & Scofield
Massachusetts
USD 148 M +USD 9.6 M +7% 5.7% – 222 3.15% 0.5
Marshall & Sterling Wealth Advisors
6715
Marshall & Sterling Wealth Advisors
New York
USD 148 M +USD 588 k +0.4% 7.49% – 690 16.52% 0.4
Coign Capital Advisors
6716
Coign Capital Advisors
Utah
USD 148 M +USD 17.7 M +14% 7.07% – 79 5.06% 0.5
Madrid Financial Services
6717
Madrid Financial Services
California
USD 148 M +USD 10.3 M +8% 5.52% – 25 36% 0.3
AWIRL
6718
Al Warda Investments RSC Ltd
USD 148 M – – 30.8% – 1 – 0
White Wing Wealth Management
6719
White Wing Wealth Management
Texas
USD 148 M +USD 19.2 M +15% 9.12% – 32 18.75% 1.1
Newport Capital Group
6720
Newport Capital Group
New Jersey
USD 148 M +USD 8.6 M +6% 5.56% – 66 13.64% 1.4
Finivi Inc
6721
Finivi Inc
Massachusetts
USD 148 M +USD 23.3 M +19% 18% 144% 103 20.39% 1.9
Traction Financial Partners
6722
Traction Financial Partners
Wyoming
USD 148 M +USD 19.4 M +15% 8.08% – 85 43.53% 0.8
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
6723
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
USD 147 M -USD 72.4 M -33% 8.57% – 2 0% 0.3
Thor Investment Management
6724
Thor Investment Management
Ohio
USD 147 M +USD 11.1 M +8% 10.4% 122% 45 11.11% 1.2
Redwood Park Advisors
6725
Redwood Park Advisors
California
USD 147 M +USD 22.9 M +18% 6.19% – 358 14.53% 0.5