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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)
Sheridan Capital Management
6776
Sheridan Capital Management
California
USD 145 M +USD 7.76 M +6% 8.13% – 31 22.58% 1.1
Atala Financial
6777
Atala Financial
California
USD 145 M +USD 7.65 M +6% 14.6% – 476 73.95% 0.5
Pillar Financial Advisors
6778
Pillar Financial Advisors
Kentucky
USD 145 M +USD 10.6 M +8% 6.14% – 111 1.8% 0.5
Vannoy Advisory Group
6779
Vannoy Advisory Group
Texas
USD 145 M +USD 9.8 M +7% 6.95% 52.5% 27 3.7% 1.4
Argosy-Lionbridge Management
6780
Argosy-Lionbridge Management
New York
USD 145 M -USD 5.23 M -3% 4.59% – 13 15.38% 0.4
PWAM
6781
Pinnacle West Asset Management
Wyoming
USD 145 M +USD 6.2 M +4% 7.94% 100% 113 0.88% 2
VFS
6782
Valpey Financial Services
New Hampshire
USD 145 M – – 7.07% – 67 – 0
EntreWealth
6783
EntreWealth
Texas
USD 145 M +USD 14.5 M +11% 6.51% – 68 16.18% 0.4
Christian Investment Advisors
6784
Christian Investment Advisors
Texas
USD 145 M +USD 744 k +0.5% 5.59% – 14 28.57% 0.4
Note Advisors
6785
Note Advisors
New York
USD 145 M +USD 23.5 M +19% 5.72% – 78 10.26% 0.5
Banco de Sabadell
6786
Banco de Sabadell
Florida
USD 145 M +USD 13 M +10% 9.07% 75.1% 65 13.85% 5.2
M3 Advisory Group
6787
M3 Advisory Group
Massachusetts
USD 145 M +USD 18 M +14% 11.6% – 151 11.26% 1.2
SFI Advisors
6788
SFI Advisors
New Jersey
USD 145 M +USD 9.21 M +7% 12.2% 82.9% 79 36.71% 2
Coordinated Financial Services
6789
Coordinated Financial Services
Colorado
USD 144 M +USD 13.9 M +11% 8.15% – 152 11.84% 1
Bluegrass Capital Partners
6790
Bluegrass Capital Partners
Florida
USD 144 M +USD 27.6 M +24% 15.9% 60.1% 12 16.67% 2.5
Challenger Wealth Management
6791
Challenger Wealth Management
California
USD 144 M +USD 18 M +14% 11.4% – 120 18.33% 0.4
ALS
6792
Andrew L. Share
USD 144 M +USD 7.1 M +5% 7.27% 14.8% 13 0% 2
Panoramic Capital Partners
6793
Panoramic Capital Partners
Oregon
USD 144 M +USD 47.2 M +49% 9.99% – 62 20.97% 0.4
Dentgroup
6794
Dentgroup
Louisiana
USD 144 M +USD 10.8 M +8% 7.81% 53.6% 95 18.95% 2.2
Novak & Powell Financial Services
6795
Novak & Powell Financial Services
Florida
USD 144 M -USD 16.6 M -10% 9.4% – 156 8.97% 1.3
Dominguez Wealth Management Solutions
6796
Dominguez Wealth Management Solutions
Virginia
USD 144 M +USD 7.59 M +6% 4.17% 59.7% 62 3.23% 2.2
Axon Enterprise
6797
Axon Enterprise
Arizona
USD 144 M -USD 30.9 M -18% 17.7% – 1 0% 0.5
Wernau Asset Management
6798
Wernau Asset Management
Massachusetts
USD 144 M +USD 15.9 M +12% 5.19% – 49 6.12% 0.5
Brucke Financial
6799
Brucke Financial
Indiana
USD 144 M +USD 28.7 M +25% 10.6% – 148 6.76% 0.5
Del-Sette Capital Management
6800
Del-Sette Capital Management
New York
USD 144 M +USD 16.5 M +13% 12.6% 112% 51 35.29% 1.4