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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)
Journey Beyond Wealth
7301
Journey Beyond Wealth
Georgia
USD 119 M +USD 11.6 M +11% 10.3% – 30 10% 0.5
WPG Advisers
7302
WPG Advisers
Maryland
USD 119 M +USD 11.3 M +11% 11.7% – 1,514 11.43% 0.5
Copia Wealth Management
7303
Copia Wealth Management
Oregon
USD 119 M +USD 10.4 M +10% 9.93% – 496 15.12% 0.4
Mittelman Wealth Management
7304
Mittelman Wealth Management
Massachusetts
USD 118 M +USD 7.62 M +7% 6.57% – 40 22.5% 0.8
Innovative Advisory Group
7305
Innovative Advisory Group
Massachusetts
USD 118 M +USD 13.1 M +12% 10.2% – 265 12.45% 0.4
BG
7306
BRX Global
New York
USD 118 M -USD 16.3 M -12% 15.6% 65.8% 4 25% 3.6
Cushing Capital Partners
7307
Cushing Capital Partners
Wisconsin
USD 118 M +USD 7.02 M +6% 5.98% – 93 13.98% 0.4
FF
7308
Fox Financial
Pennsylvania
USD 118 M +USD 12.1 M +11% 10.9% – 13 0% 1.5
Sound Financial Strategies Group
7309
Sound Financial Strategies Group
Mississippi
USD 118 M +USD 6.25 M +6% 3.48% 26.4% 105 14.29% 1.4
Pin Oak Investment Advisors
7310
Pin Oak Investment Advisors
Texas
USD 118 M -USD 13 M -10% 1.04% 62.7% 495 14.95% 4.2
Fairway Financial
7311
Fairway Financial
Florida
USD 118 M +USD 7.92 M +7% 6.33% – 22 9.09% 0.5
Principia Wealth Advisory
7312
Principia Wealth Advisory
Texas
USD 118 M +USD 13.7 M +13% 9.39% – 1,025 24.59% 0.4
BPC
7313
Bryce Point Capital
New York
USD 118 M -USD 14.8 M -11% 14.6% – 284 75.7% 0.2
NMCM
7314
Nicholson Meyer Capital Management
Missouri
USD 118 M +USD 9.43 M +9% 7.7% – 48 12.5% 0.2
Somerset Group
7315
Somerset Group
Minnesota
USD 118 M +USD 8.22 M +7% 8.9% 84.6% 63 6.35% 7
Fortress Financial Group
7316
Fortress Financial Group
Minnesota
USD 118 M +USD 17.9 M +18% 9.48% – 82 20.73% 0.4
Family Legacy Financial Solutions
7317
Family Legacy Financial Solutions
North Carolina
USD 118 M – – 7.61% – 246 – 0
PCC
7318
Park Circle Company
Maryland
USD 118 M +USD 4.11 M +4% 3.06% 70.5% 122 13.93% 3.9
CFG
7319
Chapman Financial Group
Hawaii
USD 118 M – – 6.78% – 216 – 0.5
Longview Financial Advisors
7320
Longview Financial Advisors
Alabama
USD 118 M +USD 1.19 M +1% 5.03% 47.4% 45 13.33% 1.3
Entruity Wealth
7321
Entruity Wealth
California
USD 118 M +USD 11.6 M +11% 6.13% – 42 2.38% 0.5
Cornerstone Financial Group
7322
Cornerstone Financial Group
Nebraska
USD 118 M +USD 6.41 M +6% 6.62% – 67 1.49% 0.5
IFS
7323
Integrated Financial Solutions
Virginia
USD 118 M – – 29.1% – 24 – 0
Williams & Novak
7324
Williams & Novak
California
USD 118 M +USD 15.4 M +15% 8.43% 61.6% 152 28.29% 0.9
White Knight Strategic Wealth Advisors
7325
White Knight Strategic Wealth Advisors
New Jersey
USD 118 M +USD 8.91 M +8% 11.6% 111% 86 19.77% 2.1