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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)
WA
7376
Wilmar Advisors
Florida
USD 122 M +USD 16.7 M +16% 14.2% – 25 24% 0.5
UAML
7377
US Asset Management LLC
Pennsylvania
USD 122 M +USD 6.36 M +6% 10.4% – 124 8.06% 3.5
Tandem Investment Partners
7378
Tandem Investment Partners
New Jersey
USD 122 M +USD 7.05 M +6% 7.09% – 73 10.96% 0.7
swisspartners Advisors
7379
swisspartners Advisors
Switzerland
USD 122 M +USD 15.6 M +15% 11.9% 73.2% 25 8% 3.1
Fortitude Financial
7380
Fortitude Financial
Washington
USD 122 M +USD 9.03 M +8% 0.59% – 34 14.71% 0.4
Journey Beyond Wealth
7381
Journey Beyond Wealth
Georgia
USD 122 M +USD 2.99 M +3% 7.18% – 31 12.9% 0.7
VanWeelden Wealth Management
7382
VanWeelden Wealth Management
Ohio
USD 122 M – – 1.95% – 19 – 0.9
WealthTrak Capital Management
7383
WealthTrak Capital Management
Virginia
USD 121 M +USD 1.79 M +1% 7.76% – 938 92.32% 0.7
ORBA Wealth Advisors
7384
ORBA Wealth Advisors
Illinois
USD 121 M +USD 11.7 M +11% 7.61% 70.5% 79 11.39% 1.4
Alterna Wealth Management
7385
Alterna Wealth Management
Texas
USD 121 M -USD 3.41 M -3% 5.63% 52.9% 116 25.86% 2.6
Runnymede Capital Advisors
7386
Runnymede Capital Advisors
Ohio
USD 121 M +USD 12.9 M +12% 14.2% – 74 14.86% 0.7
UFA
7387
Uptown Financial Advisors
Texas
USD 121 M +USD 4.62 M +4% 6.24% – 80 13.75% 0.7
Alexander Randolph Advisory
7388
Alexander Randolph Advisory
Virginia
USD 121 M +USD 9.7 M +9% 7.99% – 53 0% 1.7
Virtue Asset Management
7389
Virtue Asset Management
Illinois
USD 121 M – – 7.69% – 96 – 0
Allium Financial Advisors
7390
Allium Financial Advisors
Oregon
USD 121 M +USD 6.07 M +5% 7.8% – 94 20.21% 0.4
Ibex Investors
7391
Ibex Investors
Colorado
USD 121 M +USD 23 M +24% 16.4% 16.6% 16 68.75% 1
Talisman Wealth Advisors
7392
Talisman Wealth Advisors
New Jersey
USD 121 M +USD 11.2 M +10% 7.79% 70.8% 118 8.47% 1.9
Defined Financial Planning
7393
Defined Financial Planning
California
USD 121 M +USD 7.99 M +7% 6.99% – 76 25% 0.5
AG Asset Advisory
7394
AG Asset Advisory
California
USD 121 M +USD 5.47 M +5% 2.69% – 26 19.23% 0.6
Phillips Wealth Planners
7395
Phillips Wealth Planners
Mississippi
USD 120 M +USD 10.1 M +9% 6.47% 82% 215 19.07% 1.7
Lane Generational
7396
Lane Generational
Massachusetts
USD 120 M +USD 13.2 M +12% 32.7% 148% 35 20% 2.1
LifeGoal Wealth Advisors
7397
LifeGoal Wealth Advisors
New York
USD 120 M +USD 15.1 M +14% 6.85% – 74 17.57% 0.6
Barden Capital Management
7398
Barden Capital Management
Texas
USD 120 M +USD 6.18 M +5% 5.18% 80.1% 62 14.52% 2.6
OP
7399
Orvieto Partners
Massachusetts
USD 120 M +USD 7.76 M +7% 6.62% – 46 26.09% 0.6
KCM
7400
Kempner Capital Management
Texas
USD 120 M -USD 66.6 M -36% 9.78% 60.9% 50 10% 4.4