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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)
Real Talk Capital
7801
Real Talk Capital
Tennessee
USD 134 M +USD 28.3 M +27% 16.4% – 105 13.33% 1.1
Hingham Institution for Savings
7802
Hingham Institution for Savings
Massachusetts
USD 134 M +USD 21.1 M +19% 14.4% – 16 12.5% 0.4
Boreal Capital Management
7803
Boreal Capital Management
Florida
USD 134 M +USD 11.3 M +9% 18.4% – 523 15.87% 0.8
Kraematon Investment Advisors
7804
Kraematon Investment Advisors
Massachusetts
USD 134 M +USD 11.4 M +9% 15.2% 80.5% 107 11.21% 2.6
Vista Cima Wealth Management
7805
Vista Cima Wealth Management
Arizona
USD 134 M +USD 33 M +33% 18.9% – 52 13.46% 1.2
LWM Advisors
7806
LWM Advisors
California
USD 134 M +USD 18.8 M +16% 14.1% – 37 24.32% 1.1
Arnold Financial Planning
7807
Arnold Financial Planning
Iowa
USD 134 M +USD 27.1 M +25% 9.94% – 42 40.48% 0.3
Waystone Advisors
7808
Waystone Advisors
Washington
USD 134 M +USD 22.2 M +20% 14.9% – 120 24.17% 0.4
Asempa Wealth Advisors
7809
Asempa Wealth Advisors
Louisiana
USD 134 M +USD 19.3 M +17% 14.5% – 125 12.8% 0.4
Freestate Advisors
7810
Freestate Advisors
Kansas
USD 134 M +USD 8.8 M +7% 6.43% – 44 9.09% 1.7
PrairieView Wealth Partners
7811
PrairieView Wealth Partners
Illinois
USD 134 M +USD 11.9 M +10% 9.42% – 31 9.68% 1.7
Integrated Wealthcare
7812
Integrated Wealthcare
North Carolina
USD 134 M +USD 14.3 M +12% 12.1% – 29 3.45% 0.5
Lexington Partners
7813
Lexington Partners
New York
USD 134 M -USD 233 M -63% 37.1% 1.27% 3 33.33% 2.8
Elevation Wealth Management
7814
Elevation Wealth Management
Minnesota
USD 134 M +USD 24.8 M +23% 21.4% – 153 15.03% 0.4
Paller Financial Services
7815
Paller Financial Services
Colorado
USD 134 M +USD 12.9 M +11% 16.7% – 49 22.45% 0.4
BI
7816
BluePrint Investing
California
USD 134 M +USD 8.15 M +6% 7.25% – 26 0% 0.5
McAlvany Wealth Management
7817
McAlvany Wealth Management
Colorado
USD 134 M -USD 14.8 M -10% 15.8% – 49 18.37% 0.4
Eagle Bay Advisors
7818
Eagle Bay Advisors
New York
USD 134 M +USD 20.3 M +18% 15.9% 85% 151 22.52% 2.6
DWR Wealth Management
7819
DWR Wealth Management
California
USD 134 M +USD 18.7 M +16% 12% – 56 8.93% 0.4
Cannae Holdings
7820
Cannae Holdings
Nevada
USD 134 M +USD 109 M +444% 4.46% 88.6% 3 66.67% 2.4
Nightview Capital
7821
Nightview Capital
Texas
USD 134 M +USD 2.98 M +2% 10.6% 170% 17 29.41% 1.6
Northeast Planning Associates NH
7822
Northeast Planning Associates NH
New Hampshire
USD 133 M -USD 15.4 M -10% 0.19% – 69 26.09% 0.9
Carter Financial
7823
Carter Financial
California
USD 133 M +USD 18.4 M +16% 13.2% – 33 15.15% 0.4
Capstone Wealth Management
7824
Capstone Wealth Management
Montana
USD 133 M +USD 15.3 M +13% 11.8% – 48 20.83% 0.4
Harbor Asset Planning
7825
Harbor Asset Planning
Massachusetts
USD 133 M +USD 14.3 M +12% 15.2% – 428 4.91% 0.9