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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)
Wealth Care LLC
8026
Wealth Care LLC
Florida
USD 123 M +USD 10.9 M +10% 11% – 76 15.79% 0.2
Bolthouse Investments
8027
Bolthouse Investments
California
USD 123 M +USD 12.8 M +12% 10.3% – 88 22.73% 1.1
Scientech Research LLC
8028
Scientech Research LLC
New Jersey
USD 123 M +USD 3.5 M +3% 111% – 635 94.02% 0.1
ATLas Financial Planning
8029
ATLas Financial Planning
Georgia
USD 123 M +USD 11.8 M +11% 7.25% – 72 8.33% 0.5
Aldebaran Financial
8030
Aldebaran Financial
USD 123 M +USD 17.9 M +17% 20.2% 89.7% 85 14.12% 5.8
Wealth Advisory Team
8031
Wealth Advisory Team
Kentucky
USD 123 M – – 9.46% – 39 – 0.9
Powerhouse Assets
8032
Powerhouse Assets
Massachusetts
USD 123 M +USD 7.92 M +7% 11.9% – 58 6.9% 0.5
Alamut Investment Management
8033
Alamut Investment Management
USD 123 M +USD 22.4 M +22% 1.15% – 3 0% 0.8
Benchmark Financial
8034
Benchmark Financial
Delaware
USD 123 M +USD 11.3 M +10% 8.07% – 57 14.04% 0.4
Fairlight Advisors
8035
Fairlight Advisors
California
USD 123 M – – 5.67% – 30 – 0
American Asset Management
8036
American Asset Management
Florida
USD 123 M +USD 7.4 M +6% 7.01% 42.5% 34 11.76% 2.2
Sawyer Falduto Asset Management
8037
Sawyer Falduto Asset Management
Illinois
USD 123 M +USD 14.8 M +14% 12.2% – 279 9.68% 0.5
Walsh & Associates
8038
Walsh & Associates
Florida
USD 122 M +USD 21.6 M +21% 14.8% – 305 25.57% 0.5
CG
8039
Curat Global
New Hampshire
USD 122 M +USD 20.9 M +21% 26.8% – 268 7.46% 1.2
Hardworking Capital Advisors
8040
Hardworking Capital Advisors
California
USD 122 M +USD 15.6 M +15% 5.36% – 85 3.53% 0.5
Worldly Partners Management
8041
Worldly Partners Management
Massachusetts
USD 122 M +USD 3.95 M +3% 8.94% 19.2% 3 0% 3.5
TandemGrowth Financial Advisors
8042
TandemGrowth Financial Advisors
Georgia
USD 122 M +USD 16.2 M +15% 10.4% – 27 18.52% 0.4
Birchwood Financial Partners
8043
Birchwood Financial Partners
Minnesota
USD 122 M +USD 18.5 M +18% 12.9% – 358 4.47% 0.5
Guardian Capital (Pennsylvania)
8044
Guardian Capital (Pennsylvania)
Pennsylvania
USD 122 M +USD 17.7 M +17% 24.5% – 85 11.76% 0.5
High Point Wealth Management
8045
High Point Wealth Management
New Jersey
USD 122 M +USD 18.6 M +18% 21.1% – 262 9.16% 0.5
Forteris Wealth Management
8046
Forteris Wealth Management
New York
USD 122 M +USD 17.8 M +17% 17.8% – 73 12.33% 0.5
Wall Capital Group
8047
Wall Capital Group
Arizona
USD 122 M +USD 28.5 M +30% 11.6% – 31 29.03% 2.3
WFA of San Diego
8048
WFA of San Diego
California
USD 122 M -USD 2.5 M -2% 11.7% – 405 77.04% 4.3
Cooke Wealth Management
8049
Cooke Wealth Management
California
USD 122 M +USD 9.25 M +8% 9.41% – 39 5.13% 0.5
JHP Wealth Management
8050
JHP Wealth Management
Colorado
USD 122 M +USD 17.5 M +17% 13.2% – 43 32.56% 0.4