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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)
Peck Wealth Management
8101
Peck Wealth Management
New York
USD 119 M +USD 19 M +19% 12.6% – 129 6.98% 0.7
YRHAM
8102
Yong Rong (HK) Asset Management
Hong Kong
USD 119 M -USD 108 M -48% 15.9% 2,310% 19 68.42% 0.4
HighRoad Wealth Advisors
8103
HighRoad Wealth Advisors
Oregon
USD 119 M +USD 16.2 M +16% 14.1% – 40 12.5% 0.5
Boyer Financial Services
8104
Boyer Financial Services
California
USD 118 M +USD 24.1 M +26% 12.1% – 60 31.67% 0.4
Figure 8 Investment Strategies
8105
Figure 8 Investment Strategies
Idaho
USD 118 M +USD 15.9 M +16% 26.3% – 58 6.9% 1.3
Hobbs Wealth Management
8106
Hobbs Wealth Management
Indiana
USD 118 M +USD 17.3 M +17% 16.8% – 25 16% 1
DAM
8107
Directional Asset Management
Illinois
USD 118 M +USD 8.89 M +8% 13.1% – 106 26.42% 0.4
Portfolio Resources Advisor Group
8108
Portfolio Resources Advisor Group
Florida
USD 118 M +USD 17.6 M +17% 13.9% – 184 38.04% 0.4
Better Way Financial
8109
Better Way Financial
Pennsylvania
USD 118 M – – 15.6% – 9 – 0
KMT Wealth Management
8110
KMT Wealth Management
California
USD 118 M -USD 65.8 M -36% 19.1% – 131 94.66% 0.1
Kingsbury Capital Investment Advisors
8111
Kingsbury Capital Investment Advisors
Illinois
USD 118 M +USD 11.8 M +11% 19.1% – 130 20% 1.6
3 Factor Indexing
8112
3 Factor Indexing
California
USD 118 M +USD 12.3 M +12% 10.6% – 477 13.42% 0.2
AK Global Asset Management
8113
AK Global Asset Management
California
USD 118 M +USD 11.8 M +11% 12.2% – 34 35.29% 0.4
Masterton Capital Management
8114
Masterton Capital Management
New York
USD 118 M +USD 8.28 M +8% 7.88% 1.94% 30 56.67% 0.8
AlphaCentric Advisors
8115
AlphaCentric Advisors
Puerto Rico
USD 118 M +USD 17.9 M +18% 19.9% – 285 20.7% 1.1
Curtis Wealth Management
8116
Curtis Wealth Management
Nevada
USD 118 M +USD 11.5 M +11% 12.7% – 57 15.79% 0.4
Wheels Up Wealth
8117
Wheels Up Wealth
California
USD 118 M +USD 11.6 M +11% 8.61% – 24 4.17% 0.5
Fiscal Wisdom Wealth Management
8118
Fiscal Wisdom Wealth Management
Connecticut
USD 118 M +USD 13.8 M +13% 9.78% – 111 27.03% 0.5
E&R Wealth Management
8119
E&R Wealth Management
South Carolina
USD 118 M +USD 17.5 M +17% 7.14% – 12 0% 0.5
TrustWell Financial Advisors
8120
TrustWell Financial Advisors
Florida
USD 118 M +USD 11.5 M +11% 3.04% – 82 19.51% 0.4
North Forty Two & Co
8121
North Forty Two & Co
Oregon
USD 118 M +USD 9.6 M +9% 10.2% – 104 6.73% 1.3
Cannon Capital Management
8122
Cannon Capital Management
Utah
USD 118 M -USD 5.34 M -4% 15.8% – 29 6.9% 0.5
Obion Capital Management
8123
Obion Capital Management
Florida
USD 118 M +USD 16.2 M +16% 9.85% – 17 17.65% 0.4
Arrow Capital
8124
Arrow Capital
Australia
USD 118 M +USD 17.6 M +18% 16.2% – 36 83.33% 0.2
Weber Capital Management
8125
Weber Capital Management
California
USD 118 M +USD 17.4 M +17% 37.8% – 14 7.14% 0.5