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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)
SPWM Advisors
8276
SPWM Advisors
Michigan
USD 108 M -USD 6.94 M -6% 10.2% – 98 13.27% 0.4
Michelson Medical Research Foundation
8277
Michelson Medical Research Foundation
California
USD 108 M +USD 9.7 M +10% 12.8% 52.2% 23 17.39% 2.1
BC
8278
Bayforest Capital
United Kingdom
USD 108 M +USD 18.9 M +21% 20.5% – 1,251 56.43% 0.4
Schuylkill Financial
8279
Schuylkill Financial
Pennsylvania
USD 108 M – – 11.6% – 66 – 0
Yorktown Energy Partners XI
8280
Yorktown Energy Partners XI
New York
USD 108 M -USD 33.4 M -24% 12.3% 105% 4 0% 4.5
YF
8281
Yu Fan
USD 108 M +USD 10.9 M +11% 21.6% 42.7% 8 0% 0.9
Walsky Investment Management
8282
Walsky Investment Management
Pennsylvania
USD 108 M +USD 9.7 M +10% 13.2% – 54 11.11% 0.5
Aspirean Wealth
8283
Aspirean Wealth
California
USD 108 M +USD 15.5 M +17% 10.2% – 20 10% 0.5
Retireful LLC
8284
Retireful LLC
Michigan
USD 107 M +USD 36.5 M +51% 76.8% 437% 121 63.64% 0.4
MPEM
8285
Marathon Partners Equity Management
New York
USD 107 M +USD 18.9 M +21% 31.7% – 21 38.1% 2
Gainline Financial Partners
8286
Gainline Financial Partners
Colorado
USD 107 M – – 11.8% – 56 – 0
Burkett Asset Management
8287
Burkett Asset Management
USD 107 M +USD 5.53 M +5% 14.1% – 66 18.18% 0.4
Fullerton Advisors
8288
Fullerton Advisors
California
USD 107 M +USD 10.4 M +11% 12.2% – 56 8.93% 0.5
Intentional Wealth Strategies
8289
Intentional Wealth Strategies
Colorado
USD 107 M -USD 727 k -0.7% 17.3% – 945 93.12% 0.2
Oregon Pacific Wealth Management
8290
Oregon Pacific Wealth Management
Oregon
USD 107 M +USD 10.7 M +11% 11.5% – 122 19.67% 0.9
American Wealth Advisors
8291
American Wealth Advisors
Georgia
USD 107 M +USD 10.6 M +11% 12.3% – 42 2.38% 0.7
Ebert Capital Management
8292
Ebert Capital Management
California
USD 107 M +USD 8.65 M +9% 12.8% – 29 13.79% 0.4
CFG Wealth Management Services
8293
CFG Wealth Management Services
Indiana
USD 107 M -USD 3.63 M -3% 6.04% – 152 47.37% 0.5
October Effect
8294
October Effect
Virginia
USD 106 M +USD 19.5 M +22% 64.6% – 76 31.58% 0.7
Plus Group Wealth Advisors
8295
Plus Group Wealth Advisors
Wisconsin
USD 106 M +USD 15.4 M +17% 12% – 48 14.58% 0.4
Wallace Advisory Group
8296
Wallace Advisory Group
California
USD 106 M +USD 12.7 M +14% 9.69% 50.9% 146 23.97% 2.1
CF
8297
Calder Financial
Pennsylvania
USD 106 M +USD 5.41 M +5% 12.2% – 45 15.56% 0.4
Expressive Wealth
8298
Expressive Wealth
Illinois
USD 106 M +USD 984 k +0.9% 17.1% – 147 21.09% 0.4
Regatta Research & Money Management
8299
Regatta Research & Money Management
Louisiana
USD 106 M – – 14.7% – 495 – 0
Elevated Private Wealth
8300
Elevated Private Wealth
Wisconsin
USD 106 M – – 28.8% – 76 – 0.5