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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)
Objective Capital Management
8326
Objective Capital Management
Ohio
USD 98.2 M +USD 1.6 M +2% 1.33% – 95 17.89% 2.6
PC
8327
Payne Capital
Oregon
USD 98.2 M -USD 386 k -0.4% 1.48% – 56 7.14% 0.2
Red Reef Advisors
8328
Red Reef Advisors
Florida
USD 98.2 M – – 2.85% – 170 – 0
Walsky Investment Management
8329
Walsky Investment Management
Pennsylvania
USD 98.2 M – – 4.18% – 52 – 0
John Boyer Inc
8330
John Boyer Inc
Florida
USD 98.2 M -USD 2.13 M -2% 2.02% – 44 15.91% 0.2
ETF Store
8331
ETF Store
Kansas
USD 98 M +USD 3.74 M +4% 2.19% 61% 99 7.07% 2.6
Vision Financial Markets
8332
Vision Financial Markets
Connecticut
USD 98 M -USD 19.1 M -16% 0.33% – 439 9.11% 0.8
Terra Alpha Investments
8333
Terra Alpha Investments
District of Columbia
USD 97.7 M -USD 328 k -0.3% 2.09% – 33 12.12% 0.8
Fortress Financial Solutions
8334
Fortress Financial Solutions
Arizona
USD 97.7 M +USD 5.96 M +6% 1.99% – 65 16.92% 0.8
Generations Wealth LLC
8335
Generations Wealth LLC
Ohio
USD 97.7 M – – 2.6% – 28 – 0
WealthSpring Partners
8336
WealthSpring Partners
California
USD 97.6 M – – 1.93% – 58 – 2.8
Crescent Sterling
8337
Crescent Sterling
Louisiana
USD 97.6 M +USD 2.47 M +3% 1.68% 68.6% 81 12.35% 2.3
ProCore Advisors
8338
ProCore Advisors
California
USD 97.5 M – – 2.05% – 90 – 0
Artesa Financial Group
8339
Artesa Financial Group
Texas
USD 97.2 M – – 3.06% – 48 – 0
Ballast Financial Advisors
8340
Ballast Financial Advisors
Pennsylvania
USD 97.1 M – – 1% – 70 – 0
Elevated Private Wealth
8341
Elevated Private Wealth
Wisconsin
USD 97.1 M – – 5.58% – 93 – 0
Arnold Financial Planning
8342
Arnold Financial Planning
Iowa
USD 97 M – – 1.34% – 24 – 0
Skyview Financial Group
8343
Skyview Financial Group
Florida
USD 96.9 M – – 6.55% – 57 – 0
CenturyLink Investment Management
8344
CenturyLink Investment Management
Colorado
USD 96.9 M -USD 12.4 M -11% 2.34% – 1 0% 4
Oregon Pacific Wealth Management
8345
Oregon Pacific Wealth Management
Oregon
USD 96.8 M -USD 18.9 M -16% 1.6% – 149 29.53% 0.8
Greenline Wealth Management
8346
Greenline Wealth Management
Florida
USD 96.6 M – – 1.67% – 551 – 0
Corps Capital Advisors
8347
Corps Capital Advisors
Texas
USD 96.6 M +USD 30.6 M +46% 2.31% – 89 40.45% 0.6
Invested Advisors
8348
Invested Advisors
Pennsylvania
USD 96.6 M +USD 27.9 M +41% 2.7% – 151 39.74% 0.2
Premier Private Wealth Management
8349
Premier Private Wealth Management
Florida
USD 96.5 M – – 0.7% – 50 – 0
Provident Company of the Employees of the Hebrew University
8350
Provident Company of the Employees of the Hebrew University
Israel
USD 96.3 M -USD 3.75 M -4% 1.94% – 34 14.71% 1.2