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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)
Mattern Wealth Management
3776
Mattern Wealth Management
Kansas
USD 297 M -USD 16.3 M -5% 0.42% 54% 173 9.25% 1.3
Moisand Fitzgerald Tamayo
3777
Moisand Fitzgerald Tamayo
Florida
USD 297 M +USD 22 M +8% 1.18% 51.1% 431 11.83% 2.6
MinichMacGregor Wealth Management
3778
MinichMacGregor Wealth Management
New York
USD 297 M +USD 11.8 M +4% 0.35% 130% 87 18.39% 1.1
Howard Hughes Medical Institute
3779
Howard Hughes Medical Institute
Maryland
USD 297 M -USD 2.4 M -0.8% 6.07% 70.9% 24 8.33% 4.9
Investors Research Corp
3780
Investors Research Corp
Georgia
USD 296 M +USD 7.21 M +2% 1.81% 62.1% 1,070 6.45% 2.2
Element Pointe Advisors
3781
Element Pointe Advisors
Florida
USD 296 M -USD 34.6 M -10% 0.93% 75.1% 127 22.05% 1.3
Poehling Capital Management
3782
Poehling Capital Management
Wisconsin
USD 296 M -USD 17.8 M -6% 2.54% 83% 155 17.42% 1.9
Bard Associates
3783
Bard Associates
Illinois
USD 296 M -USD 9.46 M -3% 3.55% 241% 184 9.78% 4.2
Tenzing Global Management
3784
Tenzing Global Management
California
USD 296 M -USD 82.6 M -22% 4.09% 273% 17 58.82% 1.1
FA
3785
Financial Advisors
Massachusetts
USD 296 M +USD 10.5 M +4% 1.01% 71.5% 89 3.37% 1.9
CRA Financial Services
3786
CRA Financial Services
New Jersey
USD 296 M +USD 7.95 M +3% 0.49% 91.9% 207 9.66% 1.8
WA
3787
WealthTrust Axiom
Pennsylvania
USD 295 M -USD 16.2 M -5% 1.49% 125% 274 7.3% 4.4
MJP Associates
3788
MJP Associates
Connecticut
USD 295 M -USD 3.45 M -1% 0.33% 60.9% 151 14.57% 0.6
PBF
3789
Petix & Botte Financial
California
USD 295 M +USD 152 M +106% 0.3% 47.5% 117 37.61% 1
Peak Financial Management
3790
Peak Financial Management
Massachusetts
USD 295 M +USD 697 k +0.2% 0.71% 58.2% 76 13.16% 3
PWM
3791
Praetorian Wealth Management
California
USD 295 M -USD 4.32 M -1% 0.88% 60.4% 64 4.69% 1.1
Rezny Wealth Management
3792
Rezny Wealth Management
Florida
USD 295 M +USD 8.56 M +3% 0.04% 99.6% 21 19.05% 2
Rowlandmiller & Partners
3793
Rowlandmiller & Partners
Georgia
USD 295 M -USD 112 M -27% 1.22% 84% 192 27.08% 4.6
59 North Capital Management
3794
59 North Capital Management
Texas
USD 295 M +USD 26.9 M +10% 2.08% 81.4% 11 9.09% 0.6
FSA
3795
Financial Services Advisory
Maryland
USD 295 M +USD 60.7 M +26% 0.16% 82.5% 60 50% 0.5
Walter & Keenan Wealth Management
3796
Walter & Keenan Wealth Management
Indiana
USD 295 M +USD 4.7 M +2% 0.3% 92% 155 10.97% 2.6
Triangle Securities Wealth Management
3797
Triangle Securities Wealth Management
North Carolina
USD 295 M -USD 1.11 M -0.4% 0.15% 83.6% 178 3.93% 4.7
Canal Insurance Company
3798
Canal Insurance Company
South Carolina
USD 294 M +USD 10.3 M +4% 2.36% 114% 83 15.66% 3.7
Founders Fund V Management
3799
Founders Fund V Management
California
USD 294 M +USD 1.2 M +0.4% 32.3% 860% 5 20% 0.5
Monument Capital Management
3800
Monument Capital Management
Virginia
USD 294 M +USD 5.27 M +2% 0% 170% 154 15.58% 1.3