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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)
MONECO Advisors
3801
MONECO Advisors
Connecticut
USD 258 M -USD 14.6 M -5% 13.4% 70.5% 273 17.58% 1.9
NVWM LLC
3802
NVWM LLC
Pennsylvania
USD 257 M -USD 58.1 M -18% 13.7% 119% 597 24.62% 2.1
Trinity Legacy Partners
3803
Trinity Legacy Partners
Texas
USD 257 M -USD 38.9 M -13% 10% 63.3% 109 18.35% 1.7
Daniels + Tansey
3804
Daniels + Tansey
Delaware
USD 257 M -USD 38.6 M -13% 14.3% 21.1% 33 15.15% 1.5
Firestone Capital Management
3805
Firestone Capital Management
Florida
USD 257 M -USD 48.1 M -16% 12.8% 51.6% 127 14.17% 2.1
LeJeune Puetz Investment Counsel
3806
LeJeune Puetz Investment Counsel
Michigan
USD 257 M -USD 29.6 M -10% 12% 64.1% 198 7.58% 4.2
Triangle Securities Wealth Management
3807
Triangle Securities Wealth Management
North Carolina
USD 257 M -USD 42 M -14% 13.2% 83.6% 177 6.21% 5.2
CPFP
3808
Clear Perspectives Financial Planning
Ohio
USD 256 M -USD 7.34 M -3% 6.47% – 233 18.88% 1.1
Home Federal Bank of Tennessee
3809
Home Federal Bank of Tennessee
Tennessee
USD 256 M -USD 35.6 M -12% 11.8% 74% 76 10.53% 5.2
HF
3810
Halpern Financial
Virginia
USD 256 M -USD 14.7 M -5% 13.1% 26.3% 353 47.03% 1
Harvey Capital Management
3811
Harvey Capital Management
Florida
USD 256 M -USD 67.6 M -21% 18.9% 147% 79 8.86% 3.1
High Note Wealth
3812
High Note Wealth
Minnesota
USD 256 M -USD 27.2 M -10% 12.5% 82.8% 104 20.19% 1
Progressive Investment Management
3813
Progressive Investment Management
Oregon
USD 256 M -USD 61.3 M -19% 19.7% 139% 57 14.04% 3.6
First Sabrepoint Capital Management
3814
First Sabrepoint Capital Management
Texas
USD 256 M -USD 28.8 M -10% 13.7% 218% 32 40.63% 1.5
Perennial Investment Advisors
3815
Perennial Investment Advisors
California
USD 256 M -USD 60.3 M -19% 17.6% 84.3% 232 19.83% 1.6
Peddock Capital Advisors
3816
Peddock Capital Advisors
Massachusetts
USD 256 M -USD 52.9 M -17% 11.7% 113% 156 7.05% 4.6
Hamilton Wealth
3817
Hamilton Wealth
California
USD 256 M +USD 25.5 M +11% 12% 108% 90 36.67% 1.2
Pinnacle Private Wealth
3818
Pinnacle Private Wealth
Massachusetts
USD 256 M -USD 65.4 M -20% 14.8% – 318 20.75% 0.4
Mattern Wealth Management
3819
Mattern Wealth Management
Kansas
USD 255 M -USD 49.9 M -16% 11.7% 54% 166 14.46% 1.8
ThornTree Capital Partners
3820
ThornTree Capital Partners
Massachusetts
USD 255 M -USD 201 M -44% 28.5% 217% 22 36.36% 1.4
Claar Advisors
3821
Claar Advisors
New York
USD 255 M -USD 85.9 M -25% 16.5% 65.5% 43 18.6% 2
Raab & Moskowitz Asset Management
3822
Raab & Moskowitz Asset Management
New Jersey
USD 255 M -USD 36.4 M -12% 12.3% 75% 169 10.65% 5
White Pine Capital
3823
White Pine Capital
Minnesota
USD 255 M -USD 67.6 M -21% 12.3% 143% 229 9.17% 5.4
HA
3824
HYA Advisors
Missouri
USD 255 M -USD 33.8 M -12% 12.8% – 158 13.92% 2
Source Financial Advisors
3825
Source Financial Advisors
New York
USD 255 M -USD 84.6 M -25% 19.9% 18.5% 121 18.18% 1.1