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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)
Beck Capital Management
3851
Beck Capital Management
Texas
USD 348 M +USD 56.3 M +19% 24.5% 291% 115 17.39% 1.6
NFC Investments
3852
NFC Investments
Tennessee
USD 348 M +USD 24.4 M +8% 10.1% – 32 3.13% 6
Marshall Financial Group (Maryland)
3853
Marshall Financial Group (Maryland)
Maryland
USD 348 M +USD 37.6 M +12% 7.57% 63.5% 182 8.79% 2
Stuart Chaussee & Associates
3854
Stuart Chaussee & Associates
California
USD 348 M +USD 5.11 M +1% 4.84% 58.6% 162 11.73% 3.2
Morton Community Bank
3855
Morton Community Bank
Illinois
USD 348 M +USD 41.6 M +14% 8.46% – 115 10.43% 0.2
Dumont & Blake Investment Advisors
3856
Dumont & Blake Investment Advisors
New Jersey
USD 347 M +USD 24.2 M +7% 8.16% 86.1% 212 11.32% 6.3
Haverford Financial Services
3857
Haverford Financial Services
Pennsylvania
USD 347 M +USD 13.6 M +4% 6.26% 57.9% 42 7.14% 6.2
Hedeker Wealth
3858
Hedeker Wealth
Illinois
USD 347 M +USD 30.5 M +10% 10.8% 161% 94 11.7% 2.9
Monument Capital Management
3859
Monument Capital Management
Virginia
USD 347 M +USD 36.3 M +12% 16.7% 170% 201 18.91% 1.8
Genworth Financial
3860
Genworth Financial
Virginia
USD 346 M +USD 30.2 M +10% 9.64% 73.6% 4 50% 2.9
GDS
3861
Gimbel Daniel Scott
USD 346 M +USD 2.52 M +0.7% 0.74% 57.1% 2 0% 3.3
MHR
3862
Matthew Hamilton Rosenberg
USD 346 M +USD 21 M +6% 5.96% 52% 939 11.5% 2.8
MCG
3863
McCollum Christoferson Group
New York
USD 346 M +USD 15.2 M +5% 7.74% 59.4% 68 10.29% 4
Rezny Wealth Management
3864
Rezny Wealth Management
Florida
USD 346 M +USD 31.7 M +10% 9.75% 99.6% 25 32% 2.4
Apeiron RIA
3865
Apeiron RIA
Texas
USD 345 M +USD 24.7 M +8% 7.04% 68.5% 218 13.76% 1.4
WESCAP Management Group
3866
WESCAP Management Group
California
USD 345 M +USD 34.8 M +11% 5.91% 45.7% 94 5.32% 4.6
Sage Capital Advisors
3867
Sage Capital Advisors
South Dakota
USD 345 M +USD 35.5 M +11% 9.33% 105% 141 15.6% 3.3
Werba Rubin Papier Wealth Management
3868
Werba Rubin Papier Wealth Management
California
USD 345 M +USD 50.3 M +17% 6.69% 73.5% 157 25.48% 0.8
Shakespeare Wealth Management
3869
Shakespeare Wealth Management
Wisconsin
USD 345 M +USD 21.5 M +7% 5.62% 55.5% 89 8.99% 3.6
Essex Woodlands Management
3870
Essex Woodlands Management
Texas
USD 345 M -USD 59.3 M -15% 10.3% 119% 7 0% 5.5
King Street Capital Management
3871
King Street Capital Management
New York
USD 345 M +USD 274 M +386% 1.41% 140% 10 40% 0.7
HF
3872
Halpern Financial
Virginia
USD 344 M +USD 22.4 M +7% 7.58% 26.3% 251 16.73% 2.7
Muhlenkamp & Co
3873
Muhlenkamp & Co
Pennsylvania
USD 344 M +USD 38.6 M +13% 8.73% 107% 29 0% 4.4
Childress Capital Advisors
3874
Childress Capital Advisors
Texas
USD 344 M +USD 8.98 M +3% 11.9% 107% 219 14.16% 1
Rothschild Capital Partners
3875
Rothschild Capital Partners
New York
USD 344 M +USD 26.8 M +8% 8.53% 90.8% 45 17.78% 3.5