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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)
Concentric Wealth Management
3926
Concentric Wealth Management
California
USD 139 M +USD 4.36 M +3% 2.3% 33.4% 89 2.25% 1.4
Nicollet Investment Management
3927
Nicollet Investment Management
Minnesota
USD 139 M +USD 9.7 M +8% 6.5% 104% 71 7.04% 0.5
Orleans Capital Management
3928
Orleans Capital Management
Louisiana
USD 139 M +USD 2.44 M +2% 3.25% 94.6% 84 9.52% 3.2
WWMSC
3929
Wagner Wealth Management (South Carolina)
South Carolina
USD 139 M +USD 7.41 M +6% 1.47% 36.4% 735 15.92% 0.4
MCA
3930
Mercer Capital Advisers
New Jersey
USD 139 M +USD 2.63 M +2% 3.07% 59.6% 247 2.83% 3
Rench Wealth Management
3931
Rench Wealth Management
Texas
USD 139 M -USD 7.78 M -5% 1.11% 106% 54 9.26% 3.1
Bellecapital
3932
Bellecapital
Switzerland
USD 138 M +USD 31.6 M +30% 1.32% 152% 92 15.22% 1.5
Albert D. Mason Inc
3933
Albert D. Mason Inc
Massachusetts
USD 138 M +USD 5.52 M +4% 3.53% 82% 143 6.29% 3.3
CAGAS
3934
Capital Advisory Group Advisory Services
Minnesota
USD 138 M +USD 1.54 M +1% 2.5% 54.8% 393 17.3% 0.2
Gainplan
3935
Gainplan
Michigan
USD 138 M +USD 59.7 M +76% 10.2% 103% 25 64% 0.2
Peloton Wealth Strategists
3936
Peloton Wealth Strategists
Indiana
USD 138 M +USD 5.31 M +4% 5.48% 51.3% 66 15.15% 2.5
Peachtree Investment Advisors
3937
Peachtree Investment Advisors
Georgia
USD 138 M +USD 4.99 M +4% 0.59% 24.2% 77 5.19% 3.9
Wills Financial Group
3938
Wills Financial Group
Virginia
USD 138 M +USD 2.98 M +2% 0.46% 57.5% 70 8.57% 2.7
Peninsula Asset Management
3939
Peninsula Asset Management
Florida
USD 138 M +USD 1.22 M +0.9% 2.69% 44.1% 46 2.17% 4
Copernicus Capital Management
3940
Copernicus Capital Management
California
USD 138 M +USD 12.3 M +10% 7.63% 126% 25 44% 0.3
Sheffield Asset Management
3941
Sheffield Asset Management
Illinois
USD 138 M -USD 93.2 M -40% 9.95% 24.5% 25 76% 0.3
Taylor Frigon Capital Management
3942
Taylor Frigon Capital Management
Arizona
USD 138 M +USD 9.02 M +7% 13.2% 131% 88 7.95% 2.2
Technology Crossover Management V
3943
Technology Crossover Management V
California
USD 137 M +USD 20.4 M +17% 17.5% 2.5% 2 0% 3
BigSur Wealth Management
3944
BigSur Wealth Management
Florida
USD 137 M -USD 2.95 M -2% 1.33% 94.8% 112 15.18% 1.2
Caldera Capital
3945
Caldera Capital
Texas
USD 137 M +USD 25.8 M +23% 7.43% 84.5% 22 59.09% 0.5
Ford Financial Group
3946
Ford Financial Group
California
USD 137 M +USD 9.28 M +7% 1.3% 47.7% 47 21.28% 0.5
Aquiline Capital Partners
3947
Aquiline Capital Partners
New York
USD 137 M -USD 10.2 M -7% 4.44% 14.7% 1 0% 1
Pecaut & Co
3948
Pecaut & Co
Iowa
USD 137 M +USD 5.44 M +4% 5.7% 67.6% 68 14.71% 2.3
Vickerman & Driscoll Financial Advisors
3949
Vickerman & Driscoll Financial Advisors
Washington
USD 137 M +USD 1.58 M +1% 2.27% – 115 2.61% 0.5
Artemis Wealth Advisors
3950
Artemis Wealth Advisors
New York
USD 137 M +USD 8.61 M +7% 6.5% 174% 32 6.25% 1.1