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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)
Muhlenkamp & Co
4226
Muhlenkamp & Co
Pennsylvania
USD 214 M -USD 73.6 M -26% 9.93% 107% 36 22.22% 3.9
Rockwood Wealth Management
4227
Rockwood Wealth Management
Pennsylvania
USD 214 M +USD 4.81 M +2% 14.8% 48.9% 83 25.3% 0.4
Financial Life Advisors
4228
Financial Life Advisors
Texas
USD 213 M -USD 27.7 M -11% 11.9% 47% 56 12.5% 2.8
Jacobs Asset Management
4229
Jacobs Asset Management
New York
USD 213 M -USD 25.5 M -11% 14.4% 114% 45 24.44% 1.5
Financial Consulate
4230
Financial Consulate
Maryland
USD 213 M -USD 47 M -18% 15.9% 61.4% 138 15.22% 3.5
Delphi Financial Group
4231
Delphi Financial Group
Delaware
USD 213 M -USD 72.5 M -25% 14.7% 66.3% 33 24.24% 2.8
Stolper & Co
4232
Stolper & Co
Oklahoma
USD 213 M -USD 22.9 M -10% 10.7% 77.1% 88 9.09% 1.9
Fairhaven Wealth Management
4233
Fairhaven Wealth Management
Illinois
USD 213 M -USD 33.3 M -14% 15% – 133 18.05% 2.2
First Pacific Financial
4234
First Pacific Financial
Washington
USD 213 M +USD 18.4 M +9% 13.2% 53.6% 109 18.35% 1.2
United Capital Management of KS
4235
United Capital Management of KS
Kansas
USD 213 M -USD 45 M -17% 15.2% 272% 94 12.77% 2.3
Lorne Steinberg Wealth Management
4236
Lorne Steinberg Wealth Management
Canada
USD 213 M -USD 4.08 M -2% 15% 83.4% 67 11.94% 1.2
Tenere Capital
4237
Tenere Capital
New York
USD 212 M -USD 48.6 M -19% 15.4% 131% 27 40.74% 0.3
Greenup Street Wealth Management
4238
Greenup Street Wealth Management
Michigan
USD 212 M +USD 31.3 M +17% 13.8% 65.6% 106 44.34% 0.3
Denver PWM
4239
Denver PWM
Colorado
USD 212 M -USD 39.1 M -16% 12% 48.6% 100 14% 2.4
Trust Company of Oklahoma
4240
Trust Company of Oklahoma
Oklahoma
USD 212 M -USD 48.9 M -19% 15.3% 101% 121 5.79% 5.8
LWA
4241
LWS Wealth Advisors
New Jersey
USD 212 M -USD 22.4 M -10% 12% 8.87% 64 15.63% 1.9
BigSur Wealth Management
4242
BigSur Wealth Management
Florida
USD 212 M -USD 44.4 M -17% 15.5% 94.8% 143 6.99% 3
ADW Capital Management
4243
ADW Capital Management
Florida
USD 212 M -USD 45.7 M -18% 18.1% 78.2% 8 12.5% 1.7
Curran Financial Partners
4244
Curran Financial Partners
South Carolina
USD 212 M -USD 31.5 M -13% 10.7% 49.4% 75 24% 1.2
G2 Capital Management
4245
G2 Capital Management
Ohio
USD 212 M -USD 21.2 M -9% 12.4% 55.1% 52 13.46% 0.5
Davidson Capital Management
4246
Davidson Capital Management
Texas
USD 212 M -USD 56.4 M -21% 6.98% 79.4% 91 13.19% 1.5
Wealth Alliance Advisory Group
4247
Wealth Alliance Advisory Group
Kansas
USD 212 M -USD 18.9 M -8% 13.1% 72.7% 162 14.2% 3
AB
4248
Atlas Brown
Kentucky
USD 212 M -USD 33.6 M -14% 12.4% 115% 192 13.54% 5.4
SYM Financial Corp
4249
SYM Financial Corp
Indiana
USD 211 M -USD 21.2 M -9% 14.9% 64.3% 131 24.43% 2
Bienville Capital Management
4250
Bienville Capital Management
New York
USD 211 M +USD 7.35 M +4% 14.9% 36.3% 165 32.73% 2.2