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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)
Monterey Private Wealth
4676
Monterey Private Wealth
California
USD 125 M – – 5.47% 29.8% 81 – 0
MC
4677
Miles Capital
Iowa
USD 125 M +USD 3.32 M +3% 7.54% 15.4% 204 22.06% 1.7
NCM
4678
Niemann Capital Management
Nevada
USD 125 M -USD 13.4 M -10% 3.88% 103% 66 86.36% 0.1
CCP
4679
Cunning Capital Partners
North Carolina
USD 124 M – – 8.55% 268% 1 – 0
Pin Oak Investment Advisors
4680
Pin Oak Investment Advisors
Texas
USD 124 M +USD 2.45 M +2% 6.35% 62.7% 424 11.08% 1.6
SSCM
4681
Summit Street Capital Management
New York
USD 124 M -USD 18.3 M -13% 17% 217% 31 12.9% 2.2
FRM
4682
Fox Run Management
Connecticut
USD 124 M +USD 14.4 M +13% 9.22% 64% 601 83.36% 0.1
Penn Mutual Asset Management
4683
Penn Mutual Asset Management
Pennsylvania
USD 124 M -USD 24.1 M -16% 3.12% 32% 32 34.38% 0.7
Mader & Shannon Wealth Management
4684
Mader & Shannon Wealth Management
Missouri
USD 124 M -USD 2.11 M -2% 2.42% 53.1% 23 30.43% 0.8
Financial Strategies Group
4685
Financial Strategies Group
Michigan
USD 124 M – – 4.72% 44.9% 47 – 0
Old Well Partners
4686
Old Well Partners
North Carolina
USD 124 M – – 20.4% 97.8% 31 – 0
Townsend Asset Management
4687
Townsend Asset Management
North Carolina
USD 124 M – – 7.55% 88.5% 198 – 0
Stamos Capital Partners
4688
Stamos Capital Partners
California
USD 124 M +USD 11.5 M +10% 6.1% 36.7% 62 48.39% 0.6
Legacy Financial Strategies
4689
Legacy Financial Strategies
Kansas
USD 124 M +USD 11.6 M +10% 7.49% 76.7% 67 10.45% 1.4
ABP
4690
Arthur B. Page
USD 124 M +USD 4.83 M +4% 7.7% 40.4% 61 3.28% 4.6
Hubbell Strickland Wealth Management
4691
Hubbell Strickland Wealth Management
Louisiana
USD 124 M +USD 8.28 M +7% 6.12% 64.8% 58 5.17% 0.2
VeraBank
4692
VeraBank
Texas
USD 124 M +USD 12.7 M +11% 7.63% 60.6% 102 13.73% 0.8
Strategic Family Wealth Counselors
4693
Strategic Family Wealth Counselors
New Jersey
USD 124 M -USD 8.42 M -6% 5.54% 83.8% 73 16.44% 0.8
Seelaus Asset Management
4694
Seelaus Asset Management
New Jersey
USD 124 M +USD 9.35 M +8% 9.67% 134% 183 19.13% 1.3
Tiller Private Wealth
4695
Tiller Private Wealth
Pennsylvania
USD 124 M +USD 6.5 M +6% 6.95% 60.2% 43 18.6% 2.3
Westhampton Capital
4696
Westhampton Capital
North Carolina
USD 123 M +USD 3.85 M +3% 8.56% 95.6% 113 6.19% 0.5
ICW Investment Advisors
4697
ICW Investment Advisors
Arizona
USD 123 M – – 4.99% 58.6% 185 – 0
Ranch Capital Advisors
4698
Ranch Capital Advisors
Florida
USD 123 M +USD 30 M +32% 5.52% 92.6% 961 77.94% 0.1
Peak Capital Management
4699
Peak Capital Management
Colorado
USD 123 M -USD 26.2 M -18% 2.23% 9.52% 25 28% 1.8
Altai Capital Management
4700
Altai Capital Management
California
USD 123 M +USD 7.46 M +6% 16.9% 24.9% 4 0% 1