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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)
Abbot Financial Management
4751
Abbot Financial Management
Massachusetts
USD 205 M -USD 19.1 M -9% 5.74% 102% 140 10% 3.4
Marion Wealth Management
4752
Marion Wealth Management
Pennsylvania
USD 205 M -USD 6.22 M -3% 3.63% 51.7% 99 4.04% 0.3
Mendel Money Management
4753
Mendel Money Management
Illinois
USD 205 M +USD 31.3 M +18% 5.82% 75.4% 125 46.4% 2.2
Client 1st Advisory Group
4754
Client 1st Advisory Group
Florida
USD 205 M -USD 174 k -0.1% 3.61% 64.5% 82 8.54% 1.4
Sculati Wealth Management
4755
Sculati Wealth Management
Michigan
USD 205 M -USD 2.31 M -1% 1.06% 80.3% 122 7.38% 1.7
Townsend Asset Management
4756
Townsend Asset Management
North Carolina
USD 205 M -USD 4.82 M -2% 5.02% 88.5% 219 10.05% 1.8
San Luis Wealth Advisors
4757
San Luis Wealth Advisors
California
USD 205 M +USD 106 M +108% 5.74% 65% 459 80.61% 0.2
Robertson Opportunity Capital
4758
Robertson Opportunity Capital
Texas
USD 204 M -USD 14.1 M -6% 0.66% 93.4% 29 13.79% 5
Prosperity Planning
4759
Prosperity Planning
Missouri
USD 204 M +USD 6.97 M +4% 4.2% 43.5% 96 4.17% 1
SG Capital Management
4760
SG Capital Management
Illinois
USD 204 M -USD 61.1 M -23% 2.65% 250% 84 69.05% 0.4
Northwest Wealth Management
4761
Northwest Wealth Management
Iowa
USD 204 M -USD 11 M -5% 1.61% 63.4% 143 20.28% 2.8
Madrona Financial Services
4762
Madrona Financial Services
Washington
USD 204 M -USD 32.5 M -14% 4.09% 85.1% 82 14.63% 2.4
CWM
4763
CCG Wealth Management
California
USD 204 M +USD 12.2 M +6% 3.64% 82.6% 131 32.82% 1.3
Bienville Capital Management
4764
Bienville Capital Management
New York
USD 204 M +USD 65.9 M +48% 7.06% 36.3% 154 45.45% 2
Ferguson Shapiro
4765
Ferguson Shapiro
Georgia
USD 204 M +USD 18.5 M +10% 7.19% 42.7% 42 50% 0.7
Heron Bay Capital Management
4766
Heron Bay Capital Management
Michigan
USD 204 M +USD 1.02 M +0.5% 4.42% 58.9% 76 18.42% 1
TL
4767
TowerView LLC
New York
USD 204 M +USD 1.4 M +0.7% 2.48% 17.9% 36 13.89% 2.8
Newbridge Financial Services Group
4768
Newbridge Financial Services Group
Florida
USD 203 M -USD 8.32 M -4% 5.05% 189% 1,612 17.25% 1
Midwest Professional Planners Ltd (MPPL)
4769
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 203 M -USD 2.56 M -1% 3.37% 136% 133 22.56% 2.2
Scissortail Wealth Management
4770
Scissortail Wealth Management
Oklahoma
USD 203 M -USD 56.4 M -22% 0.08% 65% 147 55.1% 0.2
SFA
4771
Spectrum Financial Alliance
Kentucky
USD 203 M -USD 1.8 M -0.9% 1.69% 187% 10 10% 2.8
PYA Waltman Capital
4772
PYA Waltman Capital
Tennessee
USD 203 M +USD 9.06 M +5% 1.56% 62.4% 216 8.33% 0.5
Beacon Wealthcare LLC
4773
Beacon Wealthcare LLC
North Carolina
USD 203 M -USD 16.9 M -8% 5.78% 47% 13 7.69% 0.9
Shayne & Jacobs LLC
4774
Shayne & Jacobs LLC
Tennessee
USD 203 M +USD 17 M +9% 10.5% 79.4% 37 2.7% 4.9
New Leaf Venture Partners
4775
New Leaf Venture Partners
New York
USD 203 M -USD 73.1 M -26% 22% 3.91% 22 4.55% 2.7