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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)
Morgan Dempsey Capital Management
5001
Morgan Dempsey Capital Management
Wisconsin
USD 249 M -USD 42.7 M -15% 4.48% 52.1% 144 26.39% 3.2
SWMG
5002
Signature Wealth Management Group
Georgia
USD 249 M -USD 636 k -0.3% 0.65% – 112 12.5% 3.4
Bare Financial Services
5003
Bare Financial Services
Pennsylvania
USD 249 M +USD 5.24 M +2% 2.52% 53.6% 158 12.66% 0.8
Tieton Capital Management
5004
Tieton Capital Management
Washington
USD 249 M +USD 55.6 M +29% 4.54% 172% 41 4.88% 4.7
11 Capital Partners
5005
11 Capital Partners
Connecticut
USD 249 M -USD 3.46 M -1% 0.41% 101% 20 35% 1.4
Texas Capital Bancshares
5006
Texas Capital Bancshares
Texas
USD 249 M +USD 953 k +0.4% 2.8% 175% 78 7.69% 4
Pine Harbor Wealth Management
5007
Pine Harbor Wealth Management
Maryland
USD 248 M +USD 47.4 M +24% 1.34% – 106 11.32% 0.9
Fusion Capital
5008
Fusion Capital
South Carolina
USD 248 M +USD 15 M +6% 0.32% 108% 85 12.94% 3.2
Christopher J. Hasenberg
5009
Christopher J. Hasenberg
Wisconsin
USD 248 M +USD 6.02 M +2% 0.89% – 195 13.85% 0.5
Hassell Wealth Management
5010
Hassell Wealth Management
Louisiana
USD 248 M +USD 9.47 M +4% 1.83% 49.7% 29 17.24% 1.5
Carmel Capital Partners
5011
Carmel Capital Partners
California
USD 248 M -USD 11.1 M -4% 4.64% 65.9% 173 19.65% 1.9
Peloton Wealth Strategists
5012
Peloton Wealth Strategists
Indiana
USD 248 M -USD 3.67 M -1% 1.65% 51.3% 100 15% 3.4
Eagle Capital Management (Louisiana)
5013
Eagle Capital Management (Louisiana)
Louisiana
USD 248 M +USD 7.91 M +3% 4.04% 103% 40 2.5% 5
Next Level Private
5014
Next Level Private
New York
USD 248 M +USD 3.82 M +2% 1.97% 95.9% 147 12.93% 1.6
Planned Solutions
5015
Planned Solutions
California
USD 248 M -USD 1.27 M -0.5% 0.36% 68.3% 663 82.5% 2.2
Elmwood Wealth Management
5016
Elmwood Wealth Management
California
USD 248 M +USD 5.29 M +2% 1.06% 42.1% 135 11.85% 3.5
Carnegie Lake Advisors
5017
Carnegie Lake Advisors
New Jersey
USD 248 M -USD 4.91 M -2% 0.65% – 167 8.38% 0.2
Robinson Capital Management
5018
Robinson Capital Management
Michigan
USD 248 M -USD 42.7 M -15% 6.24% 7.8% 248 64.52% 1.1
Luminvest Wealth Management
5019
Luminvest Wealth Management
Arizona
USD 248 M +USD 6.61 M +3% 2.52% 47.7% 35 11.43% 0.8
Zullo Investment Group
5020
Zullo Investment Group
Pennsylvania
USD 248 M +USD 6.8 M +3% 4.82% 143% 156 8.97% 2.6
Encompass Wealth Advisors
5021
Encompass Wealth Advisors
Oregon
USD 248 M -USD 152 M -38% 0.05% 68.7% 296 67.23% 3.2
Letson Investment Management
5022
Letson Investment Management
Georgia
USD 247 M -USD 7.19 M -3% 1.71% 56.7% 92 2.17% 1
Landmark Investment Partners
5023
Landmark Investment Partners
Florida
USD 247 M – – 3.29% – 18 – 0
Next Capital Management
5024
Next Capital Management
New York
USD 247 M +USD 2.02 M +0.8% 2.77% 61.3% 152 17.76% 2.7
McMill Wealth Management
5025
McMill Wealth Management
Nebraska
USD 247 M – – 1.63% – 44 – 0