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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)
PFG Private Wealth Management
5176
PFG Private Wealth Management
Florida
USD 154 M +USD 8.88 M +6% 4.32% 52.6% 58 0% 1.1
Seneca House Advisors
5177
Seneca House Advisors
Virginia
USD 154 M +USD 12.7 M +9% 7.9% 58.2% 85 12.94% 2.5
HM
5178
Harvest Management
New York
USD 154 M -USD 12.9 M -8% 16.7% 610% 93 75.27% 0.5
SC
5179
Steph & Co
Wisconsin
USD 154 M +USD 10 M +7% 5.56% 61.6% 243 7% 1.3
Sterling Financial Planning
5180
Sterling Financial Planning
New Jersey
USD 154 M +USD 13.7 M +10% 5.55% 55.5% 414 10.39% 0.4
Eastover Investment Advisors
5181
Eastover Investment Advisors
North Carolina
USD 154 M +USD 12.5 M +9% 5.15% 105% 47 6.38% 1.1
Wealth CMT
5182
Wealth CMT
New Jersey
USD 154 M -USD 15.8 M -9% 6.46% 25% 19 26.32% 1.5
Your Advocates Ltd
5183
Your Advocates Ltd
Texas
USD 154 M +USD 18.6 M +14% 3.41% 50% 155 18.06% 0.9
Westhampton Capital
5184
Westhampton Capital
North Carolina
USD 154 M +USD 9.06 M +6% 5.25% 95.6% 110 1.82% 1.7
Marlowe Partners
5185
Marlowe Partners
New York
USD 154 M -USD 15.2 M -9% 9.16% 16.3% 9 33.33% 1.7
Walled Lake Planning & Wealth Management
5186
Walled Lake Planning & Wealth Management
Illinois
USD 154 M +USD 9.5 M +7% 6.27% 51.7% 326 5.21% 1.2
SWS Partners
5187
SWS Partners
Ohio
USD 154 M +USD 8.35 M +6% 10.1% 112% 86 17.44% 1.9
Hall Private Wealth Advisors
5188
Hall Private Wealth Advisors
North Carolina
USD 154 M – – 6.72% – 52 – 0.4
AH Equity Partners V
5189
AH Equity Partners V
California
USD 154 M -USD 30.2 M -16% 16% – 2 0% 0.4
Pecaut & Co
5190
Pecaut & Co
Iowa
USD 154 M +USD 14.9 M +11% 7.54% 67.6% 84 33.33% 2.4
Founders Capital Management (Texas)
5191
Founders Capital Management (Texas)
Texas
USD 153 M +USD 12.9 M +9% 7.23% 131% 317 14.51% 3
Mosaic Advisors
5192
Mosaic Advisors
Texas
USD 153 M +USD 35.3 M +30% 4.63% 50.9% 43 16.28% 0.4
Clearstead Trust
5193
Clearstead Trust
Maine
USD 153 M +USD 18.2 M +14% 9.08% 111% 173 46.82% 2
ICW Investment Advisors
5194
ICW Investment Advisors
Arizona
USD 153 M +USD 7.59 M +5% 5.66% 50.1% 126 1.59% 1.4
Northeast Financial Group
5195
Northeast Financial Group
Pennsylvania
USD 153 M +USD 2.37 M +2% 6.42% 31.6% 50 8% 0.4
Merk Investments
5196
Merk Investments
California
USD 153 M -USD 6.85 M -4% 2.1% 303% 17 0% 1.2
Memorial Sloan Kettering Cancer Center
5197
Memorial Sloan Kettering Cancer Center
New York
USD 153 M -USD 9.29 M -6% 4.96% 14.8% 4 0% 0.5
Seneca Financial Advisors
5198
Seneca Financial Advisors
New York
USD 153 M +USD 10.8 M +8% 5.9% 47.3% 41 2.44% 0.5
SVC
5199
Strycker View Capital
New York
USD 153 M -USD 2.97 M -2% 11.9% 114% 29 72.41% 0.1
AAM
5200
Ascension Asset Management
New York
USD 153 M +USD 10 M +7% 8.2% – 79 1.27% 0.4