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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)
Intrepid Financial Planning Group
5351
Intrepid Financial Planning Group
Indiana
USD 294 M +USD 46.4 M +19% 25.4% 92.5% 141 15.6% 2.5
Landing Point Financial Group
5352
Landing Point Financial Group
Ohio
USD 294 M +USD 88.1 M +43% 13.5% – 104 15.38% 1
Weitzel Financial Services
5353
Weitzel Financial Services
Iowa
USD 294 M +USD 28.7 M +11% 9.91% 46.3% 54 12.96% 3.4
Veridan Wealth
5354
Veridan Wealth
Oregon
USD 294 M +USD 23.6 M +9% 10.8% – 91 16.48% 1.6
Summit Creek Advisors
5355
Summit Creek Advisors
Minnesota
USD 294 M -USD 193 M -40% 21.5% 84.6% 73 23.29% 3.7
Breakwater Investment Management
5356
Breakwater Investment Management
Washington
USD 294 M +USD 24.8 M +9% 9.05% – 662 32.93% 1.2
Decker Retirement Planning
5357
Decker Retirement Planning
Utah
USD 294 M +USD 72.9 M +33% 34.3% – 490 52.04% 0.5
Aviso Wealth Management
5358
Aviso Wealth Management
Washington
USD 294 M +USD 71.7 M +32% 24.8% – 149 9.4% 2
Meridian Financial Partners
5359
Meridian Financial Partners
Virginia
USD 293 M +USD 30.2 M +11% 15.6% 80.8% 128 12.5% 2.5
DIM
5360
DC Investments Management
Virginia
USD 293 M +USD 32 M +12% 12.8% 56.3% 82 40.24% 1.4
Wealth Advisors Northwest
5361
Wealth Advisors Northwest
Oregon
USD 293 M +USD 54.8 M +23% 10.7% – 66 15.15% 1.2
FIDELIS iM
5362
FIDELIS iM
Oregon
USD 293 M +USD 29 M +11% 10.7% 44.8% 27 7.41% 3
Prudent Man Investment Management
5363
Prudent Man Investment Management
Colorado
USD 293 M -USD 4.14 M -1% 9.04% – 169 0% 1.3
Zullo Investment Group
5364
Zullo Investment Group
Pennsylvania
USD 293 M +USD 29.6 M +11% 22.6% 143% 169 13.61% 3.5
LI
5365
LHM Inc
Utah
USD 293 M +USD 39.1 M +15% 30.4% – 24 8.33% 1.5
Colorado Capital Management
5366
Colorado Capital Management
Colorado
USD 293 M +USD 24.9 M +9% 12.4% 60.4% 108 9.26% 5.4
Stonehearth Capital Management
5367
Stonehearth Capital Management
Massachusetts
USD 293 M +USD 40.6 M +16% 17.1% 87.5% 107 22.43% 3.5
SM
5368
Samjo Management
New York
USD 293 M +USD 61.7 M +27% 44.8% – 67 31.34% 1.6
Bay Rivers Group
5369
Bay Rivers Group
Virginia
USD 293 M +USD 53 M +22% 30.1% 166% 132 21.97% 2.8
Pacifica Capital Investments
5370
Pacifica Capital Investments
Texas
USD 293 M -USD 843 k -0.3% 3.48% 70.4% 15 0% 7.7
Eagle Capital Management (Louisiana)
5371
Eagle Capital Management (Louisiana)
Louisiana
USD 293 M +USD 39.2 M +15% 20.1% 103% 50 2% 4.4
JDM Financial Group
5372
JDM Financial Group
Texas
USD 293 M +USD 33.6 M +13% 10.2% 56.7% 339 8.26% 1.8
Abbot Financial Management
5373
Abbot Financial Management
Massachusetts
USD 293 M +USD 53.4 M +22% 20.6% 102% 145 8.97% 5.4
Muzinich & Co
5374
Muzinich & Co
New York
USD 293 M +USD 6.83 M +2% 0.73% 13.5% 38 0% 8.3
Archer Investment Management
5375
Archer Investment Management
Texas
USD 293 M +USD 54.9 M +23% 13.1% – 120 18.33% 0.7