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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)
Cruiser Capital Advisors
5426
Cruiser Capital Advisors
Connecticut
USD 226 M +USD 151 M +203% 13.8% 192% 60 35% 1.8
Peirce Capital Management
5427
Peirce Capital Management
Texas
USD 226 M +USD 23.4 M +12% 7.45% 56.6% 46 26.09% 1.1
Waterfall Asset Management
5428
Waterfall Asset Management
New York
USD 226 M +USD 36.1 M +19% 4.24% – 12 41.67% 0.5
Haven Private
5429
Haven Private
Florida
USD 226 M +USD 48.7 M +28% 11.5% – 193 35.23% 0.3
SC
5430
Schulhoff & Co
Ohio
USD 225 M -USD 496 k -0.2% 1.71% 51.8% 135 2.96% 7.8
Brick & Kyle Associates
5431
Brick & Kyle Associates
Pennsylvania
USD 225 M +USD 7.46 M +3% 13.2% 97.4% 63 19.05% 5.1
LP
5432
LGL Partners
Pennsylvania
USD 225 M +USD 18 M +9% 8.69% 68.9% 59 13.56% 4.3
Pavion Blue Capital
5433
Pavion Blue Capital
California
USD 225 M +USD 15.4 M +7% 9.65% 77.6% 106 7.55% 4
Benchmark Wealth Management
5434
Benchmark Wealth Management
Connecticut
USD 225 M +USD 18.3 M +9% 6.73% 42.7% 73 12.33% 3.2
Avaii Wealth Management
5435
Avaii Wealth Management
Wisconsin
USD 225 M +USD 37.8 M +20% 13.3% 100% 142 19.72% 1.7
FIDELIS iM
5436
FIDELIS iM
Oregon
USD 225 M +USD 8.92 M +4% 6.05% 44.8% 24 16.67% 2.9
AJ Advisors
5437
AJ Advisors
Tennessee
USD 225 M +USD 29.4 M +15% 8.97% 59.8% 38 13.16% 1.8
Catalyst Private Wealth
5438
Catalyst Private Wealth
California
USD 225 M +USD 19.5 M +9% 11.3% 120% 85 15.29% 3.2
Tealwood Asset Management
5439
Tealwood Asset Management
Minnesota
USD 225 M +USD 8.71 M +4% 8.51% 128% 137 16.06% 3.3
Exeter Financial
5440
Exeter Financial
Arizona
USD 225 M +USD 1.75 M +0.8% 4.18% 59.1% 93 5.38% 5.7
BWA
5441
BlueChip Wealth Advisors
Georgia
USD 225 M +USD 21 M +10% 7.08% – 171 12.87% 1
Cora Capital Advisors
5442
Cora Capital Advisors
New Jersey
USD 225 M +USD 16 M +8% 8.57% 70.5% 116 12.07% 1.8
Socha Financial Group
5443
Socha Financial Group
New York
USD 225 M +USD 20 M +10% 13.8% 81.5% 26 26.92% 2
Retirement Planning Company of New England
5444
Retirement Planning Company of New England
Rhode Island
USD 225 M +USD 23.7 M +12% 12.5% 125% 242 9.5% 2.7
Night Squared
5445
Night Squared
New York
USD 224 M +USD 55.3 M +33% 20.5% – 73 65.75% 0.1
Charter Oak Advisors
5446
Charter Oak Advisors
New York
USD 224 M +USD 84.1 M +60% 21.8% – 15 6.67% 0.4
Infusive Asset Management
5447
Infusive Asset Management
New York
USD 224 M +USD 8.83 M +4% 10.7% 33.8% 43 37.21% 1.5
Accent Capital Management
5448
Accent Capital Management
Ohio
USD 224 M +USD 51.2 M +30% 17.3% – 433 33.95% 0.5
McNaughton Wealth Management
5449
McNaughton Wealth Management
California
USD 224 M +USD 18.2 M +9% 8.3% 55.6% 78 12.82% 3.1
BC
5450
Bowman & Company
Wisconsin
USD 224 M +USD 20.5 M +10% 9.95% 59.7% 117 14.53% 2.3