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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)
Pinnacle Wealth Management Group
5551
Pinnacle Wealth Management Group
Michigan
USD 113 M -USD 6.04 M -5% 4.62% 64.3% 120 15.83% 1
Precision Wealth Strategies
5552
Precision Wealth Strategies
Missouri
USD 113 M -USD 13.7 M -11% 5.63% 106% 158 26.58% 1
Renasant Bank
5553
Renasant Bank
Mississippi
USD 113 M -USD 9.16 M -7% 5.14% 65% 192 19.79% 1.3
Olympus Peak Asset Management
5554
Olympus Peak Asset Management
Connecticut
USD 113 M -USD 113 M -50% 9.7% – 5 20% 0.6
Masso Torrence Wealth Management
5555
Masso Torrence Wealth Management
New Jersey
USD 113 M -USD 451 k -0.4% 4.23% 130% 87 11.49% 0.6
WealthSpring Partners
5556
WealthSpring Partners
California
USD 113 M – – 5.06% – 74 – 0
Barnett & Company
5557
Barnett & Company
Tennessee
USD 113 M -USD 11.8 M -9% 2.94% 65.9% 92 20.65% 3.9
FIM
5558
FWL Investment Management
Texas
USD 113 M -USD 24.7 M -18% 0.08% 165% 74 59.46% 0.7
Jackson Hill Advisors
5559
Jackson Hill Advisors
Texas
USD 113 M -USD 1.65 M -1% 3.62% 61.2% 12 25% 0.5
Spreng Capital Management
5560
Spreng Capital Management
Ohio
USD 113 M -USD 21.2 M -16% 5.69% 72.5% 93 10.75% 2.4
Carl Stuart Investment Advisor
5561
Carl Stuart Investment Advisor
Texas
USD 113 M -USD 2.12 M -2% 5.56% 84.4% 26 11.54% 0.7
IDG Technology Venture Investment IV
5562
IDG Technology Venture Investment IV
Hong Kong
USD 113 M +USD 30.3 M +37% 36.9% 420% 3 0% 0.8
Pacific Wealth Management
5563
Pacific Wealth Management
California
USD 113 M +USD 21.9 M +24% 6.43% 72.8% 19 26.32% 0.9
Coombe, Bender & Co
5564
Coombe, Bender & Co
New York
USD 113 M -USD 5.54 M -5% 7.12% – 80 6.25% 0.2
Stone House Capital Management
5565
Stone House Capital Management
Florida
USD 113 M -USD 6.64 M -6% 7.02% 151% 2 0% 0.6
Prentiss Smith & Co
5566
Prentiss Smith & Co
Vermont
USD 112 M -USD 17.1 M -13% 5.13% 63.9% 69 11.59% 5.5
Briaud Financial Planning
5567
Briaud Financial Planning
Texas
USD 112 M -USD 40 M -26% 7.4% 113% 31 22.58% 1.3
RHS Financial
5568
RHS Financial
California
USD 112 M -USD 9.21 M -8% 7.58% 65.6% 86 13.95% 2.1
Horizon Financial Services
5569
Horizon Financial Services
North Carolina
USD 112 M -USD 17.3 M -13% 4.93% 39.5% 61 14.75% 1.2
Argus Investors Counsel
5570
Argus Investors Counsel
New York
USD 112 M -USD 23.1 M -17% 4.37% 132% 92 5.43% 4.9
Roubaix Capital
5571
Roubaix Capital
Colorado
USD 112 M -USD 3.91 M -3% 0.57% 174% 57 61.4% 0.5
Security National Bank of Sioux City Iowa
5572
Security National Bank of Sioux City Iowa
Iowa
USD 112 M -USD 4.93 M -4% 5.3% 61% 93 5.38% 4.8
Maytus Capital Management
5573
Maytus Capital Management
New York
USD 112 M -USD 252 M -69% 5.38% 442% 60 70% 0.6
Shelton Wealth Management
5574
Shelton Wealth Management
Texas
USD 112 M -USD 5.39 M -5% 4.28% 89.4% 64 7.81% 0.7
Ardent Capital Management
5575
Ardent Capital Management
Ohio
USD 112 M +USD 31 M +38% 4.57% 87.2% 23 47.83% 0.6