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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
5676
PFG Private Wealth Management
Florida
USD 135 M -USD 34.9 M -21% 2.39% 52.6% 330 24.55% 1.6
Oxinas Partners Wealth Management
5677
Oxinas Partners Wealth Management
Indiana
USD 134 M -USD 17.9 M -12% 3.68% 91.4% 128 11.72% 1.7
Selkirk Management
5678
Selkirk Management
New Jersey
USD 134 M +USD 6.13 M +5% 3.96% 245% 17 11.76% 3.9
RiverTree Advisors
5679
RiverTree Advisors
Florida
USD 134 M -USD 4.48 M -3% 1.01% 25.4% 29 31.03% 0.7
Robinson Value Management
5680
Robinson Value Management
Texas
USD 134 M -USD 3.78 M -3% 3.04% 79.3% 79 10.13% 3.2
Hazlett, Burt & Watson
5681
Hazlett, Burt & Watson
West Virginia
USD 134 M +USD 172 k +0.1% 3.52% 97.1% 774 17.57% 1.1
F/M Investments
5682
F/M Investments
District of Columbia
USD 134 M -USD 1.49 M -1% 1.2% 101% 83 22.89% 0.7
Matrix Private Capital Group
5683
Matrix Private Capital Group
New York
USD 134 M -USD 2.52 M -2% 2.4% 62.5% 179 7.82% 2.8
Windle Wealth
5684
Windle Wealth
Oklahoma
USD 134 M -USD 4.44 M -3% 4.19% 73% 29 3.45% 0.7
PACK Private Wealth
5685
PACK Private Wealth
Minnesota
USD 134 M +USD 124 k +0.1% 4.82% 52.8% 40 10% 1.5
MGO Private Wealth
5686
MGO Private Wealth
California
USD 134 M +USD 1.09 M +0.8% 3.42% 51.5% 76 21.05% 0.8
WealthSpring Partners
5687
WealthSpring Partners
California
USD 134 M -USD 4.33 M -3% 3.66% – 75 8% 0.9
Resolute Wealth Strategies
5688
Resolute Wealth Strategies
Mississippi
USD 134 M +USD 4.76 M +4% 1.99% 105% 92 5.43% 0.5
Yorktown Energy Partners X
5689
Yorktown Energy Partners X
New York
USD 134 M +USD 13 M +11% 12.3% 95.9% 5 0% 2.3
WESPAC Advisors
5690
WESPAC Advisors
California
USD 134 M +USD 8.87 M +7% 2.98% 126% 149 20.13% 0.7
Ivy Lane Capital Management
5691
Ivy Lane Capital Management
Florida
USD 134 M -USD 1.9 M -1% 0.05% 101% 15 26.67% 0.9
Peterson Wealth Services
5692
Peterson Wealth Services
Utah
USD 134 M -USD 74.6 M -36% 0.61% 160% 91 32.97% 1.4
Lightspeed Opportunity Fund
5693
Lightspeed Opportunity Fund
California
USD 134 M +USD 1.79 M +1% 3.71% – 2 0% 0.5
ARQ Wealth Advisors
5694
ARQ Wealth Advisors
Arizona
USD 134 M -USD 20.3 M -13% 3.82% 53.3% 67 32.84% 2.1
Dean Capital Management
5695
Dean Capital Management
Kansas
USD 134 M +USD 58.6 M +78% 2.53% 89.7% 138 59.42% 0.9
Fourpath Capital Management
5696
Fourpath Capital Management
Oklahoma
USD 133 M +USD 50.5 M +61% 0.15% 82.1% 135 35.56% 1.1
Delta Capital Management
5697
Delta Capital Management
New Jersey
USD 133 M -USD 11.9 M -8% 1.63% 129% 90 18.89% 6.3
R.W. Roge & Company
5698
R.W. Roge & Company
New York
USD 133 M -USD 10.2 M -7% 3.17% 68.1% 47 14.89% 2.2
VFG
5699
V2 Financial group
Illinois
USD 133 M -USD 5.88 M -4% 4.68% 63.3% 63 9.52% 2.1
HBC Financial Services
5700
HBC Financial Services
Washington
USD 133 M -USD 7.51 M -5% 3.93% 12.6% 199 9.55% 2.2