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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)
Linse Capital Management PR
6026
Linse Capital Management PR
Puerto Rico
USD 89.9 M -USD 14.7 M -14% 7.82% – 1 0% 0.8
Whitefort Capital Management
6027
Whitefort Capital Management
New York
USD 89.9 M +USD 9.8 M +12% 3.6% 243% 28 10.71% 0.6
Beam Wealth Advisors
6028
Beam Wealth Advisors
Louisiana
USD 89.8 M -USD 239 k -0.3% 4.94% 59.7% 106 7.55% 1.8
Richmond Brothers
6029
Richmond Brothers
Michigan
USD 89.8 M -USD 7.93 M -8% 4.75% 77.2% 24 8.33% 0.7
Mariner Investment Group
6030
Mariner Investment Group
New York
USD 89.7 M -USD 5.06 M -5% 3.01% – 205 17.07% 0.7
Consilium Wealth Advisory
6031
Consilium Wealth Advisory
Texas
USD 89.7 M -USD 3.18 M -3% 4.71% 126% 76 18.42% 0.7
CM
6032
CM Management
Florida
USD 89.6 M -USD 4.37 M -5% 2.07% 110% 74 10.81% 1.3
MW
6033
Milestone Wealth
New York
USD 89.5 M -USD 5.42 M -6% 4.81% – 234 2.99% 0.7
Laraway Financial Advisors
6034
Laraway Financial Advisors
Minnesota
USD 89.5 M -USD 4.44 M -5% 4.41% 92.3% 107 5.61% 0.7
Perkins Capital Management
6035
Perkins Capital Management
Minnesota
USD 89.4 M -USD 7.24 M -7% 0.18% 303% 112 13.39% 3.9
Concorde Asset Management
6036
Concorde Asset Management
Michigan
USD 89.3 M +USD 23 M +35% 5.46% – 148 33.78% 1.7
CSI
6037
Cross Staff Investments
New York
USD 89.3 M -USD 1.4 M -2% 0.2% 80.3% 115 10.43% 0.7
Dopkins Wealth Management
6038
Dopkins Wealth Management
New York
USD 89.2 M -USD 3.34 M -4% 5.59% 64.4% 43 18.6% 0.6
Euclidean Technologies Management
6039
Euclidean Technologies Management
Washington
USD 89.2 M -USD 7.67 M -8% 6.3% 124% 78 20.51% 1.6
ADE LLC
6040
ADE LLC
Maryland
USD 89.2 M -USD 4.89 M -5% 5.62% 59.8% 65 6.15% 1.7
Atlantic Private Wealth
6041
Atlantic Private Wealth
North Carolina
USD 89.2 M -USD 8.21 M -8% 4.1% 55.7% 43 16.28% 0.6
Alamar Capital Management
6042
Alamar Capital Management
California
USD 89 M +USD 394 k +0.4% 2.33% – 69 11.59% 1.3
CMS
6043
Capital Market Strategies
Florida
USD 88.9 M -USD 6.33 M -7% 4.3% 120% 144 11.11% 0.7
Paragon Financial Partners
6044
Paragon Financial Partners
California
USD 88.9 M -USD 8.44 M -9% 4.85% 90.6% 82 10.98% 0.7
LifeSteps Financial
6045
LifeSteps Financial
California
USD 88.7 M -USD 7.2 M -8% 4.82% 98.4% 78 11.54% 2.3
Clayton Partners
6046
Clayton Partners
California
USD 88.7 M -USD 4.02 M -4% 3.89% 109% 37 32.43% 1.1
Conrad Siegel Investment Advisors
6047
Conrad Siegel Investment Advisors
Pennsylvania
USD 88.7 M -USD 3.35 M -4% 6.72% 64.9% 28 28.57% 0.6
MA
6048
McBroom & Associates
Nevada
USD 88.7 M -USD 3.25 M -4% 2.28% 148% 36 22.22% 0.6
Johnson & White Wealth Management
6049
Johnson & White Wealth Management
Pennsylvania
USD 88.6 M – – 7.75% 76.5% 76 – 0
Affinia Financial Group
6050
Affinia Financial Group
Massachusetts
USD 88.6 M -USD 30.2 M -25% 4.98% 37.5% 32 15.63% 2