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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)
Foresite Capital Management IV
6101
Foresite Capital Management IV
California
USD 149 M -USD 49.1 M -25% 15.5% 151% 5 20% 3.1
SM
6102
Sabby Management
Florida
USD 149 M -USD 24.6 M -14% 10.5% 95.5% 66 60.61% 0.6
Monument Group Wealth Advisors
6103
Monument Group Wealth Advisors
Massachusetts
USD 149 M +USD 13.7 M +10% 0.72% 68.6% 50 10% 0.4
CoreFirst Bank & Trust
6104
CoreFirst Bank & Trust
Kansas
USD 149 M -USD 11.3 M -7% 1.68% 61.4% 357 66.39% 3
Candelo Capital Management
6105
Candelo Capital Management
New York
USD 149 M -USD 14.7 M -9% 6.1% – 40 60% 0.3
Fee-Only Financial Planning
6106
Fee-Only Financial Planning
South Carolina
USD 149 M +USD 377 k +0.3% 1.51% 72.6% 41 2.44% 1.4
Walker Asset Management
6107
Walker Asset Management
Missouri
USD 149 M -USD 2.8 M -2% 1.46% 87.6% 143 7.69% 1.6
Mach-1 Financial Group
6108
Mach-1 Financial Group
Arkansas
USD 149 M +USD 17.2 M +13% 2.51% 83.4% 89 30.34% 1.4
KCM
6109
Knoll Capital Management
Florida
USD 148 M -USD 12.3 M -8% 6.21% 258% 35 2.86% 1.8
Cascade Investment Advisors
6110
Cascade Investment Advisors
Oregon
USD 148 M -USD 5.3 M -3% 1.95% 71.4% 118 8.47% 3.9
ADE LLC
6111
ADE LLC
Maryland
USD 148 M -USD 1.09 M -0.7% 1.87% 52.2% 82 6.1% 2.7
Napa Wealth Management
6112
Napa Wealth Management
California
USD 148 M -USD 41.7 M -22% 1.66% – 134 61.19% 0.2
JDM Financial Group
6113
JDM Financial Group
Texas
USD 148 M +USD 10.9 M +8% 2.92% 56.7% 225 7.11% 1.3
Albert D. Mason Inc
6114
Albert D. Mason Inc
Massachusetts
USD 148 M -USD 13.8 M -9% 1.89% 82% 160 11.88% 5.7
AWM
6115
Aberdeen Wealth Management
Illinois
USD 148 M -USD 23.9 M -14% 1.1% 73.1% 178 7.87% 3.4
Vanguard Capital Wealth Advisors
6116
Vanguard Capital Wealth Advisors
Colorado
USD 148 M +USD 5.72 M +4% 7.82% 234% 165 21.21% 2.9
Hudson Canyon Capital Management
6117
Hudson Canyon Capital Management
New York
USD 148 M -USD 7.69 M -5% 5.8% 160% 54 0% 2.8
Pinnacle Wealth Management Group
6118
Pinnacle Wealth Management Group
Michigan
USD 148 M +USD 13.2 M +10% 1.75% 64.3% 115 13.91% 2.1
Foresight Capital Management Advisors
6119
Foresight Capital Management Advisors
Michigan
USD 148 M +USD 16.5 M +13% 5.89% – 83 16.87% 1
Kingdom Financial Group
6120
Kingdom Financial Group
Arizona
USD 148 M +USD 5.54 M +4% 1.4% 46.2% 67 29.85% 0.8
EPIQ Partners
6121
EPIQ Partners
Minnesota
USD 148 M -USD 2.55 M -2% 1.06% 49.6% 77 9.09% 3
Mayfair Advisory Group
6122
Mayfair Advisory Group
Alabama
USD 148 M +USD 9.9 M +7% 2.42% 71.5% 152 17.11% 2.1
Piedmont Capital Management (Montana)
6123
Piedmont Capital Management (Montana)
Montana
USD 147 M USD 0 0% 2.96% 94% 46 0% 2.4
Beacon Financial Planning
6124
Beacon Financial Planning
Massachusetts
USD 147 M +USD 4.03 M +3% 1.72% 71.1% 40 10% 1.1
Singapore Technologies Telemedia
6125
Singapore Technologies Telemedia
Singapore
USD 147 M +USD 41.8 M +40% 39.7% 173% 1 0% 7.3