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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)
Western Standard LLC
6126
Western Standard LLC
California
USD 111 M -USD 5.39 M -5% 4.93% 83.7% 42 50% 0.8
Elevatus Welath Management
6127
Elevatus Welath Management
New York
USD 111 M -USD 33.4 M -23% 0.25% 270% 88 65.91% 0.1
BlackDiamond Wealth Management
6128
BlackDiamond Wealth Management
New York
USD 111 M -USD 7.68 M -6% 2.63% 70.8% 143 23.08% 1.1
Shearwater Capital
6129
Shearwater Capital
Colorado
USD 111 M -USD 3.75 M -3% 3.84% 74.4% 38 0% 1.6
Johnson & White Wealth Management
6130
Johnson & White Wealth Management
Pennsylvania
USD 111 M +USD 37.6 M +52% 3.89% 76.5% 74 55.41% 0.3
Sterling Manor Financial
6131
Sterling Manor Financial
New York
USD 110 M -USD 8.07 M -7% 3.3% – 31 41.94% 1.1
O'Neil Global Advisors
6132
O'Neil Global Advisors
California
USD 110 M -USD 372 M -77% 8.14% 1,833% 105 81.9% 0.2
ACM
6133
Aquilo Capital Management
California
USD 110 M -USD 70.1 M -39% 8.42% 6.84% 13 7.69% 2.4
IA Venture Strategies Fund II
6134
IA Venture Strategies Fund II
New York
USD 110 M -USD 68.7 M -38% 3.72% 375% 3 33.33% 1.2
Mainsail Financial Group
6135
Mainsail Financial Group
Washington
USD 110 M +USD 3.55 M +3% 2.07% 61.9% 53 20.75% 0.6
Spotlight Asset Group
6136
Spotlight Asset Group
Illinois
USD 110 M -USD 1.36 M -1% 4.25% – 253 4.74% 1.1
Heritage Wealth Management (Texas)
6137
Heritage Wealth Management (Texas)
Texas
USD 110 M -USD 2.8 M -2% 3.17% 52.3% 28 17.86% 0.6
Core Wealth Partners
6138
Core Wealth Partners
California
USD 110 M +USD 1.8 M +2% 4.38% 63.8% 116 12.93% 0.6
KIA
6139
KLR Investment Advisors
Rhode Island
USD 110 M -USD 11.4 M -9% 1.14% – 194 20.62% 0.7
Guardian Investment Management
6140
Guardian Investment Management
California
USD 110 M -USD 7.5 M -6% 2.82% 103% 55 3.64% 5.8
Riverwater Partners
6141
Riverwater Partners
Wisconsin
USD 110 M -USD 2.85 M -3% 1.26% 110% 216 26.85% 1.1
Pinnacle Wealth Management Group
6142
Pinnacle Wealth Management Group
Michigan
USD 110 M -USD 4.54 M -4% 3.86% 64.3% 105 19.05% 1.7
Smallwood Wealth Investment Management
6143
Smallwood Wealth Investment Management
New Jersey
USD 110 M -USD 2.3 M -2% 3.71% 67.4% 64 4.69% 1.5
Invenio Wealth Partners
6144
Invenio Wealth Partners
Florida
USD 110 M +USD 21.6 M +24% 2.16% 55.5% 95 30.53% 0.2
Terra Nova Asset Management
6145
Terra Nova Asset Management
New York
USD 110 M USD 0 0% 3.84% 172% 84 0% 2.9
Rings Capital Management
6146
Rings Capital Management
Illinois
USD 110 M +USD 3.25 M +3% 6.06% 40.9% 5 0% 2
Values Added Financial
6147
Values Added Financial
District of Columbia
USD 110 M +USD 2.98 M +3% 4.23% 58.3% 86 15.12% 0.2
CWM
6148
Cordatus Wealth Management
Pennsylvania
USD 109 M -USD 156 M -59% 1.14% 108% 146 60.27% 0.5
Monarch Alternative Capital
6149
Monarch Alternative Capital
New York
USD 109 M -USD 911 M -89% 3.58% 497% 5 40% 2.2
New Millennium Group
6150
New Millennium Group
Utah
USD 109 M +USD 351 k +0.3% 3.63% 176% 428 10.75% 1.2