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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)
Higgins & Schmidt Wealth Strategies
6301
Higgins & Schmidt Wealth Strategies
Colorado
USD 139 M +USD 3.09 M +2% 1.51% – 45 0% 0.5
Strategic Financial Planning
6302
Strategic Financial Planning
Texas
USD 139 M +USD 5.02 M +4% 0.11% 47.5% 36 5.56% 3.6
MFFIA
6303
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
USD 139 M +USD 947 k +0.7% 0.34% 136% 67 2.99% 1.3
SIA
6304
Schear Investment Advisers
Ohio
USD 138 M +USD 14 M +11% 7.28% 241% 81 2.47% 1.3
CRCM LP
6305
CRCM LP
California
USD 138 M +USD 5.35 M +4% 6.91% – 7 28.57% 0.2
Lederer & Associates Investment Counsel
6306
Lederer & Associates Investment Counsel
California
USD 138 M -USD 5.68 M -4% 4.59% 92.7% 90 7.78% 5.5
Benchmark Investment Advisors
6307
Benchmark Investment Advisors
Illinois
USD 138 M +USD 11.4 M +9% 13.3% – 98 17.35% 1.6
SeaTown Holdings
6308
SeaTown Holdings
Singapore
USD 138 M -USD 19.9 M -13% 9% 220% 22 63.64% 1.6
MF
6309
Meridian Financial
Massachusetts
USD 138 M +USD 4.07 M +3% 0.13% 58.5% 125 7.2% 1.8
VitalStone Financial
6310
VitalStone Financial
Texas
USD 138 M +USD 7.06 M +5% 3.71% – 606 31.35% 0.9
Lantern Wealth Advisors
6311
Lantern Wealth Advisors
New York
USD 138 M -USD 4.41 M -3% 2.11% – 139 14.39% 0.4
Cladis Investment Advisory
6312
Cladis Investment Advisory
Montana
USD 138 M +USD 1.6 M +1% 4.76% 131% 147 13.61% 1.9
ROI Financial Advisors
6313
ROI Financial Advisors
Oregon
USD 138 M +USD 10.6 M +8% 10.5% 165% 66 7.58% 0.5
Kerusso Capital Management
6314
Kerusso Capital Management
North Carolina
USD 138 M – – 1.79% – 54 – 0
KPCB DGF II Associates
6315
KPCB DGF II Associates
California
USD 138 M -USD 21.4 M -13% 13.4% 2.08% 2 0% 0.8
BWIA
6316
Bryant Woods Investment Advisors
New York
USD 137 M -USD 32 M -19% 2.75% 66.3% 48 16.67% 2.1
McDonough Capital Management
6317
McDonough Capital Management
Florida
USD 137 M +USD 10.7 M +8% 8.83% 98.1% 46 8.7% 2.2
Traction Financial Partners
6318
Traction Financial Partners
Wyoming
USD 137 M +USD 9.3 M +7% 0.39% – 57 7.02% 0.5
Broadview Financial Management
6319
Broadview Financial Management
Wisconsin
USD 137 M -USD 22.3 k -0% 0.2% 52.4% 41 4.88% 5
Endowment Wealth Management
6320
Endowment Wealth Management
Wisconsin
USD 137 M +USD 3.71 M +3% 0.41% 66.3% 136 7.35% 1.8
Lowery Thomas LLC
6321
Lowery Thomas LLC
California
USD 137 M +USD 6.43 M +5% 3.74% 74.7% 47 4.26% 1.9
13D Management
6322
13D Management
New York
USD 137 M -USD 26.7 M -16% 6.45% 157% 31 41.94% 1.6
Greenhouse Wealth Management
6323
Greenhouse Wealth Management
Connecticut
USD 137 M +USD 3.54 M +3% 2.98% 87.2% 60 6.67% 2.9
WealthTrust Asset Management
6324
WealthTrust Asset Management
Florida
USD 137 M +USD 5.62 M +4% 6.01% 102% 99 25.25% 1.4
MSK
6325
Melissa S. Kampmann
USD 137 M -USD 2.17 M -2% 0.43% 70.4% 40 2.5% 0.7