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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)
Yarger Wealth Strategies
6326
Yarger Wealth Strategies
Ohio
USD 77.5 M +USD 824 k +1% 14.5% 55.1% 51 19.61% 0.4
Barnes Pettey Financial Advisors
6327
Barnes Pettey Financial Advisors
Mississippi
USD 77.4 M -USD 5.19 M -6% 18.2% 79.7% 98 16.33% 0.4
HIH
6328
HRS Investment Holdings
New York
USD 77.4 M -USD 9.6 M -11% 15.6% 21.5% 2 0% 1.9
Cypress Capital Management (Wyoming)
6329
Cypress Capital Management (Wyoming)
Wyoming
USD 77.4 M -USD 7.11 M -8% 8.87% 161% 207 22.71% 3
Bregal Investments
6330
Bregal Investments
New York
USD 77.4 M -USD 65.7 M -46% 45.9% – 1 0% 1.5
Bregal North America General Partner Jersey
6331
Bregal North America General Partner Jersey
Jersey
USD 77.4 M -USD 65.7 M -46% 45.9% 71.3% 1 0% 1.5
Bregal Sagemount I
6332
Bregal Sagemount I
Jersey
USD 77.4 M -USD 65.7 M -46% 45.9% 71.3% 1 0% 1.5
Peterson Wealth Management
6333
Peterson Wealth Management
Nevada
USD 77.4 M -USD 71.7 M -48% 9.17% 78% 63 33.33% 1.5
FGIM
6334
First Growth Investment Manager
California
USD 77.4 M -USD 59.9 M -44% 30.5% – 37 24.32% 1.1
Kellett Wealth Advisors
6335
Kellett Wealth Advisors
Ohio
USD 77.4 M -USD 49.3 M -39% 12% 76.3% 73 32.88% 0.4
Avant Capital
6336
Avant Capital
Louisiana
USD 77.3 M -USD 12.1 M -14% 13.1% – 55 3.64% 0.5
Barrier Capital Management
6337
Barrier Capital Management
California
USD 77.3 M -USD 35.7 M -32% 23.5% 216% 18 33.33% 0.4
Vazirani Asset Management
6338
Vazirani Asset Management
New York
USD 77.2 M -USD 39.2 M -34% 3.07% 436% 72 79.17% 0.2
Stegent Equity Advisors
6339
Stegent Equity Advisors
Texas
USD 77.1 M -USD 41.6 M -35% 4.75% 96.4% 106 47.17% 0.4
Orser Capital Management
6340
Orser Capital Management
Texas
USD 77 M -USD 86.7 M -53% 16.8% 128% 85 44.71% 3.1
Two Seas Capital
6341
Two Seas Capital
New York
USD 76.8 M -USD 42.5 M -36% 14.7% 344% 12 33.33% 0.5
ECP
6342
Elemental Capital Partners
California
USD 76.8 M -USD 40 M -34% 30.8% – 7 0% 1.1
Meritech Capital Associates IV
6343
Meritech Capital Associates IV
California
USD 76.7 M -USD 5.1 M -6% 4.09% – 2 0% 0.5
Morling Financial Advisors
6344
Morling Financial Advisors
California
USD 76.6 M -USD 2.46 M -3% 20.4% 91.2% 90 27.78% 0.4
Fidato Wealth
6345
Fidato Wealth
Ohio
USD 76.6 M -USD 15.1 M -16% 15.2% 61.1% 7 28.57% 0.5
SBK Financial
6346
SBK Financial
Virginia
USD 76.6 M -USD 23.8 M -24% 14.9% – 74 12.16% 0.5
Vista Finance
6347
Vista Finance
Missouri
USD 76.5 M +USD 9.05 M +13% 2.18% 47% 66 72.73% 0.2
CCFP
6348
Charles Carroll Financial Partners
Massachusetts
USD 76.5 M -USD 20 M -21% 15.7% – 49 30.61% 0.4
BVLP
6349
Bailey Value Limited Partnership
Massachusetts
USD 76.5 M -USD 16.1 M -17% 12.6% – 11 0% 0.5
Nationwide Asset Management
6350
Nationwide Asset Management
Ohio
USD 76.4 M -USD 65.5 M -46% 13.6% 8.56% 10 30% 2.1