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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)
Caerus Investment Advisors
6351
Caerus Investment Advisors
Texas
USD 97.2 M +USD 8.79 M +10% 2% 85% 38 26.32% 1.3
Kerntke Otto McGlone Wealth Management Group
6352
Kerntke Otto McGlone Wealth Management Group
Wisconsin
USD 97 M -USD 5.15 M -5% 3.25% 64.9% 64 7.81% 2
Invesco Senior Secured Management
6353
Invesco Senior Secured Management
New York
USD 96.8 M -USD 12.1 M -11% 1.71% 18.1% 11 36.36% 1.8
WFA of San Diego
6354
WFA of San Diego
California
USD 96.7 M -USD 5.11 M -5% 3.9% – 418 8.85% 0.6
CWMGP
6355
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
USD 96.6 M -USD 338 k -0.3% 3.67% 75.9% 60 15% 1.3
FSC Wealth Advisors
6356
FSC Wealth Advisors
New York
USD 96.5 M -USD 14.7 M -13% 1.92% 66.4% 246 28.86% 1
ABP
6357
Arthur B. Page
USD 96.4 M -USD 8.75 M -8% 3.69% 40.4% 48 14.58% 7
Pine Haven Investment Counsel
6358
Pine Haven Investment Counsel
Massachusetts
USD 96.4 M -USD 3.95 M -4% 3.24% 72.1% 103 7.77% 1.6
KCM
6359
Knoll Capital Management
Florida
USD 96.3 M +USD 13.8 M +17% 0.37% 258% 39 35.9% 1.4
Ramiah Investment Group
6360
Ramiah Investment Group
Wisconsin
USD 96.3 M -USD 6.19 M -6% 3.86% 62.2% 67 4.48% 1.9
Paragon Financial Partners
6361
Paragon Financial Partners
California
USD 96.3 M -USD 9.5 M -9% 3.7% 90.6% 84 2.38% 1.6
Upper Left Wealth Management
6362
Upper Left Wealth Management
Florida
USD 96.1 M +USD 6.17 M +7% 4.03% 52.7% 60 6.67% 1.3
Tilia Fiduciary Partners
6363
Tilia Fiduciary Partners
North Carolina
USD 96 M -USD 15.9 M -14% 2.03% 101% 533 82.74% 1.7
Mendota Financial Group
6364
Mendota Financial Group
Wisconsin
USD 96 M +USD 7.43 M +8% 0.69% 50.1% 325 14.46% 0.6
Laraway Financial Advisors
6365
Laraway Financial Advisors
Minnesota
USD 96 M -USD 5.14 M -5% 2.93% 92.3% 106 0.94% 1.6
Mainsail Management Company
6366
Mainsail Management Company
Texas
USD 95.9 M -USD 30.1 M -24% 23.9% 55% 2 0% 0.8
Bradley & Co Private Wealth Management
6367
Bradley & Co Private Wealth Management
Florida
USD 95.8 M -USD 5.14 M -5% 2.91% – 190 8.42% 1.9
A.D. Beadell Investment Counsel
6368
A.D. Beadell Investment Counsel
Wisconsin
USD 95.8 M -USD 7.68 M -7% 4.6% 83.3% 73 12.33% 5
TCG Capital Management
6369
TCG Capital Management
California
USD 95.8 M -USD 39.7 M -29% 29.3% 45.7% 1 0% 0.8
AH Equity Partners LSV II
6370
AH Equity Partners LSV II
California
USD 95.6 M -USD 790 k -0.8% 0.18% – 4 0% 1.8
Arlington Capital Management
6371
Arlington Capital Management
Illinois
USD 95.4 M -USD 19.7 M -17% 0.28% 154% 106 40.57% 0.5
BCM
6372
BlueMar Capital Management
Florida
USD 95.4 M -USD 8.9 M -9% 0.88% 27.4% 23 13.04% 2
Seven Mile Advisory
6373
Seven Mile Advisory
New Jersey
USD 95.2 M +USD 9.42 M +11% 2.72% 146% 134 20.9% 0.2
ASA
6374
Armstrong Shaw Associates
Connecticut
USD 95.2 M -USD 3.1 M -3% 0.97% 51.2% 47 6.38% 6.3
Tegean Capital Management
6375
Tegean Capital Management
New York
USD 95 M +USD 16.8 M +22% 8.66% – 30 43.33% 0.9