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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)
Pickering Energy Partners
6551
Pickering Energy Partners
Texas
USD 126 M +USD 117 M +1,197% 13.9% 26.4% 33 30.3% 0.4
Mainsail Asset Management
6552
Mainsail Asset Management
Alabama
USD 126 M +USD 3.4 M +3% 3.7% 90.4% 59 15.25% 0.4
Priebe Wealth Holdings
6553
Priebe Wealth Holdings
Minnesota
USD 126 M -USD 2.1 M -2% 2.46% – 64 18.75% 0.4
Whalen Wealth Management
6554
Whalen Wealth Management
Nevada
USD 126 M -USD 8.82 M -7% 3.59% 90.2% 139 46.76% 0.3
Frazier Financial Advisors
6555
Frazier Financial Advisors
Ohio
USD 126 M +USD 4.14 M +3% 0.52% – 1,065 17.28% 0.4
Segra Capital Management
6556
Segra Capital Management
Florida
USD 126 M -USD 4.84 M -4% 8.57% 19% 7 57.14% 1
Wolff Wiese Magana
6557
Wolff Wiese Magana
California
USD 126 M +USD 9.8 M +8% 5.02% 149% 808 14.11% 2.2
MontVue Capital Management
6558
MontVue Capital Management
Virginia
USD 126 M +USD 12.6 M +11% 1.92% 76% 59 22.03% 0.4
Aegon USA Investment Management
6559
Aegon USA Investment Management
Iowa
USD 126 M -USD 22.6 M -15% 1.9% 39.9% 36 2.78% 2.3
Indie Asset Partners
6560
Indie Asset Partners
Indiana
USD 126 M +USD 13.2 M +12% 9.44% 119% 103 18.45% 2.3
Providence Wealth Advisors
6561
Providence Wealth Advisors
Illinois
USD 125 M +USD 8.3 M +7% 4.63% 112% 84 9.52% 4.2
ICMP
6562
Integrated Capital Management (Pennsylvania)
Pennsylvania
USD 125 M +USD 3.07 M +3% 0.33% 39.7% 82 7.32% 2.1
Primoris Wealth Advisors
6563
Primoris Wealth Advisors
Florida
USD 125 M +USD 143 k +0.1% 6.09% 182% 111 26.13% 1.4
Berry Wealth Group
6564
Berry Wealth Group
Texas
USD 125 M +USD 4.68 M +4% 2.67% – 92 20.65% 0.4
Cove Private Wealth
6565
Cove Private Wealth
New York
USD 125 M +USD 8.05 M +7% 7.14% – 77 5.19% 0.5
Copperleaf Capital
6566
Copperleaf Capital
North Carolina
USD 125 M +USD 9.5 M +8% 1.44% 102% 95 11.58% 1.8
QVIDTVM Management
6567
QVIDTVM Management
Texas
USD 125 M +USD 819 k +0.7% 5.41% 19.5% 10 30% 1
PIS
6568
POM Investment Strategies
North Carolina
USD 125 M +USD 2.86 M +2% 3.09% 67.9% 332 27.11% 0.4
Crew Capital Management
6569
Crew Capital Management
Ohio
USD 125 M +USD 1.59 M +1% 3.7% 104% 125 15.2% 1.5
White Wing Wealth Management
6570
White Wing Wealth Management
Texas
USD 125 M +USD 4.48 M +4% 1.93% – 32 15.63% 0.4
SHFP
6571
Second Half Financial Partners
Florida
USD 125 M -USD 100 M -44% 0.45% 36.8% 70 50% 1.1
Lionsbridge Wealth Management
6572
Lionsbridge Wealth Management
Florida
USD 125 M -USD 4.45 M -3% 0.37% 66% 66 31.82% 1.3
Northern Financial Advisors
6573
Northern Financial Advisors
Michigan
USD 125 M -USD 3.41 M -3% 2.93% 109% 114 9.65% 1.4
Greycroft
6574
Greycroft
New York
USD 125 M -USD 18.1 M -13% 0.81% 20% 8 12.5% 0.9
Tevis Investment Management
6575
Tevis Investment Management
Texas
USD 124 M +USD 6.88 M +6% 2.21% 58.7% 94 11.7% 1.8