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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)
Sandler Capital Management
6551
Sandler Capital Management
New York
USD 201 M +USD 8.31 M +4% 30.2% 325% 176 60.23% 0.6
Nierenberg Investment Management Company
6552
Nierenberg Investment Management Company
Washington
USD 201 M -USD 41.7 k -0% 1.59% 135% 49 34.69% 1.8
Williamson Legacy Group
6553
Williamson Legacy Group
Indiana
USD 201 M +USD 68 M +51% 79.2% – 106 52.83% 0.6
LAM Group
6554
LAM Group
Oregon
USD 201 M +USD 19.4 M +11% 9.8% 61.8% 138 2.17% 1.8
Beacon Financial Strategies
6555
Beacon Financial Strategies
North Carolina
USD 201 M +USD 25 M +14% 11.3% 54.2% 213 18.78% 1.1
Two West Capital Advisors
6556
Two West Capital Advisors
Kansas
USD 201 M +USD 12.4 M +7% 9.85% – 110 20.91% 1.3
CoreFirst Bank & Trust
6557
CoreFirst Bank & Trust
Kansas
USD 201 M +USD 12.5 M +7% 10.3% 61.4% 292 5.14% 2.5
Element Squared
6558
Element Squared
Minnesota
USD 201 M +USD 23.7 M +13% 15.5% – 60 48.33% 0.4
Dutch Asset Corp
6559
Dutch Asset Corp
New York
USD 201 M +USD 52.2 M +35% 37.8% – 119 23.53% 0.4
Marest Capital
6560
Marest Capital
California
USD 201 M +USD 28 M +16% 12% 84.5% 37 40.54% 1.1
Principia Wealth Advisory
6561
Principia Wealth Advisory
Texas
USD 201 M +USD 24.3 M +14% 9.83% – 1,099 7.83% 1.2
Virginia Wealth Management Group
6562
Virginia Wealth Management Group
Virginia
USD 201 M +USD 14 M +7% 4.25% 49.4% 58 10.34% 3.2
Wealth Forward LLC
6563
Wealth Forward LLC
North Dakota
USD 201 M +USD 23.6 M +13% 10.3% 48.8% 51 19.61% 1.7
Greater Midwest Financial Group
6564
Greater Midwest Financial Group
Minnesota
USD 201 M +USD 14.5 M +8% 42.7% 157% 70 14.29% 1.6
Counterweight Ventures
6565
Counterweight Ventures
North Carolina
USD 201 M +USD 22.4 M +13% 19% – 81 1.23% 2
J. H. Whitney Equity Partners VI
6566
J. H. Whitney Equity Partners VI
Connecticut
USD 201 M -USD 126 M -39% 0.34% – 1 0% 0.5
Capasso Planning Partners
6567
Capasso Planning Partners
South Carolina
USD 201 M +USD 15.2 M +8% 10.7% 51.6% 86 15.12% 2.4
Michael S. Ryan Inc
6568
Michael S. Ryan Inc
New York
USD 200 M +USD 28.6 M +17% 15.6% 63.3% 61 16.39% 1.8
Fortress Financial Group
6569
Fortress Financial Group
Minnesota
USD 200 M +USD 65.1 M +48% 14.7% – 93 21.51% 1.1
Scholtz & Company
6570
Scholtz & Company
Connecticut
USD 200 M +USD 4.83 M +2% 15.8% 89.2% 60 38.33% 2.2
McDonough Capital Management
6571
McDonough Capital Management
Florida
USD 200 M +USD 17.2 M +9% 12.1% 98.1% 56 17.86% 3.1
TDB
6572
Thompson David Blair
USD 200 M +USD 25.4 M +15% 18.2% – 224 30.36% 0.7
Brindle & Bay Financial Advisors
6573
Brindle & Bay Financial Advisors
Texas
USD 200 M +USD 37 M +23% 11.6% – 88 26.14% 0.4
Disciplined Investors
6574
Disciplined Investors
Texas
USD 200 M +USD 32 M +19% 16.6% – 158 20.25% 1.1
Guardian Wealth Advisors (Minnesota)
6575
Guardian Wealth Advisors (Minnesota)
Minnesota
USD 200 M +USD 25.9 M +15% 13.4% 62.6% 66 3.03% 4.2