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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)
Schubert & Co
6576
Schubert & Co
Texas
USD 148 M +USD 7.9 M +6% 6.15% 47.3% 75 34.67% 1.5
Lakehouse Capital
6577
Lakehouse Capital
Australia
USD 148 M +USD 6.2 M +4% 10.7% 87.4% 13 0% 3.5
Caldwell Investment Management
6578
Caldwell Investment Management
Ontario, Canada
USD 148 M +USD 5.7 M +4% 6.71% 162% 37 21.62% 1.3
Manuka Financial
6579
Manuka Financial
Virginia
USD 148 M – – 0% – 46 – 0
BFS
6580
Burr Financial Services
California
USD 148 M +USD 6.99 M +5% 22.2% 478% 34 32.35% 0.7
MKW
6581
Mullaney, Keating & Wright
Connecticut
USD 148 M +USD 4.07 M +3% 1.77% – 60 6.67% 0.5
Aufman Associates
6582
Aufman Associates
Pennsylvania
USD 148 M -USD 7.43 M -5% 2.1% 141% 65 10.77% 2.9
Diametric Capital
6583
Diametric Capital
Massachusetts
USD 148 M -USD 54.2 M -27% 17.3% 175% 494 64.37% 0.6
Pivotal bioVenture Partners Investment Advisor
6584
Pivotal bioVenture Partners Investment Advisor
California
USD 148 M -USD 20.4 M -12% 2.01% 667% 12 16.67% 2.3
PVAMC
6585
PPS&V Asset Management Consultants
Michigan
USD 148 M +USD 2.22 M +2% 2.87% 80.7% 41 7.32% 1.7
Peak Retirement Planning
6586
Peak Retirement Planning
Ohio
USD 148 M – – 1.37% – 96 – 0
Vienna Asset Management
6587
Vienna Asset Management
California
USD 148 M +USD 12.5 M +9% 9.58% – 55 30.91% 1.2
Aegis Wealth Management (Maryland)
6588
Aegis Wealth Management (Maryland)
Maryland
USD 148 M – – 2.53% – 109 – 0
Cedar Point Capital Partners
6589
Cedar Point Capital Partners
Iowa
USD 148 M +USD 2.14 M +1% 1.26% 55.4% 65 7.69% 0.8
Cascade Wealth Advisors
6590
Cascade Wealth Advisors
Washington
USD 148 M +USD 7.79 M +6% 0.07% – 50 6% 0.7
FA
6591
FF Advisors
California
USD 148 M -USD 7.64 M -5% 0.62% 59.7% 89 2.25% 0.9
Priebe Wealth Holdings
6592
Priebe Wealth Holdings
Minnesota
USD 148 M +USD 10.3 M +7% 3.29% – 72 16.67% 0.7
General Motors Holdings
6593
General Motors Holdings
Michigan
USD 148 M +USD 16.8 M +13% 74.2% 21.4% 5 0% 1.9
Financial Symmetry
6594
Financial Symmetry
North Carolina
USD 148 M +USD 4.38 M +3% 3.02% 68.4% 48 12.5% 0.8
Conscious Wealth Investments
6595
Conscious Wealth Investments
Florida
USD 147 M +USD 2.12 M +1% 1.67% – 51 7.84% 0.9
Shearwater Capital
6596
Shearwater Capital
Colorado
USD 147 M +USD 2.37 M +2% 3.08% 74.4% 48 8.33% 2.5
Financially Speaking
6597
Financially Speaking
Colorado
USD 147 M – – 3.37% – 181 – 0
FIG Financial Advisory Services
6598
FIG Financial Advisory Services
Oklahoma
USD 147 M – – 3.64% – 66 – 0
Equinox Partners Investment Management
6599
Equinox Partners Investment Management
Connecticut
USD 147 M +USD 1.42 M +1% 8.63% 241% 10 20% 2.5
Petra Financial Advisors
6600
Petra Financial Advisors
Colorado
USD 147 M -USD 4.56 M -3% 1.19% 129% 155 20.65% 1.2