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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)
Paragon Financial Partners
6751
Paragon Financial Partners
California
USD 146 M +USD 18.7 M +15% 13.8% 90.6% 71 4.23% 3.1
Old North State Trust
6752
Old North State Trust
North Carolina
USD 146 M -USD 10.8 M -7% 8.49% – 150 16% 4.2
Fort Vancouver Investment Management
6753
Fort Vancouver Investment Management
Washington
USD 146 M +USD 15.9 M +12% 8.57% – 61 24.59% 0.7
BM
6754
Bislett Management
California
USD 146 M +USD 4.9 M +3% 3.3% 19.8% 15 6.67% 6.3
BCM
6755
Beaumont Capital Management
Massachusetts
USD 146 M +USD 10.4 M +8% 5.35% 45.4% 69 52.17% 1.2
Tru Independence Asset Management 2
6756
Tru Independence Asset Management 2
Oregon
USD 146 M +USD 12.5 M +9% 8.34% – 102 23.53% 1.5
Vestia Personal Wealth Advisors
6757
Vestia Personal Wealth Advisors
Indiana
USD 146 M +USD 19.6 M +15% 8.39% – 101 6.93% 0.8
Lansing Management
6758
Lansing Management
New York
USD 146 M +USD 26.8 M +22% 18.9% 76.9% 8 0% 3.2
SBCM
6759
Silverberg Bernstein Capital Management
New York
USD 146 M +USD 38.4 M +36% 15% 133% 67 7.46% 1.2
Oracle Investment Management
6760
Oracle Investment Management
Connecticut
USD 146 M -USD 52.4 M -26% 0.53% 865% 19 36.84% 3.1
DecisionMap Wealth Management
6761
DecisionMap Wealth Management
Virginia
USD 146 M +USD 14.3 M +11% 9.52% – 130 14.62% 0.4
PKO BP Bankowy Universal Pension Society
6762
PKO BP Bankowy Universal Pension Society
Poland
USD 146 M +USD 24.6 M +20% 22.8% – 13 0% 0.5
Forefront Wealth Partners
6763
Forefront Wealth Partners
Texas
USD 146 M -USD 1.17 M -0.8% 10% – 139 37.41% 0.4
Providence Wealth Advisors
6764
Providence Wealth Advisors
Illinois
USD 146 M +USD 13.6 M +10% 9.85% 112% 96 25% 4.5
LifeSteps Financial
6765
LifeSteps Financial
California
USD 146 M +USD 22.2 M +18% 12.3% 98.4% 87 6.9% 3.8
Refined Wealth Management
6766
Refined Wealth Management
Utah
USD 145 M +USD 23.2 M +19% 23.8% 99.4% 33 18.18% 2.4
Objectivity Squared
6767
Objectivity Squared
South Carolina
USD 145 M +USD 26.1 M +22% 8.42% – 53 22.64% 1.1
MRP Capital Investments
6768
MRP Capital Investments
Georgia
USD 145 M +USD 38.4 M +36% 27.7% 222% 229 25.76% 1.2
Patrick M. Sweeney & Associates
6769
Patrick M. Sweeney & Associates
Illinois
USD 145 M +USD 11.5 M +9% 6.44% 90.4% 157 7.01% 1.3
MIM
6770
Meixler Investment Management
Arizona
USD 145 M +USD 794 k +0.5% 1.21% 66.2% 120 19.17% 1.7
XC
6771
XY Capital
Hong Kong
USD 145 M -USD 207 M -59% 0.15% 52.8% 228 89.04% 0.3
Vienna Asset Management
6772
Vienna Asset Management
California
USD 145 M +USD 18.4 M +15% 14.2% – 61 45.9% 1.3
Retireful LLC
6773
Retireful LLC
Michigan
USD 145 M +USD 39.3 M +37% 16.2% 437% 180 68.89% 0.2
Daner Wealth Management
6774
Daner Wealth Management
Georgia
USD 145 M – – 7.91% – 81 – 0.3
LWM Advisory Services
6775
LWM Advisory Services
Florida
USD 145 M +USD 1.01 M +0.7% 8.43% 64.9% 98 10.2% 2.2