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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)
Certior Financial Group
6976
Certior Financial Group
Pennsylvania
USD 134 M +USD 10.4 M +8% 7.39% – 124 12.1% 0.4
Cravens & Co Advisors
6977
Cravens & Co Advisors
Tennessee
USD 134 M +USD 5.29 M +4% 9.61% 70.4% 59 10.17% 2
Fingerlakes Wealth Management
6978
Fingerlakes Wealth Management
New York
USD 134 M +USD 16.4 M +14% 11.7% 80.2% 93 8.6% 2.8
Three Cord True Wealth Management
6979
Three Cord True Wealth Management
Pennsylvania
USD 134 M +USD 17.3 M +15% 8.89% – 32 28.13% 0.4
BF
6980
Baring Financial
Washington
USD 134 M +USD 14.8 M +12% 9.27% – 67 2.99% 0.5
Charter Research & Investment Group
6981
Charter Research & Investment Group
Connecticut
USD 134 M +USD 3.18 M +2% 5.42% 82.3% 83 4.82% 7.1
Ampfield Management
6982
Ampfield Management
New York
USD 134 M +USD 48.9 M +58% 26.2% 56.9% 5 20% 2.2
PP
6983
Pingora Partners
Wyoming
USD 134 M -USD 938 k -0.7% 3.58% – 210 4.29% 1.3
Massar Capital Management
6984
Massar Capital Management
Connecticut
USD 134 M +USD 44.4 M +50% 14.3% – 171 69.01% 0.1
Sagace Wealth Management
6985
Sagace Wealth Management
Florida
USD 134 M +USD 1.37 M +1% 7.86% – 69 18.84% 0.8
Schulz Wealth
6986
Schulz Wealth
Texas
USD 134 M +USD 2.66 M +2% 7.04% – 68 10.29% 1.2
Financial Harvest
6987
Financial Harvest
Florida
USD 134 M +USD 12.5 M +10% 7.93% – 105 98.1% 0
WealthTrust Asset Management
6988
WealthTrust Asset Management
Florida
USD 134 M -USD 1.17 M -0.9% 12.6% 102% 96 31.25% 1.8
JWM
6989
JP Wealth Management
South Carolina
USD 134 M +USD 9.6 M +8% 9.59% – 17 23.53% 0.4
OmniStar Financial Group
6990
OmniStar Financial Group
North Carolina
USD 134 M +USD 6.75 M +5% 2.99% 67.1% 124 19.35% 1.2
Valley Brook Capital Group
6991
Valley Brook Capital Group
Pennsylvania
USD 134 M +USD 6.21 M +5% 11.6% 106% 116 5.17% 3.4
Aegon USA Investment Management
6992
Aegon USA Investment Management
Iowa
USD 133 M +USD 7.63 M +6% 7.29% 39.9% 46 6.52% 1.6
Norwood Investment Partners
6993
Norwood Investment Partners
California
USD 133 M +USD 21.4 M +19% 14.7% 25.2% 18 38.89% 1.4
Genesis Wealth Advisors
6994
Genesis Wealth Advisors
Massachusetts
USD 133 M +USD 9.8 M +8% 7.01% – 64 7.81% 5.8
Campion Asset Management
6995
Campion Asset Management
Virginia
USD 133 M +USD 3.95 M +3% 7.33% 70.2% 85 8.24% 3.7
Northern Financial Advisors
6996
Northern Financial Advisors
Michigan
USD 133 M +USD 12.1 M +10% 13.2% 109% 109 5.5% 2.1
Forge Financial Services
6997
Forge Financial Services
Oklahoma
USD 133 M +USD 20 M +18% 10.5% – 22 13.64% 0.5
MSK
6998
Melissa S. Kampmann
USD 133 M +USD 6.66 M +5% 10.7% 70.4% 43 11.63% 1.6
HFAS
6999
Hummer Financial Advisory Services
Illinois
USD 133 M +USD 10 M +8% 7.42% 71.8% 117 11.11% 3.7
EMB
7000
Elefante Mark B
USD 133 M +USD 6.93 M +5% 7.61% – 62 16.13% 4.2