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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)
ICMP
7051
Integrated Capital Management (Pennsylvania)
Pennsylvania
USD 131 M +USD 5.73 M +5% 4.43% 39.7% 76 14.47% 2.8
Diamant Asset Management
7052
Diamant Asset Management
Connecticut
USD 131 M -USD 453 k -0.3% 3.26% 66.9% 74 6.76% 5.7
Ipsen Advisor Group
7053
Ipsen Advisor Group
Arkansas
USD 131 M +USD 15.1 M +13% 5.28% – 101 8.91% 1.9
A.D. Beadell Investment Counsel
7054
A.D. Beadell Investment Counsel
Wisconsin
USD 131 M +USD 11.1 M +9% 7.37% 83.3% 94 14.89% 4.7
SR
7055
Summer Road
Florida
USD 131 M +USD 27.6 M +27% 26.2% 130% 27 14.81% 1
Bay Capital Advisors
7056
Bay Capital Advisors
Virginia
USD 131 M +USD 11.1 M +9% 10.3% – 115 7.83% 0.5
SLFPAM
7057
St. Louis Financial Planners Asset Management
Missouri
USD 131 M -USD 2.64 M -2% 11.4% 139% 42 54.76% 0.5
Enhancing Capital
7058
Enhancing Capital
Pennsylvania
USD 131 M +USD 6.15 M +5% 7.93% – 94 5.32% 2.5
Paragon Capital Management (Utah)
7059
Paragon Capital Management (Utah)
Utah
USD 131 M +USD 7.27 M +6% 8.75% 72.3% 72 1.39% 1.4
Ulland Investment Advisors
7060
Ulland Investment Advisors
Minnesota
USD 131 M +USD 11.4 M +10% 17.1% 161% 236 14.41% 2.5
Paladin Advisory Group
7061
Paladin Advisory Group
Iowa
USD 131 M +USD 5.98 M +5% 8.85% 71.9% 262 17.18% 1.8
Greater Midwest Financial Group
7062
Greater Midwest Financial Group
Minnesota
USD 131 M -USD 12.5 M -9% 16.1% 157% 64 29.69% 1
Washington Growth Strategies
7063
Washington Growth Strategies
District of Columbia
USD 131 M +USD 131 M +117,184% 9.15% – 52 19.23% 0.5
Index Venture Life Associates VI
7064
Index Venture Life Associates VI
Jersey
USD 131 M -USD 12.4 M -9% 8.62% – 1 0% 3.5
Gentry Private Wealth
7065
Gentry Private Wealth
Kansas
USD 131 M +USD 9.26 M +8% 8.77% – 91 12.09% 0.4
Mosaic Financial Group
7066
Mosaic Financial Group
Illinois
USD 131 M +USD 7.69 M +6% 8.25% – 120 9.17% 1.1
LF
7067
Lighthouse Financial
Florida
USD 131 M +USD 14.7 M +13% 14.8% – 72 8.33% 0.5
CogentBlue Wealth Advisors
7068
CogentBlue Wealth Advisors
Tennessee
USD 131 M +USD 16.7 M +15% 11.1% – 76 15.79% 0.4
JDH Wealth Management
7069
JDH Wealth Management
California
USD 131 M +USD 14 M +12% 8.4% – 53 18.87% 0.4
Oppenheimer & Close
7070
Oppenheimer & Close
New York
USD 131 M +USD 9.25 M +8% 12.9% 149% 58 22.41% 4.9
Saxony Capital Management
7071
Saxony Capital Management
Missouri
USD 130 M +USD 16.5 M +14% 9.52% 90% 142 23.94% 1
Kagan Cocozza Asset Management
7072
Kagan Cocozza Asset Management
New Jersey
USD 130 M +USD 8.05 M +7% 6.04% – 63 6.35% 0.5
Astra Wealth Partners
7073
Astra Wealth Partners
New Jersey
USD 130 M +USD 21.3 M +20% 10.2% – 91 23.08% 0.4
PS
7074
Pennant Select
New Jersey
USD 130 M +USD 1.84 M +1% 23.2% – 12 8.33% 1.1
Bannerman Wealth Management Group
7075
Bannerman Wealth Management Group
Texas
USD 130 M +USD 7.87 M +6% 8.06% – 36 5.56% 0.5