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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)
McGinn Penninger Investment Management
7176
McGinn Penninger Investment Management
Virginia
USD 164 M +USD 11.5 M +8% 7.2% 51.9% 39 15.38% 3.2
Cannon Advisors
7177
Cannon Advisors
North Carolina
USD 164 M +USD 29.5 M +22% 15.5% – 120 50% 0.9
JDH Wealth Management
7178
JDH Wealth Management
California
USD 164 M +USD 16 M +11% 13.1% – 62 14.52% 1.1
Hemming & Wealth Management
7179
Hemming & Wealth Management
Michigan
USD 164 M +USD 21 M +15% 19.7% – 17 17.65% 0.4
Winebrenner Capital Management
7180
Winebrenner Capital Management
Kentucky
USD 164 M +USD 8.52 M +5% 5.89% – 158 15.19% 1.1
Velan Capital Investment Management
7181
Velan Capital Investment Management
Georgia
USD 164 M +USD 4.56 M +3% 19.9% 2,395% 56 21.43% 1
Paradigm Strategies in Wealth Management
7182
Paradigm Strategies in Wealth Management
Minnesota
USD 164 M +USD 16.7 M +11% 10.2% 41.2% 65 21.54% 2.8
Interactive Financial Advisors
7183
Interactive Financial Advisors
Illinois
USD 164 M +USD 11.2 M +7% 11% 47.6% 79 7.59% 7.5
SC
7184
Simcoe Capital
Washington
USD 164 M +USD 55 M +50% 28.1% – 38 23.68% 0.4
Family Legacy Financial Solutions
7185
Family Legacy Financial Solutions
North Carolina
USD 164 M +USD 40.3 M +33% 51.6% – 67 37.31% 0.6
Sippican Capital Advisors
7186
Sippican Capital Advisors
Massachusetts
USD 164 M +USD 17.8 M +12% 12.9% 81.1% 114 8.77% 6.2
Breakout Capital Partners
7187
Breakout Capital Partners
New York
USD 164 M -USD 10 M -6% 1.38% – 10 40% 1.2
Campion Asset Management
7188
Campion Asset Management
Virginia
USD 164 M +USD 16.4 M +11% 11.9% 70.2% 85 5.88% 4.3
Piedmont Capital Management (North Carolina)
7189
Piedmont Capital Management (North Carolina)
North Carolina
USD 164 M +USD 13.9 M +9% 18.5% – 134 19.4% 0.4
S&A Financial Services
7190
S&A Financial Services
Kansas
USD 164 M +USD 18.2 M +13% 11.5% – 93 11.83% 0.2
Meadow Creek Wealth Advisors
7191
Meadow Creek Wealth Advisors
Georgia
USD 164 M +USD 9.26 M +6% 15% – 153 20.92% 3.4
Broadview Financial Management
7192
Broadview Financial Management
Wisconsin
USD 164 M +USD 17.3 M +12% 12.5% 52.4% 43 6.98% 6.4
Apex Wealth Management
7193
Apex Wealth Management
New Hampshire
USD 164 M +USD 18 M +12% 13.9% – 64 12.5% 1
Holistic Financial Partners
7194
Holistic Financial Partners
Indiana
USD 164 M -USD 105 M -39% 15.2% 95.7% 150 22.67% 4.1
Arbor Wealth Advisors
7195
Arbor Wealth Advisors
Michigan
USD 164 M +USD 21 M +15% 13.4% 58.7% 60 6.67% 1.9
Aurora Investment Managers
7196
Aurora Investment Managers
Florida
USD 164 M +USD 27.6 M +20% 13.7% 74.4% 55 50.91% 1.7
Climber Capital
7197
Climber Capital
Switzerland
USD 164 M +USD 10.9 M +7% 5.83% – 72 15.28% 1.3
Petros Family Wealth
7198
Petros Family Wealth
Minnesota
USD 164 M +USD 23.2 M +17% 19.1% – 146 18.49% 1
Totem Point Management
7199
Totem Point Management
New York
USD 163 M +USD 85.1 M +109% 61% 577% 22 40.91% 1.2
Waterfall Asset Management
7200
Waterfall Asset Management
New York
USD 163 M -USD 15.4 M -9% 9.72% – 22 31.82% 0.7