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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)
Bedel Financial Consulting
2501
Bedel Financial Consulting
Indiana
USD 929 M +USD 146 M +19% 17.1% 104% 302 9.27% 4.7
Caliber Wealth Management (Kansas)
2502
Caliber Wealth Management (Kansas)
Kansas
USD 929 M +USD 32.3 M +4% 3.31% – 268 9.7% 0.6
Benchstone Capital Management
2503
Benchstone Capital Management
New York
USD 928 M +USD 195 M +27% 2.37% – 56 71.43% 0.2
Barton Investment Management
2504
Barton Investment Management
Pennsylvania
USD 928 M -USD 53.8 M -5% 2.3% 124% 52 1.92% 7.4
Quest Investment Management
2505
Quest Investment Management
Oregon
USD 928 M -USD 25 M -3% 1.8% 105% 139 10.79% 3.5
Water Island Capital
2506
Water Island Capital
New York
USD 928 M +USD 134 M +17% 24.9% 438% 139 74.82% 0.2
Parthenon LLC
2507
Parthenon LLC
Kentucky
USD 927 M +USD 24.2 M +3% 4.21% 93.3% 135 7.41% 8.2
Barlow Wealth Partners
2508
Barlow Wealth Partners
Kentucky
USD 927 M +USD 27.9 M +3% 3.01% 101% 138 7.25% 1.6
Leuthold Group
2509
Leuthold Group
Minnesota
USD 926 M +USD 12 M +1% 6.45% 138% 248 33.87% 1.6
Red Cedar Investment Management
2510
Red Cedar Investment Management
Michigan
USD 926 M +USD 72.6 M +9% 4.43% 88.8% 88 9.09% 3
Curated Wealth Partners
2511
Curated Wealth Partners
California
USD 925 M +USD 98.7 M +12% 4.39% 39.9% 222 35.59% 0.8
Hartline Investment Corp
2512
Hartline Investment Corp
Illinois
USD 925 M -USD 39.5 M -4% 3.08% 222% 120 14.17% 3.4
Griffin Asset Management
2513
Griffin Asset Management
New York
USD 924 M +USD 34.3 M +4% 2.73% 88.9% 259 23.17% 5.3
Opus Capital Group
2514
Opus Capital Group
Ohio
USD 923 M +USD 33.4 M +4% 2.04% 53.7% 143 8.39% 4.8
Jag Capital Management
2515
Jag Capital Management
Missouri
USD 922 M +USD 8.92 M +1% 8.04% 230% 164 26.83% 3.8
Indivisible Partners
2516
Indivisible Partners
Florida
USD 922 M – – 1.34% – 440 – 0
CKW Financial Group
2517
CKW Financial Group
Hawaii
USD 922 M +USD 4.84 M +0.5% 2.25% 70.3% 198 11.11% 6.3
Avenir Corporation
2518
Avenir Corporation
Virginia
USD 922 M -USD 38.4 M -4% 1.43% 34.4% 74 5.41% 6.6
Toth Financial Advisory
2519
Toth Financial Advisory
Virginia
USD 921 M -USD 6.61 M -0.7% 0.56% 90.4% 1,002 31.04% 3.4
Greenwood Capital Associates
2520
Greenwood Capital Associates
South Carolina
USD 921 M +USD 54.3 M +6% 4.85% 87.7% 277 15.88% 2.5
HBW Advisory Services
2521
HBW Advisory Services
California
USD 920 M +USD 31.7 M +4% 1.62% 68.6% 455 15.38% 2.3
INVST
2522
INVST
Indiana
USD 920 M +USD 40.6 M +5% 3.41% 78.5% 324 10.19% 2.1
Private Wealth Asset Management
2523
Private Wealth Asset Management
Iowa
USD 919 M +USD 71.7 M +8% 2.56% – 1,152 9.46% 0.7
DiNuzzo Private Wealth
2524
DiNuzzo Private Wealth
Pennsylvania
USD 919 M +USD 37.3 M +4% 1.69% 42.7% 1,410 5.96% 1.8
Oak Harvest Investment Services
2525
Oak Harvest Investment Services
Texas
USD 917 M +USD 59.6 M +7% 4.66% 120% 188 24.47% 2