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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)
Oak Root LLC
2551
Oak Root LLC
California
USD 807 M +USD 61.4 M +8% 10.5% 75.4% 14 21.43% 1.5
Navellier & Associates
2552
Navellier & Associates
Nevada
USD 807 M +USD 83.4 M +12% 27.6% 361% 321 11.21% 1.9
Absher Wealth Management
2553
Absher Wealth Management
North Carolina
USD 807 M +USD 44.3 M +6% 5.78% 54.5% 72 8.33% 3.7
Cahill Financial Advisors
2554
Cahill Financial Advisors
Minnesota
USD 806 M +USD 69.8 M +9% 7.87% 55.9% 281 8.19% 4.6
Savoie Capital
2555
Savoie Capital
Illinois
USD 805 M -USD 34.6 M -4% 22.1% – 99 12.12% 1.4
River Wealth Advisors
2556
River Wealth Advisors
Pennsylvania
USD 804 M +USD 85 M +12% 10.1% 80.3% 205 5.37% 6.1
RIA
2557
RPG Investment Advisory
California
USD 804 M -USD 592 M -42% 21.9% 186% 101 18.81% 4.6
Greenwood Capital Associates
2558
Greenwood Capital Associates
South Carolina
USD 804 M +USD 62.4 M +8% 9.95% 81.3% 264 17.05% 2.5
Cypress Capital Group
2559
Cypress Capital Group
Florida
USD 804 M +USD 40 M +5% 7.59% 97.8% 237 19.83% 6.3
ICICI Prudential Asset Management
2560
ICICI Prudential Asset Management
India
USD 803 M +USD 34.3 M +4% 9.72% 62.1% 160 5% 2.9
INVST
2561
INVST
Indiana
USD 803 M +USD 70.1 M +10% 9.86% 78.5% 312 17.95% 1.8
Grove Bank & Trust
2562
Grove Bank & Trust
Florida
USD 802 M +USD 53.6 M +7% 8.33% 80.5% 921 15.64% 2.7
Sendero Wealth Management
2563
Sendero Wealth Management
Texas
USD 802 M +USD 81 M +11% 12.1% 99.2% 195 8.21% 1.8
LaFleur & Godfrey
2564
LaFleur & Godfrey
Michigan
USD 801 M +USD 63.7 M +9% 12.9% 85.2% 150 6% 4.5
Bain Capital Life Sciences Investors
2565
Bain Capital Life Sciences Investors
Massachusetts
USD 799 M +USD 123 M +18% 29.9% 507% 24 4.17% 3.3
Oak Harvest Investment Services
2566
Oak Harvest Investment Services
Texas
USD 798 M +USD 82.3 M +12% 11.8% 120% 169 23.67% 1.9
RIT Capital Partners
2567
RIT Capital Partners
United Kingdom
USD 798 M +USD 94.3 M +13% 10.5% 71.4% 27 44.44% 0.6
Redhawk Wealth Advisors
2568
Redhawk Wealth Advisors
Minnesota
USD 797 M +USD 53.9 M +7% 11.3% 116% 357 26.89% 1.7
Consolidated Planning Corp
2569
Consolidated Planning Corp
Georgia
USD 797 M +USD 70.3 M +10% 9.74% 84.6% 195 12.31% 2.1
Greatmark Investment Partners
2570
Greatmark Investment Partners
Georgia
USD 797 M +USD 63.2 M +9% 7.02% 62% 149 8.05% 6
Signet Financial Management
2571
Signet Financial Management
New Jersey
USD 796 M +USD 54.9 M +7% 10.2% 65.2% 302 12.58% 3.1
SA
2572
SoftVest Advisors
Texas
USD 795 M -USD 326 M -29% 13.1% 178% 6 0% 2.2
Novem Group
2573
Novem Group
New York
USD 794 M +USD 81.3 M +11% 8.02% – 441 24.72% 0.4
Cat Rock Capital Management
2574
Cat Rock Capital Management
Connecticut
USD 794 M +USD 40.3 M +5% 16.3% 66.7% 17 23.53% 2.3
McGowan Group Asset Management
2575
McGowan Group Asset Management
Texas
USD 794 M +USD 37.5 M +5% 3.62% 69.8% 130 9.23% 4.1