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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)
Disciplina Capital Management
2626
Disciplina Capital Management
Tennessee
USD 968 M +USD 24.4 M +3% 6.66% 30% 69 2.9% 3.4
Stockman Wealth Management
2627
Stockman Wealth Management
Montana
USD 968 M +USD 61.5 M +7% 12.1% 73.5% 190 12.11% 5.4
L & S Advisors
2628
L & S Advisors
California
USD 967 M +USD 173 M +22% 30.3% 231% 273 28.21% 3
Intrinsic Edge Capital Management
2629
Intrinsic Edge Capital Management
Illinois
USD 967 M +USD 365 M +60% 44.3% 283% 155 50.97% 0.7
Revolve Wealth Partners
2630
Revolve Wealth Partners
New Jersey
USD 965 M +USD 195 M +25% 13.7% 60.3% 362 38.12% 1.8
Bath Savings Trust
2631
Bath Savings Trust
Maine
USD 965 M +USD 29.1 M +3% 6.76% 57.8% 183 11.48% 6.9
Baker Ellis Asset Management
2632
Baker Ellis Asset Management
Washington
USD 964 M +USD 122 M +14% 20.3% 91.9% 274 10.58% 5.4
Goodnow Investment Group
2633
Goodnow Investment Group
Connecticut
USD 964 M +USD 50.8 M +6% 13.3% 131% 31 32.26% 3.3
Aviance Capital Partners
2634
Aviance Capital Partners
Florida
USD 963 M +USD 109 M +13% 15.8% 98.2% 400 11% 4.7
L2 Asset Management
2635
L2 Asset Management
Massachusetts
USD 963 M -USD 88.6 M -8% 19.9% 128% 445 18.43% 1.8
Leonard Green & Partners
2636
Leonard Green & Partners
California
USD 962 M -USD 1806 M -65% 30% 53.9% 6 33.33% 4.6
Silverarc Capital Management
2637
Silverarc Capital Management
Massachusetts
USD 962 M -USD 17.7 M -2% 33.4% 2,765% 98 51.02% 1
Parthenon LLC
2638
Parthenon LLC
Kentucky
USD 962 M +USD 87.2 M +10% 15.3% 80.8% 138 11.59% 8.2
Ardsley Advisory Partners
2639
Ardsley Advisory Partners
Connecticut
USD 960 M +USD 176 M +22% 67.8% 555% 219 64.84% 0.6
Ramirez Asset Management
2640
Ramirez Asset Management
New York
USD 960 M +USD 128 M +15% 11.3% 86.8% 375 10.93% 1.9
JWBC
2641
J.W. Burns & Co
New York
USD 959 M +USD 86.7 M +10% 14.2% 78.5% 195 9.23% 7.7
Wahed Invest
2642
Wahed Invest
New York
USD 958 M +USD 188 M +24% 37.1% 140% 234 6.84% 3
Buck Wealth Strategies
2643
Buck Wealth Strategies
Colorado
USD 956 M +USD 146 M +18% 7.03% 42% 1,173 86.1% 0.2
River Wealth Advisors
2644
River Wealth Advisors
Pennsylvania
USD 956 M +USD 85 M +10% 15.7% 80.3% 221 9.05% 6.3
Lifeworks Advisors
2645
Lifeworks Advisors
Michigan
USD 955 M +USD 176 M +23% 22.2% 80.4% 349 18.05% 2
Victory Financial Group
2646
Victory Financial Group
Texas
USD 953 M +USD 139 M +17% 17.9% – 429 25.87% 0.9
Claro Advisors
2647
Claro Advisors
Massachusetts
USD 953 M +USD 123 M +15% 15.6% 85.5% 572 18.36% 2.6
Night Owl Capital Management
2648
Night Owl Capital Management
Connecticut
USD 953 M +USD 94.8 M +11% 22.5% 162% 32 12.5% 4.6
CVFG LLC
2649
CVFG LLC
Indiana
USD 952 M +USD 148 M +18% 30.2% – 266 16.17% 0.7
Elyxium Wealth
2650
Elyxium Wealth
California
USD 952 M +USD 640 M +205% 18.7% – 303 47.19% 0.7