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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)
Evermay Wealth Management
2626
Evermay Wealth Management
Virginia
USD 971 M +USD 68.9 M +8% 10.3% 56.2% 695 20.86% 4
Marietta Wealth Management
2627
Marietta Wealth Management
Georgia
USD 971 M +USD 129 M +15% 13.6% 93% 137 8.76% 4.6
Noked Israel
2628
Noked Israel
Israel
USD 970 M +USD 293 M +43% 37.8% 265% 14 28.57% 1.5
RMG Wealth Management
2629
RMG Wealth Management
Wisconsin
USD 969 M +USD 103 M +12% 12.8% – 804 53.11% 0.5
Disciplina Capital Management
2630
Disciplina Capital Management
Tennessee
USD 968 M +USD 24.4 M +3% 6.66% 30% 69 2.9% 3.4
Stockman Wealth Management
2631
Stockman Wealth Management
Montana
USD 968 M +USD 61.5 M +7% 12.1% 77.5% 190 12.11% 5.4
L & S Advisors
2632
L & S Advisors
California
USD 967 M +USD 173 M +22% 30.3% 231% 273 28.21% 3
Intrinsic Edge Capital Management
2633
Intrinsic Edge Capital Management
Illinois
USD 967 M +USD 365 M +60% 44.3% 283% 155 50.97% 0.7
Revolve Wealth Partners
2634
Revolve Wealth Partners
New Jersey
USD 965 M +USD 195 M +25% 13.7% 67.4% 362 38.12% 1.8
Bath Savings Trust
2635
Bath Savings Trust
Maine
USD 965 M +USD 29.1 M +3% 6.76% 57.8% 183 11.48% 6.9
L2 Asset Management
2636
L2 Asset Management
Massachusetts
USD 965 M -USD 86.6 M -8% 19.8% 128% 445 18.43% 1.8
Baker Ellis Asset Management
2637
Baker Ellis Asset Management
Washington
USD 964 M +USD 122 M +14% 20.3% 91.9% 274 10.58% 5.4
Goodnow Investment Group
2638
Goodnow Investment Group
Connecticut
USD 964 M +USD 50.8 M +6% 13.3% 131% 31 32.26% 3.3
Aviance Capital Partners
2639
Aviance Capital Partners
Florida
USD 963 M +USD 109 M +13% 15.8% 109% 400 11% 4.7
Leonard Green & Partners
2640
Leonard Green & Partners
California
USD 962 M -USD 1806 M -65% 30% 53.9% 6 33.33% 4.6
Silverarc Capital Management
2641
Silverarc Capital Management
Massachusetts
USD 962 M -USD 17.7 M -2% 33.4% 2,765% 98 51.02% 1
Parthenon LLC
2642
Parthenon LLC
Kentucky
USD 962 M +USD 87.2 M +10% 15.3% 93.3% 138 11.59% 8.2
Ardsley Advisory Partners
2643
Ardsley Advisory Partners
Connecticut
USD 960 M +USD 176 M +22% 67.8% 555% 219 64.84% 0.6
Ramirez Asset Management
2644
Ramirez Asset Management
New York
USD 960 M +USD 128 M +15% 11.3% 86.8% 375 10.93% 1.9
JWBC
2645
J.W. Burns & Co
New York
USD 959 M +USD 86.7 M +10% 14.2% 95.4% 195 9.23% 7.7
Wahed Invest
2646
Wahed Invest
New York
USD 958 M +USD 188 M +24% 37.1% 140% 234 6.84% 3
Buck Wealth Strategies
2647
Buck Wealth Strategies
Colorado
USD 956 M +USD 146 M +18% 7.03% 48.4% 1,173 86.1% 0.2
River Wealth Advisors
2648
River Wealth Advisors
Pennsylvania
USD 956 M +USD 85 M +10% 15.7% 80.3% 221 9.05% 6.3
Lifeworks Advisors
2649
Lifeworks Advisors
Michigan
USD 955 M +USD 176 M +23% 22.2% 80.4% 349 18.05% 2
Victory Financial Group
2650
Victory Financial Group
Texas
USD 953 M +USD 139 M +17% 17.9% – 429 25.87% 0.9