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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)
Meridian Wealth Advisors
2901
Meridian Wealth Advisors
Texas
USD 561 M +USD 28.3 M +5% 1.59% 79.9% 181 6.08% 4.1
SkyView Investment Advisors
2902
SkyView Investment Advisors
New Jersey
USD 561 M +USD 20.1 M +4% 1.48% 70.3% 393 15.78% 0.8
RBO & Co
2903
RBO & Co
California
USD 560 M -USD 38.7 M -6% 4.17% 27.9% 55 3.64% 6.9
Ironwood Investment Counsel
2904
Ironwood Investment Counsel
Arizona
USD 560 M -USD 13.4 M -2% 1.73% 64% 267 7.49% 4.5
TCM
2905
Trybe Capital Management
Connecticut
USD 559 M -USD 43.3 M -7% 17.6% 681% 17 29.41% 2.1
Allen Mooney & Barnes Investment Advisors
2906
Allen Mooney & Barnes Investment Advisors
Georgia
USD 559 M +USD 38.2 M +7% 1.13% 78.9% 164 10.37% 1.9
Semper Augustus Investments Group
2907
Semper Augustus Investments Group
Colorado
USD 559 M +USD 12.3 M +2% 2.51% 95.4% 41 17.07% 5.9
Viking Fund Management
2908
Viking Fund Management
North Dakota
USD 558 M +USD 5.91 M +1% 1.66% 105% 130 8.46% 4
Strategic Point Investment Advisors
2909
Strategic Point Investment Advisors
Rhode Island
USD 558 M +USD 7.4 M +1% 1.98% 51.9% 34 2.94% 4
Principal Street Partners
2910
Principal Street Partners
Tennessee
USD 558 M +USD 29.3 M +6% 1.74% 91% 266 8.27% 2.2
Rhino Investment Partners
2911
Rhino Investment Partners
Pennsylvania
USD 558 M +USD 41.4 M +8% 3.9% 110% 24 12.5% 1.2
Founders Capital Management (Connecticut)
2912
Founders Capital Management (Connecticut)
Connecticut
USD 557 M +USD 16.2 M +3% 3.87% 99.9% 79 3.8% 5.5
Destiny Wealth Partners
2913
Destiny Wealth Partners
Florida
USD 556 M -USD 1.5 M -0.3% 2.12% 63.7% 175 22.29% 2.3
ECM
2914
EagleClaw Capital Management
Massachusetts
USD 556 M +USD 3.72 M +0.7% 3.39% 104% 137 3.65% 6.3
CVA Family Office
2915
CVA Family Office
Colorado
USD 556 M -USD 4.11 M -0.7% 1.65% 71.6% 1,310 21.98% 0.9
Groupe Bruxelles Lambert
2916
Groupe Bruxelles Lambert
Belgium
USD 555 M -USD 25.8 M -4% 4.44% – 1 0% 0.5
Main Management Fund Advisors
2917
Main Management Fund Advisors
California
USD 555 M +USD 63.3 M +13% 4.48% 80% 7 28.57% 1.3
Kavar Capital Partners Group
2918
Kavar Capital Partners Group
Kansas
USD 555 M +USD 12.8 M +2% 2.53% 77.2% 170 11.18% 4.8
MidWestOne Financial Group
2919
MidWestOne Financial Group
Iowa
USD 555 M -USD 2.02 M -0.4% 0.91% 62.7% 303 9.57% 2.8
Quadcap Wealth Management
2920
Quadcap Wealth Management
Texas
USD 554 M +USD 115 M +26% 2.56% – 408 26.96% 0.4
Academy Capital Management
2921
Academy Capital Management
Texas
USD 554 M +USD 25.7 M +5% 6.02% 71.2% 35 11.43% 3.5
Insight Advisors
2922
Insight Advisors
Pennsylvania
USD 554 M +USD 32.6 M +6% 3.52% 74% 310 10.65% 2.4
Faithward Advisors
2923
Faithward Advisors
Pennsylvania
USD 553 M +USD 2.16 M +0.4% 0.12% 119% 273 15.75% 1.7
Eagle Rock Investment Company
2924
Eagle Rock Investment Company
Georgia
USD 553 M +USD 13.9 M +3% 2.61% 121% 148 7.43% 1.9
Gilman Hill Asset Management
2925
Gilman Hill Asset Management
Connecticut
USD 553 M -USD 5.26 M -0.9% 1.22% 54.2% 231 15.58% 4.5