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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)
HORAN Wealth
3076
HORAN Wealth
Ohio
USD 635 M +USD 308 M +94% 7.71% – 197 41.62% 0.1
CBT
3077
Central Bank & Trust
Kentucky
USD 634 M +USD 22.8 M +4% 8.52% 118% 187 8.02% 7.7
Regatta Capital Group
3078
Regatta Capital Group
California
USD 633 M +USD 50.7 M +9% 7.56% 78.1% 224 10.71% 2.4
Fiduciary Financial Group
3079
Fiduciary Financial Group
California
USD 633 M +USD 79.8 M +14% 7.51% – 343 19.24% 0.9
Gries Financial
3080
Gries Financial
Ohio
USD 633 M +USD 83.1 M +15% 6.4% 71.3% 341 18.77% 1.8
Fort Baker Capital Management
3081
Fort Baker Capital Management
California
USD 632 M +USD 50.3 M +9% 6.38% 46.3% 117 61.54% 0.3
Oliver Luxxe Assets
3082
Oliver Luxxe Assets
New Jersey
USD 632 M +USD 71.3 M +13% 11.6% 137% 201 18.91% 3
Laffer Tengler Investments
3083
Laffer Tengler Investments
Tennessee
USD 631 M +USD 70.4 M +13% 8.25% 96.5% 200 48.5% 2.7
Huber Capital Management
3084
Huber Capital Management
California
USD 631 M +USD 43.6 M +7% 6.39% 70.4% 108 2.78% 5
Round Rock Advisors
3085
Round Rock Advisors
Connecticut
USD 631 M +USD 51.5 M +9% 9.26% 87.4% 364 51.1% 1.6
Fortis Capital Advisors
3086
Fortis Capital Advisors
Kansas
USD 631 M +USD 72 M +13% 10.5% 127% 319 36.05% 0.9
Walkner Condon Financial Advisors
3087
Walkner Condon Financial Advisors
Wisconsin
USD 631 M +USD 87.7 M +16% 6.76% 56.8% 314 16.56% 2.5
CM
3088
Conifer Management
New York
USD 631 M -USD 137 M -18% 3.58% 22.7% 6 16.67% 3.1
Artia Global Partners
3089
Artia Global Partners
Florida
USD 631 M +USD 215 M +52% 81.8% 725% 56 42.86% 0.6
MG
3090
Magnolia Group
Nebraska
USD 631 M -USD 19.7 M -3% 1.54% 9.52% 11 9.09% 4.2
Nordwand Advisors
3091
Nordwand Advisors
Pennsylvania
USD 631 M -USD 6.95 M -1% 8.29% 93% 190 26.84% 0.8
Alpha Capital Management
3092
Alpha Capital Management
Texas
USD 630 M +USD 49.6 M +9% 7.95% 88% 122 12.3% 4.6
Stablepoint Partners
3093
Stablepoint Partners
Massachusetts
USD 630 M +USD 42.1 M +7% 7.18% – 254 4.33% 1.6
True North Advisors
3094
True North Advisors
Texas
USD 630 M +USD 108 M +21% 6.75% 82.9% 258 30.62% 2.1
Market Street Wealth Management Advisors
3095
Market Street Wealth Management Advisors
Indiana
USD 630 M +USD 16.7 M +3% 4.75% 44% 103 5.83% 3.5
CPIH
3096
Consolidated Press International Holdings
Australia
USD 629 M +USD 28.6 M +5% 1.48% – 16 25% 1.5
TS Financial Group (TSFG)
3097
TS Financial Group (TSFG)
Illinois
USD 629 M +USD 76.9 M +14% 8.66% 81% 922 13.02% 4.1
MATAURO
3098
MATAURO
New York
USD 629 M +USD 96.7 M +18% 9.29% – 171 29.82% 0.5
Harbor Group
3099
Harbor Group
New Hampshire
USD 629 M +USD 64.6 M +11% 4.99% 43% 108 10.19% 2.5
Hughes Financial Services
3100
Hughes Financial Services
Virginia
USD 629 M +USD 46.5 M +8% 5.64% – 1,120 15.27% 0.4