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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)
Patten Group
3351
Patten Group
Tennessee
USD 643 M +USD 68 M +12% 17.6% 88.1% 342 18.42% 5.1
Centric Wealth Management
3352
Centric Wealth Management
Illinois
USD 643 M +USD 142 M +28% 11.8% 44.4% 209 2.87% 2.9
Holistic Planning
3353
Holistic Planning
Texas
USD 643 M +USD 141 M +28% 11% – 349 19.48% 1.2
Foresite Capital Management VI
3354
Foresite Capital Management VI
California
USD 643 M +USD 182 M +40% 21.6% – 25 40% 0.5
GenWealth Group
3355
GenWealth Group
New Jersey
USD 642 M +USD 57.4 M +10% 11.8% 73.9% 98 22.45% 4.6
Martin & Co
3356
Martin & Co
Tennessee
USD 640 M +USD 52.7 M +9% 12.5% 67.8% 102 2.94% 9.8
AMCA
3357
Arthur M. Cohen & Associates
Illinois
USD 640 M +USD 77.5 M +14% 18.8% 110% 140 10% 5.1
Sprucegrove Investment Management
3358
Sprucegrove Investment Management
Ontario, Canada
USD 639 M +USD 14.1 M +2% 18% 45.5% 42 4.76% 5.5
Ironwood Financial
3359
Ironwood Financial
Arizona
USD 639 M +USD 66 M +12% 10.5% 48.8% 182 9.34% 5.5
Kiley Juergens Wealth Management
3360
Kiley Juergens Wealth Management
Washington
USD 639 M +USD 71.8 M +13% 17.5% 106% 248 8.06% 1.8
Scott Capital Advisors
3361
Scott Capital Advisors
Oregon
USD 639 M +USD 145 M +29% 8.85% 50.9% 68 17.65% 2.6
FFT Wealth Management
3362
FFT Wealth Management
Pennsylvania
USD 638 M +USD 85.9 M +16% 14.4% 65.6% 110 22.73% 2.9
Adventist Health System West
3363
Adventist Health System West
California
USD 638 M +USD 74.2 M +13% 13.5% 60.2% 13 7.69% 1.7
Grey Fox Wealth Advisors
3364
Grey Fox Wealth Advisors
Delaware
USD 637 M +USD 119 M +23% 9.18% 41.9% 186 28.49% 1.9
Sky Investment Group
3365
Sky Investment Group
Connecticut
USD 637 M +USD 53.5 M +9% 11.8% 68% 151 9.27% 6.5
Sunriver Management
3366
Sunriver Management
Connecticut
USD 637 M +USD 45.5 M +8% 12.7% 9.27% 29 65.52% 0.7
Leonard Rickey Investment Advisors
3367
Leonard Rickey Investment Advisors
Washington
USD 637 M +USD 58.9 M +10% 15.2% 55.9% 135 20% 3.7
MAM
3368
Milestone Asset Management
Pennsylvania
USD 636 M +USD 93.5 M +17% 14% 64% 296 32.09% 1.3
Maytus Capital Management
3369
Maytus Capital Management
New York
USD 636 M +USD 73.8 M +13% 73% 442% 99 74.75% 0.3
Martel Wealth Advisors
3370
Martel Wealth Advisors
Washington
USD 636 M +USD 48.2 M +8% 7.8% 43.4% 78 28.21% 4.3
Mountain Pacific Investment Advisers
3371
Mountain Pacific Investment Advisers
Idaho
USD 635 M +USD 51.6 M +9% 18.6% 79.5% 149 7.38% 7.9
TFG Asset Management
3372
TFG Asset Management
Cayman Islands
USD 635 M +USD 120 M +23% 13.2% 72.1% 46 36.96% 1.1
Golden Reserve Retirement
3373
Golden Reserve Retirement
Ohio
USD 635 M +USD 150 M +31% 17% – 131 35.11% 0.4
Gould Asset Management
3374
Gould Asset Management
California
USD 635 M +USD 59.1 M +10% 7.81% 42.8% 181 8.29% 6
Altiora Financial Group
3375
Altiora Financial Group
Ohio
USD 634 M +USD 27.4 M +5% 6.97% 38.3% 117 10.26% 2.2