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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)
Legacy Financial Strategies
3351
Legacy Financial Strategies
Kansas
USD 646 M +USD 91.5 M +17% 15.7% 76.7% 159 16.35% 3.1
Advisors Preferred
3352
Advisors Preferred
Maryland
USD 646 M -USD 33.3 M -5% 16.7% 102% 320 64.06% 0.7
Patient Square Capital
3353
Patient Square Capital
California
USD 646 M +USD 81.9 M +15% 24.9% 329% 35 51.43% 0.8
Waterfront Wealth
3354
Waterfront Wealth
Kansas
USD 645 M +USD 101 M +19% 15.8% 77.2% 308 11.36% 3.2
Mayport LLC
3355
Mayport LLC
Massachusetts
USD 645 M +USD 107 M +20% 12.2% 57% 142 14.08% 2.1
Harfst & Associates
3356
Harfst & Associates
Wyoming
USD 643 M +USD 83.2 M +15% 17.6% 88.1% 129 10.08% 3.6
P.J. Schmidt Investment Management (PJS)
3357
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 643 M +USD 48.7 M +8% 12.2% 75.9% 226 11.06% 5.1
Patten Group
3358
Patten Group
Tennessee
USD 643 M +USD 68 M +12% 17.6% 99% 342 18.42% 5.1
Centric Wealth Management
3359
Centric Wealth Management
Illinois
USD 643 M +USD 142 M +28% 11.8% 44.4% 209 2.87% 2.9
Holistic Planning
3360
Holistic Planning
Texas
USD 643 M +USD 141 M +28% 11% 61.9% 349 19.48% 1.2
Foresite Capital Management VI
3361
Foresite Capital Management VI
California
USD 643 M +USD 182 M +40% 21.6% – 25 40% 0.5
GenWealth Group
3362
GenWealth Group
New Jersey
USD 642 M +USD 57.4 M +10% 11.8% 73.9% 98 22.45% 4.6
Martin & Co
3363
Martin & Co
Tennessee
USD 640 M +USD 52.7 M +9% 12.5% 67.8% 102 2.94% 9.8
AMCA
3364
Arthur M. Cohen & Associates
Illinois
USD 640 M +USD 77.5 M +14% 18.8% 129% 140 10% 5.1
Sprucegrove Investment Management
3365
Sprucegrove Investment Management
Ontario, Canada
USD 639 M +USD 14.1 M +2% 18% 45.5% 42 4.76% 5.5
Ironwood Financial
3366
Ironwood Financial
Arizona
USD 639 M +USD 66 M +12% 10.5% 54.1% 182 9.34% 5.5
Kiley Juergens Wealth Management
3367
Kiley Juergens Wealth Management
Washington
USD 639 M +USD 71.8 M +13% 17.5% 106% 248 8.06% 1.8
Scott Capital Advisors
3368
Scott Capital Advisors
Oregon
USD 639 M +USD 145 M +29% 8.85% 50.9% 68 17.65% 2.6
MAM
3369
Milestone Asset Management
Pennsylvania
USD 638 M +USD 95.8 M +18% 14.3% 64.4% 296 32.09% 1.3
FFT Wealth Management
3370
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
3371
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
3372
Grey Fox Wealth Advisors
Delaware
USD 637 M +USD 119 M +23% 9.18% 45.3% 186 28.49% 1.9
Sky Investment Group
3373
Sky Investment Group
Connecticut
USD 637 M +USD 53.5 M +9% 11.8% 81.4% 151 9.27% 6.5
Sunriver Management
3374
Sunriver Management
Connecticut
USD 637 M +USD 45.5 M +8% 12.7% 9.27% 29 65.52% 0.7
Leonard Rickey Investment Advisors
3375
Leonard Rickey Investment Advisors
Washington
USD 637 M +USD 58.9 M +10% 15.2% 60.4% 135 20% 3.7