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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)
KB Financial Partners
3376
KB Financial Partners
New Jersey
USD 364 M +USD 23.7 M +7% 5.03% – 646 16.1% 1.4
Cannon Financial Strategists
3377
Cannon Financial Strategists
Georgia
USD 364 M +USD 68.5 M +23% 3.14% 56.7% 81 17.28% 2.6
NAMP
3378
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 364 M +USD 23.5 M +7% 8.19% 90.2% 147 3.4% 5.7
Benedict Financial Advisors
3379
Benedict Financial Advisors
Georgia
USD 364 M +USD 8.53 M +2% 2.89% 72.4% 121 4.13% 5.4
Janiczek Wealth Management
3380
Janiczek Wealth Management
Colorado
USD 363 M +USD 10.8 M +3% 3.42% 16.4% 1,030 6.8% 2.4
AGM
3381
Alpine Global Management
New York
USD 363 M +USD 106 M +41% 8.28% 149% 285 81.05% 0.3
Fairfield, Bush & Co
3382
Fairfield, Bush & Co
Connecticut
USD 363 M +USD 79.3 M +28% 12.7% 112% 564 74.47% 1.3
RC
3383
Reik & Co
New York
USD 363 M +USD 23.3 M +7% 7.42% 38.6% 55 5.45% 6.8
LT
3384
Legacy Trust
Michigan
USD 363 M +USD 27.1 M +8% 8.48% 95% 169 10.65% 0.5
Waller Financial Planning Group
3385
Waller Financial Planning Group
Ohio
USD 363 M +USD 9.8 M +3% 2.6% 47.5% 58 6.9% 3.2
Kirr Marbach & Co
3386
Kirr Marbach & Co
Indiana
USD 362 M +USD 39.8 M +12% 7.43% 121% 49 8.16% 4
Gries Financial
3387
Gries Financial
Ohio
USD 362 M +USD 23.9 M +7% 5.42% 71.3% 173 13.87% 1.4
Hohimer Wealth Management
3388
Hohimer Wealth Management
Washington
USD 362 M +USD 16.8 M +5% 7.15% 99.7% 197 12.18% 2.1
Bender Robert & Associates
3389
Bender Robert & Associates
California
USD 362 M +USD 39.2 M +12% 17.3% 146% 56 12.5% 6.2
Berkshire Bank
3390
Berkshire Bank
Massachusetts
USD 362 M +USD 25.6 M +8% 6.61% 69.7% 138 7.97% 2.2
Northwest Quadrant Wealth Management
3391
Northwest Quadrant Wealth Management
Oregon
USD 362 M +USD 14.7 M +4% 3.94% 45.6% 56 5.36% 4.8
Cornerstone Retirement Group
3392
Cornerstone Retirement Group
Nevada
USD 362 M +USD 20.9 M +6% 3.46% – 25 20% 0.5
Goodman Financial
3393
Goodman Financial
Texas
USD 361 M +USD 16.5 M +5% 4.7% 52.5% 54 20.37% 2.8
Heron Bay Capital Management
3394
Heron Bay Capital Management
Michigan
USD 361 M +USD 103 M +40% 8.63% 58.9% 99 24.24% 1.3
Analog Century Management
3395
Analog Century Management
New York
USD 360 M +USD 30.4 M +9% 21.8% 785% 22 18.18% 1.6
Kentucky Farm Bureau Mutual Insurance
3396
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 360 M +USD 25.2 M +8% 8.9% 83.3% 77 6.49% 5.1
Heritage Investment Group
3397
Heritage Investment Group
Florida
USD 360 M +USD 30.3 M +9% 4.85% 51.2% 93 17.2% 1.1
HWM
3398
HFR Wealth Management
New York
USD 360 M +USD 7.33 M +2% 5.09% 47.5% 62 12.9% 1.8
Sage Rhino Capital
3399
Sage Rhino Capital
California
USD 359 M +USD 16.2 M +5% 4.45% 86.8% 234 9.83% 2.7
WCMN
3400
Westchester Capital Management (Nebraska)
Nebraska
USD 359 M +USD 11.4 M +3% 5.37% 121% 46 4.35% 6.8