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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)
SA
3501
SoftVest Advisors
Texas
USD 324 M -USD 105 M -25% 19.8% 178% 5 40% 2.8
Moller Wealth Partners
3502
Moller Wealth Partners
USD 324 M +USD 12.9 M +4% 3.21% 44.1% 50 6% 6.2
Milestone Investment Advisors
3503
Milestone Investment Advisors
Wisconsin
USD 324 M +USD 38.7 M +14% 5.41% 56.9% 449 74.16% 0.1
DI
3504
Diligent Investors
California
USD 324 M +USD 17.7 M +6% 6.61% 82.2% 291 4.81% 3.8
SFE Investment Counsel
3505
SFE Investment Counsel
California
USD 323 M +USD 1.99 M +0.6% 9.74% 114% 114 4.39% 5.2
ICM
3506
Indaba Capital Management
California
USD 323 M -USD 194 M -37% 11.2% 66.7% 33 42.42% 1.5
Waterloo Capital
3507
Waterloo Capital
Texas
USD 323 M – – 5.02% 79.8% 200 – 1.2
Regent Peak Wealth Advisors
3508
Regent Peak Wealth Advisors
Georgia
USD 323 M +USD 18.1 M +6% 8.56% – 173 16.18% 2.3
Edmonds Duncan Registered Investment Advisors
3509
Edmonds Duncan Registered Investment Advisors
Kansas
USD 323 M +USD 16.5 M +5% 5.33% 12.8% 151 18.54% 4
Lion Street Advisors
3510
Lion Street Advisors
Texas
USD 323 M +USD 132 M +69% 4.55% 38% 271 58.3% 0.7
Bender Robert & Associates
3511
Bender Robert & Associates
California
USD 323 M +USD 55.5 M +21% 24.7% 146% 57 19.3% 6.1
Allied Investment Advisors
3512
Allied Investment Advisors
Montana
USD 323 M +USD 2.97 M +0.9% 0.14% 68.4% 58 1.72% 3.9
Kirr Marbach & Co
3513
Kirr Marbach & Co
Indiana
USD 323 M +USD 1.98 M +0.6% 6.84% 121% 50 16% 3.9
Beverly Hills Private Wealth
3514
Beverly Hills Private Wealth
California
USD 323 M +USD 93.6 M +41% 5.64% 91.6% 290 23.45% 0.2
Bison Wealth
3515
Bison Wealth
Georgia
USD 322 M +USD 9.28 M +3% 6.55% 37.4% 281 12.46% 3.4
PT
3516
Plimoth Trust
Massachusetts
USD 322 M +USD 12.2 M +4% 7.17% 110% 163 3.07% 4.4
Paradiem
3517
Paradiem
Louisiana
USD 322 M +USD 51.5 M +19% 9.33% 107% 103 11.65% 1.4
Hudson Edge Investment Partners
3518
Hudson Edge Investment Partners
New Jersey
USD 322 M +USD 29 M +10% 0.64% 67.9% 133 4.51% 4.7
American Financial Group
3519
American Financial Group
Ohio
USD 322 M +USD 22.7 M +8% 2.03% 32.5% 96 6.25% 4.2
West Paces Advisors
3520
West Paces Advisors
Georgia
USD 322 M +USD 7.63 M +2% 4.06% 57.7% 587 14.65% 3.9
Burt Wealth Advisors
3521
Burt Wealth Advisors
Maryland
USD 322 M +USD 23.2 M +8% 3.18% 57.3% 107 3.74% 4.8
Mitchell McLeod Pugh & Williams
3522
Mitchell McLeod Pugh & Williams
Alabama
USD 322 M +USD 26.1 M +9% 6.65% 90.7% 260 6.54% 4.9
Affinity Capital Advisors
3523
Affinity Capital Advisors
California
USD 321 M +USD 29.6 M +10% 9.45% 72.7% 127 15.75% 2.3
Ethos Financial Group
3524
Ethos Financial Group
Pennsylvania
USD 321 M +USD 26 M +9% 3.23% 63% 205 34.63% 0.2
Cutter & Co Brokerage
3525
Cutter & Co Brokerage
Missouri
USD 321 M +USD 25.1 M +8% 6.19% 40.4% 232 12.93% 3.7