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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)
Pettinga Financial Advisors
3501
Pettinga Financial Advisors
Indiana
USD 513 M +USD 56.6 M +12% 9.22% 78.1% 144 13.19% 3.2
Praesidium Investment Management Company
3502
Praesidium Investment Management Company
New York
USD 513 M -USD 54.6 M -10% 7.1% 79% 15 26.67% 2.3
MinichMacGregor Wealth Management
3503
MinichMacGregor Wealth Management
New York
USD 513 M +USD 45 M +10% 9.62% 130% 154 27.92% 1.9
TBH Global Asset Management
3504
TBH Global Asset Management
Tennessee
USD 512 M +USD 44.7 M +10% 9.19% 70.7% 260 39.23% 2.3
KC
3505
Keenan Capital
California
USD 512 M +USD 84 M +20% 29.7% 110% 8 0% 4.4
Cambridge Advisors
3506
Cambridge Advisors
Nebraska
USD 512 M +USD 33.3 M +7% 6.27% 58.6% 172 4.07% 6.7
Ripple Effect Asset Management
3507
Ripple Effect Asset Management
New York
USD 511 M -USD 164 M -24% 13.1% – 57 56.14% 0.3
JFG Wealth Management
3508
JFG Wealth Management
Colorado
USD 511 M +USD 32.6 M +7% 6.72% 65.2% 68 10.29% 2.3
WestHill Financial Advisors
3509
WestHill Financial Advisors
California
USD 510 M +USD 38.8 M +8% 6.4% 62.9% 79 10.13% 3.3
Bright Rock Capital Management
3510
Bright Rock Capital Management
Massachusetts
USD 510 M +USD 16.2 M +3% 5.78% 53.1% 75 4% 5.3
Interchange Capital Partners
3511
Interchange Capital Partners
Pennsylvania
USD 510 M +USD 77.2 M +18% 6.63% 106% 372 26.61% 1.5
Bernardo Wealth Planning
3512
Bernardo Wealth Planning
Pennsylvania
USD 510 M +USD 49.5 M +11% 6.15% 56.9% 128 7.81% 3.4
Vishria Bird Financial Group
3513
Vishria Bird Financial Group
Tennessee
USD 510 M +USD 209 M +69% 6.1% 74.3% 105 22.86% 2.7
Kesler Norman & Wride
3514
Kesler Norman & Wride
Utah
USD 510 M -USD 53.9 M -10% 4.27% 76% 245 20% 2.7
SFC
3515
SEG Family Corp
USD 510 M -USD 150 M -23% 22.8% – 1 0% 0.3
ESL Trust Services
3516
ESL Trust Services
New York
USD 510 M +USD 20.1 M +4% 5.77% 53.9% 310 30% 1
Long Run Wealth Advisors
3517
Long Run Wealth Advisors
New York
USD 509 M +USD 32.8 M +7% 5.55% 50.5% 113 10.62% 2.4
Rowlandmiller & Partners
3518
Rowlandmiller & Partners
Georgia
USD 509 M +USD 24.6 M +5% 7.71% 84% 194 7.22% 6.2
AA Financial Advisors
3519
AA Financial Advisors
Ohio
USD 509 M +USD 44.8 M +10% 6.83% 68.8% 201 12.94% 1.2
Mengis Capital Management
3520
Mengis Capital Management
Oregon
USD 509 M +USD 37.9 M +8% 7.05% 104% 211 7.58% 5.5
Kozak & Associates
3521
Kozak & Associates
Colorado
USD 508 M +USD 17.2 M +4% 8.22% 111% 500 26.4% 2.5
LT
3522
Legacy Trust
Michigan
USD 507 M +USD 100 M +24% 9.36% 95% 190 25.26% 1.9
GF
3523
Greenfield FTC
Nevada
USD 507 M +USD 36.1 M +8% 7.68% 75.4% 3 0% 4.8
EFL
3524
ERn Financial LLC
Wisconsin
USD 506 M +USD 32.5 M +7% 6.07% 61.2% 152 12.5% 4
Thomist Capital Management
3525
Thomist Capital Management
Texas
USD 506 M +USD 237 M +88% 18.9% 71.2% 96 76.04% 0.2