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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)
MinichMacGregor Wealth Management
3776
MinichMacGregor Wealth Management
New York
USD 251 M +USD 7.74 M +3% 3.84% 130% 85 18.82% 1.5
MM
3777
Meridian Management
Arkansas
USD 251 M -USD 7.86 M -3% 4.79% 57.8% 76 13.16% 5.1
Intel Corp
3778
Intel Corp
California
USD 250 M +USD 902 k +0.4% 15.2% 9.79% 6 16.67% 0.6
Quattro Financial Advisors
3779
Quattro Financial Advisors
Texas
USD 250 M -USD 47.7 M -16% 5.47% 77.6% 92 13.04% 1.2
High Note Wealth
3780
High Note Wealth
Minnesota
USD 250 M -USD 6.02 M -2% 4.43% 82.8% 102 11.76% 1.2
Elgethun Capital Management
3781
Elgethun Capital Management
South Dakota
USD 250 M -USD 7.66 M -3% 4.31% 61.5% 126 11.9% 3.5
Opes Wealth Management
3782
Opes Wealth Management
California
USD 250 M +USD 262 k +0.1% 4.99% 54.1% 99 13.13% 2.2
MONECO Advisors
3783
MONECO Advisors
Connecticut
USD 250 M -USD 7.73 M -3% 4.41% 70.5% 260 9.62% 2.1
Accenture
3784
Accenture
Ireland
USD 250 M -USD 63.2 M -20% 20.2% – 1 0% 1.8
Farmers National Bank
3785
Farmers National Bank
Kentucky
USD 249 M -USD 13.7 M -5% 6.04% – 150 4% 5.3
AP
3786
Arlington Partners
Alabama
USD 249 M -USD 52 M -17% 6.6% 46.4% 473 23.04% 1.8
Burt Wealth Advisors
3787
Burt Wealth Advisors
Maryland
USD 249 M -USD 38.6 M -13% 5.51% 57.3% 98 19.39% 5.3
Owls Nest Partners IA
3788
Owls Nest Partners IA
Pennsylvania
USD 249 M +USD 50.5 M +25% 18.3% 105% 17 23.53% 1.2
Aprio Wealth Management
3789
Aprio Wealth Management
Georgia
USD 249 M -USD 2.19 M -0.9% 5.87% 66.1% 126 34.92% 1.2
Sage Rhino Capital
3790
Sage Rhino Capital
California
USD 249 M -USD 12.7 M -5% 4.49% 93.9% 205 8.78% 2.6
BCH
3791
Berkshire Capital Holdings
California
USD 249 M -USD 11.2 M -4% 12.4% 2,748% 91 5.49% 1.9
Mattern Wealth Management
3792
Mattern Wealth Management
Kansas
USD 249 M -USD 6.65 M -3% 4.61% 54% 163 11.04% 1.9
Southern Wealth Management
3793
Southern Wealth Management
Texas
USD 249 M -USD 12.5 M -5% 7.11% 50% 61 14.75% 2.2
Shikiar Asset Management
3794
Shikiar Asset Management
New York
USD 249 M -USD 11.6 M -4% 2.14% 117% 93 12.9% 3.3
Silver Heights Capital Management
3795
Silver Heights Capital Management
Ontario, Canada
USD 249 M +USD 14.4 M +6% 5.48% 39.8% 5 0% 5.1
Court Place Advisors
3796
Court Place Advisors
Maryland
USD 249 M -USD 15.7 M -6% 3.65% 92% 166 6.63% 6.4
Black Diamond Financial
3797
Black Diamond Financial
Maryland
USD 248 M -USD 5.69 M -2% 5.02% 68.3% 117 14.53% 2.2
Hi-Line Capital Management
3798
Hi-Line Capital Management
South Dakota
USD 248 M -USD 14.8 M -6% 6.08% 57.5% 25 12% 2.4
Prism Advisors
3799
Prism Advisors
California
USD 248 M -USD 15.8 M -6% 6.98% 54.6% 57 19.3% 2.7
Canaan Partners XI
3800
Canaan Partners XI
California
USD 248 M -USD 32.9 M -12% 17.6% 798% 6 0% 0.8