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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)
Platte River Wealth Advisors
3801
Platte River Wealth Advisors
Colorado
USD 357 M +USD 5.58 M +2% 3.78% 28.6% 95 4.21% 3.2
DGS Capital Management
3802
DGS Capital Management
New Jersey
USD 356 M +USD 4.07 M +1% 0.08% 177% 325 16.62% 1.4
Householder Group Estate & Retirement Specialist
3803
Householder Group Estate & Retirement Specialist
Arizona
USD 356 M +USD 20.1 M +6% 3.61% – 1,381 22.38% 1.2
Sage Advisory Services
3804
Sage Advisory Services
Texas
USD 356 M -USD 10.1 M -3% 0.82% 33.9% 50 12% 2.8
Elevated Capital Advisors
3805
Elevated Capital Advisors
Utah
USD 356 M +USD 6.66 M +2% 1.53% 46% 253 41.5% 1.8
Crestview Partners III
3806
Crestview Partners III
New York
USD 356 M -USD 10.4 M -3% 15.7% 51.2% 3 0% 3.2
PhiloSmith Capital
3807
PhiloSmith Capital
Connecticut
USD 355 M -USD 1.39 M -0.4% 0.72% 47% 23 0% 6.2
SA
3808
SoftVest Advisors
Texas
USD 355 M +USD 59.4 M +20% 22% 178% 4 0% 3.1
Childress Capital Advisors
3809
Childress Capital Advisors
Texas
USD 355 M +USD 10.8 M +3% 2.94% 101% 237 18.57% 1.1
Legacy Wealth Asset Management
3810
Legacy Wealth Asset Management
Minnesota
USD 355 M -USD 4.62 M -1% 0.51% 116% 358 9.22% 2.4
InceptionR
3811
InceptionR
California
USD 354 M -USD 34.3 M -9% 1.92% 62.9% 903 73.86% 0.2
Oakwell Private Wealth Management
3812
Oakwell Private Wealth Management
Texas
USD 354 M +USD 25.2 M +8% 1.79% 63% 67 7.46% 2.4
Aristides Capital
3813
Aristides Capital
Kentucky
USD 354 M +USD 82.1 M +30% 0.41% 126% 349 50.14% 1.1
Triangle Securities Wealth Management
3814
Triangle Securities Wealth Management
North Carolina
USD 354 M +USD 3.29 M +0.9% 1.2% 83.6% 199 5.03% 6.1
Morton Community Bank
3815
Morton Community Bank
Illinois
USD 354 M +USD 6.56 M +2% 0.86% – 112 5.36% 0.5
Cornerstone Advisors Asset Management
3816
Cornerstone Advisors Asset Management
Pennsylvania
USD 354 M +USD 69.7 M +25% 0.69% 41.2% 107 8.41% 1.7
RJA Asset Management
3817
RJA Asset Management
Connecticut
USD 353 M +USD 58.8 M +20% 19.4% 80.2% 4 0% 1.7
WESCAP Management Group
3818
WESCAP Management Group
California
USD 353 M +USD 8.16 M +2% 0.55% 45.7% 95 2.11% 4.7
PBF
3819
Petix & Botte Financial
California
USD 353 M -USD 49.5 M -12% 1.52% 47.5% 169 44.38% 2.4
SC
3820
Saybrook Capital
North Carolina
USD 353 M -USD 25.8 M -7% 1.73% 72.5% 51 13.73% 8.3
IFS
3821
Ifrah Financial Services
Arkansas
USD 353 M -USD 3.63 M -1% 1.92% 64.1% 218 9.17% 4.6
Raffa Wealth Management
3822
Raffa Wealth Management
District of Columbia
USD 352 M +USD 16.7 M +5% 0.52% 35.8% 1,158 3.2% 3.7
Whitegate Investment Counselors
3823
Whitegate Investment Counselors
New Hampshire
USD 352 M -USD 2.71 M -0.8% 0.53% 48% 65 4.62% 6.3
Finepoint Capital
3824
Finepoint Capital
Massachusetts
USD 352 M -USD 37.7 M -10% 7.17% 27.4% 25 0% 1.6
Elwood & Goetz Wealth Advisory Group
3825
Elwood & Goetz Wealth Advisory Group
Georgia
USD 352 M -USD 59.8 M -15% 0.93% 58.2% 90 12.22% 2.7