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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)
WWMSC
3926
Wagner Wealth Management (South Carolina)
South Carolina
USD 334 M +USD 6.3 M +2% 0.77% 36.4% 274 14.96% 2.6
El Puerto de Liverpool
3927
El Puerto de Liverpool
Mexico
USD 334 M +USD 15 M +5% 4.69% – 1 0% 1.5
Cornerstone Wealth Advisors
3928
Cornerstone Wealth Advisors
Minnesota
USD 334 M +USD 9.32 M +3% 1.97% 46.1% 50 12% 2.5
Evergreen Advisors
3929
Evergreen Advisors
Tennessee
USD 334 M +USD 6.61 M +2% 0.4% – 18 11.11% 3.4
Birinyi Associates
3930
Birinyi Associates
Connecticut
USD 334 M +USD 27.3 M +9% 10.9% 113% 61 16.39% 6.2
Capital Planning
3931
Capital Planning
Washington
USD 334 M +USD 27.2 M +9% 3.08% 81.2% 83 6.02% 2.3
Nine Masts Capital
3932
Nine Masts Capital
Hong Kong
USD 334 M -USD 49.6 M -13% 1.74% 88.1% 158 61.39% 0.2
Kapitalo Investimentos
3933
Kapitalo Investimentos
Brazil
USD 334 M -USD 122 M -27% 0.13% 66.5% 323 69.04% 0.5
WFI
3934
West Family Investments
California
USD 334 M +USD 11.2 M +3% 4.97% 116% 278 16.19% 1.6
Haverford Financial Services
3935
Haverford Financial Services
Pennsylvania
USD 334 M -USD 13.8 M -4% 3.33% 57.9% 45 17.78% 5.8
Rock Point Advisors
3936
Rock Point Advisors
Vermont
USD 333 M -USD 3.17 M -0.9% 3.07% 82.8% 110 9.09% 4.7
SWG
3937
Summit Wealth Group
Vermont
USD 333 M +USD 186 M +127% 1.9% 53% 97 56.7% 0.9
Cincinnati Specialty Underwriters Insurance
3938
Cincinnati Specialty Underwriters Insurance
Ohio
USD 333 M +USD 14.9 M +5% 7.27% 115% 41 2.44% 6.9
Semmax Financial Advisors
3939
Semmax Financial Advisors
North Carolina
USD 333 M +USD 28.8 M +9% 0.44% – 458 21.62% 2.9
Beryl Capital Management
3940
Beryl Capital Management
California
USD 333 M +USD 251 M +305% 64.2% 3,932% 38 94.74% 0.1
Seaview Investment Managers
3941
Seaview Investment Managers
Florida
USD 332 M +USD 91.2 k +0% 5.35% 148% 108 29.63% 1.3
Maia Wealth
3942
Maia Wealth
Colorado
USD 332 M – – 3% – 224 – 0.4
Berkeley Capital Partners
3943
Berkeley Capital Partners
Georgia
USD 332 M +USD 4.11 M +1% 1.61% 62.8% 168 5.36% 3.9
Farmers National Bank
3944
Farmers National Bank
Kentucky
USD 332 M -USD 3.31 M -1% 0.03% – 159 1.89% 6.1
L2 Asset Management
3945
L2 Asset Management
Massachusetts
USD 332 M +USD 27.3 M +9% 3.71% 128% 236 19.49% 1.4
New Harbor Financial Group
3946
New Harbor Financial Group
Massachusetts
USD 332 M +USD 18.2 M +6% 1.49% 94.6% 73 42.47% 1.6
First Sabrepoint Capital Management
3947
First Sabrepoint Capital Management
Texas
USD 332 M -USD 42.3 M -11% 2.3% 218% 63 53.97% 0.7
Roberts, Glore & Co
3948
Roberts, Glore & Co
Illinois
USD 332 M -USD 2.34 M -0.7% 1.44% 72.3% 214 6.54% 6
Regis Management Company
3949
Regis Management Company
California
USD 331 M +USD 2.61 M +0.8% 1.3% 5.33% 41 7.32% 7.1
American Financial Group Inc 401(K) Retirement & Savings Plan
3950
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 331 M -USD 47.1 M -12% 9.86% 17.8% 1 0% 11