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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)
Berkeley Capital Partners
3951
Berkeley Capital Partners
Georgia
USD 350 M +USD 18.1 M +5% 7.55% 62.8% 177 15.82% 3.9
WealthBridge Capital Management
3952
WealthBridge Capital Management
Ohio
USD 350 M +USD 46.1 M +15% 6.29% 89.4% 216 15.28% 3.2
Park Edge Advisors
3953
Park Edge Advisors
Ohio
USD 350 M +USD 22.8 M +7% 4.3% 61.1% 154 22.73% 1.1
DI
3954
DDFG Inc
California
USD 350 M +USD 26.3 M +8% 6.29% 56.3% 83 9.64% 1.4
Trium Capital
3955
Trium Capital
United Kingdom
USD 350 M -USD 441 M -56% 13.7% 215% 97 44.33% 1
High Note Wealth
3956
High Note Wealth
Minnesota
USD 350 M +USD 22.5 M +7% 6.16% 82.8% 102 7.84% 2.5
Prism Advisors
3957
Prism Advisors
California
USD 350 M +USD 19.8 M +6% 6.4% 54.6% 69 10.14% 2.9
American Financial Group Inc 401(K) Retirement & Savings Plan
3958
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 350 M +USD 18.3 M +6% 9.41% 17.8% 1 0% 11.3
Home Federal Bank of Tennessee
3959
Home Federal Bank of Tennessee
Tennessee
USD 350 M +USD 21 M +6% 6.79% 74% 81 6.17% 6.2
Seafarer Capital Partners
3960
Seafarer Capital Partners
California
USD 350 M +USD 56.6 M +19% 12.3% 43% 7 14.29% 2.7
Haverford Financial Services
3961
Haverford Financial Services
Pennsylvania
USD 349 M +USD 15.8 M +5% 9.12% 57.9% 41 0% 6
AMJ Financial Wealth Management
3962
AMJ Financial Wealth Management
Virginia
USD 349 M +USD 26.2 M +8% 8.25% 167% 93 30.11% 1.2
Wiser Wealth Management
3963
Wiser Wealth Management
Georgia
USD 349 M +USD 25.9 M +8% 5.13% 53% 49 28.57% 1.5
Apeiron RIA
3964
Apeiron RIA
Texas
USD 349 M +USD 22.4 M +7% 5.84% 68.5% 214 8.88% 1.8
Little House Capital
3965
Little House Capital
Massachusetts
USD 349 M +USD 28.9 M +9% 6.03% 108% 123 15.45% 2.4
Aristotle Pacific Capital
3966
Aristotle Pacific Capital
California
USD 348 M +USD 45.2 M +15% 2.43% 1.84% 6 0% 2.2
Birinyi Associates
3967
Birinyi Associates
Connecticut
USD 348 M +USD 14.4 M +4% 5.25% 133% 61 11.48% 6.1
Outlook Wealth Advisors
3968
Outlook Wealth Advisors
Texas
USD 348 M +USD 27.8 M +9% 4.7% 76% 273 13.19% 1.8
Kore Advisors
3969
Kore Advisors
Florida
USD 348 M +USD 1.56 M +0.4% 10.1% – 22 27.27% 0.6
NFC Investments
3970
NFC Investments
Tennessee
USD 348 M -USD 482 k -0.1% 5.21% – 36 2.78% 5.5
Gavilan Investment Partners
3971
Gavilan Investment Partners
California
USD 348 M +USD 33 M +10% 11.9% 109% 14 14.29% 1.5
Park Place Capital
3972
Park Place Capital
Alabama
USD 348 M +USD 34.7 M +11% 6.89% 60% 905 11.05% 1.5
GoalVest Advisory
3973
GoalVest Advisory
New York
USD 348 M +USD 34.9 M +11% 6.4% 94.8% 387 22.48% 1.6
Oakwell Private Wealth Management
3974
Oakwell Private Wealth Management
Texas
USD 348 M -USD 6.49 M -2% 5.87% 63% 67 11.94% 2.6
ECG
3975
EPIQ Capital Group
California
USD 348 M +USD 63.4 M +22% 9.38% 6.25% 76 17.11% 2.2