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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)
Seven Springs Wealth Group
3976
Seven Springs Wealth Group
Tennessee
USD 413 M +USD 9.5 M +2% 7.15% 59.2% 87 8.05% 3.3
Cornerstone Wealth Advisors
3977
Cornerstone Wealth Advisors
Minnesota
USD 413 M +USD 26.2 M +7% 5.11% 46.1% 51 5.88% 3.3
Watchman Group
3978
Watchman Group
Texas
USD 413 M +USD 29.5 M +8% 6.79% 54% 81 8.64% 3.2
Brave Asset Management
3979
Brave Asset Management
New Jersey
USD 413 M +USD 42.1 M +11% 10.2% 76.3% 183 13.66% 4.9
Wealth Advisory Solutions
3980
Wealth Advisory Solutions
Indiana
USD 413 M +USD 18 M +5% 5.77% 60.5% 144 6.94% 2
Ballast Inc
3981
Ballast Inc
Kentucky
USD 413 M +USD 30.8 M +8% 6.5% 71.3% 137 8.76% 4.5
Kelly Lawrence W & Associates
3982
Kelly Lawrence W & Associates
California
USD 413 M +USD 31 M +8% 8.06% 123% 162 3.7% 5.7
Winmill & Co
3983
Winmill & Co
New Hampshire
USD 412 M +USD 52.8 M +15% 16.7% 146% 59 13.56% 3.3
VR Advisory Services
3984
VR Advisory Services
Cayman Islands
USD 412 M +USD 37.2 M +10% 4.14% 89.7% 39 23.08% 2.8
Dumont & Blake Investment Advisors
3985
Dumont & Blake Investment Advisors
New Jersey
USD 412 M +USD 29.4 M +8% 8.7% 86.1% 216 7.87% 6.9
Davis Rea
3986
Davis Rea
Ontario, Canada
USD 412 M +USD 9 M +2% 5.09% 66.9% 69 28.99% 3.7
Silverlake Wealth Management
3987
Silverlake Wealth Management
Vermont
USD 412 M +USD 67.9 M +20% 6.81% 73.3% 359 15.32% 2
Progressive Investment Management
3988
Progressive Investment Management
Oregon
USD 412 M +USD 19.1 M +5% 9.32% 139% 59 11.86% 5.2
Legacy Wealth Asset Management
3989
Legacy Wealth Asset Management
Minnesota
USD 412 M +USD 18 M +5% 6.46% 116% 378 12.7% 2.9
Roof Eidam Maycock Peralta (REMP)
3990
Roof Eidam Maycock Peralta (REMP)
California
USD 411 M +USD 5.67 M +1% 6.63% 62.3% 131 7.63% 4.8
Carderock Capital Management
3991
Carderock Capital Management
Maryland
USD 411 M +USD 20.9 M +5% 4.57% 97.6% 139 48.2% 5.7
Sunflower Bank
3992
Sunflower Bank
Texas
USD 411 M +USD 15.7 M +4% 5.37% 42.7% 150 10% 3.1
Integris Wealth Management
3993
Integris Wealth Management
California
USD 411 M +USD 27.6 M +7% 6.59% 60.3% 122 6.56% 1.9
KDA
3994
Kraft Davis & Associates
Missouri
USD 411 M +USD 46.5 M +13% 7.6% 81.8% 153 13.73% 1.6
Old Mission Investment Co
3995
Old Mission Investment Co
Michigan
USD 411 M +USD 44.7 M +12% 8.17% 82% 149 25.5% 3.5
Tradewinds LLC
3996
Tradewinds LLC
North Carolina
USD 411 M +USD 279 M +212% 9.38% – 272 92.65% 0.2
HGC Investment Management
3997
HGC Investment Management
Ontario, Canada
USD 411 M +USD 50.6 M +14% 1.31% 33.2% 167 64.67% 0.4
MilWealth Group
3998
MilWealth Group
Wisconsin
USD 410 M +USD 22 M +6% 4.9% 39.6% 69 2.9% 4.9
NICM
3999
Neo Ivy Capital Management
New York
USD 410 M +USD 96.8 M +31% 10.7% – 560 71.96% 0.2
VELA Investment Management
4000
VELA Investment Management
Ohio
USD 410 M +USD 41.1 M +11% 6.21% 56.8% 190 24.74% 1.7