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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)
Kiley Juergens Wealth Management
4001
Kiley Juergens Wealth Management
Washington
USD 323 M +USD 24.4 M +8% 10.2% 106% 69 10.14% 3.7
Home Federal Bank of Tennessee
4002
Home Federal Bank of Tennessee
Tennessee
USD 323 M +USD 25 M +8% 9.2% 74% 79 11.39% 5.8
Boltwood Capital Management
4003
Boltwood Capital Management
California
USD 323 M +USD 20.8 M +7% 6.13% 63% 172 5.81% 5.5
Windsor Capital Management
4004
Windsor Capital Management
Arizona
USD 322 M +USD 16.7 M +5% 5.38% 49.1% 116 7.76% 6.3
TenCore Partners
4005
TenCore Partners
New York
USD 322 M -USD 14.4 M -4% 17% 78.4% 14 14.29% 2.6
KFA Private Wealth Group
4006
KFA Private Wealth Group
Virginia
USD 322 M +USD 43.4 M +16% 6.78% 62.8% 99 14.14% 2.4
WFI
4007
West Family Investments
California
USD 322 M +USD 27 M +9% 7.28% 116% 276 20.65% 1.4
Mariner Investment Group
4008
Mariner Investment Group
New York
USD 322 M -USD 48.3 M -13% 6.52% 68.7% 40 62.5% 0.7
KS
4009
Karpas Strategies
Connecticut
USD 322 M +USD 19.3 M +6% 8.19% 16.1% 117 2.56% 7.3
WR Wealth Planners
4010
WR Wealth Planners
Missouri
USD 322 M +USD 52.8 M +20% 8.44% 22.1% 1,178 83.87% 0.3
Cornerstone Planning Group
4011
Cornerstone Planning Group
New Jersey
USD 322 M +USD 18.7 M +6% 5.48% 60% 1,206 27.61% 0.8
GPC
4012
Guardian Point Capital
Virginia
USD 321 M -USD 17 M -5% 16.4% 142% 11 27.27% 1.8
Oak Harbor Wealth Partners
4013
Oak Harbor Wealth Partners
North Carolina
USD 321 M +USD 23.3 M +8% 7.68% 73.9% 238 7.98% 1.8
Redwood Grove Capital
4014
Redwood Grove Capital
California
USD 321 M +USD 50.2 M +19% 8.08% 79.8% 28 14.29% 2.2
Fosun International
4015
Fosun International
China
USD 321 M -USD 170 M -35% 14.4% 41.3% 49 18.37% 2.3
Butensky & Cohen Financial Security
4016
Butensky & Cohen Financial Security
Florida
USD 321 M +USD 20.1 M +7% 8.61% 81% 98 4.08% 5.5
VeraBank
4017
VeraBank
Texas
USD 321 M +USD 23.8 M +8% 7.16% 60.6% 147 6.12% 3.6
First American Financial Corporation
4018
First American Financial Corporation
California
USD 321 M -USD 23.4 M -7% 3.6% – 4 0% 0.3
Hamilton Wealth
4019
Hamilton Wealth
California
USD 320 M +USD 2.59 M +0.8% 12.8% 108% 126 46.83% 1.3
Lorne Steinberg Wealth Management
4020
Lorne Steinberg Wealth Management
Canada
USD 320 M +USD 22.6 M +8% 7.36% 83.4% 74 8.11% 2.4
Supplemental Annuity Collective Trust (SACT) of New Jersey
4021
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
USD 320 M +USD 32.2 M +11% 14% 166% 218 2.29% 6.3
Gray Foundation
4022
Gray Foundation
New York
USD 320 M +USD 37.3 M +13% 13.5% – 11 0% 0.3
Sollinda Capital Management
4023
Sollinda Capital Management
Florida
USD 320 M -USD 34.3 M -10% 3.44% – 105 57.14% 0.2
Timber Creek Capital Management
4024
Timber Creek Capital Management
Massachusetts
USD 320 M +USD 26.5 M +9% 8.8% 139% 136 14.71% 5.9
Xcel Wealth Management
4025
Xcel Wealth Management
Florida
USD 320 M +USD 34.7 M +12% 12.6% 98.8% 130 13.85% 3.1