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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)
KDA
4001
Kraft Davis & Associates
Missouri
USD 479 M +USD 9.46 M +2% 18.2% 81.8% 162 11.11% 2
May Hill Capital
4002
May Hill Capital
Massachusetts
USD 479 M +USD 80.5 M +20% 18.5% – 269 21.93% 0.9
Evernest Financial Advisors
4003
Evernest Financial Advisors
Indiana
USD 478 M -USD 3.26 M -0.7% 11.4% – 203 17.24% 2.7
Barry Investment Advisors
4004
Barry Investment Advisors
Massachusetts
USD 478 M +USD 24.5 M +5% 1.92% 66.7% 106 10.38% 4.2
Knox Lane
4005
Knox Lane
California
USD 478 M +USD 153 M +47% 103% – 1 0% 0.5
Mattson Financial Services
4006
Mattson Financial Services
Michigan
USD 478 M +USD 59 M +14% 13.9% – 254 16.14% 1
Palumbo Wealth Management
4007
Palumbo Wealth Management
New York
USD 478 M +USD 67.8 M +17% 23.6% 115% 251 17.53% 1.9
Cornerstone Wealth Advisors
4008
Cornerstone Wealth Advisors
Minnesota
USD 477 M +USD 42.9 M +10% 9.77% 46.1% 57 17.54% 3.5
Standpoint Asset Management
4009
Standpoint Asset Management
Arizona
USD 477 M +USD 64.7 M +16% 13% 71.9% 8 0% 3.5
RFG Holdings
4010
RFG Holdings
Texas
USD 477 M +USD 79.9 M +20% 19.8% 74.2% 90 25.56% 1.6
Gator Capital Management
4011
Gator Capital Management
Florida
USD 477 M -USD 12.6 M -3% 22.9% 245% 93 29.03% 3.1
Z3 Capital Partners
4012
Z3 Capital Partners
Virginia
USD 476 M +USD 81.5 M +21% 35.2% – 209 18.66% 0.4
ECP
4013
Elemental Capital Partners
California
USD 476 M +USD 241 M +103% 115% – 13 15.38% 1.8
MG
4014
Magnolia Group
Nebraska
USD 476 M -USD 61.2 M -11% 0.6% 11.4% 18 44.44% 2.5
PA
4015
Paragon Advisors
Texas
USD 476 M +USD 105 M +28% 31.2% 138% 83 15.66% 2.5
Joseph Group Capital Management
4016
Joseph Group Capital Management
Ohio
USD 476 M +USD 75.7 M +19% 8.92% 64.3% 421 18.05% 0.9
Lighthouse Financial Services
4017
Lighthouse Financial Services
California
USD 476 M +USD 32.5 M +7% 18% – 103 4.85% 0.5
Whitener Capital Management
4018
Whitener Capital Management
North Carolina
USD 475 M +USD 36.8 M +8% 15.3% 113% 192 13.54% 4.7
DG Capital Management
4019
DG Capital Management
New York
USD 475 M +USD 149 M +46% 3.86% 76.7% 35 51.43% 0.5
Park Edge Advisors
4020
Park Edge Advisors
Ohio
USD 475 M +USD 41 M +9% 8.34% 61.1% 164 20.12% 2
Financial & Tax Architects
4021
Financial & Tax Architects
Missouri
USD 474 M +USD 25.9 M +6% 5.88% 50.2% 131 33.59% 2.2
Chase Investment Counsel
4022
Chase Investment Counsel
Virginia
USD 474 M +USD 92.9 M +24% 42.1% 350% 173 34.1% 1.7
SSI
4023
Scott & Selber Inc
Texas
USD 474 M +USD 86.4 M +22% 45.7% 202% 94 6.38% 5.4
Ipswich Investment Management
4024
Ipswich Investment Management
Massachusetts
USD 474 M +USD 47.8 M +11% 17.7% 104% 195 7.69% 6.4
Guidance Point Advisors
4025
Guidance Point Advisors
Massachusetts
USD 474 M +USD 51.4 M +12% 11.2% 71.8% 102 5.88% 4