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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)
Park Place Capital
4026
Park Place Capital
Alabama
USD 357 M +USD 9.15 M +3% 0.49% 60% 894 13.98% 1.7
Annis Gardner Whiting Capital Advisors
4027
Annis Gardner Whiting Capital Advisors
Florida
USD 357 M +USD 2.07 M +0.6% 0.84% 85% 817 15.54% 1
Grey Rock Energy Management
4028
Grey Rock Energy Management
Texas
USD 357 M – – 8.75% – 1 – 0
Whitener Capital Management
4029
Whitener Capital Management
North Carolina
USD 357 M +USD 4.35 M +1% 3.41% 113% 166 11.45% 4.3
Wealth Advisory Solutions
4030
Wealth Advisory Solutions
Indiana
USD 357 M -USD 6.39 M -2% 0.61% 60.5% 137 18.25% 1.7
Arvin Capital Management
4031
Arvin Capital Management
Texas
USD 357 M +USD 45.9 M +15% 3.01% – 53 60.38% 0.3
Oakwell Private Wealth Management
4032
Oakwell Private Wealth Management
Texas
USD 357 M +USD 9.04 M +3% 1.06% 63% 63 7.94% 2.9
Robert Bosch
4033
Robert Bosch
Germany
USD 357 M – – 61.4% – 4 – 0
Goldstream Capital Management
4034
Goldstream Capital Management
Hong Kong
USD 356 M +USD 59.2 M +20% 15.2% 686% 53 20.75% 0.9
Wiser Wealth Management
4035
Wiser Wealth Management
Georgia
USD 356 M +USD 7.38 M +2% 0.28% 53% 53 16.98% 1.8
Guidance Point Advisors
4036
Guidance Point Advisors
Massachusetts
USD 356 M +USD 13.2 M +4% 3.03% 71.8% 89 7.87% 3.6
Sio Capital Management
4037
Sio Capital Management
New York
USD 355 M +USD 103 M +41% 131% 564% 61 52.46% 0.6
American Financial Group Inc 401(K) Retirement & Savings Plan
4038
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 355 M +USD 5.52 M +2% 1.73% 17.8% 1 0% 11.5
VeraBank
4039
VeraBank
Texas
USD 355 M +USD 12.8 M +4% 1.54% 60.6% 148 2.7% 4.3
Integris Wealth Management
4040
Integris Wealth Management
California
USD 355 M -USD 3.43 M -1% 2.58% 60.3% 111 12.61% 1.6
Verde Capital Management
4041
Verde Capital Management
Michigan
USD 354 M +USD 21.1 M +6% 2.85% 80.3% 64 18.75% 2.2
Edenbrook Capital
4042
Edenbrook Capital
New York
USD 354 M +USD 118 M +50% 34.3% 267% 15 33.33% 3.5
PI
4043
Pennant Investors
New Jersey
USD 354 M +USD 3.99 M +1% 8.08% 372% 17 11.76% 2.3
Ritter Daniher Financial Advisory
4044
Ritter Daniher Financial Advisory
Ohio
USD 354 M +USD 10.1 M +3% 0.65% 56.7% 327 7.65% 2.7
Bridgewealth Advisory Group
4045
Bridgewealth Advisory Group
California
USD 354 M +USD 78.8 M +29% 0.82% 39.1% 119 25.21% 0.9
Smith & Howard Wealth Management
4046
Smith & Howard Wealth Management
Georgia
USD 354 M -USD 2.39 M -0.7% 2.39% 43.8% 86 9.3% 4.6
Cisco Systems
4047
Cisco Systems
California
USD 354 M -USD 83.6 M -19% 2.27% 210% 3 0% 2.4
Alpine Investment Management
4048
Alpine Investment Management
Hong Kong
USD 354 M -USD 18.1 M -5% 7.08% 33.7% 18 77.78% 0.3
Scientech Research LLC
4049
Scientech Research LLC
New Jersey
USD 353 M -USD 149 M -30% 10.1% – 899 72.97% 0.2
PhiloSmith Capital
4050
PhiloSmith Capital
Connecticut
USD 353 M -USD 42.6 M -11% 2.38% 47% 23 0% 6.7