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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)
KK
4026
Kotler Kevin
USD 427 M – – 61.7% – 38 – 0
Ballast Inc
4027
Ballast Inc
Kentucky
USD 427 M +USD 14.6 M +4% 2.76% 71.3% 142 11.97% 4.7
Peak Retirement Planning
4028
Peak Retirement Planning
Ohio
USD 427 M +USD 72 M +20% 1.28% – 156 26.28% 0.6
Abound Wealth Management
4029
Abound Wealth Management
Tennessee
USD 427 M +USD 27.5 M +7% 1.89% 65.7% 1,506 14.67% 2.1
TRB Advisors
4030
TRB Advisors
New York
USD 427 M -USD 69.4 M -14% 2.13% 76.1% 14 42.86% 3.1
J. Derek Lewis & Associates
4031
J. Derek Lewis & Associates
California
USD 427 M – – 0.8% – 209 – 0
WHAM
4032
Windmill Hill Asset Management
United Kingdom
USD 427 M +USD 45.5 M +12% 2.77% 98.1% 28 21.43% 2.3
Chapin Davis
4033
Chapin Davis
Maryland
USD 427 M +USD 19.4 M +5% 10.4% 339% 263 13.31% 2.1
von Borstel & Associates
4034
von Borstel & Associates
Oregon
USD 427 M -USD 225 M -35% 2.22% – 171 76.61% 1.2
Evelyn Partners Asset Management
4035
Evelyn Partners Asset Management
USD 426 M -USD 16.7 M -4% 3.22% – 299 11.04% 0.8
Fortress Investment Group
4036
Fortress Investment Group
New York
USD 426 M -USD 327 M -43% 8.75% 97.5% 76 88.16% 0.8
WFI
4037
West Family Investments
California
USD 426 M -USD 21.8 M -5% 4.17% 116% 394 14.97% 2
Aspire Capital Advisors
4038
Aspire Capital Advisors
Washington
USD 426 M +USD 20.3 M +5% 1.54% 59.3% 127 14.17% 1.9
ORG Wealth Partners
4039
ORG Wealth Partners
Texas
USD 426 M -USD 44.8 M -10% 6.01% – 695 17.27% 0.9
Rothschild Capital Partners
4040
Rothschild Capital Partners
New York
USD 426 M +USD 2.17 M +0.5% 6.19% 90.8% 103 22.33% 2.7
Tejara Capital
4041
Tejara Capital
United Kingdom
USD 425 M +USD 233 M +122% 1.76% 17.3% 75 54.67% 0.8
Brave Asset Management
4042
Brave Asset Management
New Jersey
USD 425 M +USD 11.7 M +3% 4.27% 76.3% 181 12.15% 5.2
Berkeley Capital Partners
4043
Berkeley Capital Partners
Georgia
USD 425 M +USD 1.77 M +0.4% 2.05% 62.8% 205 15.61% 4.2
Summit Wealth & Retirement Planning
4044
Summit Wealth & Retirement Planning
California
USD 425 M +USD 17.8 M +4% 3.99% 67.6% 112 5.36% 2.5
Coalescence Partners Investment Management
4045
Coalescence Partners Investment Management
New York
USD 424 M +USD 40.4 M +11% 2.5% – 14 21.43% 1.4
White Pine Investment Company
4046
White Pine Investment Company
Michigan
USD 424 M +USD 2.9 M +0.7% 1.98% 73.3% 69 4.35% 5.3
3G Capital Partners
4047
3G Capital Partners
New York
USD 424 M +USD 2.08 M +0.5% 2.57% 351% 17 29.41% 1.2
Whitcomb & Hess
4048
Whitcomb & Hess
Ohio
USD 424 M +USD 35.1 M +9% 3.39% 54% 61 8.2% 2.8
Harrell Investment Partners
4049
Harrell Investment Partners
Texas
USD 424 M +USD 657 k +0.2% 2.33% 121% 130 7.69% 2.8
HWM
4050
HFR Wealth Management
New York
USD 424 M -USD 12.6 M -3% 0.52% 47.5% 52 5.77% 3.8