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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)
Austin Wealth Management
4026
Austin Wealth Management
Texas
USD 473 M +USD 33 M +7% 8.25% 48.2% 129 10.85% 2.1
ArchPoint Investors
4027
ArchPoint Investors
Florida
USD 473 M +USD 53.3 M +13% 17.4% 111% 85 14.12% 4
VDBMI
4028
Van Den Berg Management I
Texas
USD 473 M +USD 37.2 M +9% 24.5% 187% 139 17.99% 3.4
American Investment Services
4029
American Investment Services
Massachusetts
USD 473 M +USD 25 M +6% 7.13% 63.1% 136 5.15% 6.5
Logan Stone Capital
4030
Logan Stone Capital
Illinois
USD 473 M +USD 113 M +31% 5.65% 43.9% 209 62.2% 0.3
BCGM Wealth Management
4031
BCGM Wealth Management
Indiana
USD 473 M +USD 74.9 M +19% 9.43% 54.9% 195 15.38% 2.8
Shelter Mutual Insurance
4032
Shelter Mutual Insurance
Missouri
USD 473 M +USD 23.1 M +5% 6.51% 51.2% 58 0% 7.6
Copper Harbor Investment Advisors
4033
Copper Harbor Investment Advisors
Wisconsin
USD 472 M – – 12.9% – 95 – 0
Summit Wealth & Retirement Planning
4034
Summit Wealth & Retirement Planning
California
USD 472 M +USD 52.9 M +13% 12.1% 67.6% 116 9.48% 2.9
Cordoba Advisory Partners
4035
Cordoba Advisory Partners
New York
USD 472 M +USD 110 M +30% 7.79% – 149 24.16% 0.4
Acumen Wealth Advisors
4036
Acumen Wealth Advisors
Tennessee
USD 472 M +USD 100 M +27% 21.8% – 534 24.91% 0.4
Lansing Street Advisors
4037
Lansing Street Advisors
Pennsylvania
USD 472 M +USD 74.6 M +19% 14.2% – 180 23.33% 2
Aisling Capital Management
4038
Aisling Capital Management
New York
USD 472 M -USD 4.67 M -1% 12.9% 793% 14 7.14% 3.6
Peavine Capital
4039
Peavine Capital
Nevada
USD 472 M +USD 25.5 M +6% 6.33% 30.8% 9 0% 6.4
Paulson Wealth Management
4040
Paulson Wealth Management
Illinois
USD 471 M +USD 44.7 M +10% 12.9% 62.6% 148 8.78% 3.9
High Net Worth Advisory Group
4041
High Net Worth Advisory Group
Florida
USD 471 M +USD 42.6 M +10% 11.7% 75.7% 263 12.17% 3.1
California First Leasing Corp
4042
California First Leasing Corp
California
USD 471 M +USD 159 M +51% 97% 377% 41 21.95% 3
Decker Wealth Management LLC
4043
Decker Wealth Management LLC
Tennessee
USD 471 M +USD 30.3 M +7% 13.3% – 111 9.01% 0.5
D.B. Root & Company
4044
D.B. Root & Company
Pennsylvania
USD 471 M +USD 52.2 M +12% 11.6% 63% 213 13.15% 3.8
Baker Tilly Wealth Management
4045
Baker Tilly Wealth Management
Wisconsin
USD 471 M +USD 59.6 M +14% 12.9% 96.9% 311 18.33% 3
AMI Investment Management
4046
AMI Investment Management
Indiana
USD 471 M +USD 25.8 M +6% 9.08% 52% 80 6.25% 5.8
JHC
4047
Jones Hill Capital
New York
USD 470 M +USD 3.89 M +0.8% 9.39% – 41 65.85% 0.1
Bill Few Associates
4048
Bill Few Associates
Pennsylvania
USD 470 M +USD 52.6 M +13% 13.9% 91.5% 231 9.96% 2.7
Aster Capital Management
4049
Aster Capital Management
United Arab Emirates
USD 470 M +USD 164 M +54% 15.6% – 1,328 78.24% 0.2
White Pine Investment Company
4050
White Pine Investment Company
Michigan
USD 469 M +USD 38.8 M +9% 8.33% 73.3% 74 12.16% 5.4