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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)
Wealth Management Partners
4326
Wealth Management Partners
Arizona
USD 425 M +USD 75.1 M +21% 36.4% 194% 160 11.88% 2.9
Sterling Investment Counsel
4327
Sterling Investment Counsel
New York
USD 425 M +USD 68 M +19% 17.7% 93.8% 207 10.14% 1.7
RI
4328
Rinkey Investments
California
USD 425 M +USD 33.8 M +9% 8.89% 42.1% 137 15.33% 1.8
SWMG LLC
4329
SWMG LLC
Texas
USD 424 M +USD 74.3 M +21% 15.9% 68.7% 134 35.82% 2.2
Fivespan Partners
4330
Fivespan Partners
California
USD 424 M +USD 46.9 M +12% 1.84% – 6 33.33% 0.3
AMJ Financial Wealth Management
4331
AMJ Financial Wealth Management
Virginia
USD 424 M USD 0 0% 14.6% 167% 86 0% 1.9
Myriad Asset Management Advisors
4332
Myriad Asset Management Advisors
Florida
USD 424 M +USD 84.4 M +25% 25.7% – 67 56.72% 0.3
Meredith Wealth Planning
4333
Meredith Wealth Planning
Illinois
USD 424 M +USD 54.6 M +15% 12.3% 66.5% 76 10.53% 2
Wood Tarver Financial Group
4334
Wood Tarver Financial Group
Idaho
USD 424 M +USD 61.7 M +17% 16% – 170 11.76% 1.3
Avalon Capital Management
4335
Avalon Capital Management
California
USD 423 M +USD 69.1 M +19% 16% 163% 143 23.78% 2.1
White Pine Capital
4336
White Pine Capital
Minnesota
USD 423 M +USD 55.5 M +15% 26.2% 143% 247 9.72% 6.5
Miller Value Partners
4337
Miller Value Partners
Florida
USD 423 M +USD 39.9 M +10% 9.46% 133% 59 11.86% 2.1
Birinyi Associates
4338
Birinyi Associates
Connecticut
USD 423 M +USD 55.6 M +15% 20.4% 133% 63 7.94% 6.8
MI
4339
M3F Inc
Utah
USD 422 M +USD 18.7 M +5% 21.6% 139% 30 33.33% 4.2
Westwind Capital
4340
Westwind Capital
New Mexico
USD 422 M +USD 5.64 M +1% 24.1% 87.6% 107 56.07% 1.3
Globe Life
4341
Globe Life
Texas
USD 422 M +USD 40.8 M +11% 13.1% 67.5% 2 0% 6.1
RenaissanceRe Holdings
4342
RenaissanceRe Holdings
Bermuda
USD 421 M +USD 15.2 M +4% 4.06% 40.8% 5 0% 4.2
Fedenia Advisers
4343
Fedenia Advisers
Wisconsin
USD 421 M +USD 286 M +213% 62.1% – 461 79.83% 0.2
Delta Financial Advisors
4344
Delta Financial Advisors
Louisiana
USD 421 M +USD 37.2 M +10% 16.4% 107% 154 4.55% 4.4
EnRich Financial Partners
4345
EnRich Financial Partners
Wisconsin
USD 421 M +USD 43.9 M +12% 10.4% 50.7% 69 10.14% 2
Compass Advisory Group
4346
Compass Advisory Group
New York
USD 421 M +USD 47.1 M +13% 10.2% 49.2% 89 3.37% 3.5
Pier 88 Investment Partners
4347
Pier 88 Investment Partners
California
USD 421 M +USD 31 M +8% 9.66% 40.3% 127 25.2% 1.5
Fruth Investment Management
4348
Fruth Investment Management
Texas
USD 421 M +USD 19.4 M +5% 12.3% 79.4% 236 8.47% 8.7
PYA Waltman Capital
4349
PYA Waltman Capital
Tennessee
USD 421 M +USD 59.8 M +17% 7.86% 62.4% 74 18.92% 3.8
True Wealth Design
4350
True Wealth Design
Ohio
USD 420 M +USD 60 M +17% 11.5% 57% 2,944 18.14% 1.5