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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)
Ritter Daniher Financial Advisory
4351
Ritter Daniher Financial Advisory
Ohio
USD 210 M +USD 70.4 M +50% 10% 56.7% 311 25.08% 1.2
CC
4352
Coann Capital
Connecticut
USD 210 M +USD 47.1 M +29% 9.81% – 27 62.96% 0.2
Juncture Wealth Strategies
4353
Juncture Wealth Strategies
Arizona
USD 210 M +USD 9.32 M +5% 4.44% 76.5% 116 17.24% 3
KPCB XIII Associates
4354
KPCB XIII Associates
California
USD 210 M – – 17.3% – 2 – 2
SHFA
4355
SS&H Financial Advisors
Michigan
USD 210 M +USD 16.5 M +9% 13.8% – 115 3.48% 0.7
RiverPark Advisors
4356
RiverPark Advisors
New York
USD 210 M -USD 98.1 M -32% 3.34% 87.5% 143 39.86% 2.1
TrueFG
4357
TrueFG
Texas
USD 210 M +USD 21.2 M +11% 8.07% 54.2% 37 2.7% 2.5
Nikulski Financial
4358
Nikulski Financial
Iowa
USD 210 M +USD 16.5 M +9% 7.67% 95.8% 129 10.08% 3.1
Intel Corp
4359
Intel Corp
California
USD 209 M -USD 40.8 M -16% 24.5% 9.79% 7 14.29% 0.7
TM
4360
Tikvah Management
North Carolina
USD 209 M -USD 6.84 M -3% 1.68% 169% 25 12% 3
Retireful LLC
4361
Retireful LLC
Michigan
USD 209 M +USD 9.06 M +5% 0.06% 437% 9 66.67% 0.3
Enzi Wealth
4362
Enzi Wealth
Texas
USD 209 M +USD 5.37 M +3% 8.93% 77% 72 6.94% 0.2
Oakwell Private Wealth Management
4363
Oakwell Private Wealth Management
Texas
USD 209 M +USD 28.7 M +16% 7.65% 63% 62 6.45% 1.6
BOC
4364
Barbara Oil Co
Illinois
USD 209 M +USD 27.1 M +15% 16.1% 76.9% 81 0% 6.9
Legacy Capital Wealth Partners
4365
Legacy Capital Wealth Partners
Arkansas
USD 209 M +USD 20.8 M +11% 9.1% 70.4% 63 25.4% 0.9
Verde Capital Management
4366
Verde Capital Management
Michigan
USD 209 M +USD 3.59 M +2% 4.78% 80.3% 40 7.5% 2
Stonebridge Capital Management
4367
Stonebridge Capital Management
California
USD 209 M +USD 15.8 M +8% 11.8% – 94 6.38% 7.1
Keystone Investors
4368
Keystone Investors
Singapore
USD 209 M – – 19.4% – 37 – 0
Amtrust Financial Services
4369
Amtrust Financial Services
New York
USD 209 M +USD 2.27 M +1% 5.68% 61.9% 20 5% 1.7
Hollow Brook Wealth Management
4370
Hollow Brook Wealth Management
New York
USD 209 M +USD 32.8 M +19% 11.8% 97.8% 85 17.65% 3
Wind River Trust Company
4371
Wind River Trust Company
Wyoming
USD 209 M +USD 22.3 M +12% 9.31% 62.1% 9 0% 7.4
Accel Wealth Management
4372
Accel Wealth Management
Iowa
USD 209 M +USD 21.7 M +12% 5.41% 82.4% 1,117 8.42% 1.5
Veracity Capital
4373
Veracity Capital
Georgia
USD 209 M +USD 25.1 M +14% 9.06% 149% 201 15.92% 1.9
First County Bank
4374
First County Bank
Connecticut
USD 209 M – – 11.9% 101% 161 – 0
Irenic Capital Management
4375
Irenic Capital Management
New York
USD 209 M – – 18.7% 93.6% 12 – 0