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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)
Stone Summit Wealth
4401
Stone Summit Wealth
Florida
USD 323 M +USD 27.6 M +9% 10.1% 67% 145 5.52% 2.9
KFA Private Wealth Group
4402
KFA Private Wealth Group
Virginia
USD 323 M +USD 37 M +13% 9.37% 62.8% 134 16.42% 2.2
RFG - Bristol Wealth Advisors
4403
RFG - Bristol Wealth Advisors
Massachusetts
USD 322 M +USD 24.1 M +8% 9.84% – 188 17.55% 0.4
WHGC
4404
Wealth High Governance Capital
Brazil
USD 322 M +USD 169 M +111% 37% 622% 44 65.91% 0.3
American Financial Group Inc 401(K) Retirement & Savings Plan
4405
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 322 M -USD 21.5 M -6% 3.91% 17.8% 1 0% 12
Regimen Wealth
4406
Regimen Wealth
Georgia
USD 322 M +USD 11 M +4% 4.42% 34.4% 78 21.79% 1.6
BWM
4407
Brown Wealth Management
Illinois
USD 322 M +USD 31.2 M +11% 7.78% 51.2% 104 16.35% 1.3
Brown Miller Wealth Management
4408
Brown Miller Wealth Management
Virginia
USD 322 M +USD 32.9 M +11% 13.7% 102% 197 12.69% 2.2
Level Financial Advisors
4409
Level Financial Advisors
New York
USD 321 M +USD 27.2 M +9% 6.1% 44% 91 7.69% 2.3
Passive Capital Management
4410
Passive Capital Management
Maryland
USD 321 M +USD 5.61 M +2% 5.15% 37.7% 84 3.57% 2
BPIA
4411
Broad Peak Investment Advisers
Singapore
USD 321 M +USD 172 M +116% 39.6% – 14 78.57% 0.1
ForthRight Wealth Management
4412
ForthRight Wealth Management
Georgia
USD 321 M +USD 21.8 M +7% 5.16% 44.6% 71 16.9% 2.9
Denver PWM
4413
Denver PWM
Colorado
USD 321 M +USD 42.8 M +15% 6.25% 48.6% 80 15% 2.6
CLG LLC
4414
CLG LLC
California
USD 321 M +USD 32.4 M +11% 5.7% – 136 18.38% 0.4
Peregrine Asset Advisers
4415
Peregrine Asset Advisers
Oregon
USD 321 M +USD 53.2 M +20% 18.1% 182% 178 15.17% 2.4
Muhlenkamp & Co
4416
Muhlenkamp & Co
Pennsylvania
USD 320 M +USD 14.8 M +5% 9.86% 107% 27 7.41% 5.1
Narus Financial Partners
4417
Narus Financial Partners
Utah
USD 320 M +USD 26.4 M +9% 10.4% 85.3% 168 17.86% 3.5
Arcataur Capital Management
4418
Arcataur Capital Management
Wisconsin
USD 320 M +USD 26.6 M +9% 8.54% 65.4% 102 5.88% 1.8
Farmers & Merchants Trust Co of Chambersburg PA
4419
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
USD 320 M +USD 37.4 M +13% 8.03% 65.5% 422 23.7% 5.3
Thrive Capital Management (Pennsylvania)
4420
Thrive Capital Management (Pennsylvania)
Pennsylvania
USD 319 M +USD 152 M +91% 5.85% 65.3% 193 53.37% 0.6
Shoker Investment Counsel
4421
Shoker Investment Counsel
Ohio
USD 319 M +USD 23.1 M +8% 7.8% 83.8% 112 8.04% 5.7
City State Bank
4422
City State Bank
Iowa
USD 319 M +USD 15.6 M +5% 6.2% 79.1% 766 4.05% 2.7
S.E.E.D. Planning Group
4423
S.E.E.D. Planning Group
New York
USD 319 M +USD 22.2 M +7% 6.23% 57.3% 76 10.53% 3.6
Smart Money Group
4424
Smart Money Group
Texas
USD 319 M +USD 24.8 M +8% 8.31% 58.9% 81 13.58% 2.8
SMART Wealth
4425
SMART Wealth
Nebraska
USD 319 M +USD 39.8 M +14% 8.78% 77.7% 197 37.06% 0.9