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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)
Rench Wealth Management
4451
Rench Wealth Management
Texas
USD 316 M +USD 26.4 M +9% 11.2% 106% 52 5.77% 5.6
Compass Advisory Group
4452
Compass Advisory Group
New York
USD 316 M +USD 28.8 M +10% 7.27% 49.2% 77 5.19% 3
Argonautica Private Wealth Management
4453
Argonautica Private Wealth Management
Massachusetts
USD 316 M +USD 24.8 M +9% 16% 158% 189 7.94% 1.8
Atwater Malick
4454
Atwater Malick
Pennsylvania
USD 316 M +USD 20.2 M +7% 6.2% 83.4% 83 6.02% 3.4
CMAI
4455
Capital Management Associates Inc
Minnesota
USD 316 M -USD 126 M -28% 6.64% 75.6% 148 34.46% 1
Sequent Planning
4456
Sequent Planning
Nebraska
USD 316 M +USD 37.9 M +14% 8.01% – 167 15.57% 0.9
Leeward Financial Partners
4457
Leeward Financial Partners
Washington
USD 316 M +USD 47.9 M +18% 14.8% 97.9% 103 19.42% 2.1
Courage Miller Partners
4458
Courage Miller Partners
Virginia
USD 315 M +USD 20.3 M +7% 5.88% 43.5% 86 4.65% 7.6
White Pine Capital
4459
White Pine Capital
Minnesota
USD 315 M +USD 26.4 M +9% 10.8% 143% 230 6.09% 6.3
BCWM LLC
4460
BCWM LLC
Kansas
USD 315 M +USD 27.3 M +9% 5.35% – 57 15.79% 4.5
Prudent Man Advisors
4461
Prudent Man Advisors
Illinois
USD 315 M +USD 39.5 M +14% 9.2% 82.8% 189 13.76% 3
Websterrogers Financial Advisors
4462
Websterrogers Financial Advisors
South Carolina
USD 315 M +USD 21.7 M +7% 7.03% 42.9% 88 6.82% 2.3
Centennial Wealth Advisory
4463
Centennial Wealth Advisory
Michigan
USD 314 M +USD 39.2 M +14% 7.3% 63% 176 31.82% 1.7
Proathlete Wealth Management
4464
Proathlete Wealth Management
Florida
USD 314 M +USD 40 M +15% 11.1% 73.9% 333 39.64% 0.4
Trust Company of Oklahoma
4465
Trust Company of Oklahoma
Oklahoma
USD 314 M +USD 24.6 M +8% 9.86% 101% 147 17.01% 5.6
Seaside Wealth Management
4466
Seaside Wealth Management
California
USD 314 M +USD 33.9 M +12% 8.74% 53.4% 64 10.94% 2.2
Mirabaud & Cie
4467
Mirabaud & Cie
Switzerland
USD 314 M +USD 21.1 M +7% 16.3% 151% 65 13.85% 1.2
Panview Capital
4468
Panview Capital
Hong Kong
USD 314 M +USD 50.2 M +19% 12.8% – 9 11.11% 0.4
Harbor Advisory Corp
4469
Harbor Advisory Corp
New Hampshire
USD 314 M +USD 15.9 M +5% 7.64% 63.2% 86 9.3% 4.2
Rivermont Capital Management
4470
Rivermont Capital Management
New York
USD 314 M +USD 76.7 M +32% 36% 555% 24 54.17% 0.9
Drummond Knight Asset Management
4471
Drummond Knight Asset Management
Australia
USD 314 M +USD 114 M +57% 9.68% – 17 64.71% 0.2
Custos Family Office
4472
Custos Family Office
Texas
USD 314 M +USD 31.7 M +11% 8.56% 57.4% 74 10.81% 1.7
NICM
4473
Neo Ivy Capital Management
New York
USD 313 M -USD 726 k -0.2% 8.62% – 510 79.8% 0.1
BOS Asset Management
4474
BOS Asset Management
Illinois
USD 313 M +USD 22 M +8% 6.53% 70.3% 186 18.28% 1.6
Prime Buchholz
4475
Prime Buchholz
New Hampshire
USD 313 M +USD 26.8 M +9% 9.57% – 24 8.33% 0.5