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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)
LWMM
4551
Legacy Wealth Management (Mississippi)
Mississippi
USD 390 M +USD 38.7 M +11% 18.4% 105% 121 18.18% 3.1
Smart Money Group
4552
Smart Money Group
Texas
USD 390 M +USD 45.8 M +13% 12.6% 58.9% 88 6.82% 3.2
Supplemental Annuity Collective Trust (SACT) of New Jersey
4553
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
USD 389 M +USD 34.6 M +10% 28.4% 166% 309 7.44% 4.2
Narus Financial Partners
4554
Narus Financial Partners
Utah
USD 389 M +USD 7.72 M +2% 4.57% 85.3% 185 16.76% 3.8
Trust Company of Oklahoma
4555
Trust Company of Oklahoma
Oklahoma
USD 389 M +USD 45.9 M +13% 20.7% 101% 153 17.65% 5.9
Trinity Financial Advisors
4556
Trinity Financial Advisors
Ohio
USD 389 M +USD 37.9 M +11% 12% 74.5% 97 10.31% 2.8
CWM
4557
Cedar Wealth Management
California
USD 389 M +USD 45.4 M +13% 14.4% 68.1% 103 24.27% 4.5
St. Clair Advisors
4558
St. Clair Advisors
Ohio
USD 389 M +USD 12.9 M +3% 13.3% 77.5% 83 7.23% 3.8
MSA Advisors
4559
MSA Advisors
California
USD 389 M +USD 55.9 M +17% 14.8% – 54 27.78% 1.3
Keystone Financial Services (Colorado)
4560
Keystone Financial Services (Colorado)
Colorado
USD 388 M +USD 47.7 M +14% 14.5% 66% 139 20.14% 2.2
Provident Wealth Management
4561
Provident Wealth Management
Tennessee
USD 388 M +USD 57.8 M +17% 12.2% 61.1% 164 20.12% 2.6
Valley Forge Investment Consultants
4562
Valley Forge Investment Consultants
Pennsylvania
USD 388 M +USD 54.7 M +16% 13.4% 67.9% 90 12.22% 3.4
Keystone Financial Planning
4563
Keystone Financial Planning
Ohio
USD 388 M +USD 13.6 M +4% 2.16% 46% 42 11.9% 6.9
MJP
4564
Michael J. Puzo
USD 388 M +USD 44.5 M +13% 27.1% 90.3% 71 12.68% 7.2
Terril Brothers
4565
Terril Brothers
Missouri
USD 388 M +USD 22 M +6% 5.52% 94.4% 77 10.39% 3.6
Post Oak Energy Holdings
4566
Post Oak Energy Holdings
Texas
USD 388 M -USD 61.3 M -14% 13.6% 64.6% 1 0% 3.5
CDAM (UK)
4567
CDAM (UK)
United Kingdom
USD 387 M -USD 63.5 M -14% 13% 7.89% 12 8.33% 3.7
Stolper & Co
4568
Stolper & Co
Oklahoma
USD 387 M +USD 34.8 M +10% 8.91% 77.1% 98 13.27% 4.5
Osprey Private Wealth
4569
Osprey Private Wealth
New York
USD 387 M +USD 41.9 M +12% 8.65% – 88 12.5% 1.1
SC
4570
Slotnik Capital
Texas
USD 387 M +USD 45.1 M +13% 15.7% – 43 72.09% 0.2
LOM Asset Management
4571
LOM Asset Management
USD 387 M +USD 39.1 M +11% 24.2% – 292 9.59% 0.9
Donoghue Forlines
4572
Donoghue Forlines
Massachusetts
USD 387 M +USD 25.3 M +7% 42.1% 229% 164 58.54% 0.7
RM
4573
Rudius Management
New York
USD 386 M +USD 28.8 M +8% 2.9% 8.92% 10 70% 1.2
Prairiewood Capital
4574
Prairiewood Capital
North Dakota
USD 386 M +USD 40 M +12% 7.9% 42.6% 83 9.64% 3
Gate City Capital Management
4575
Gate City Capital Management
Illinois
USD 386 M +USD 129 M +50% 84.6% – 19 26.32% 1.3