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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)
Team Hewins
4676
Team Hewins
California
USD 231 M -USD 205 M -47% 10.3% 60.5% 50 84% 0.3
GoodHaven Capital Management
4677
GoodHaven Capital Management
New Jersey
USD 231 M +USD 39.9 M +21% 15% 80.7% 28 10.71% 4.1
Vance Wealth
4678
Vance Wealth
California
USD 230 M +USD 16.7 M +8% 10.5% 66.4% 85 8.24% 1.4
Nvidia Corp
4679
Nvidia Corp
California
USD 230 M – – 34.9% – 5 – 0
Performa Ltd (US)
4680
Performa Ltd (US)
South Carolina
USD 230 M +USD 19.9 M +9% 10.9% 59.6% 77 33.77% 2.3
Savoir Faire Capital Management
4681
Savoir Faire Capital Management
Connecticut
USD 230 M +USD 50 M +28% 7.43% 0.01% 51 7.84% 0.2
Grey Fox Wealth Advisors
4682
Grey Fox Wealth Advisors
Delaware
USD 230 M +USD 30.7 M +15% 8.58% 45.3% 112 14.29% 0.8
Allred Capital Management
4683
Allred Capital Management
Texas
USD 230 M +USD 29.3 M +15% 8.25% 73.5% 169 11.83% 3.6
WJ Wealth Management
4684
WJ Wealth Management
Arizona
USD 230 M +USD 24.2 M +12% 9.39% 95.6% 72 12.5% 1.5
LA
4685
LFL Advisers
Illinois
USD 230 M +USD 25.4 M +12% 13.4% 83% 11 0% 5.5
Highland Financial Advisors
4686
Highland Financial Advisors
New Jersey
USD 230 M +USD 36.9 M +19% 10.4% 70% 57 28.07% 1
Retireful LLC
4687
Retireful LLC
Michigan
USD 230 M +USD 20.2 M +10% 13.2% 437% 129 75.97% 0.1
Adamsbrown Wealth Consultants
4688
Adamsbrown Wealth Consultants
Kansas
USD 230 M +USD 26.7 M +13% 8.41% 60.6% 86 8.14% 1.5
CI
4689
CPMG Inc
Texas
USD 230 M +USD 46.7 M +26% 26.4% 878% 3 0% 1.9
Smart Money Group
4690
Smart Money Group
Texas
USD 230 M +USD 19.1 M +9% 7.92% 58.9% 85 17.65% 2
Psagot Value Holdings
4691
Psagot Value Holdings
Israel
USD 229 M +USD 33 M +17% 14% 45.9% 631 24.88% 1.8
LFGO
4692
Legacy Financial Group (Oklahoma)
Oklahoma
USD 229 M +USD 26.6 M +13% 9.64% 64.2% 74 13.51% 0.8
Colton Groome Financial Advisors
4693
Colton Groome Financial Advisors
North Carolina
USD 229 M +USD 29.5 M +15% 9.83% 65.8% 136 30.88% 1.6
RBA Wealth Management
4694
RBA Wealth Management
California
USD 229 M +USD 21.3 M +10% 10.6% 91% 91 6.59% 1.9
RL
4695
Rogco LP
Oklahoma
USD 229 M +USD 26.2 M +13% 8.67% 53.3% 275 12.36% 0.2
Aquamarine Zurich
4696
Aquamarine Zurich
Switzerland
USD 229 M +USD 25.9 M +13% 13.8% 74.8% 12 0% 1.3
Iron Horse Wealth Management
4697
Iron Horse Wealth Management
Iowa
USD 229 M +USD 25 M +12% 8.45% 29.1% 526 10.46% 1.1
Fiduciary Family Office
4698
Fiduciary Family Office
Florida
USD 229 M – – 12.2% 97.3% 215 – 0
Morton Brown Family Wealth
4699
Morton Brown Family Wealth
Pennsylvania
USD 228 M +USD 32.6 M +17% 9.34% 54.5% 292 40.41% 1
Argent Advisors
4700
Argent Advisors
Louisiana
USD 228 M +USD 9.45 M +4% 9.28% 63.1% 140 9.29% 2.8