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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)
Post Oak Energy Holdings
4751
Post Oak Energy Holdings
Texas
USD 287 M -USD 4.84 M -2% 1.66% 64.6% 1 0% 2.5
Old Point Trust & Financial Services N A
4752
Old Point Trust & Financial Services N A
Virginia
USD 287 M +USD 1.64 M +0.6% 7.67% 87.3% 361 13.57% 2.9
Hendley & Co
4753
Hendley & Co
Ohio
USD 286 M +USD 372 k +0.1% 7.39% 64.9% 54 20.37% 6
Capital Today Evergreen Fund
4754
Capital Today Evergreen Fund
Cayman Islands
USD 286 M -USD 42.3 M -13% 12.7% 23.7% 3 0% 2.1
BCH
4755
Berkshire Capital Holdings
California
USD 286 M +USD 76.7 M +37% 59.3% 2,748% 102 5.88% 2.9
Sicart Associates
4756
Sicart Associates
New York
USD 286 M -USD 3.33 M -1% 11.7% 99.1% 78 23.08% 4
VWM
4757
VCI Wealth Management
Missouri
USD 286 M +USD 47.3 M +20% 11.6% 86.3% 104 2.88% 0.8
Fairfield Financial Advisors
4758
Fairfield Financial Advisors
Massachusetts
USD 285 M +USD 20.1 M +8% 7.51% – 75 17.33% 2.4
Reston Wealth Management
4759
Reston Wealth Management
Virginia
USD 285 M +USD 38 M +15% 9.58% 66.4% 58 22.41% 3.7
Carmel Capital Partners
4760
Carmel Capital Partners
California
USD 285 M +USD 30.9 M +12% 10.2% 65.1% 171 22.22% 2
Blue Investment Partners
4761
Blue Investment Partners
California
USD 285 M +USD 19.5 M +7% 9.41% – 58 25.86% 1.4
NWK Group
4762
NWK Group
California
USD 285 M +USD 66.1 M +30% 28.4% 268% 72 18.06% 3.3
Delta Financial Advisors
4763
Delta Financial Advisors
Louisiana
USD 284 M +USD 18.1 M +7% 9.71% 107% 113 2.65% 4.9
Pine Harbor Wealth Management
4764
Pine Harbor Wealth Management
Maryland
USD 284 M +USD 34.4 M +14% 7.58% – 109 20.18% 1.2
LCNB Corp
4765
LCNB Corp
Ohio
USD 284 M +USD 12.6 M +5% 8.85% 75.2% 190 7.37% 5.3
HCM
4766
Harspring Capital Management
New York
USD 284 M +USD 22.7 M +9% 7.76% 70.6% 18 16.67% 3
Horan Securities
4767
Horan Securities
United States
USD 284 M +USD 19.9 M +8% 8.57% 50.1% 155 14.84% 3.1
Quattro Financial Advisors
4768
Quattro Financial Advisors
Texas
USD 284 M -USD 7.58 M -3% 11.8% 77.6% 91 17.58% 1.8
LAM
4769
Lountzis Asset Management
Pennsylvania
USD 284 M +USD 19.4 M +7% 9.77% 144% 53 1.89% 3.1
Retirement Financial Solutions
4770
Retirement Financial Solutions
Tennessee
USD 284 M +USD 27.2 M +11% 6.37% 52.5% 39 7.69% 1.5
Left Brain Wealth Management
4771
Left Brain Wealth Management
Illinois
USD 284 M +USD 54.7 M +24% 31.4% 376% 115 39.13% 1.1
True Wealth Design
4772
True Wealth Design
Ohio
USD 284 M +USD 21.2 M +8% 7.53% 57% 2,879 18.86% 0.9
Cove Private Wealth
4773
Cove Private Wealth
New York
USD 284 M +USD 93.5 M +49% 13.5% 126% 158 24.68% 0.8
Core Wealth Management
4774
Core Wealth Management
Florida
USD 284 M +USD 23 M +9% 6.59% 44.5% 32 6.25% 1.7
Patriot Financial Partners
4775
Patriot Financial Partners
Pennsylvania
USD 284 M -USD 13.1 M -4% 1.61% 16.6% 10 10% 3.8