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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)
Kercheville Advisors
5026
Kercheville Advisors
Texas
USD 328 M +USD 15.8 M +5% 30.2% 261% 119 20.17% 2.6
Stance Capital
5027
Stance Capital
Massachusetts
USD 328 M +USD 122 M +59% 31.5% – 426 54.46% 0.3
Pecaut & Co
5028
Pecaut & Co
Iowa
USD 328 M +USD 20.2 M +7% 8.32% 62.8% 66 1.52% 5.2
NVP Associates
5029
NVP Associates
California
USD 328 M +USD 152 M +86% 56.1% 953% 8 50% 1.1
Kaydan Wealth Management
5030
Kaydan Wealth Management
Michigan
USD 328 M +USD 29.1 M +10% 12.2% 58% 118 10.17% 3.1
Vantage Point Financial
5031
Vantage Point Financial
Illinois
USD 328 M +USD 42.9 M +15% 13.9% – 204 21.57% 1
Tabor Asset Management
5032
Tabor Asset Management
New York
USD 328 M +USD 78.8 M +32% 16.7% 214% 57 49.12% 0.8
Engaged Capital
5033
Engaged Capital
California
USD 327 M +USD 23.7 M +8% 21.8% 26.2% 10 10% 1.9
Richard W. Paul & Associates
5034
Richard W. Paul & Associates
Michigan
USD 327 M +USD 29.9 M +10% 12.9% 65.2% 334 14.37% 2.5
Wealth Advisors of Tampa Bay
5035
Wealth Advisors of Tampa Bay
Florida
USD 327 M +USD 24.6 M +8% 12.8% 86.2% 96 5.21% 4.1
DS
5036
Dalal Street
Texas
USD 327 M -USD 96.1 M -23% 18.7% 92.7% 4 25% 1.6
Tred Avon Family Wealth
5037
Tred Avon Family Wealth
Maryland
USD 327 M +USD 25.4 M +8% 14.7% – 278 11.87% 0.7
RL
5038
Rogco LP
Oklahoma
USD 327 M +USD 27.2 M +9% 10.2% 53.3% 236 18.22% 1.9
JCIC Asset Management
5039
JCIC Asset Management
Ontario, Canada
USD 326 M USD 0 0% 9.06% – 113 0% 4.8
CIM
5040
Capital Investment Management
Missouri
USD 326 M +USD 35.2 M +12% 11.3% – 139 15.11% 0.4
Vigilare Wealth Management
5041
Vigilare Wealth Management
Arizona
USD 326 M +USD 30.3 M +10% 9.28% 59.5% 130 21.54% 2.5
Morris Financial Concepts
5042
Morris Financial Concepts
South Carolina
USD 326 M +USD 31.6 M +11% 12% 56.5% 207 7.25% 3.1
Register Financial Advisors
5043
Register Financial Advisors
Georgia
USD 326 M +USD 55.5 M +21% 27.2% 130% 438 14.38% 2
Hassell Wealth Management
5044
Hassell Wealth Management
Louisiana
USD 326 M +USD 28 M +9% 8.97% 49.7% 29 3.45% 2.7
Aventura Private Wealth
5045
Aventura Private Wealth
Florida
USD 326 M +USD 52.5 M +19% 24.2% – 1,021 15.48% 1.1
LCNB Corp
5046
LCNB Corp
Ohio
USD 326 M +USD 28.5 M +10% 15.4% 75.2% 191 6.28% 5.8
Forza Wealth Management
5047
Forza Wealth Management
Florida
USD 326 M +USD 38.5 M +13% 11.3% 69.8% 198 7.07% 2.7
Snow Phipps Group
5048
Snow Phipps Group
New York
USD 326 M +USD 8.27 M +3% 2.58% 58% 2 0% 6.3
Sycale Advisors
5049
Sycale Advisors
New York
USD 326 M +USD 125 M +63% 11.8% 31.5% 28 53.57% 0.7
New Perspectives Inc
5050
New Perspectives Inc
Mississippi
USD 326 M +USD 37.1 M +13% 10.2% – 50 14% 2.5