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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)
Montanaro Asset Management
5151
Montanaro Asset Management
United Kingdom
USD 317 M -USD 17.2 M -5% 18.7% 49.6% 47 21.28% 2.5
ticino wealth
5152
ticino wealth
California
USD 317 M +USD 29.4 M +10% 13.6% – 149 16.78% 0.5
Powell Investment Advisors
5153
Powell Investment Advisors
Florida
USD 317 M +USD 26.7 M +9% 15.9% 82.4% 187 17.65% 3.5
Fourth Dimension Wealth
5154
Fourth Dimension Wealth
Ohio
USD 316 M +USD 52.6 M +20% 20% – 713 21.74% 1.1
Nvest Financial
5155
Nvest Financial
New Hampshire
USD 316 M +USD 47.9 M +18% 17% 92.8% 156 14.74% 1.9
Balanced Wealth Group
5156
Balanced Wealth Group
Ohio
USD 316 M +USD 36.9 M +13% 14.1% – 79 8.86% 2
LAM
5157
Lountzis Asset Management
Pennsylvania
USD 316 M +USD 43.4 M +16% 32.2% 124% 57 12.28% 3.7
RIS
5158
Richmond Investment Services
Wisconsin
USD 316 M -USD 303 M -49% 17.5% – 270 51.85% 1.1
IMZ Advisory
5159
IMZ Advisory
Florida
USD 316 M +USD 51.4 M +19% 17.1% 73.1% 40 7.5% 2.2
Enzi Wealth
5160
Enzi Wealth
Texas
USD 316 M +USD 27.7 M +10% 15% 77% 77 7.79% 2.5
Ranch Capital Advisors
5161
Ranch Capital Advisors
Florida
USD 316 M +USD 39 M +14% 12.9% 92.6% 162 8.02% 3.9
Tencap Wealth Coaching
5162
Tencap Wealth Coaching
Utah
USD 315 M +USD 49.7 M +19% 9.4% – 20 65% 0.2
Meros Investment Management
5163
Meros Investment Management
Texas
USD 315 M +USD 84.4 M +37% 39.2% 102% 59 27.12% 1.6
Trinity Wealth Management
5164
Trinity Wealth Management
Pennsylvania
USD 315 M +USD 42.8 M +16% 15.1% 56.7% 82 20.73% 2.9
Richards, Merrill & Peterson
5165
Richards, Merrill & Peterson
Washington
USD 315 M +USD 42.5 M +16% 18.8% – 295 7.46% 1.1
VMS Asset Management
5166
VMS Asset Management
USD 315 M +USD 151 M +92% 116% – 46 78.26% 0.1
TAGStone Capital
5167
TAGStone Capital
North Carolina
USD 315 M +USD 31.8 M +11% 10.8% 58.3% 143 6.99% 2.5
Thomist Capital Management
5168
Thomist Capital Management
Texas
USD 315 M -USD 56.9 M -15% 1.38% 71.2% 82 76.83% 0.3
Inlight Wealth Management
5169
Inlight Wealth Management
Georgia
USD 315 M +USD 44.5 M +16% 8.08% – 63 22.22% 1.1
Longitude (Cayman)
5170
Longitude (Cayman)
Cayman Islands
USD 314 M +USD 70 M +29% 49.1% – 56 26.79% 1.6
MMA Asset Management
5171
MMA Asset Management
Pennsylvania
USD 314 M +USD 30.2 M +11% 10.8% 61.2% 188 8.51% 2.2
Mosley Wealth Management
5172
Mosley Wealth Management
California
USD 314 M +USD 93.4 M +42% 12.4% – 829 49.58% 0.4
American Financial Group Inc 401(K) Retirement & Savings Plan
5173
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 314 M +USD 11.9 M +4% 9.58% 17.8% 1 0% 13
Cypress Funds
5174
Cypress Funds
California
USD 314 M -USD 83.5 M -21% 9.72% 100% 14 0% 4.6
Malaga Cove Capital
5175
Malaga Cove Capital
California
USD 314 M +USD 35.8 M +13% 23.7% 97.3% 207 17.87% 2.9