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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)
Mader & Shannon Wealth Management
6076
Mader & Shannon Wealth Management
Missouri
USD 184 M +USD 8.32 M +5% 3.36% 53.1% 23 13.04% 2.7
Sage Advisory Services
6077
Sage Advisory Services
Texas
USD 184 M +USD 13.4 M +8% 6.56% 33.9% 46 17.39% 3.3
Keystone Global Partners
6078
Keystone Global Partners
Colorado
USD 184 M +USD 41 M +29% 8.93% – 217 36.87% 0.2
Security National Bank of So Dak
6079
Security National Bank of So Dak
Iowa
USD 184 M +USD 6.79 M +4% 8.17% 67.7% 116 7.76% 5.8
One Plus One Wealth Management
6080
One Plus One Wealth Management
Florida
USD 183 M -USD 55.5 k -0% 10.9% 71.9% 100 19% 2.4
Index Venture Growth Associates IV
6081
Index Venture Growth Associates IV
Jersey
USD 183 M +USD 20.7 M +13% 12.7% – 1 0% 0.5
Manuka Financial
6082
Manuka Financial
Virginia
USD 183 M +USD 29 M +19% 13.2% – 51 3.92% 0.5
Tenret Company
6083
Tenret Company
Florida
USD 183 M +USD 18.4 M +11% 7.48% – 37 10.81% 3
Hillman Capital Management
6084
Hillman Capital Management
Maryland
USD 183 M -USD 20 M -10% 3.43% 20.2% 52 5.77% 3.3
WAM
6085
Werlinich Asset Management
Connecticut
USD 183 M +USD 25.7 M +16% 19.9% 232% 63 11.11% 3.2
Brighton Securities
6086
Brighton Securities
New York
USD 183 M -USD 22.2 M -11% 7.66% – 68 26.47% 0.4
Vesa Equity Investment
6087
Vesa Equity Investment
Luxembourg
USD 183 M +USD 41.2 M +29% 73.8% 2.97% 1 0% 4.5
Yardley Wealth Management
6088
Yardley Wealth Management
Pennsylvania
USD 183 M +USD 13.1 M +8% 7.51% – 42 7.14% 0.7
Chou Associates Management
6089
Chou Associates Management
Ontario, Canada
USD 183 M -USD 2.14 M -1% 0.06% 66.4% 32 3.13% 3
Viewpoint Investment Partners
6090
Viewpoint Investment Partners
Alberta, Canada
USD 183 M -USD 2.37 M -1% 6.24% 38.4% 35 5.71% 0.9
Nightview Capital
6091
Nightview Capital
Texas
USD 183 M +USD 28.8 M +19% 18.3% 170% 13 7.69% 1.7
Friedenthal Financial
6092
Friedenthal Financial
New Jersey
USD 182 M +USD 15.1 M +9% 6.01% 105% 320 52.5% 1.5
Worldly Partners Management
6093
Worldly Partners Management
Massachusetts
USD 182 M +USD 5.75 M +3% 0.54% 19.2% 3 0% 2.5
RPS Advisory Solutions
6094
RPS Advisory Solutions
Kentucky
USD 182 M +USD 41.1 M +29% 7.46% – 120 35% 0.6
GWM
6095
Global Wealth Management
New Jersey
USD 182 M +USD 9.01 M +5% 4.91% – 32 12.5% 0.6
H&H Retirement Design & Management
6096
H&H Retirement Design & Management
Nevada
USD 182 M +USD 31.9 M +21% 4.59% 38.4% 82 8.54% 2
Resurgent Financial Advisors
6097
Resurgent Financial Advisors
Georgia
USD 182 M +USD 15.6 M +9% 9.88% 86.4% 204 20.1% 2.3
Trivant Custom Portfolio Group
6098
Trivant Custom Portfolio Group
California
USD 182 M +USD 8.15 M +5% 11.6% 86.1% 226 67.7% 1.2
SWP Financial
6099
SWP Financial
California
USD 182 M +USD 18.3 M +11% 7.42% 58.4% 77 20.78% 0.9
Whipplewood Advisors
6100
Whipplewood Advisors
Colorado
USD 182 M +USD 12.6 M +7% 8.64% – 1,276 11.05% 0.5