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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)
Stillwater Private Wealth
7401
Stillwater Private Wealth
Pennsylvania
USD 153 M +USD 35.3 M +30% 9% – 93 26.88% 0.2
Mount Vernon Associates
7402
Mount Vernon Associates
Maryland
USD 153 M +USD 11.9 M +8% 26% 136% 65 12.31% 7.4
Persium Advisors
7403
Persium Advisors
Georgia
USD 153 M +USD 26.3 M +21% 17.4% – 72 20.83% 1.1
Redstone Wealth Management
7404
Redstone Wealth Management
Oklahoma
USD 153 M +USD 27.7 M +22% 29.6% – 44 31.82% 0.5
Brooktree Capital Management
7405
Brooktree Capital Management
Michigan
USD 153 M +USD 27.1 M +21% 25.8% 82.9% 45 4.44% 2.9
Muirfield Wealth Advisors
7406
Muirfield Wealth Advisors
North Carolina
USD 153 M +USD 17.3 M +13% 12.2% – 91 16.48% 1.6
FFG
7407
Floyd Financial Group
Missouri
USD 153 M +USD 3.16 M +2% 13.4% – 70 10% 1.2
Prosperity Bancshares
7408
Prosperity Bancshares
Texas
USD 153 M +USD 28.3 M +23% 14.4% – 468 15.38% 0.4
DiPaolo Financial Group
7409
DiPaolo Financial Group
Florida
USD 153 M +USD 15.7 M +11% 8.95% – 48 8.33% 0.4
ACT Capital Management
7410
ACT Capital Management
Pennsylvania
USD 153 M +USD 25.8 M +20% 24.2% – 76 44.74% 0.8
DKM Wealth Management
7411
DKM Wealth Management
California
USD 153 M +USD 14.3 M +10% 11.7% – 78 5.13% 1.2
Capital Squared Financial
7412
Capital Squared Financial
Maryland
USD 153 M +USD 22 M +17% 15.7% – 90 8.89% 0.9
Goldenstone Wealth Management
7413
Goldenstone Wealth Management
California
USD 153 M +USD 15.4 M +11% 28.1% – 93 22.58% 0.5
Lane Brothers & Co
7414
Lane Brothers & Co
Arizona
USD 153 M +USD 15.6 M +11% 8.58% – 96 14.58% 0.4
Trace Wealth Advisors
7415
Trace Wealth Advisors
California
USD 153 M +USD 19.4 M +15% 13.5% – 72 12.5% 1.2
Allium Financial Advisors
7416
Allium Financial Advisors
Oregon
USD 153 M +USD 28 M +22% 20.2% – 86 15.12% 1.1
State of Wisconsin - Board of Commissioners of Public Lands
7417
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
USD 153 M +USD 842 k +0.6% 0.41% 4.78% 6 0% 3.3
Crestwood Capital Management
7418
Crestwood Capital Management
New York
USD 153 M +USD 7.14 M +5% 46.6% 203% 16 6.25% 2.4
DW
7419
Durante & Waters
New York
USD 153 M +USD 14.5 M +10% 10.1% 59.1% 31 0% 2.4
TL
7420
TowerView LLC
New York
USD 152 M -USD 2.47 M -2% 2.5% 17.9% 17 5.88% 5.6
Stoneridge Investment Partners
7421
Stoneridge Investment Partners
Pennsylvania
USD 152 M +USD 14.2 M +10% 21.2% 44.2% 199 62.31% 1.1
HAM
7422
Hedges Asset Management
Nevada
USD 152 M – – 12% – 108 – 3
Madrid Wealth Management
7423
Madrid Wealth Management
New Mexico
USD 152 M +USD 19.9 M +15% 11.9% – 72 5.56% 0.5
Caldwell Investment Management
7424
Caldwell Investment Management
Ontario, Canada
USD 152 M -USD 103 M -40% 3.29% 162% 68 67.65% 1.2
Phoenix Asset Management Partners
7425
Phoenix Asset Management Partners
USD 152 M +USD 19.6 M +15% 8.51% 139% 12 16.67% 2.3