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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)
RPGK
2226
Retirement Planning Group (Kansas)
Kansas
USD 472 M +USD 31.4 M +7% 1.2% 54.7% 71 12.68% 3.6
Suncoast Equity Management
2227
Suncoast Equity Management
Florida
USD 472 M -USD 16.4 M -3% 1.95% 82.9% 39 0% 2.7
AIC
2228
AWM Investment Company
New York
USD 471 M -USD 51.7 M -10% 2.35% 778% 101 21.78% 2.2
Ropes Wealth Advisors
2229
Ropes Wealth Advisors
Massachusetts
USD 471 M -USD 2.61 M -0.6% 2.96% 71% 606 15.51% 2.7
LVM Capital Management
2230
LVM Capital Management
Michigan
USD 471 M +USD 32 M +7% 3.82% 121% 117 6.84% 4.1
Barber Financial Group
2231
Barber Financial Group
Kansas
USD 470 M +USD 42.5 M +10% 1.71% 39% 156 17.31% 1.6
Circle Wealth Management
2232
Circle Wealth Management
New Jersey
USD 470 M +USD 8.45 M +2% 0.8% 71.8% 177 16.38% 1.2
Weatherly Asset Management
2233
Weatherly Asset Management
California
USD 469 M -USD 32.5 M -6% 0.02% 116% 189 7.41% 4.4
Incline Global Management
2234
Incline Global Management
New York
USD 468 M -USD 17.2 M -4% 4.4% 40.1% 29 51.72% 0.7
Parthenon LLC
2235
Parthenon LLC
Kentucky
USD 468 M +USD 1.26 M +0.3% 1.85% 93.3% 107 1.87% 5
TrustCore Financial Services
2236
TrustCore Financial Services
Tennessee
USD 467 M +USD 19.6 M +4% 0.13% 28.3% 1,017 15.93% 0.9
First Heartland Consultants
2237
First Heartland Consultants
Missouri
USD 466 M +USD 49.7 M +12% 1.66% 59.2% 303 12.21% 2.7
Covenant Multifamily Offices
2238
Covenant Multifamily Offices
Texas
USD 465 M +USD 9.27 M +2% 2.95% 38.3% 158 21.52% 0.7
Exencial Wealth Advisors
2239
Exencial Wealth Advisors
Oklahoma
USD 465 M +USD 36.5 M +9% 0.38% 58% 253 13.44% 2.4
CBT
2240
Central Bank & Trust
Kentucky
USD 465 M +USD 21.1 M +5% 2.59% 118% 302 17.55% 3.8
Maple Capital Management
2241
Maple Capital Management
Vermont
USD 465 M +USD 19.5 M +4% 3.4% 100% 129 10.08% 3.8
Cardano Risk Management
2242
Cardano Risk Management
Netherlands
USD 464 M +USD 43.9 M +10% 9.36% 200% 4 0% 0.8
Heathbridge Capital Management
2243
Heathbridge Capital Management
Ontario, Canada
USD 464 M -USD 26.3 M -5% 1.74% 58.7% 30 3.33% 3.9
Symphony Asset Management
2244
Symphony Asset Management
California
USD 464 M -USD 14.9 M -3% 3.57% 21.6% 218 41.28% 1.1
Cornerstone Advisory
2245
Cornerstone Advisory
Maryland
USD 464 M +USD 2.19 M +0.5% 0.34% 53.5% 164 7.32% 2.5
Angeles Investment Advisors
2246
Angeles Investment Advisors
California
USD 463 M +USD 55.9 M +14% 1.07% 78.3% 91 40.66% 0.4
Roundview Capital
2247
Roundview Capital
New Jersey
USD 463 M +USD 19.3 M +4% 1.62% 77.7% 224 2.68% 3.5
NC
2248
Nokomis Capital
Texas
USD 463 M -USD 46.8 M -9% 2.46% 145% 49 32.65% 2
Heritage Trust
2249
Heritage Trust
Oklahoma
USD 463 M +USD 12.9 M +3% 1.42% – 195 11.79% 2
Adelphi Capital
2250
Adelphi Capital
United Kingdom
USD 463 M +USD 36.2 M +8% 3.88% – 4 50% 1.8