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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)
Heritage Trust
2376
Heritage Trust
Oklahoma
USD 825 M -USD 24.5 M -3% 0.26% – 310 6.45% 4.6
Keeley-Teton Advisors
2377
Keeley-Teton Advisors
Illinois
USD 825 M -USD 36.8 M -4% 3.92% 28.6% 380 7.11% 3.7
Vista Capital Partners
2378
Vista Capital Partners
Oregon
USD 824 M -USD 35.9 M -4% 3.28% 61.2% 120 10% 4.8
Waddell & Associates
2379
Waddell & Associates
Tennessee
USD 824 M -USD 157 M -16% 2.41% 194% 164 9.15% 2.5
Octavia Wealth Advisors
2380
Octavia Wealth Advisors
Ohio
USD 824 M -USD 583 k -0.1% 2.11% 67.9% 239 10.88% 2.6
TRUE Private Wealth Advisors
2381
TRUE Private Wealth Advisors
Oregon
USD 823 M -USD 592 k -0.1% 0.47% 89.2% 245 13.88% 4.3
Jackson Wealth Management
2382
Jackson Wealth Management
Florida
USD 823 M -USD 58.7 M -7% 3.67% 72.1% 203 35.96% 1.1
DDD Partners
2383
DDD Partners
Washington
USD 823 M +USD 9.33 M +1% 0.97% 85.9% 108 14.81% 2.7
Philip James Wealth Mangement
2384
Philip James Wealth Mangement
Georgia
USD 822 M +USD 48.5 M +6% 7.79% 76% 191 22.51% 0.7
Financial Synergies Wealth Advisors
2385
Financial Synergies Wealth Advisors
Texas
USD 822 M +USD 15.6 M +2% 1.35% 79% 85 18.82% 3.3
BFSG LLC
2386
BFSG LLC
California
USD 822 M -USD 33.5 M -4% 1.18% 90.7% 721 13.31% 1.8
Rodgers & Associates
2387
Rodgers & Associates
Pennsylvania
USD 820 M -USD 19 M -2% 3.63% 56.3% 102 8.82% 3.3
Strategies Wealth Advisors
2388
Strategies Wealth Advisors
Michigan
USD 819 M +USD 15.7 M +2% 1.32% 64.6% 186 38.17% 1.3
BFS
2389
Bard Financial Services
Connecticut
USD 818 M -USD 16.1 M -2% 0.65% 90.1% 219 9.13% 3.4
Griffin Asset Management
2390
Griffin Asset Management
New York
USD 817 M -USD 34.2 M -4% 0.88% 88.9% 219 12.33% 5.9
Sawgrass Asset Management
2391
Sawgrass Asset Management
Florida
USD 816 M -USD 95.5 M -10% 4.47% 108% 187 14.44% 2.2
Southeast Asset Advisors
2392
Southeast Asset Advisors
Georgia
USD 816 M +USD 397 k +0% 0.14% 91.5% 192 17.19% 4.1
CCM Investment Advisers
2393
CCM Investment Advisers
South Carolina
USD 815 M -USD 89.5 M -10% 3.27% 170% 77 11.69% 5.2
L. Roy Papp & Associates
2394
L. Roy Papp & Associates
Arizona
USD 815 M -USD 41.4 M -5% 2.11% 80.1% 179 3.35% 7.1
Graves Light Lenhart Wealth
2395
Graves Light Lenhart Wealth
Virginia
USD 815 M +USD 10.3 M +1% 0.72% 47.7% 192 6.25% 4.5
McIlrath & Eck
2396
McIlrath & Eck
Washington
USD 814 M +USD 29.9 M +4% 1.54% 44% 1,017 13.27% 4
Manchester Capital Management
2397
Manchester Capital Management
Vermont
USD 814 M -USD 47.1 M -5% 4.77% 86.7% 1,211 8.26% 3.9
Barton Investment Management
2398
Barton Investment Management
Pennsylvania
USD 814 M -USD 129 M -14% 4.32% 124% 49 8.16% 7.6
RW Investment Management
2399
RW Investment Management
Idaho
USD 814 M -USD 6.98 M -0.9% 0.57% – 104 8.65% 1.9
Parthenon LLC
2400
Parthenon LLC
Kentucky
USD 813 M -USD 13.6 M -2% 0.51% 93.3% 124 2.42% 8.2