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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)
UNC Management Company
2426
UNC Management Company
North Carolina
USD 873 M -USD 59.8 M -6% 10.5% 92% 3 33.33% 1
1SP
2427
140 Summer Partners
New York
USD 873 M +USD 103 M +13% 13.9% 202% 22 45.45% 0.9
Cheviot Value Management
2428
Cheviot Value Management
California
USD 872 M +USD 59.2 M +7% 3.6% 77.8% 465 9.46% 1.1
Three Seasons Wealth
2429
Three Seasons Wealth
Utah
USD 872 M +USD 670 M +332% 14.6% 156% 129 30.23% 1
Center for Financial Planning
2430
Center for Financial Planning
Michigan
USD 872 M +USD 89.3 M +11% 8.06% 57.5% 724 13.95% 3.5
Patriot Financial Group Insurance Agency
2431
Patriot Financial Group Insurance Agency
Massachusetts
USD 871 M +USD 125 M +17% 10.9% 97.3% 565 17.88% 3.7
Parkman Healthcare Partners
2432
Parkman Healthcare Partners
Connecticut
USD 870 M +USD 27 M +3% 6.63% 306% 103 26.21% 1.4
CKW Financial Group
2433
CKW Financial Group
Hawaii
USD 869 M +USD 69.2 M +9% 9.71% 62.4% 203 10.34% 5.8
GWSG
2434
GPS Wealth Strategies Group
Colorado
USD 869 M +USD 128 M +17% 17.4% 118% 1,677 12.1% 1.6
Lodestar Private Asset Management
2435
Lodestar Private Asset Management
California
USD 868 M +USD 72.5 M +9% 7.83% 58.3% 229 8.73% 2.1
ARS Wealth Advisors Group
2436
ARS Wealth Advisors Group
Florida
USD 868 M +USD 159 M +23% 9.49% 89.5% 196 21.43% 2.1
AP
2437
Archon Partners
New Jersey
USD 867 M +USD 41 M +5% 11.6% 86% 39 12.82% 6.4
Sierra Capital
2438
Sierra Capital
Florida
USD 866 M +USD 36.4 M +4% 4.3% 32.4% 214 15.89% 2.6
Heritage Trust
2439
Heritage Trust
Oklahoma
USD 866 M +USD 41.1 M +5% 7.42% – 312 8.97% 4.7
Everhart Financial Group
2440
Everhart Financial Group
Ohio
USD 865 M +USD 134 M +18% 12.7% 123% 355 11.83% 2.1
Biglari Capital Corp
2441
Biglari Capital Corp
Texas
USD 865 M +USD 156 M +22% 27.6% 72.7% 13 7.69% 5.8
Night Owl Capital Management
2442
Night Owl Capital Management
Connecticut
USD 865 M +USD 64.8 M +8% 24.3% 162% 32 15.63% 4.1
Teamwork Financial Advisors
2443
Teamwork Financial Advisors
Texas
USD 863 M +USD 112 M +15% 17.2% 134% 201 19.4% 2
SL
2444
SWF LLC
Nebraska
USD 861 M +USD 503 M +141% 2.32% 87.4% 6 16.67% 1.6
Sozo Ventures GP II
2445
Sozo Ventures GP II
California
USD 861 M -USD 145 M -14% 8.82% 8.44% 1 0% 1.3
Atlas FRM
2446
Atlas FRM
Connecticut
USD 859 M -USD 74.3 M -8% 12.3% 38.9% 9 0% 1.9
Toth Financial Advisory
2447
Toth Financial Advisory
Virginia
USD 857 M +USD 26.5 M +3% 8.02% 90.4% 815 22.33% 4.1
Cortland Associates
2448
Cortland Associates
Missouri
USD 857 M +USD 24.1 M +3% 7.33% 57.1% 60 8.33% 6.1
Rossmore Private Capital
2449
Rossmore Private Capital
Connecticut
USD 857 M +USD 44.3 M +5% 6.93% 75.4% 265 9.43% 4.6
Isthmus Partners
2450
Isthmus Partners
Wisconsin
USD 856 M +USD 57.3 M +7% 8.85% 73.7% 228 12.28% 3.3