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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)
FJ Capital Management
2551
FJ Capital Management
Virginia
USD 888 M -USD 17.6 M -2% 0.83% 97.9% 178 57.3% 1.1
Bedel Financial Consulting
2552
Bedel Financial Consulting
Indiana
USD 888 M -USD 41.2 M -4% 5.11% 104% 308 9.74% 4.7
Howard Financial Services
2553
Howard Financial Services
Texas
USD 888 M +USD 32.9 M +4% 0.4% 55.9% 235 17.87% 2.9
Griffin Asset Management
2554
Griffin Asset Management
New York
USD 887 M -USD 37.7 M -4% 0.47% 88.9% 261 22.99% 5.5
INVST
2555
INVST
Indiana
USD 886 M -USD 34.3 M -4% 0.87% 78.5% 396 37.37% 1.9
NWF Advisory Services
2556
NWF Advisory Services
California
USD 886 M -USD 19.2 M -2% 0.89% 120% 443 14.9% 1.5
McGuire Investment Group
2557
McGuire Investment Group
Rhode Island
USD 885 M -USD 50.4 M -5% 0.68% 202% 123 3.25% 4.5
Grove Bank & Trust
2558
Grove Bank & Trust
Florida
USD 884 M -USD 4.64 M -0.5% 0.31% 80.5% 899 9.57% 3.3
Motley Fool Wealth Management
2559
Motley Fool Wealth Management
Virginia
USD 884 M -USD 405 M -31% 6.77% 70.7% 130 6.15% 4.6
George Kaiser Family Foundation
2560
George Kaiser Family Foundation
Oklahoma
USD 883 M +USD 136 M +18% 8.86% 106% 72 8.33% 1.6
American Express
2561
American Express
New York
USD 880 M -USD 327 M -27% 27.1% – 1 0% 2.3
Romano Brothers & Co
2562
Romano Brothers & Co
Illinois
USD 880 M +USD 245 k +0% 2.15% 110% 325 5.23% 2.9
Capital Advisors Ltd
2563
Capital Advisors Ltd
Ohio
USD 880 M -USD 6.87 M -0.8% 1.67% 61.1% 1,640 11.46% 4.1
180 Wealth Advisors
2564
180 Wealth Advisors
Washington
USD 880 M +USD 1.49 M +0.2% 0.22% 165% 500 11.6% 3.8
Quadcap Wealth Management
2565
Quadcap Wealth Management
Texas
USD 879 M +USD 5.03 M +0.6% 0.16% 94.2% 426 13.62% 1.6
DCM
2566
Dupont Capital Management
Delaware
USD 879 M -USD 8.32 M -0.9% 0.5% 100% 111 16.22% 4.3
Oak Hill Advisors
2567
Oak Hill Advisors
New York
USD 878 M +USD 265 M +43% 53.1% 42.4% 12 0% 4.8
Headlands Technologies
2568
Headlands Technologies
Illinois
USD 878 M -USD 320 M -27% 0.09% 158% 1,033 67.76% 0.4
True North Advisors
2569
True North Advisors
Texas
USD 877 M +USD 104 M +13% 0.61% 82.9% 288 28.13% 2
Absolute Gestao de Investimentos
2570
Absolute Gestao de Investimentos
Brazil
USD 877 M -USD 79.6 M -8% 10.6% – 99 79.8% 0.2
Middleton & Co
2571
Middleton & Co
Massachusetts
USD 877 M -USD 65 M -7% 4.83% 81.8% 168 5.36% 6.9
Souders Financial Advisors
2572
Souders Financial Advisors
Ohio
USD 876 M +USD 3.19 M +0.4% 1.68% 59.8% 227 13.22% 2.8
LVZ Inc
2573
LVZ Inc
Michigan
USD 876 M -USD 18.2 M -2% 0.85% 52.9% 180 16.67% 3.3
Stillwater Capital Advisors
2574
Stillwater Capital Advisors
Pennsylvania
USD 876 M -USD 54.3 M -6% 2.69% 121% 73 10.96% 6.1
Atlas Capital Advisors
2575
Atlas Capital Advisors
Wyoming
USD 875 M -USD 23.2 M -3% 1.19% – 1,045 12.44% 3.3