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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)
First Command Financial Services
3601
First Command Financial Services
Texas
USD 142 M +USD 17.5 M +14% 2.97% 34.4% 405 11.85% 0.2
NCM
3602
Niemann Capital Management
Nevada
USD 142 M -USD 13 M -8% 9.11% 103% 28 75% 0.2
Trafelet Capital Management
3603
Trafelet Capital Management
New York
USD 142 M -USD 510 k -0.4% 24.4% 101% 20 25% 1.5
Moisand Fitzgerald Tamayo
3604
Moisand Fitzgerald Tamayo
Florida
USD 142 M +USD 7.1 M +5% 4.17% 51.1% 63 3.17% 1.1
OA
3605
Opes Advisors
California
USD 142 M +USD 44.4 M +46% 7.02% – 63 50.79% 0.1
Parkside Investments
3606
Parkside Investments
Illinois
USD 142 M – – 6.2% 70.4% 53 – 0
Globe Life
3607
Globe Life
Texas
USD 142 M +USD 6.89 M +5% 5.38% 60.1% 1 0% 0.3
Knights of Columbus Asset Advisors
3608
Knights of Columbus Asset Advisors
Connecticut
USD 142 M – – 4.3% 137% 91 – 0
FC Advisory
3609
FC Advisory
Pennsylvania
USD 142 M +USD 6.12 M +5% 3.7% 46.6% 40 17.5% 1.5
Pinnacle Bancorp
3610
Pinnacle Bancorp
Nebraska
USD 141 M – – 3.79% 72.9% 624 – 0
MU Investments Company
3611
MU Investments Company
Japan
USD 141 M +USD 7.83 M +6% 7.51% 40.4% 186 16.67% 2.2
Kalos Management
3612
Kalos Management
Georgia
USD 141 M +USD 17.3 M +14% 5.99% 48.5% 141 18.44% 0.9
SV
3613
Stilwell Value
New York
USD 140 M -USD 28 k -0% 0.17% 87.9% 43 16.28% 1.4
CSA
3614
Cottage Street Advisors
Massachusetts
USD 140 M +USD 9.26 M +7% 6.65% 95.8% 88 11.36% 1.1
Horan Capital Advisors
3615
Horan Capital Advisors
Ohio
USD 140 M +USD 6.38 M +5% 4.84% 26.6% 68 11.76% 2.1
Mark Sheptoff Financial Planning
3616
Mark Sheptoff Financial Planning
Connecticut
USD 140 M +USD 5.49 M +4% 4.51% 92.4% 384 6.77% 2
Vantage Financial Partners (Illinois)
3617
Vantage Financial Partners (Illinois)
Illinois
USD 140 M +USD 28.7 M +26% 6.68% 13.1% 75 68% 0.1
MWM
3618
Mascoma Wealth Management
New Hampshire
USD 140 M +USD 3.75 M +3% 4.31% 40% 398 11.81% 0.2
Mader & Shannon Wealth Management
3619
Mader & Shannon Wealth Management
Missouri
USD 139 M +USD 19.1 M +16% 5.14% 53.1% 17 88.24% 0.1
Clear Investment Research
3620
Clear Investment Research
Georgia
USD 139 M +USD 9.6 M +7% 3.72% 48.5% 47 34.04% 1.2
Jolley Asset Management
3621
Jolley Asset Management
North Carolina
USD 139 M -USD 277 k -0.2% 3.33% 3.47% 156 5.13% 2.4
LeJeune Puetz Investment Counsel
3622
LeJeune Puetz Investment Counsel
Michigan
USD 139 M +USD 8.86 M +7% 4.84% 64.1% 152 13.82% 0.2
AZA
3623
Arthur Zaske & Associates
Michigan
USD 139 M +USD 953 k +0.7% 4.14% – 95 36.84% 0.3
Creative Financial Designs
3624
Creative Financial Designs
Indiana
USD 139 M +USD 16.6 M +14% 4.47% 56.2% 926 28.94% 0.2
TAA
3625
TB Alternative Assets
Cayman Islands
USD 139 M -USD 57.4 M -29% 33.2% 312% 19 84.21% 0.1