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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)
Hillman Capital Management
3926
Hillman Capital Management
Maryland
USD 283 M +USD 19 M +7% 4.99% 20.2% 55 5.45% 2.7
Wealth Alliance Advisory Group
3927
Wealth Alliance Advisory Group
Kansas
USD 283 M +USD 16 M +6% 5.99% 72.7% 186 18.28% 3.1
Harbor Advisory Corp
3928
Harbor Advisory Corp
New Hampshire
USD 283 M +USD 21.3 M +8% 5.62% 63.2% 86 10.47% 2.9
Fortis Capital Management
3929
Fortis Capital Management
Washington
USD 283 M +USD 36 M +15% 11.1% 82% 117 21.37% 1.5
Evergreen Advisors
3930
Evergreen Advisors
Tennessee
USD 283 M +USD 13.6 M +5% 3.36% – 17 5.88% 2.4
Uncommon Cents Investing
3931
Uncommon Cents Investing
Wisconsin
USD 283 M +USD 9.06 M +3% 3.25% 91.4% 164 3.66% 3.5
Home Federal Bank of Tennessee
3932
Home Federal Bank of Tennessee
Tennessee
USD 283 M +USD 14.1 M +5% 6.83% 74% 69 4.35% 6.1
JSF Financial
3933
JSF Financial
California
USD 283 M +USD 15 M +6% 8% 91% 124 24.19% 2.2
Integris Wealth Management
3934
Integris Wealth Management
California
USD 283 M +USD 10.4 M +4% 2.9% 60.3% 83 3.61% 0.5
BWCP LP
3935
BWCP LP
Texas
USD 282 M +USD 26.9 M +11% 12.5% 198% 28 32.14% 0.8
Berkeley Capital Partners
3936
Berkeley Capital Partners
Georgia
USD 282 M +USD 12.5 M +5% 3.57% 62.8% 148 8.11% 3.6
Arjuna Capital
3937
Arjuna Capital
North Carolina
USD 282 M +USD 27.4 M +11% 7.24% 105% 106 16.98% 2.3
Muhlenkamp & Co
3938
Muhlenkamp & Co
Pennsylvania
USD 282 M – – 9.54% 107% 31 – 3.6
Fernwood Investment Management
3939
Fernwood Investment Management
Massachusetts
USD 282 M +USD 21.5 M +8% 11.4% 83.4% 197 9.64% 4.6
IFG Advisors
3940
IFG Advisors
Missouri
USD 282 M +USD 27.9 M +11% 5.67% 78.7% 122 6.56% 2.5
Pinnbrook Capital Management
3941
Pinnbrook Capital Management
New York
USD 282 M +USD 89.8 M +47% 18.4% 913% 74 74.32% 0.2
Fountainhead AM
3942
Fountainhead AM
New Jersey
USD 282 M +USD 25.9 M +10% 5.57% 65.6% 88 12.5% 1.6
Marion Wealth Management
3943
Marion Wealth Management
Pennsylvania
USD 282 M +USD 13.5 M +5% 3.58% 51.7% 111 9.91% 1.2
Siena Capital Partners
3944
Siena Capital Partners
Illinois
USD 282 M +USD 4.63 M +2% 0.63% 44.2% 109 11.01% 3.2
Untitled Investments
3945
Untitled Investments
New York
USD 281 M +USD 20.3 M +8% 10.8% 79.6% 17 17.65% 1.3
Wambolt & Associates
3946
Wambolt & Associates
Colorado
USD 281 M -USD 773 k -0.3% 4.52% 62.2% 270 11.48% 3
Peak Financial Management
3947
Peak Financial Management
Massachusetts
USD 281 M +USD 11.9 M +4% 3.28% 58.2% 80 16.25% 3.8
Archer Investment Corporation
3948
Archer Investment Corporation
Indiana
USD 281 M +USD 10.1 M +4% 5.13% 68.2% 1,055 22.09% 2.1
QCI
3949
Quaker Capital Investments
Pennsylvania
USD 281 M +USD 29.5 M +12% 14.7% 107% 22 13.64% 3.2
Meridian Investment Counsel
3950
Meridian Investment Counsel
California
USD 281 M +USD 17.4 M +7% 7.17% 116% 213 5.16% 6.1