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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)
Horan Capital Advisors
4476
Horan Capital Advisors
Ohio
USD 297 M -USD 4.03 M -1% 1.22% 26.6% 125 14.4% 4.8
CJM Wealth Advisers
4477
CJM Wealth Advisers
Virginia
USD 297 M +USD 4.99 M +2% 1.61% 76.8% 72 8.33% 2.2
White Pine Capital
4478
White Pine Capital
Minnesota
USD 297 M +USD 4.1 M +1% 4.11% 143% 227 9.25% 6
TriaGen Wealth Management
4479
TriaGen Wealth Management
California
USD 297 M -USD 1.86 M -0.6% 4.42% 132% 191 21.99% 2.2
United Wealth Management
4480
United Wealth Management
Virginia
USD 297 M – – 2.35% – 21 – 0
Arcataur Capital Management
4481
Arcataur Capital Management
Wisconsin
USD 297 M +USD 1.05 M +0.4% 0.35% 65.4% 97 2.06% 1.4
Bridgefront Capital
4482
Bridgefront Capital
Texas
USD 297 M +USD 37.2 M +14% 1.3% 52.1% 827 72.91% 0.2
Boone Capital Management
4483
Boone Capital Management
Georgia
USD 296 M -USD 89.3 M -23% 0.09% 278% 19 42.11% 1
Gilliland Jeter Wealth Management
4484
Gilliland Jeter Wealth Management
Arkansas
USD 296 M -USD 13.3 M -4% 3.8% 128% 665 73.98% 1
SC
4485
Steph & Co
Wisconsin
USD 296 M -USD 18 M -6% 0.5% 61.6% 305 13.77% 3.1
Wakefield Asset Management
4486
Wakefield Asset Management
Colorado
USD 296 M -USD 11.2 M -4% 1.66% 147% 179 40.78% 1.3
Strategic Advocates
4487
Strategic Advocates
Utah
USD 296 M +USD 16.9 M +6% 9.08% 111% 130 23.85% 0.9
PCJ Investment Counsel
4488
PCJ Investment Counsel
Ontario, Canada
USD 296 M -USD 19.7 M -6% 3.64% 164% 84 34.52% 2.7
Shoker Investment Counsel
4489
Shoker Investment Counsel
Ohio
USD 296 M -USD 1.33 M -0.4% 1.76% 88.9% 104 1.92% 5.6
Kerrisdale Advisers
4490
Kerrisdale Advisers
Florida
USD 296 M +USD 1.85 M +0.6% 2.84% 78.8% 102 20.59% 1.6
Narus Financial Partners
4491
Narus Financial Partners
Utah
USD 296 M +USD 16.7 M +6% 5.51% 85.3% 160 16.25% 3.4
Lead Edge Capital Management
4492
Lead Edge Capital Management
New York
USD 296 M -USD 49.8 M -14% 11.3% 20.2% 10 10% 1.1
Formula Growth
4493
Formula Growth
Quebec, Canada
USD 295 M +USD 4.16 M +1% 6.69% 118% 136 35.29% 3.1
Transce3nd
4494
Transce3nd
Texas
USD 295 M – – 3.98% – 1,567 – 0
CCM
4495
Contrarian Capital Management
Connecticut
USD 295 M -USD 33.7 M -10% 10.1% 29.4% 35 17.14% 2.4
WFA
4496
Wade Financial Advisory
California
USD 295 M -USD 1.94 M -0.7% 1.98% 15.9% 83 6.02% 3.7
Family Legacy Inc
4497
Family Legacy Inc
South Carolina
USD 295 M -USD 5.62 M -2% 2.2% 89% 125 5.6% 5.1
SL
4498
SWF LLC
Nebraska
USD 295 M -USD 4.53 M -2% 1.51% 82.9% 2 0% 4
Evexia Wealth
4499
Evexia Wealth
Wisconsin
USD 295 M +USD 13.1 M +5% 0.47% 95% 80 22.5% 1.1
FCT
4500
Family Capital Trust
Massachusetts
USD 295 M -USD 16.1 M -5% 4.35% 39.1% 61 3.28% 7.1