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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)
QCI
4726
Quaker Capital Investments
Pennsylvania
USD 366 M -USD 43.1 M -11% 7.01% 107% 24 20.83% 2.7
Glassy Mountain Advisors
4727
Glassy Mountain Advisors
Maryland
USD 366 M +USD 43.6 M +14% 18.6% 91.5% 81 11.11% 2
Team Hewins
4728
Team Hewins
California
USD 366 M +USD 29 M +9% 10.6% 60.5% 41 2.44% 2.1
First National Bank Sioux Falls
4729
First National Bank Sioux Falls
South Dakota
USD 366 M USD 0 0% 10% 70.3% 147 0% 5
Vert Asset Management
4730
Vert Asset Management
California
USD 365 M +USD 50.4 M +16% 12.7% 43.1% 45 2.22% 3.7
Darwin Wealth Management
4731
Darwin Wealth Management
Florida
USD 365 M +USD 44.2 M +14% 14.3% 56.8% 794 10.45% 1.5
25 LLC
4732
25 LLC
Missouri
USD 365 M +USD 40.8 M +13% 9.85% 48.7% 82 18.29% 1.9
Elevated Financial Group
4733
Elevated Financial Group
Indiana
USD 365 M +USD 57.3 M +19% 17.9% – 146 22.6% 0.4
HNH
4734
Hopwood Nicholas Hunter
USD 365 M +USD 50 M +16% 11.5% – 138 17.39% 0.4
Greenlea Lane Capital Management
4735
Greenlea Lane Capital Management
Connecticut
USD 364 M +USD 19.9 M +6% 5.55% 99.7% 10 10% 3.6
Keating Investment Counselors
4736
Keating Investment Counselors
Florida
USD 364 M -USD 39.6 M -10% 6.71% 50% 63 12.7% 6.9
Baker Boyer National Bank
4737
Baker Boyer National Bank
Washington
USD 364 M +USD 31.3 M +9% 9.49% 49.3% 100 15% 5
EFH
4738
Eaton Financial Holdings
Florida
USD 364 M +USD 58.7 M +19% 16.2% – 142 17.61% 1.3
Engle Capital Management
4739
Engle Capital Management
Connecticut
USD 364 M +USD 70.6 M +24% 56.2% 398% 25 32% 0.8
Wilson Asset Management
4740
Wilson Asset Management
Australia
USD 364 M +USD 10 M +3% 10% 58% 52 46.15% 1.5
SFMG
4741
Sage Financial Management Group
Virginia
USD 364 M +USD 38.6 M +12% 9.51% 47.3% 62 9.68% 1.8
Elevated Capital Advisors
4742
Elevated Capital Advisors
Utah
USD 364 M -USD 33.7 M -8% 9.98% 50.2% 870 5.52% 1.2
Tilson Financial Group
4743
Tilson Financial Group
New Jersey
USD 364 M +USD 30.4 M +9% 8.69% 39.3% 87 10.34% 2
Reliant Wealth Planning
4744
Reliant Wealth Planning
Kentucky
USD 364 M +USD 32.7 M +10% 8.09% 39.4% 54 5.56% 1.6
AIA
4745
AIMZ Investment Advisors
California
USD 363 M +USD 39.9 M +12% 16.8% 81.3% 156 12.82% 6.5
GFG Capital
4746
GFG Capital
Florida
USD 363 M +USD 50.4 M +16% 36% 152% 105 20.95% 2.5
Glynn Capital Management
4747
Glynn Capital Management
California
USD 363 M +USD 154 M +74% 71.7% 252% 49 26.53% 2.7
Raub Brock Capital Management
4748
Raub Brock Capital Management
California
USD 363 M -USD 31.7 M -8% 11.5% 54.7% 50 24% 3
Purus Wealth Management
4749
Purus Wealth Management
California
USD 363 M +USD 49.6 M +16% 23.9% 174% 175 12.57% 2.9
UFAC
4750
Urban Financial Advisory Corp
Illinois
USD 363 M +USD 80 M +28% 12.2% – 58 10.34% 1.8