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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)
Aull & Monroe Investment Management
4751
Aull & Monroe Investment Management
Alabama
USD 199 M +USD 2.32 M +1% 2.48% 98.3% 134 2.24% 7.3
Financial Partners Group (Tennessee)
4752
Financial Partners Group (Tennessee)
Tennessee
USD 199 M +USD 7.54 M +4% 8.29% – 82 15.85% 0.4
Forza Wealth Management
4753
Forza Wealth Management
Florida
USD 199 M +USD 4.4 M +2% 3.28% 69.8% 184 4.35% 0.4
Hixon Zuercher
4754
Hixon Zuercher
Ohio
USD 199 M +USD 29.9 M +18% 9.31% 101% 62 16.13% 2.5
BC
4755
Bullfrog Capital
California
USD 198 M +USD 31.3 M +19% 25% – 3 0% 1.5
ECG
4756
EPIQ Capital Group
California
USD 198 M -USD 317 k -0.2% 5.11% 6.25% 55 5.45% 2.3
Abacus FCF Advisors
4757
Abacus FCF Advisors
Florida
USD 198 M +USD 11.7 M +6% 9.57% 197% 149 15.44% 1.5
Chase Investment Counsel
4758
Chase Investment Counsel
Virginia
USD 198 M +USD 17.5 M +10% 14.5% 350% 126 50.79% 1.6
BTS Asset Management
4759
BTS Asset Management
Massachusetts
USD 198 M +USD 23.1 M +13% 0.16% 8.8% 50 34% 1.2
Psagot Value Holdings
4760
Psagot Value Holdings
Israel
USD 198 M -USD 42.1 M -18% 11.8% 45.9% 656 36.89% 1.5
Helen Stephens Group
4761
Helen Stephens Group
Texas
USD 198 M +USD 5.4 M +3% 4.24% 53.4% 74 12.16% 1.2
Vista Investment Management
4762
Vista Investment Management
Pennsylvania
USD 198 M +USD 8.33 M +4% 4.04% 54.4% 171 8.19% 3.9
Turim 21 Investimentos
4763
Turim 21 Investimentos
Brazil
USD 197 M +USD 98.5 M +100% 4.93% 62.1% 84 30.95% 1.3
Greenhaven Road Investment Management
4764
Greenhaven Road Investment Management
Connecticut
USD 197 M +USD 23.2 M +13% 18.5% 70.2% 41 26.83% 1.5
Miller Equity Capital Advisors
4765
Miller Equity Capital Advisors
Texas
USD 197 M +USD 18.3 M +10% 6.81% 23.7% 50 0% 3
Shayne & Jacobs LLC
4766
Shayne & Jacobs LLC
Tennessee
USD 197 M +USD 13.8 M +8% 8% 79.4% 37 8.11% 5.8
DVF
4767
Discovery Value Fund
Singapore
USD 197 M -USD 1.37 M -0.7% 13.6% 210% 6 33.33% 1.7
Lowe Wealth Advisors
4768
Lowe Wealth Advisors
Maryland
USD 197 M +USD 11.3 M +6% 4.69% 63.3% 368 7.88% 4.6
Wills Financial Group
4769
Wills Financial Group
Virginia
USD 197 M +USD 11.5 M +6% 6.51% 57.5% 68 7.35% 4.4
Delphi Financial Group
4770
Delphi Financial Group
Delaware
USD 197 M -USD 5.82 M -3% 1.7% 66.3% 35 25.71% 2.7
CJM Wealth Advisers
4771
CJM Wealth Advisers
Virginia
USD 197 M +USD 21.3 M +12% 6.57% 71.5% 59 13.56% 1.3
Core Wealth Management
4772
Core Wealth Management
Florida
USD 197 M +USD 11.8 M +6% 2.58% 44.5% 24 16.67% 0.4
Beddow Capital Management
4773
Beddow Capital Management
Wyoming
USD 197 M -USD 2.73 M -1% 0.31% 50.7% 54 3.7% 4.5
Enzi Wealth
4774
Enzi Wealth
Texas
USD 197 M +USD 1.69 M +0.9% 5.85% 77% 72 29.17% 0.6
Tiemann Investment Advisors
4775
Tiemann Investment Advisors
California
USD 196 M +USD 13.5 M +7% 7.02% 77% 198 7.07% 6