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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)
Ferguson Shapiro
4751
Ferguson Shapiro
Georgia
USD 270 M +USD 1.94 M +0.7% 0.18% 42.7% 80 37.5% 1
SFMG
4752
Sage Financial Management Group
Virginia
USD 270 M +USD 12.1 M +5% 1.59% 51.6% 55 5.45% 0.6
BCM
4753
Birmingham Capital Management
Alabama
USD 270 M -USD 5 M -2% 2.6% 103% 114 7.89% 8.4
Granite Bay Wealth Management
4754
Granite Bay Wealth Management
New Hampshire
USD 270 M +USD 91.6 M +51% 0.88% – 78 50% 0.9
Argent Advisors
4755
Argent Advisors
Louisiana
USD 270 M +USD 755 k +0.3% 0.71% 63.1% 146 12.33% 3.5
Sara-Bay Financial
4756
Sara-Bay Financial
Florida
USD 270 M -USD 6.37 M -2% 5.29% 233% 92 18.48% 2.8
Beaconlight Capital
4757
Beaconlight Capital
New York
USD 270 M +USD 24 M +10% 13.4% 282% 35 34.29% 1.5
Aragon Global Management
4758
Aragon Global Management
Florida
USD 270 M +USD 30.9 M +13% 3.96% – 20 40% 0.6
Main Street Group
4759
Main Street Group
Virginia
USD 270 M +USD 15.9 M +6% 2.81% 98.3% 873 14.78% 0.9
Hillman Capital Management
4760
Hillman Capital Management
Maryland
USD 270 M -USD 22 M -8% 4.87% 20.2% 60 23.33% 3
Financial Insights
4761
Financial Insights
Washington
USD 269 M -USD 47.3 M -15% 1.2% 82.1% 149 28.86% 3.4
Howard Bailey Securities
4762
Howard Bailey Securities
Indiana
USD 269 M +USD 5.45 M +2% 0.78% – 189 25.93% 0.2
Pure Portfolios Holdings
4763
Pure Portfolios Holdings
Oregon
USD 269 M +USD 4.42 M +2% 0.19% – 109 8.26% 0.2
QCI
4764
Quaker Capital Investments
Pennsylvania
USD 269 M -USD 44.3 M -14% 3.29% 107% 15 6.67% 2.9
Reston Wealth Management
4765
Reston Wealth Management
Virginia
USD 269 M -USD 7.32 M -3% 0.39% 66.4% 449 88.86% 3.6
Delta Financial Advisors
4766
Delta Financial Advisors
Louisiana
USD 269 M -USD 6.39 M -2% 1.52% 107% 117 10.26% 4.5
Sterling Financial Group
4767
Sterling Financial Group
California
USD 269 M +USD 34.8 M +15% 0.28% 49.6% 75 25.33% 1.4
HighVista Strategies
4768
HighVista Strategies
Massachusetts
USD 269 M -USD 21.2 M -7% 1.03% 622% 168 33.93% 0.9
Walled Lake Planning & Wealth Management
4769
Walled Lake Planning & Wealth Management
Illinois
USD 269 M +USD 2.48 M +0.9% 0.12% 62.6% 138 9.42% 2.1
Kanen Wealth Management
4770
Kanen Wealth Management
Florida
USD 269 M +USD 81.2 M +43% 71.1% 328% 26 23.08% 1.5
Hudson Value Partners
4771
Hudson Value Partners
Florida
USD 269 M +USD 11.3 M +4% 3% 124% 104 18.27% 2.6
Bell & Brown Wealth Advisors
4772
Bell & Brown Wealth Advisors
California
USD 269 M +USD 12.9 M +5% 6.54% 125% 73 5.48% 5.2
Seven Springs Wealth Group
4773
Seven Springs Wealth Group
Tennessee
USD 269 M -USD 6.65 M -2% 4.28% 59.2% 80 15% 2.9
Juncture Wealth Strategies
4774
Juncture Wealth Strategies
Arizona
USD 268 M +USD 10.1 M +4% 1.61% 76.5% 138 18.84% 2.7
APEIRON Capital Ltd
4775
APEIRON Capital Ltd
Hong Kong
USD 268 M -USD 12 M -4% 16.3% 362% 16 56.25% 0.7