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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)
Thomas Story & Son
5476
Thomas Story & Son
Indiana
USD 283 M +USD 22.3 M +9% 22.6% 101% 54 7.41% 7.4
O'Connor Financial Group
5477
O'Connor Financial Group
Illinois
USD 283 M +USD 38.3 M +16% 11.8% 48.4% 72 23.61% 1.9
ShariaPortfolio
5478
ShariaPortfolio
Florida
USD 283 M +USD 56.8 M +25% 42.8% 254% 47 23.4% 1.1
Hillman Company
5479
Hillman Company
Pennsylvania
USD 283 M +USD 25.4 M +10% 12.6% 118% 17 35.29% 1.9
Hendley & Co
5480
Hendley & Co
Ohio
USD 283 M +USD 12.3 M +5% 5.93% 64.9% 48 8.33% 5.9
BKM Wealth Management
5481
BKM Wealth Management
Wisconsin
USD 282 M +USD 8.49 M +3% 12.1% 69.6% 162 17.28% 2
Selby Wealth Management
5482
Selby Wealth Management
California
USD 282 M +USD 28.2 M +11% 8.08% – 85 7.06% 0.5
Intrepid Capital Management
5483
Intrepid Capital Management
Florida
USD 282 M +USD 21.5 M +8% 11.4% 70.2% 112 7.14% 2.8
Keeler Thomas Management
5484
Keeler Thomas Management
Utah
USD 282 M +USD 45.8 M +19% 5.78% 52.1% 149 30.2% 1.1
Juno Financial Group
5485
Juno Financial Group
Virginia
USD 282 M +USD 26.9 M +11% 10.4% – 74 6.76% 0.5
Chicago Wealth Management
5486
Chicago Wealth Management
Illinois
USD 282 M +USD 31.4 M +13% 18% 134% 70 25.71% 2.2
N10 Wealth
5487
N10 Wealth
Connecticut
USD 282 M – – 42.1% – 43 – 0
AC
5488
Athos Capital
Hong Kong
USD 282 M -USD 42.5 M -13% 5.58% 110% 52 42.31% 1
McNaughton Wealth Management
5489
McNaughton Wealth Management
California
USD 282 M +USD 39.8 M +16% 12.2% 55.6% 78 14.1% 3.8
Southern Michigan Bank & Trust
5490
Southern Michigan Bank & Trust
Michigan
USD 281 M +USD 20.7 M +8% 11.3% – 443 9.03% 0.2
Montz Harcus Wealth Management
5491
Montz Harcus Wealth Management
Louisiana
USD 281 M +USD 33.4 M +13% 14.1% 84.1% 103 12.62% 2.6
Mount Lucas Management
5492
Mount Lucas Management
Pennsylvania
USD 281 M +USD 9.9 M +4% 19.9% 109% 187 22.99% 1.3
Houlihan Financial Resource Group
5493
Houlihan Financial Resource Group
Virginia
USD 281 M +USD 24 M +9% 10% 50.6% 114 5.26% 2.5
Reliant Investment Management
5494
Reliant Investment Management
Tennessee
USD 281 M +USD 73.1 M +35% 19.7% 129% 61 22.95% 3.9
WA
5495
Win Advisors
Florida
USD 281 M +USD 61.9 M +28% 56.7% 226% 120 72.5% 0.3
Maripau Wealth Management
5496
Maripau Wealth Management
Indiana
USD 280 M +USD 53 M +23% 11.9% 55.6% 186 15.59% 1.4
Fluent Financial
5497
Fluent Financial
Texas
USD 280 M +USD 6.9 M +3% 8.91% 46.9% 68 52.94% 1.6
TradeWell Securities
5498
TradeWell Securities
Indiana
USD 280 M +USD 42.9 M +18% 18.3% – 54 11.11% 1.2
ERFOTCOFW
5499
Employees Retirement Fund of the City of Fort Worth
Texas
USD 280 M +USD 49.7 M +22% 4.2% 30.5% 22 9.09% 1.9
Sagil Capital
5500
Sagil Capital
United Kingdom
USD 280 M +USD 17.1 M +7% 2.75% 104% 31 58.06% 0.4