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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)
Divergent Wealth Advisors
2851
Divergent Wealth Advisors
Utah
USD 340 M +USD 17 M +5% 4.11% 14.7% 42 2.38% 1.6
HLC
2852
Hunt Lane Capital
New York
USD 339 M -USD 63.6 M -16% 15.1% 3.59% 23 39.13% 1.1
Tilden Park Management I
2853
Tilden Park Management I
New York
USD 339 M +USD 83.5 M +33% 5.03% 29.6% 10 70% 0.4
Welch Capital Partners
2854
Welch Capital Partners
New York
USD 339 M +USD 38.2 M +13% 10.2% 79.2% 31 19.35% 2.1
D'Orazio & Associates
2855
D'Orazio & Associates
Virginia
USD 338 M +USD 26.9 M +9% 9.37% 61.2% 370 6.49% 3
JGP Wealth Management
2856
JGP Wealth Management
Oregon
USD 338 M +USD 49.8 M +17% 7.11% 87.8% 134 4.48% 1.3
Ackerman Capital Advisors
2857
Ackerman Capital Advisors
Texas
USD 338 M +USD 48.4 M +17% 5.42% 40.4% 202 35.15% 0.6
Atlantic Investment Management
2858
Atlantic Investment Management
New York
USD 338 M +USD 52.9 M +19% 18% 28.8% 20 55% 1.3
ARMC
2859
American Research & Management Company
Massachusetts
USD 338 M +USD 5.17 M +2% 7.38% 35.1% 355 9.01% 4.2
Ausdal Financial Partners
2860
Ausdal Financial Partners
Iowa
USD 337 M +USD 54.9 M +19% 6.21% 63.2% 348 16.67% 2.1
Teewinot Capital Advisers
2861
Teewinot Capital Advisers
New York
USD 337 M +USD 44 M +15% 17.1% 149% 39 38.46% 2.8
Hendershot Investments
2862
Hendershot Investments
Virginia
USD 337 M +USD 24.3 M +8% 8.53% 50.5% 84 3.57% 3.9
Penn Davis McFarland
2863
Penn Davis McFarland
Texas
USD 337 M +USD 17.5 M +5% 11.3% 100% 53 24.53% 2.6
OIA
2864
Optimum Investment Advisors
Illinois
USD 337 M +USD 20.2 M +6% 8.58% 125% 1,052 14.92% 2.4
Biltmore Capital Advisors
2865
Biltmore Capital Advisors
New Jersey
USD 337 M -USD 42.1 M -11% 3.62% 80.4% 82 26.83% 0.6
McGuire Investment Group
2866
McGuire Investment Group
Rhode Island
USD 337 M +USD 31.7 M +10% 10% 202% 100 11% 1.1
Strategic Value Partners
2867
Strategic Value Partners
Connecticut
USD 337 M -USD 51.8 M -13% 9.95% – 10 30% 1.5
Portland Global Advisors
2868
Portland Global Advisors
Maine
USD 337 M +USD 37.4 M +12% 7.62% 43.4% 116 7.76% 4.5
Paradigm Asset Management
2869
Paradigm Asset Management
New York
USD 336 M +USD 31.7 M +10% 5.62% 73.8% 390 13.33% 2.6
Altavista Wealth Management
2870
Altavista Wealth Management
North Carolina
USD 336 M +USD 14.5 M +5% 6.08% 80.6% 176 10.8% 3.6
Overbrook Management Corp
2871
Overbrook Management Corp
New York
USD 336 M -USD 62.5 M -16% 11.4% 157% 81 13.58% 3.5
CPH
2872
C Partners Holding
Switzerland
USD 335 M +USD 48.8 M +17% 6.39% 25.6% 25 4% 2.4
Waddell & Associates
2873
Waddell & Associates
Tennessee
USD 335 M +USD 16 M +5% 6.79% 194% 20 20% 0.8
Schneider Downs Wealth Management Advisors
2874
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 335 M +USD 13.5 M +4% 3.27% 61.5% 72 11.11% 1.8
Algert Global
2875
Algert Global
California
USD 335 M +USD 66.6 M +25% 12.4% 194% 476 47.48% 0.5