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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)
SC
3001
Serenity Capital
California
USD 266 M -USD 188 M -41% 25.1% – 7 42.86% 0.6
AIP
3002
Ahrens Investment Partners
Louisiana
USD 266 M +USD 27.2 M +11% 5.19% 82.3% 185 14.59% 1.3
Asset Dedication LLC
3003
Asset Dedication LLC
California
USD 266 M -USD 26.7 M -9% 5.01% 67.8% 842 32.3% 1.4
MHP
3004
Manatuck Hill Partners
Connecticut
USD 266 M +USD 16.6 M +7% 17% 556% 119 45.38% 1.4
YRHAM
3005
Yong Rong (HK) Asset Management
Hong Kong
USD 266 M +USD 50.5 M +23% 6.79% 2,310% 31 64.52% 0.3
Henry James International Management
3006
Henry James International Management
New York
USD 265 M – – 1.85% 125% 236 – 0
MJP
3007
Michael J. Puzo
USD 265 M +USD 28.9 M +12% 9.69% 90.3% 83 7.23% 3.8
Fieldpoint Private Securities
3008
Fieldpoint Private Securities
Connecticut
USD 264 M +USD 3.27 M +1% 4.63% 47.2% 421 11.4% 1
BlueSky Wealth Advisors
3009
BlueSky Wealth Advisors
North Carolina
USD 264 M +USD 2.19 M +0.8% 1.38% 42.9% 55 3.64% 1.7
SCM
3010
Stonehill Capital Management
New York
USD 264 M +USD 8.35 M +3% 6.57% 117% 21 57.14% 0.6
Court Place Advisors
3011
Court Place Advisors
Maryland
USD 264 M +USD 22.4 M +9% 9.66% 92% 181 6.08% 3.3
AWW
3012
Alan W. Weber
USD 263 M +USD 18.3 M +7% 3.26% 191% 76 7.89% 2.5
EGA
3013
E&G Advisors
Texas
USD 263 M +USD 23.9 M +10% 5.52% 97.7% 215 15.35% 1.9
Cadence Bank NA
3014
Cadence Bank NA
Texas
USD 263 M +USD 18.3 M +7% 7.25% 33.3% 181 14.36% 2.6
Martel Wealth Advisors
3015
Martel Wealth Advisors
Washington
USD 263 M – – 3.01% 43.4% 37 – 0
BSW Wealth Partners
3016
BSW Wealth Partners
Colorado
USD 263 M +USD 31.2 M +14% 3.18% 75.4% 141 34.04% 1.9
Coastal Bridge Advisors
3017
Coastal Bridge Advisors
Connecticut
USD 262 M +USD 13.9 M +6% 2.93% 88.1% 143 13.29% 1.6
Patten Group
3018
Patten Group
Tennessee
USD 262 M +USD 12.6 M +5% 6.72% 88.1% 740 16.35% 2.2
Sky Investment Group
3019
Sky Investment Group
Connecticut
USD 262 M +USD 14.4 M +6% 5.71% 68% 102 5.88% 3.4
Adelphi Capital
3020
Adelphi Capital
United Kingdom
USD 262 M -USD 4.56 M -2% 14.9% – 3 33.33% 2.1
SM
3021
Salzhauer Michael
USD 262 M -USD 9.9 M -4% 1.13% 107% 178 8.99% 2.9
FCA Corp
3022
FCA Corp
Texas
USD 262 M +USD 11.1 M +4% 3.27% 57.4% 169 12.43% 2.7
Monetary Management Group
3023
Monetary Management Group
Missouri
USD 262 M +USD 16.7 M +7% 9.09% 138% 324 8.95% 3.6
Tradewinds Capital Management
3024
Tradewinds Capital Management
Washington
USD 261 M +USD 22.2 M +9% 7.4% 96.9% 726 13.91% 3
Strategic Point Investment Advisors
3025
Strategic Point Investment Advisors
Rhode Island
USD 261 M +USD 5.78 M +2% 5.97% 51.9% 18 0% 2.7