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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)
Sycomore Asset Management
3076
Sycomore Asset Management
France
USD 428 M +USD 78.6 M +23% 12.3% 163% 88 12.5% 1.8
Stamos Capital Partners
3077
Stamos Capital Partners
California
USD 428 M +USD 39.9 M +10% 2.24% 36.7% 118 22.88% 1.4
SGH
3078
Sivik Global Healthcare
Connecticut
USD 428 M +USD 195 M +84% 12.7% 83.8% 48 27.08% 2
Sugarloaf Wealth Management
3079
Sugarloaf Wealth Management
Georgia
USD 427 M +USD 20.4 M +5% 2.63% 10.2% 724 7.87% 2.7
Revolve Wealth Partners
3080
Revolve Wealth Partners
New Jersey
USD 427 M +USD 33.9 M +9% 6.19% 67.4% 156 13.46% 1.1
OLP Capital Management
3081
OLP Capital Management
Hong Kong
USD 427 M +USD 5.7 M +1% 9.96% 146% 3 33.33% 1.6
SOA Wealth Advisors
3082
SOA Wealth Advisors
New York
USD 427 M +USD 21 M +5% 9.01% 79.1% 985 6.4% 2.2
Smithbridge Asset Management
3083
Smithbridge Asset Management
Pennsylvania
USD 427 M +USD 28.3 M +7% 7.36% – 145 4.14% 3.7
Alpine Investment Management
3084
Alpine Investment Management
Hong Kong
USD 427 M -USD 273 M -39% 12.3% 33.7% 22 77.27% 0.2
NG
3085
Northstar Group
New York
USD 426 M +USD 36.6 M +9% 8.21% 63.9% 151 5.96% 5.4
Hutchinson Capital Management
3086
Hutchinson Capital Management
California
USD 426 M +USD 40.8 M +11% 3.49% 52.6% 79 13.92% 4.5
Gifford Fong Associates
3087
Gifford Fong Associates
California
USD 426 M +USD 46.2 M +12% 14.3% 180% 141 0% 4.6
Matthew Goff Investment Advisor
3088
Matthew Goff Investment Advisor
Texas
USD 426 M +USD 23 M +6% 5.39% 89.6% 93 4.3% 3.5
Sensible Financial Planning & Management
3089
Sensible Financial Planning & Management
Massachusetts
USD 426 M +USD 2.02 M +0.5% 0.84% 24.5% 33 6.06% 4.7
MAA
3090
Mraz Amerine & Associates
California
USD 426 M +USD 19.2 M +5% 4.42% 69.8% 187 8.02% 4.7
Wellington Shields & Co
3091
Wellington Shields & Co
New York
USD 425 M -USD 20.7 M -5% 0.41% 109% 307 7.49% 2.7
State of Wisconsin - Board of Commissioners of Public Lands
3092
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
USD 425 M -USD 22.8 M -5% 1.97% 4.78% 17 0% 0.3
Peavine Capital
3093
Peavine Capital
Nevada
USD 424 M -USD 9.14 M -2% 2.85% 30.8% 13 15.38% 4.1
NM
3094
Newtyn Management
New York
USD 423 M -USD 85.6 M -17% 9.19% 52% 83 48.19% 1.5
CRB
3095
Chad R. Baker
USD 423 M +USD 29.5 M +7% 8.3% 123% 52 3.85% 5.5
Rowlandmiller & Partners
3096
Rowlandmiller & Partners
Georgia
USD 423 M +USD 11.6 M +3% 4.48% 84% 186 6.45% 5
Semper Augustus Investments Group
3097
Semper Augustus Investments Group
Colorado
USD 423 M +USD 32.5 M +8% 0.43% 95.4% 34 2.94% 6.1
Revolution Growth Management Company
3098
Revolution Growth Management Company
District of Columbia
USD 422 M +USD 288 M +214% 7.22% 23.5% 4 25% 1.3
Hudock Inc
3099
Hudock Inc
Pennsylvania
USD 422 M +USD 14.9 M +4% 4.5% 69.7% 156 5.13% 6.8
Prestige Wealth Management Group
3100
Prestige Wealth Management Group
New Jersey
USD 422 M +USD 24.3 M +6% 6.58% 55.8% 1,108 9.48% 3