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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)
Cumberland Advisors
3176
Cumberland Advisors
Florida
USD 432 M -USD 45.8 M -10% 5.09% 80.7% 66 18.18% 2.9
PAX Financial Group
3177
PAX Financial Group
Texas
USD 431 M -USD 14.8 M -3% 4.08% 56% 228 25.44% 1.3
Avalon Global Asset Management
3178
Avalon Global Asset Management
California
USD 431 M +USD 145 M +51% 6.45% 278% 54 62.96% 2.2
Iowa State Bank
3179
Iowa State Bank
Iowa
USD 431 M +USD 6.51 M +2% 1.72% 85.7% 127 7.09% 4.7
Meridian Wealth Advisors
3180
Meridian Wealth Advisors
Texas
USD 431 M +USD 19.8 M +5% 0.38% 79.9% 221 12.67% 2.1
9258 Wealth Management
3181
9258 Wealth Management
Ohio
USD 431 M -USD 4.95 M -1% 2.71% 49.6% 392 15.05% 2.1
LPC
3182
Lion Point Capital
New York
USD 431 M +USD 57.9 M +16% 5.11% 319% 40 30% 0.9
Rowlandmiller & Partners
3183
Rowlandmiller & Partners
Georgia
USD 431 M -USD 16.3 M -4% 1.39% 84% 192 5.73% 4
Harfst & Associates
3184
Harfst & Associates
Wyoming
USD 431 M +USD 37.6 M +10% 1.13% 88.1% 128 12.5% 3.2
Marquette Asset Management
3185
Marquette Asset Management
Minnesota
USD 430 M -USD 46.6 M -10% 6.91% 69.6% 403 37.22% 1.9
Dorsey Wright & Associates
3186
Dorsey Wright & Associates
California
USD 430 M -USD 54.4 M -11% 4.93% 311% 366 47.54% 0.5
Viridian RIA
3187
Viridian RIA
Washington
USD 430 M -USD 43.1 M -9% 5.69% 63.1% 87 88.51% 2.8
Peak Asset Management
3188
Peak Asset Management
Colorado
USD 430 M -USD 3.5 M -0.8% 0.83% 70.1% 143 5.59% 4.5
ST
3189
SAL Trading
Pennsylvania
USD 430 M +USD 184 M +75% 8.75% 18.9% 61 67.21% 0.1
Marotta Asset Management
3190
Marotta Asset Management
Virginia
USD 430 M -USD 11.4 M -3% 4.19% 51% 125 18.4% 1.6
Hutchinson Capital Management
3191
Hutchinson Capital Management
California
USD 430 M -USD 19.7 M -4% 0.32% 52.6% 75 9.33% 4.5
Cubic Asset Management
3192
Cubic Asset Management
Massachusetts
USD 429 M -USD 12.1 M -3% 1.89% 40.5% 209 8.61% 4.7
FPFS
3193
First Personal Financial Services
North Carolina
USD 429 M -USD 17.9 M -4% 4.09% 31.5% 379 17.41% 4.6
SPC
3194
Stony Point Capital
New York
USD 428 M -USD 106 M -20% 14.9% 208% 45 53.33% 0.5
HHM Wealth Advisors
3195
HHM Wealth Advisors
Tennessee
USD 428 M +USD 13.4 M +3% 4.46% 62.3% 774 16.67% 1.5
Saltoro Capital
3196
Saltoro Capital
Texas
USD 427 M -USD 109 M -20% 3.95% 130% 111 62.16% 0.4
Lincoln Capital
3197
Lincoln Capital
Nebraska
USD 427 M +USD 22.5 M +6% 0.59% 67.1% 115 11.3% 4.1
Dark Forest Capital Management
3198
Dark Forest Capital Management
Puerto Rico
USD 427 M +USD 156 M +57% 1.67% 63% 2,009 63.76% 0.3
Arisaig Partners (Asia)
3199
Arisaig Partners (Asia)
Singapore
USD 427 M -USD 165 M -28% 22.9% – 10 0% 0.3
Baron Silver Stevens Financial Advisors
3200
Baron Silver Stevens Financial Advisors
Florida
USD 427 M +USD 3.76 M +0.9% 5.16% 52.1% 99 25.25% 0.8