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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)
Capital Investment Counsel Inc
3176
Capital Investment Counsel Inc
North Carolina
USD 344 M -USD 57.1 M -14% 5.53% 174% 203 26.11% 5.7
WBI Investments
3177
WBI Investments
New Jersey
USD 344 M -USD 120 M -26% 4.81% 97.3% 146 44.52% 1
TA
3178
TCM Advisors
West Virginia
USD 343 M +USD 251 M +270% 5.95% 56.1% 61 0% 0.2
Sycamore Partners Management
3179
Sycamore Partners Management
New York
USD 343 M -USD 41.1 M -11% 3.47% 31.8% 2 50% 0.8
White Lighthouse Investment Management
3180
White Lighthouse Investment Management
Massachusetts
USD 343 M -USD 6.11 M -2% 5.52% 62% 112 9.82% 3.8
Canal Capital Management
3181
Canal Capital Management
Virginia
USD 343 M +USD 7.4 M +2% 4.78% 67.8% 142 11.27% 3.6
RIM
3182
Regent Investment Management
Kentucky
USD 343 M -USD 15.7 M -4% 4.52% 44% 203 8.87% 5.9
PWS
3183
Private Wealth Strategies
Ohio
USD 343 M -USD 16.4 M -5% 4.5% 18.8% 85 20% 1.9
Bulldog Investors
3184
Bulldog Investors
New Jersey
USD 342 M -USD 19.8 M -5% 2.45% 22.5% 371 20.22% 0.9
Swiss Re
3185
Swiss Re
Switzerland
USD 342 M -USD 157 M -32% 8.03% – 10 10% 0.9
SkyView Investment Advisors
3186
SkyView Investment Advisors
New Jersey
USD 342 M -USD 37.6 M -10% 2.83% 70.3% 635 22.52% 0.9
D'Orazio & Associates
3187
D'Orazio & Associates
Virginia
USD 342 M -USD 34.3 M -9% 3.62% 61.2% 147 33.33% 4.1
LA
3188
Lynch & Associates
Indiana
USD 342 M -USD 25.8 M -7% 6.65% 73.5% 108 6.48% 6.7
PL Capital Advisors
3189
PL Capital Advisors
Florida
USD 342 M -USD 5.94 M -2% 0.19% 100% 42 9.52% 3.8
Wilkins Investment Counsel
3190
Wilkins Investment Counsel
Massachusetts
USD 342 M -USD 35.2 M -9% 7.94% 56.2% 76 2.63% 7.2
Schneider Downs Wealth Management Advisors
3191
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 341 M -USD 16.5 M -5% 2.03% 61.5% 145 10.34% 2.8
Domani Wealth
3192
Domani Wealth
Pennsylvania
USD 341 M -USD 24.7 M -7% 5.26% 48.6% 108 6.48% 5.2
Engle Capital Management
3193
Engle Capital Management
Connecticut
USD 341 M +USD 89 M +35% 4.96% 398% 23 47.83% 0.5
Helikon Investments
3194
Helikon Investments
United Kingdom
USD 341 M +USD 87.9 M +35% 4.93% 282% 6 33.33% 0.9
Curated Wealth Partners
3195
Curated Wealth Partners
California
USD 340 M +USD 56 k +0% 0.07% 39.9% 136 12.5% 1.3
Hartford Financial Management
3196
Hartford Financial Management
Connecticut
USD 340 M -USD 20.4 M -6% 5.08% 87.9% 392 5.1% 4.9
Nelson Capital Management
3197
Nelson Capital Management
California
USD 340 M -USD 21.8 M -6% 5.46% 121% 99 3.03% 5
Howard Capital Management
3198
Howard Capital Management
Georgia
USD 340 M -USD 17.1 M -5% 4.48% 144% 35 34.29% 2
Atlas FRM
3199
Atlas FRM
Connecticut
USD 340 M +USD 62.8 M +23% 5.82% 38.9% 8 50% 0.4
Johnson & Johnson
3200
Johnson & Johnson
New Jersey
USD 340 M -USD 51.6 M -13% 2.02% 339% 22 0% 1