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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)
Brickley Wealth Management
3251
Brickley Wealth Management
California
USD 375 M -USD 21.1 M -5% 4.46% 62.6% 42 7.14% 3.4
MPM BioImpact
3252
MPM BioImpact
Massachusetts
USD 375 M -USD 122 M -25% 7.84% 550% 38 26.32% 1.2
AdvisorShares Investments
3253
AdvisorShares Investments
Maryland
USD 375 M +USD 25.3 M +7% 2.62% 110% 303 37.62% 1.2
Tucker Asset Management
3254
Tucker Asset Management
Colorado
USD 374 M +USD 30.4 M +9% 2.51% 71.6% 1,637 50.89% 0.9
Cornerstone Management
3255
Cornerstone Management
Georgia
USD 374 M -USD 17.5 M -4% 2.61% 43.6% 50 6% 4.6
400 Capital Management
3256
400 Capital Management
New York
USD 374 M -USD 143 M -28% 0% – 7 57.14% 0.9
TCPWM
3257
Traverso Chambers Private Wealth Management
California
USD 374 M -USD 6.85 M -2% 2.56% 16.4% 117 3.42% 3.8
Act Two Investors
3258
Act Two Investors
California
USD 374 M +USD 16.2 M +5% 2.59% 53% 44 31.82% 2.2
EFH
3259
Eaton Financial Holdings
Florida
USD 373 M +USD 241 M +181% 3.71% – 160 70.63% 0.2
Aire Advisors
3260
Aire Advisors
California
USD 373 M -USD 6.66 M -2% 2.47% 77.4% 147 11.56% 1.4
Analog Century Management
3261
Analog Century Management
New York
USD 373 M +USD 12.9 M +4% 0.2% 785% 20 0% 1.9
Coastal Bridge Advisors
3262
Coastal Bridge Advisors
Connecticut
USD 373 M -USD 35.1 M -9% 0.41% 88.1% 183 13.66% 3.6
CCM
3263
Contrarian Capital Management
Connecticut
USD 373 M +USD 2.03 M +0.5% 9.53% 29.4% 36 16.67% 2.1
Kelly Lawrence W & Associates
3264
Kelly Lawrence W & Associates
California
USD 373 M -USD 14.1 M -4% 4.55% 123% 168 6.55% 4.7
Cambridge Advisors
3265
Cambridge Advisors
Nebraska
USD 372 M -USD 18.4 M -5% 2.97% 58.6% 170 5.88% 5.6
First National Corp
3266
First National Corp
Massachusetts
USD 372 M -USD 48.9 M -12% 4.28% 56.3% 160 10% 3.2
James J. Burns & Company
3267
James J. Burns & Company
New York
USD 372 M -USD 21.9 M -6% 3.92% 70.2% 115 11.3% 0.8
Ironwood Financial
3268
Ironwood Financial
Arizona
USD 372 M -USD 8.07 M -2% 3.36% 54.1% 142 4.93% 4.9
Peterson Wealth Advisors
3269
Peterson Wealth Advisors
Utah
USD 372 M -USD 6.19 M -2% 3.64% 50.9% 64 4.69% 3.5
Darwin Wealth Management
3270
Darwin Wealth Management
Florida
USD 372 M -USD 17.1 M -4% 2.75% 56.8% 151 7.28% 3.2
ADW Capital Management
3271
ADW Capital Management
Florida
USD 372 M -USD 20.3 M -5% 5.39% 78.2% 7 14.29% 3.3
Valor Management
3272
Valor Management
Illinois
USD 372 M -USD 30.1 M -7% 7.04% 14.5% 5 20% 1.1
Heron Bay Capital Management
3273
Heron Bay Capital Management
Michigan
USD 371 M +USD 10.8 M +3% 3.13% 58.9% 110 30.91% 1.4
Sycale Advisors
3274
Sycale Advisors
New York
USD 371 M -USD 86.6 M -19% 4.67% 31.5% 23 34.78% 1.3
Blue Bell Private Wealth Management
3275
Blue Bell Private Wealth Management
Pennsylvania
USD 371 M -USD 6.76 M -2% 2.94% 68.2% 704 7.67% 2.4