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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)
New Jersey Better Educational Savings Trust
3301
New Jersey Better Educational Savings Trust
New Jersey
USD 148 M +USD 8.24 M +6% 6.38% 42% 211 38.39% 1
Valicenti Advisory Services
3302
Valicenti Advisory Services
New York
USD 148 M -USD 3.49 M -2% 7.59% 134% 55 10.91% 2
KWMG LLC
3303
KWMG LLC
Kansas
USD 148 M +USD 15.2 M +11% 2.7% 76.2% 136 5.15% 0.8
Eos Management LP
3304
Eos Management LP
New York
USD 148 M -USD 26.4 M -15% 13% 152% 52 51.92% 1.3
Brave Asset Management
3305
Brave Asset Management
New Jersey
USD 148 M +USD 16.9 M +13% 6.57% 76.3% 463 11.02% 1.6
BCM
3306
Breithorn Capital Management
New York
USD 148 M +USD 7.31 M +5% 4.72% 43.9% 50 12% 1.4
Gerber Kawasaki Wealth & Investment Management
3307
Gerber Kawasaki Wealth & Investment Management
California
USD 148 M – – 3.89% 91.5% 80 – 0
Smith Affiliated Capital
3308
Smith Affiliated Capital
New York
USD 148 M -USD 5.59 M -4% 4.51% 6.89% 127 6.3% 1.2
Dakota Wealth Management
3309
Dakota Wealth Management
Florida
USD 148 M +USD 1.58 M +1% 1.98% 112% 53 5.66% 0.9
Alpenglow Capital
3310
Alpenglow Capital
California
USD 148 M +USD 31.2 M +27% 7.05% – 39 56.41% 0.3
Kelleher Financial Advisors
3311
Kelleher Financial Advisors
New York
USD 147 M -USD 3.34 M -2% 4.76% 72.4% 127 7.87% 1.9
SC
3312
Schulhoff & Co
Ohio
USD 147 M +USD 7.92 M +6% 7.01% 51.8% 103 5.83% 2.3
Summit Asset Management
3313
Summit Asset Management
Tennessee
USD 147 M +USD 7.81 M +6% 4.14% 48.9% 97 14.43% 2.1
Blue Bell Private Wealth Management
3314
Blue Bell Private Wealth Management
Pennsylvania
USD 147 M +USD 2.13 M +1% 3.83% 62.5% 459 5.45% 1.8
Waterstone Capital Management
3315
Waterstone Capital Management
Minnesota
USD 147 M +USD 15.6 M +12% 1.98% 23.4% 14 0% 1
LBC
3316
Lawrence B. Cohen
USD 147 M +USD 3.49 M +2% 6.84% 41.8% 74 12.16% 2.1
Cabot-Wellington
3317
Cabot-Wellington
Massachusetts
USD 147 M -USD 19 M -11% 5.68% 65% 33 21.21% 2
Seven Eight Capital
3318
Seven Eight Capital
New York
USD 147 M +USD 32.2 M +28% 2.5% 13.6% 792 65.28% 0.3
VAM
3319
Visionary Asset Management
Texas
USD 147 M +USD 7.03 M +5% 0.41% 31.9% 51 43.14% 0.6
Lowe Wealth Advisors
3320
Lowe Wealth Advisors
Maryland
USD 147 M +USD 14.9 M +11% 4.26% 63.3% 261 15.71% 0.8
River Global Investors
3321
River Global Investors
United Kingdom
USD 147 M – – 5.62% 49.7% 101 – 0.8
Gladstone Capital Management
3322
Gladstone Capital Management
United Kingdom
USD 147 M – – 12.3% 304% 15 – 0
MC
3323
Miles Capital
Iowa
USD 147 M +USD 7.7 M +6% 4.81% 15.4% 200 42.5% 0.8
DCCA
3324
D.C. Capital Advisors
New York
USD 147 M -USD 10.8 M -7% 3.09% 59.9% 29 37.93% 1.3
Solaris Asset Management
3325
Solaris Asset Management
New York
USD 146 M +USD 20.5 M +16% 4.89% 74% 208 22.6% 1.5