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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)
BT Wealth Management
3376
BT Wealth Management
Georgia
USD 384 M +USD 14.3 M +4% 4.76% 34.8% 75 16% 1.7
Integral Health Asset Management
3377
Integral Health Asset Management
New York
USD 384 M +USD 22.9 M +6% 6.53% 564% 89 40.45% 0.7
Farmers & Merchants Trust Company
3378
Farmers & Merchants Trust Company
California
USD 384 M -USD 26.2 M -6% 0.79% 79.8% 188 8.51% 2.4
VCM
3379
Vivaldi Capital Management
Illinois
USD 384 M -USD 47.5 M -11% 3.84% 69.2% 234 18.8% 2.5
DAFNA Capital Management
3380
DAFNA Capital Management
California
USD 384 M -USD 13.9 M -3% 19.2% 313% 98 15.31% 2
Leelyn Smith
3381
Leelyn Smith
Illinois
USD 384 M +USD 9.8 M +3% 2.5% 77.3% 416 15.14% 1.7
Glen Eagle Advisors
3382
Glen Eagle Advisors
New Jersey
USD 383 M -USD 1.5 M -0.4% 3.87% 68.5% 986 9.74% 3
Arkos Global Advisors
3383
Arkos Global Advisors
Texas
USD 383 M +USD 54.4 M +17% 4.23% 43.6% 105 22.86% 1.8
Cavalier Investments
3384
Cavalier Investments
Georgia
USD 383 M -USD 2.58 M -0.7% 4.62% 171% 104 8.65% 1.3
Varde Management
3385
Varde Management
Minnesota
USD 382 M +USD 84.4 M +28% 1.52% 149% 14 28.57% 0.3
B&I Capital
3386
B&I Capital
Switzerland
USD 382 M -USD 37.8 M -9% 7.73% 30.5% 37 18.92% 0.9
Paragon Wealth Strategies
3387
Paragon Wealth Strategies
Florida
USD 382 M -USD 31.8 M -8% 3.83% 59.8% 59 32.2% 1.1
The Family Firm
3388
The Family Firm
Maryland
USD 382 M -USD 4.99 M -1% 2.61% 40.2% 185 8.65% 4.3
TAP Consulting
3389
TAP Consulting
Missouri
USD 382 M -USD 56.6 M -13% 5.71% 3.08% 590 77.63% 1.8
Littlejohn & Co
3390
Littlejohn & Co
Connecticut
USD 381 M -USD 2.97 M -0.8% 2.43% 56.2% 188 14.89% 0.7
Shelter Mutual Insurance
3391
Shelter Mutual Insurance
Missouri
USD 381 M -USD 4.35 M -1% 0.28% 51.2% 54 5.56% 5
Cliffwater
3392
Cliffwater
California
USD 381 M -USD 3.63 M -0.9% 3.36% 29.4% 25 0% 3.6
WA
3393
Win Advisors
Florida
USD 381 M -USD 55.8 M -13% 6.12% 226% 218 76.15% 0.1
Greenwood Capital Associates
3394
Greenwood Capital Associates
South Carolina
USD 381 M -USD 326 M -46% 0.43% 87.7% 240 23.75% 2.2
Valicenti Advisory Services
3395
Valicenti Advisory Services
New York
USD 380 M -USD 21.8 M -5% 3.09% 134% 87 8.05% 4.3
Paradigm Asset Management
3396
Paradigm Asset Management
New York
USD 380 M -USD 20 M -5% 0.04% 73.8% 395 1.77% 1.8
West Financial Advisors
3397
West Financial Advisors
Iowa
USD 380 M +USD 7.44 M +2% 5.17% 49.1% 205 25.37% 0.9
A
3398
Apoletto
British Virgin Islands
USD 380 M -USD 423 M -53% 33.9% 192% 19 21.05% 0.8
Granger Management
3399
Granger Management
New York
USD 380 M -USD 229 M -38% 6.35% 69.9% 34 20.59% 1.1
ECM
3400
Endurant Capital Management
California
USD 380 M -USD 34.7 M -8% 5.01% 18.4% 91 56.04% 0.5