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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)
Valicenti Advisory Services
3401
Valicenti Advisory Services
New York
USD 209 M +USD 9.07 M +5% 14.1% 134% 68 13.24% 3.3
AC
3402
AMS Capital
Brazil
USD 209 M +USD 99.3 M +90% 13% 63.1% 23 39.13% 0.4
Beck Capital Management
3403
Beck Capital Management
Texas
USD 209 M +USD 92.5 M +79% 18% 291% 109 50.46% 1.1
Timpani Capital Management
3404
Timpani Capital Management
Wisconsin
USD 209 M +USD 30.9 M +17% 31.4% 383% 119 51.26% 0.8
WoodTrust Financial
3405
WoodTrust Financial
Wisconsin
USD 209 M +USD 32.1 M +18% 11.9% 80.3% 76 11.84% 1.1
Argus Investors Counsel
3406
Argus Investors Counsel
New York
USD 209 M +USD 17.5 M +9% 12.8% 132% 74 13.51% 3.9
SNN
3407
Shen Neil Nanpeng
USD 209 M +USD 27.5 M +15% 15.4% 50.3% 6 50% 0.4
Holderness Investments Company
3408
Holderness Investments Company
North Carolina
USD 209 M +USD 26 M +14% 13% 144% 184 7.07% 2.8
U.S. Global Investors (USGI)
3409
U.S. Global Investors (USGI)
Texas
USD 209 M +USD 35.8 M +21% 10.8% 151% 205 53.66% 0.8
Hi-Line Capital Management
3410
Hi-Line Capital Management
South Dakota
USD 209 M +USD 24.3 M +13% 9.45% 57.5% 31 6.45% 0.3
Pacifica Capital Investments
3411
Pacifica Capital Investments
Texas
USD 209 M +USD 14.2 M +7% 11.8% 70.4% 23 8.7% 3.9
StepStone Group
3412
StepStone Group
California
USD 209 M +USD 136 M +186% 40.3% 107% 9 44.44% 1.4
SM
3413
Sabby Management
Florida
USD 208 M -USD 246 M -54% 34.6% 95.5% 151 62.25% 0.6
Harvey Capital Management
3414
Harvey Capital Management
Florida
USD 208 M +USD 20.1 M +11% 17.1% 147% 83 16.87% 3.1
Occidental Asset Management
3415
Occidental Asset Management
California
USD 208 M +USD 31.1 M +18% 10.5% 82.5% 155 18.71% 2.4
ADW Capital Management
3416
ADW Capital Management
Florida
USD 208 M -USD 7.36 M -3% 28.7% 78.2% 6 50% 0.2
Claar Advisors
3417
Claar Advisors
New York
USD 208 M +USD 33.9 M +19% 18.1% 65.5% 35 34.29% 1.1
Aubrey Capital Management
3418
Aubrey Capital Management
United Kingdom
USD 208 M +USD 64.2 M +45% 29.3% 319% 34 17.65% 0.7
Intrepid Capital Management
3419
Intrepid Capital Management
Florida
USD 208 M +USD 26.3 M +15% 10.2% 70.2% 58 27.59% 2
Stelac Advisory Services
3420
Stelac Advisory Services
New York
USD 208 M +USD 2.67 M +1% 11.2% 84.9% 116 6.9% 1.8
Sargent Investment Group
3421
Sargent Investment Group
Maryland
USD 208 M +USD 44.9 M +28% 16.9% 113% 137 11.68% 0.2
Jupiter Wealth Management
3422
Jupiter Wealth Management
Colorado
USD 208 M – – 14% 99.2% 77 – 0
Interactive Financial Advisors
3423
Interactive Financial Advisors
Illinois
USD 208 M +USD 14.6 M +8% 9.12% 47.6% 131 32.06% 3.3
Bogart Wealth LLC
3424
Bogart Wealth LLC
Virginia
USD 207 M +USD 6.94 M +3% 11.4% 60.5% 388 14.18% 1.3
Riverpoint Wealth Management Holdings
3425
Riverpoint Wealth Management Holdings
Illinois
USD 207 M +USD 27.1 M +15% 12.8% 53.6% 68 11.76% 1.6