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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)
Sharkey, Howes & Javer
3476
Sharkey, Howes & Javer
Colorado
USD 236 M +USD 4.45 M +2% 4.85% 60.2% 67 17.91% 2.6
Ferox Capital Management
3477
Ferox Capital Management
United Kingdom
USD 236 M -USD 29.2 M -11% 0.2% 2.07% 46 6.52% 1.1
Bach Option
3478
Bach Option
Hong Kong
USD 236 M -USD 13.2 M -5% 8.07% 30.6% 82 45.12% 1.1
Univest Financial
3479
Univest Financial
Pennsylvania
USD 236 M -USD 75.8 M -24% 7.25% 82.6% 136 46.32% 3.9
TRB Advisors
3480
TRB Advisors
New York
USD 236 M +USD 116 M +96% 13% 64% 12 8.33% 2
Bank of Stockton
3481
Bank of Stockton
California
USD 236 M +USD 7.18 M +3% 6.37% 99.2% 110 8.18% 4.2
Cornerstone Management
3482
Cornerstone Management
Georgia
USD 236 M +USD 17.5 M +8% 4.44% 43.6% 43 11.63% 2.8
Stanley Capital Management
3483
Stanley Capital Management
Texas
USD 236 M +USD 31.2 M +15% 14.8% 158% 35 11.43% 3.2
Redmond Asset Management
3484
Redmond Asset Management
Virginia
USD 236 M +USD 10.2 M +5% 7.28% 68.2% 158 8.23% 3
TCPWM
3485
Traverso Chambers Private Wealth Management
California
USD 235 M +USD 26.1 M +12% 4.7% 16.4% 107 10.28% 0.9
Cedar Brook Financial Partners
3486
Cedar Brook Financial Partners
Ohio
USD 235 M +USD 8.54 M +4% 8.2% 47% 333 21.32% 0.8
Sugarloaf Wealth Management
3487
Sugarloaf Wealth Management
Georgia
USD 235 M – – 4.8% 10.2% 725 – 0
TSP Capital Management Group
3488
TSP Capital Management Group
New Jersey
USD 235 M +USD 34.3 M +17% 24.3% 186% 54 0% 0.5
HNP Capital
3489
HNP Capital
New York
USD 235 M +USD 52.5 M +29% 5.93% 52.4% 117 8.55% 0.9
Summit Asset Management
3490
Summit Asset Management
Tennessee
USD 234 M +USD 19.8 M +9% 6.92% 48.9% 129 15.5% 3.8
Peak Financial Management
3491
Peak Financial Management
Massachusetts
USD 234 M +USD 9.31 M +4% 5.86% 58.2% 59 11.86% 2.3
Totem Point Management
3492
Totem Point Management
New York
USD 234 M +USD 52.7 M +29% 15.4% 577% 19 31.58% 0.7
Firestone Capital Management
3493
Firestone Capital Management
Florida
USD 234 M – – 5.23% 51.6% 453 – 0
Surevest
3494
Surevest
California
USD 234 M +USD 30.9 M +15% 6.05% 24.6% 150 14% 0.8
AO
3495
Allen Operations
New York
USD 234 M +USD 28 M +14% 8.32% 218% 31 19.35% 3.5
Florin Court Capital
3496
Florin Court Capital
United Kingdom
USD 234 M +USD 96.9 M +71% 5.36% 108% 31 16.13% 0.9
Bulldog Investors
3497
Bulldog Investors
New Jersey
USD 234 M +USD 11 M +5% 3.17% 22.5% 185 30.27% 0.9
PAX Financial Group
3498
PAX Financial Group
Texas
USD 234 M – – 5.86% 56% 114 – 0
55I LLC
3499
55I LLC
Massachusetts
USD 234 M +USD 29 M +14% 5.86% 10.2% 153 29.41% 0.6
Bank Pictet & Cie (Asia)
3500
Bank Pictet & Cie (Asia)
Singapore
USD 234 M +USD 12 M +5% 7.52% 30.4% 92 15.22% 2