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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)
M. Kulyk & Associates
3476
M. Kulyk & Associates
Georgia
USD 366 M -USD 20.3 M -5% 5.97% 63.3% 109 12.84% 0.8
EGA
3477
E&G Advisors
Texas
USD 366 M -USD 34.8 M -9% 3.35% 97.7% 227 11.01% 0.5
Dumont & Blake Investment Advisors
3478
Dumont & Blake Investment Advisors
New Jersey
USD 366 M -USD 17.5 M -5% 3.15% 86.1% 231 16.45% 5.2
Patton Fund Management
3479
Patton Fund Management
Texas
USD 366 M +USD 36.3 M +11% 5.79% 211% 117 48.72% 0.6
ECG
3480
EPIQ Capital Group
California
USD 366 M -USD 197 M -35% 23.5% 6.25% 59 16.95% 1.6
Harbour Capital Advisors
3481
Harbour Capital Advisors
Virginia
USD 366 M -USD 41.1 M -10% 5.36% 168% 255 20.39% 2
Northwest Quadrant Wealth Management
3482
Northwest Quadrant Wealth Management
Oregon
USD 365 M -USD 7.47 M -2% 3.73% 45.6% 70 12.86% 3.5
NorthStar Asset Management (Massachusetts)
3483
NorthStar Asset Management (Massachusetts)
Massachusetts
USD 365 M -USD 33 M -8% 8.81% 66.3% 83 8.43% 0.9
Xcel Wealth Management
3484
Xcel Wealth Management
Florida
USD 365 M -USD 24.3 M -6% 5.97% 98.8% 150 14% 2
Miramar Capital
3485
Miramar Capital
Illinois
USD 365 M +USD 69.7 M +24% 0.31% 47.3% 104 44.23% 1.2
Canal Insurance Company
3486
Canal Insurance Company
South Carolina
USD 364 M +USD 22.6 M +7% 9.48% 114% 90 13.33% 3.6
GJCM
3487
Grand Jean Capital Management
California
USD 364 M -USD 38.1 M -9% 4.49% 61.4% 54 12.96% 3.6
PRC
3488
Pearl River Capital
Michigan
USD 364 M -USD 6.06 M -2% 2.23% 20.3% 606 71.78% 0.2
Cary Street Partners Investment Advisory
3489
Cary Street Partners Investment Advisory
Virginia
USD 364 M +USD 3.4 M +0.9% 3.8% 84.1% 299 22.74% 1.4
Patriot Financial Partners
3490
Patriot Financial Partners
Pennsylvania
USD 364 M -USD 49.2 M -12% 1.99% 16.6% 14 21.43% 2.3
FC
3491
Franchise Capital
Cayman Islands
USD 364 M -USD 227 M -38% 30.5% 537% 24 41.67% 0.5
Janiczek Wealth Management
3492
Janiczek Wealth Management
Colorado
USD 362 M +USD 27.9 M +8% 3.46% 16.4% 1,119 11.71% 1.5
KB Financial Partners
3493
KB Financial Partners
New Jersey
USD 362 M +USD 13.8 M +4% 4.47% – 692 15.17% 0.4
Retirement Income Solutions
3494
Retirement Income Solutions
Michigan
USD 362 M -USD 12.1 M -3% 4.49% 60.8% 123 16.26% 2.4
Fruth Investment Management
3495
Fruth Investment Management
Texas
USD 362 M -USD 3.02 M -0.8% 2.54% 79.4% 244 7.38% 5.7
Shulman DeMeo Asset Management
3496
Shulman DeMeo Asset Management
New York
USD 361 M -USD 22.7 M -6% 4.25% 79.3% 153 10.46% 0.4
Moerus Capital Management
3497
Moerus Capital Management
New York
USD 361 M +USD 131 M +57% 31.3% 220% 13 0% 2.8
JAMH
3498
Junson Asset Management (HK)
Hong Kong
USD 361 M -USD 44.1 M -11% 10.5% – 52 46.15% 0.4
Family Management
3499
Family Management
New York
USD 361 M -USD 24.1 M -6% 4.91% 69% 196 22.45% 2.2
GenWealth Group
3500
GenWealth Group
New Jersey
USD 361 M -USD 8.87 M -2% 6.09% 73.9% 77 19.48% 2.8