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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)
Concentric Capital Strategies
3526
Concentric Capital Strategies
Connecticut
USD 283 M +USD 151 M +114% 1.2% 165% 205 74.15% 0.2
Peninsula Wealth
3527
Peninsula Wealth
California
USD 283 M -USD 12.2 M -4% 6.32% 30% 73 15.07% 1.5
Arctis Global
3528
Arctis Global
Puerto Rico
USD 283 M +USD 153 M +118% 2.01% 69.5% 19 63.16% 0.4
tru Independence
3529
tru Independence
Oregon
USD 283 M -USD 28.2 M -9% 7.44% 67.4% 192 17.19% 1.2
K.J. Harrison & Partners
3530
K.J. Harrison & Partners
Ontario, Canada
USD 283 M -USD 88 M -24% 2.47% 140% 268 30.22% 2.7
Edmonds Duncan Registered Investment Advisors
3531
Edmonds Duncan Registered Investment Advisors
Kansas
USD 283 M -USD 8.7 M -3% 5.15% 12.8% 136 16.18% 4
Mason & Associates (California)
3532
Mason & Associates (California)
California
USD 282 M -USD 2.3 M -0.8% 3.52% 68.5% 89 12.36% 0.6
FNBOMD
3533
First National Bank of Mount Dora
Florida
USD 282 M -USD 8.6 M -3% 6.33% 96.2% 134 11.94% 4.5
Bryn Mawr Capital Management
3534
Bryn Mawr Capital Management
Pennsylvania
USD 282 M -USD 21.9 M -7% 4.74% 71.4% 154 11.69% 2.6
Sicart Associates
3535
Sicart Associates
New York
USD 282 M -USD 39.3 M -12% 2.11% 99.1% 84 10.71% 3.2
Shulman DeMeo Asset Management
3536
Shulman DeMeo Asset Management
New York
USD 282 M -USD 20.8 M -7% 5.61% 79.3% 137 5.84% 0.9
Patriot Financial Partners
3537
Patriot Financial Partners
Pennsylvania
USD 281 M -USD 26.5 M -9% 2.16% 16.6% 12 8.33% 2.8
West Paces Advisors
3538
West Paces Advisors
Georgia
USD 281 M -USD 12.4 M -4% 5.47% 57.7% 595 14.62% 3.8
Intellectus Partners
3539
Intellectus Partners
California
USD 281 M -USD 9.9 M -3% 3.11% 157% 272 10.29% 2.6
JT Stratford LLC
3540
JT Stratford LLC
Georgia
USD 281 M -USD 34.5 M -11% 4.62% 103% 222 20.27% 2.4
CBTWT
3541
Community Bank & Trust (Waco, Texas)
Texas
USD 281 M -USD 20.8 M -7% 5.23% 124% 135 4.44% 4.9
Franklin, Parlapiano, Turner & Welch
3542
Franklin, Parlapiano, Turner & Welch
Texas
USD 281 M -USD 15.1 M -5% 5.3% 41.6% 48 6.25% 6.5
Northcape Wealth Management
3543
Northcape Wealth Management
New York
USD 281 M +USD 19.6 M +7% 6.16% 66% 142 20.42% 0.6
Global Wealth Management Investment Advisory
3544
Global Wealth Management Investment Advisory
Florida
USD 281 M -USD 15.9 M -5% 5.5% 67.5% 527 74.19% 3.3
PCG Wealth Advisors
3545
PCG Wealth Advisors
Kansas
USD 280 M +USD 140 M +100% 4.95% 87% 138 36.96% 0.4
Columbus Hill Capital Management
3546
Columbus Hill Capital Management
New Jersey
USD 280 M +USD 43 M +18% 10.8% 151% 19 31.58% 2.1
DI
3547
Diligent Investors
California
USD 280 M -USD 11.9 M -4% 5.65% 82.2% 268 7.09% 3.8
Repertoire Partners
3548
Repertoire Partners
New York
USD 280 M -USD 19.8 M -7% 6.36% 37.5% 100 57% 0.5
Blue Bell Private Wealth Management
3549
Blue Bell Private Wealth Management
Pennsylvania
USD 280 M -USD 17.8 M -6% 4.97% 62.5% 884 19.46% 1.6
Roberts, Glore & Co
3550
Roberts, Glore & Co
Illinois
USD 280 M -USD 20.6 M -7% 5.06% 72.3% 194 7.22% 5.3