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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)
First PREMIER Bank
3576
First PREMIER Bank
South Dakota
USD 118 M – – 3.65% 63% 200 – 0
DCM Hybrid RMB Fund International
3577
DCM Hybrid RMB Fund International
California
USD 118 M – – 3.03% – 2 – 0
BCA
3578
Benchmark Capital Advisors
New York
USD 118 M -USD 4.49 M -4% 4.59% 29.5% 139 20.14% 1.7
Globe Life
3579
Globe Life
Texas
USD 118 M -USD 10.3 M -8% 0% 60.1% 49 100% 0
CWM
3580
Cedar Wealth Management
California
USD 118 M – – 7.11% 68.1% 38 – 0
HCIA
3581
Hochman Cole Investment Advisors
Illinois
USD 118 M – – 5.29% 42.7% 76 – 0
MFM
3582
Mohican Financial Management
Connecticut
USD 118 M -USD 13.5 M -10% 0.02% 0% 37 21.62% 1.4
JGP Global Gestao de Recursos
3583
JGP Global Gestao de Recursos
Brazil
USD 118 M -USD 64.4 M -35% 2.02% 261% 36 50% 0.5
MIM
3584
Midwest Investment Management
Ohio
USD 118 M +USD 23 k +0% 2.71% 26% 52 9.62% 1.9
PCA
3585
Prospect Capital Advisors
California
USD 118 M – – 4.71% 202% 21 – 0
IRON Financial
3586
IRON Financial
Illinois
USD 118 M -USD 32.7 M -22% 1.35% 60.6% 114 39.47% 0.8
Stevens First Principles Investment Advisors
3587
Stevens First Principles Investment Advisors
California
USD 118 M -USD 7.65 M -6% 6.96% 44% 217 33.64% 1.4
Michael & Susan Dell Foundation
3588
Michael & Susan Dell Foundation
New York
USD 117 M -USD 19.6 M -14% 1.73% 238% 9 22.22% 1.4
Clear Investment Research
3589
Clear Investment Research
Georgia
USD 117 M +USD 9.42 M +9% 1.3% 48.5% 26 7.69% 0.7
CIA
3590
CSat Investment Advisory
Michigan
USD 117 M +USD 3.21 M +3% 2.62% 87.4% 22 31.82% 0.7
Orgel Wealth Management
3591
Orgel Wealth Management
Wisconsin
USD 117 M – – 0.03% 39.6% 23 – 0
PAPAIJV
3592
Paragon Associates & Paragon Associates II Joint Venture
Texas
USD 117 M +USD 23.4 M +25% 12.2% 168% 20 15% 1.1
Fernwood Investment Management
3593
Fernwood Investment Management
Massachusetts
USD 117 M +USD 2.92 M +3% 6.22% 83.4% 131 14.5% 1.4
Lombard Odier Transatlantic
3594
Lombard Odier Transatlantic
Quebec, Canada
USD 117 M +USD 20.7 M +22% 4.86% – 129 18.6% 0.8
RK Asset Management
3595
RK Asset Management
Michigan
USD 117 M +USD 2.03 M +2% 3.09% 47.6% 18 27.78% 1.3
American Money Management
3596
American Money Management
California
USD 117 M +USD 10.7 M +10% 5.94% 65% 79 10.13% 1.5
Carlton Hofferkamp & Jenks Wealth Management
3597
Carlton Hofferkamp & Jenks Wealth Management
Texas
USD 117 M +USD 13.6 M +13% 4.06% 63.9% 77 23.38% 1.4
Caprin Asset Management
3598
Caprin Asset Management
Virginia
USD 117 M – – 0.56% 7.87% 15 – 0
Intersect Capital
3599
Intersect Capital
California
USD 116 M +USD 7.58 M +7% 5.79% 57.2% 96 8.33% 0.9
Zeke Capital Advisors
3600
Zeke Capital Advisors
Pennsylvania
USD 116 M -USD 35.5 M -23% 8.43% 41% 57 33.33% 1.8