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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)
Wexford Capital
3576
Wexford Capital
Florida
USD 418 M +USD 23.2 M +6% 10.5% 128% 241 55.6% 0.8
Liquid Strategies
3577
Liquid Strategies
Georgia
USD 418 M +USD 37.7 M +10% 5.51% 46.8% 15 20% 2.2
Clearstead Trust
3578
Clearstead Trust
Maine
USD 418 M +USD 15.6 M +4% 4.31% 111% 440 7.27% 2.6
First Commonwealth Financial Corp
3579
First Commonwealth Financial Corp
Pennsylvania
USD 418 M +USD 29.4 M +8% 7.1% 72.9% 211 11.37% 4.1
Newman Dignan & Sheerar Inc
3580
Newman Dignan & Sheerar Inc
Rhode Island
USD 418 M +USD 29.8 M +8% 6.25% 82.6% 195 17.44% 5.3
TLP
3581
Tri Locum Partners
New York
USD 417 M +USD 21.9 M +6% 19% 357% 27 33.33% 0.8
PSquared Asset Management
3582
PSquared Asset Management
Switzerland
USD 417 M -USD 66.9 M -14% 1.74% 178% 17 64.71% 0.4
KPP Advisory Services
3583
KPP Advisory Services
Kentucky
USD 417 M +USD 40.6 M +11% 6.69% 87.9% 261 9.2% 0.7
Arista Wealth Management
3584
Arista Wealth Management
Nevada
USD 416 M +USD 36.3 M +10% 5.29% 67% 72 11.11% 0.8
Makena Capital Management
3585
Makena Capital Management
California
USD 416 M -USD 15.2 M -4% 12.4% 78.7% 43 20.93% 1.1
WBI Investments
3586
WBI Investments
New Jersey
USD 416 M +USD 3.74 M +0.9% 7.84% 97.3% 276 57.25% 0.7
Drucker Wealth 3.0
3587
Drucker Wealth 3.0
New Jersey
USD 416 M +USD 39.5 M +10% 7.43% – 154 5.84% 0.2
Peddock Capital Advisors
3588
Peddock Capital Advisors
Massachusetts
USD 416 M +USD 27.6 M +7% 5.5% 113% 162 6.17% 5.7
SCM
3589
Soros Capital Management
New York
USD 415 M +USD 187 M +82% 12% 732% 61 40.98% 0.9
Raffa Wealth Management
3590
Raffa Wealth Management
District of Columbia
USD 414 M +USD 61.9 M +18% 5.06% 35.8% 1,164 8.16% 4.1
Old Second National Bank of Aurora
3591
Old Second National Bank of Aurora
Illinois
USD 414 M +USD 24.2 M +6% 7.03% 93.7% 353 11.05% 6.3
FSA
3592
Financial Services Advisory
Maryland
USD 414 M +USD 48.4 M +13% 5.97% 82.5% 68 38.24% 1
Bulltick Wealth Management
3593
Bulltick Wealth Management
Florida
USD 413 M +USD 7.91 M +2% 3.08% 58.2% 123 30.89% 1.4
Scissortail Wealth Management
3594
Scissortail Wealth Management
Oklahoma
USD 413 M +USD 20.7 M +5% 5.57% 71.9% 134 14.93% 0.8
Skaana Management
3595
Skaana Management
New York
USD 413 M +USD 87.1 M +27% 4.93% 269% 197 34.52% 0.8
AGM
3596
Alpine Global Management
New York
USD 413 M -USD 162 M -28% 2.08% 149% 537 83.99% 0.6
WPA
3597
WIT Partners Advisory
Singapore
USD 413 M -USD 3.22 M -0.8% 0.77% 22.7% 1 0% 0.8
Nicolet Bankshares
3598
Nicolet Bankshares
Wisconsin
USD 413 M +USD 9.7 M +2% 6.05% 75.5% 212 5.66% 5.6
Marathon Capital Management
3599
Marathon Capital Management
Maryland
USD 412 M +USD 20.1 M +5% 4.86% 74% 162 15.43% 2.9
Bernardo Wealth Planning
3600
Bernardo Wealth Planning
Pennsylvania
USD 412 M +USD 40.7 M +11% 5.28% 56.9% 117 13.68% 3