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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)
Cutter & Co Brokerage
3626
Cutter & Co Brokerage
Missouri
USD 269 M -USD 23.8 M -8% 4.8% 40.4% 240 10.42% 3.3
Rock Point Advisors
3627
Rock Point Advisors
Vermont
USD 269 M -USD 23.8 M -8% 8.53% 82.8% 101 11.88% 4.4
Stokes Capital Advisors
3628
Stokes Capital Advisors
South Carolina
USD 269 M -USD 17.1 M -6% 5.31% 61.3% 83 6.02% 3
Redmond Asset Management
3629
Redmond Asset Management
Virginia
USD 269 M -USD 9.9 M -4% 3.1% 68.2% 187 8.56% 3.9
Hudson Edge Investment Partners
3630
Hudson Edge Investment Partners
New Jersey
USD 269 M -USD 5.71 M -2% 3.78% 67.9% 152 15.79% 3.9
Xcel Wealth Management
3631
Xcel Wealth Management
Florida
USD 269 M -USD 5.78 M -2% 5.32% 98.8% 127 11.02% 2.5
Rollins Financial
3632
Rollins Financial
Georgia
USD 268 M -USD 16 M -6% 5% – 117 20.51% 1.3
Bloom Tree Partners
3633
Bloom Tree Partners
New York
USD 268 M -USD 158 M -37% 1.61% 20.4% 137 49.64% 1.2
Great Point Wealth Advisors
3634
Great Point Wealth Advisors
Massachusetts
USD 268 M -USD 14.1 M -5% 7.23% – 67 7.46% 2.2
OFCM
3635
One Fin Capital Management
California
USD 268 M -USD 19.7 M -7% 4.44% 92% 40 57.5% 0.5
Allied Investment Advisors
3636
Allied Investment Advisors
Montana
USD 268 M -USD 10.7 M -4% 5.92% 68.4% 57 7.02% 3.6
Roof Eidam Maycock Peralta (REMP)
3637
Roof Eidam Maycock Peralta (REMP)
California
USD 268 M -USD 3.57 M -1% 4.96% 62.3% 112 16.07% 4.4
Eclipse Ventures
3638
Eclipse Ventures
California
USD 268 M +USD 51.2 M +24% 85.8% – 3 0% 0.8
Ribbit Capital GP II
3639
Ribbit Capital GP II
California
USD 268 M +USD 49.8 M +23% 22.9% – 1 0% 0.8
Windsor Capital Management
3640
Windsor Capital Management
Arizona
USD 267 M -USD 13.2 M -5% 4.33% 49.1% 118 8.47% 5.8
Orchard Capital Management
3641
Orchard Capital Management
Illinois
USD 267 M -USD 52.8 M -16% 1.57% 140% 53 9.43% 1.3
KMWM
3642
Keudell/Morrison Wealth Management
Oregon
USD 267 M -USD 7.98 M -3% 6.55% – 182 10.44% 2.5
BDWCC
3643
B&D White Capital Company
Texas
USD 267 M +USD 32.3 M +14% 7.78% 38.1% 67 37.31% 0.7
Dumont & Blake Investment Advisors
3644
Dumont & Blake Investment Advisors
New Jersey
USD 267 M -USD 38.9 M -13% 4.79% 86.1% 206 9.22% 5.9
Liberty Capital Management
3645
Liberty Capital Management
Michigan
USD 267 M -USD 13.9 M -5% 4.75% – 135 5.19% 5.4
Adams Wealth Management
3646
Adams Wealth Management
Utah
USD 267 M +USD 3.27 M +1% 3.54% 105% 92 29.35% 1.7
Sterling Investment Advisors (Pennsylvania)
3647
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 267 M -USD 23.6 M -8% 3.6% 111% 597 76.55% 4.3
Athyrium Capital Management
3648
Athyrium Capital Management
New York
USD 267 M +USD 29.2 M +12% 16.8% 25.1% 11 9.09% 1
Elequin Capital
3649
Elequin Capital
New York
USD 267 M -USD 170 M -39% 5.61% 52.4% 746 68.77% 0.2
Financial & Tax Architects
3650
Financial & Tax Architects
Missouri
USD 267 M +USD 2.84 M +1% 4.02% 50.2% 83 30.12% 1.1