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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)
TCPWM
3651
Traverso Chambers Private Wealth Management
California
USD 335 M -USD 1.76 M -0.5% 1.89% 16.4% 112 6.25% 2.8
BCWM LLC
3652
BCWM LLC
Kansas
USD 335 M -USD 4.43 M -1% 2.68% – 62 8.06% 3.8
Ratio Wealth Group
3653
Ratio Wealth Group
Colorado
USD 335 M +USD 2.83 M +0.9% 4.38% – 63 19.05% 1
Nepsis Inc
3654
Nepsis Inc
Minnesota
USD 335 M -USD 9.7 M -3% 0.17% 131% 34 26.47% 2.6
Intellectus Partners
3655
Intellectus Partners
California
USD 335 M -USD 57.3 M -15% 5.33% 157% 289 24.91% 2.5
SeaBridge Investment Advisors
3656
SeaBridge Investment Advisors
New Jersey
USD 335 M +USD 22.6 M +7% 3.69% 139% 149 14.77% 4.4
Insight Advisors
3657
Insight Advisors
Pennsylvania
USD 334 M -USD 5.41 M -2% 3.93% 74% 355 22.82% 1
Burt Wealth Advisors
3658
Burt Wealth Advisors
Maryland
USD 333 M +USD 27.2 M +9% 2.12% 57.3% 105 18.1% 4.8
JFG Wealth Management
3659
JFG Wealth Management
Colorado
USD 333 M +USD 66.1 M +25% 3.96% 65.2% 62 62.9% 1
Advisor Resource Council
3660
Advisor Resource Council
Texas
USD 333 M -USD 952 M -74% 3.42% 74.7% 586 65.53% 0.6
Helikon Investments
3661
Helikon Investments
United Kingdom
USD 333 M +USD 18.1 M +6% 21.7% 282% 6 33.33% 0.6
CRA Financial Services
3662
CRA Financial Services
New Jersey
USD 332 M -USD 3.94 M -1% 3.63% 91.9% 220 12.27% 2.1
MJP
3663
Michael J. Puzo
USD 332 M -USD 21.8 M -6% 2.98% 90.3% 85 11.76% 5.6
All-Stars Investment
3664
All-Stars Investment
Hong Kong
USD 332 M -USD 96.5 M -23% 20.4% 30.1% 4 25% 0.3
Laffer Tengler Investments
3665
Laffer Tengler Investments
Tennessee
USD 332 M -USD 14.3 M -4% 1.66% 96.5% 431 13.46% 1.2
FNBOMD
3666
First National Bank of Mount Dora
Florida
USD 332 M -USD 7.26 M -2% 0.93% 96.2% 134 8.96% 4.1
Kathryn A. Hall
3667
Kathryn A. Hall
USD 332 M -USD 102 M -23% 16% 95.2% 53 5.66% 2.3
Bar Harbor Trust Services
3668
Bar Harbor Trust Services
Maine
USD 331 M -USD 42.1 M -11% 0.82% 86.4% 145 15.86% 2.8
Odey Asset Management Group
3669
Odey Asset Management Group
United Kingdom
USD 331 M -USD 6.56 M -2% 9.29% 259% 76 65.79% 1.6
Cobalt Capital Management
3670
Cobalt Capital Management
New Jersey
USD 331 M -USD 44 M -12% 11.4% 235% 57 59.65% 0.5
JAT Capital Management
3671
JAT Capital Management
Connecticut
USD 331 M -USD 4.74 M -1% 19.5% 734% 53 71.7% 0.1
Hedeker Wealth
3672
Hedeker Wealth
Illinois
USD 330 M -USD 14.2 M -4% 3.99% 161% 99 32.32% 2.5
Timber Creek Capital Management
3673
Timber Creek Capital Management
Massachusetts
USD 330 M -USD 5.84 M -2% 0.71% 139% 133 12.78% 4.7
FVCM
3674
F&V Capital Management
Florida
USD 330 M +USD 31.9 M +11% 9.34% 123% 68 17.65% 4
Sage Rhino Capital
3675
Sage Rhino Capital
California
USD 330 M -USD 27.3 M -8% 5.34% 93.9% 236 11.02% 2