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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)
High Note Wealth
3651
High Note Wealth
Minnesota
USD 437 M +USD 33 M +8% 9.59% 82.8% 1,015 27.19% 0.7
Towneley Capital Management
3652
Towneley Capital Management
California
USD 436 M +USD 8.47 M +2% 7.06% 50.2% 44 22.73% 1.4
New Harbor Financial Group
3653
New Harbor Financial Group
Massachusetts
USD 436 M +USD 59.7 M +16% 7.15% 94.6% 55 21.82% 2.2
Brigade Capital Management
3654
Brigade Capital Management
New York
USD 436 M -USD 362 M -45% 3.32% 42.7% 17 23.53% 1.6
Francis Financial
3655
Francis Financial
USD 435 M +USD 22.7 M +6% 9.18% 56.2% 103 20.39% 2.1
Newman Dignan & Sheerar Inc
3656
Newman Dignan & Sheerar Inc
Rhode Island
USD 435 M +USD 68.7 M +19% 9.09% 82.6% 204 18.14% 5.4
PS
3657
Presima Securities
Quebec, Canada
USD 435 M -USD 12.1 M -3% 3.39% 10.3% 52 7.69% 4.9
Matthews International Capital Management
3658
Matthews International Capital Management
California
USD 435 M -USD 49.6 M -10% 5.81% 227% 44 25% 2.6
NAMP
3659
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 435 M +USD 20.7 M +5% 9.34% 90.2% 147 3.4% 7.1
O'Neil Global Advisors
3660
O'Neil Global Advisors
California
USD 435 M +USD 382 M +722% 38.1% 1,833% 68 88.24% 0.1
PWM
3661
Praetorian Wealth Management
California
USD 435 M +USD 24.4 M +6% 9.05% 60.4% 62 41.94% 3.2
Gifford Fong Associates
3662
Gifford Fong Associates
California
USD 434 M +USD 32.4 M +8% 14.8% 180% 126 2.38% 6.7
LHC
3663
Lodge Hill Capital
New York
USD 434 M +USD 11.5 M +3% 5.18% 17.9% 26 46.15% 1.3
Financial Security Advisor
3664
Financial Security Advisor
Virginia
USD 434 M +USD 40 M +10% 9.42% 76.3% 134 8.96% 1.3
Oakwell Private Wealth Management
3665
Oakwell Private Wealth Management
Texas
USD 434 M +USD 72 M +20% 10.4% 63% 78 19.23% 2.5
Verum Partners
3666
Verum Partners
North Carolina
USD 434 M +USD 63.3 M +17% 7.68% 57.7% 173 9.83% 1.7
Centerbridge Partners
3667
Centerbridge Partners
New York
USD 434 M -USD 76.9 M -15% 15.4% 15.9% 7 28.57% 2.7
GDS
3668
Gimbel Daniel Scott
USD 433 M +USD 56 M +15% 17.9% 57.1% 3 0% 3.3
Vantage Financial Partners (Wisconsin)
3669
Vantage Financial Partners (Wisconsin)
Wisconsin
USD 433 M +USD 30.9 M +8% 8.11% 53.8% 209 10.05% 1.5
Kiley Juergens Wealth Management
3670
Kiley Juergens Wealth Management
Washington
USD 433 M +USD 57.3 M +15% 14.1% 106% 79 8.86% 4.3
Mason & Associates (California)
3671
Mason & Associates (California)
California
USD 433 M +USD 30.8 M +8% 10.3% 68.5% 122 9.02% 1.9
Interchange Capital Partners
3672
Interchange Capital Partners
Pennsylvania
USD 433 M +USD 75.9 M +21% 10.4% 79.6% 319 18.81% 1.7
MYCIO Wealth Partners
3673
MYCIO Wealth Partners
Pennsylvania
USD 433 M +USD 8.82 M +2% 0.05% 69.3% 53 15.09% 6
Peddock Capital Advisors
3674
Peddock Capital Advisors
Massachusetts
USD 432 M +USD 37.6 M +10% 11.5% 113% 163 7.36% 6.4
DCM
3675
Divisar Capital Management
California
USD 432 M +USD 47.8 M +12% 14.4% 194% 30 16.67% 3.9