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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)
Harvey Capital Management
3776
Harvey Capital Management
Florida
USD 303 M +USD 27.4 M +10% 11.1% 147% 87 21.84% 2.8
Jacob Asset Management of New York
3777
Jacob Asset Management of New York
California
USD 303 M +USD 44.8 M +17% 5.03% 22.7% 84 9.52% 1.1
Wellington Shields & Co
3778
Wellington Shields & Co
New York
USD 303 M +USD 23.9 M +9% 8.37% 109% 221 12.22% 1.8
Holderness Investments Company
3779
Holderness Investments Company
North Carolina
USD 303 M +USD 24.3 M +9% 6.71% 144% 217 4.61% 3.5
Windsor Capital Management
3780
Windsor Capital Management
Arizona
USD 303 M +USD 13.9 M +5% 4.22% 49.1% 120 4.17% 4.9
Cedar Mountain Advisors
3781
Cedar Mountain Advisors
Oregon
USD 303 M +USD 6.83 M +2% 7.15% 57.7% 305 12.46% 1.2
Fernwood Investment Management
3782
Fernwood Investment Management
Massachusetts
USD 302 M +USD 30.4 M +11% 7.81% 83.4% 204 9.31% 3.1
O'Brien Wealth Partners
3783
O'Brien Wealth Partners
Massachusetts
USD 302 M +USD 489 k +0.2% 6.87% 56.7% 47 17.02% 2.1
DCM
3784
Divisar Capital Management
California
USD 302 M +USD 6.25 M +2% 8.26% 194% 29 20.69% 2.1
Versant Venture Management
3785
Versant Venture Management
California
USD 302 M -USD 211 M -41% 2.06% 409% 11 0% 2.2
WESPAC Advisors SoCal
3786
WESPAC Advisors SoCal
California
USD 302 M +USD 46.5 M +18% 9.48% 135% 88 26.14% 2.3
Doliver Advisors
3787
Doliver Advisors
Texas
USD 301 M +USD 32.4 M +12% 10.5% 92.3% 155 21.29% 1.6
Semper Augustus Investments Group
3788
Semper Augustus Investments Group
Colorado
USD 301 M +USD 36.3 M +14% 6.87% 95.4% 37 21.62% 4
Alliance Wealth Management Group
3789
Alliance Wealth Management Group
New Jersey
USD 301 M +USD 35.9 M +14% 4.13% – 72 12.5% 2.9
Defender Capital
3790
Defender Capital
North Carolina
USD 301 M +USD 20.6 M +7% 13.2% 101% 43 18.6% 1.2
JGP Global Gestao de Recursos
3791
JGP Global Gestao de Recursos
Brazil
USD 301 M +USD 140 M +87% 12.8% 261% 71 33.8% 0.9
Global Wealth Management Investment Advisory
3792
Global Wealth Management Investment Advisory
Florida
USD 301 M +USD 23.3 M +8% 5.99% 67.5% 512 16.99% 1.8
Ayalon Insurance Company
3793
Ayalon Insurance Company
Israel
USD 300 M +USD 44.6 M +17% 8.37% 99.6% 165 9.09% 2
Turim 21 Investimentos
3794
Turim 21 Investimentos
Brazil
USD 300 M +USD 131 M +78% 2.62% 62.1% 183 88.52% 0
Fort Sheridan Advisors
3795
Fort Sheridan Advisors
Illinois
USD 300 M +USD 47.9 M +19% 8.02% 109% 192 17.19% 1.3
TVMC
3796
T Ventures Management Company
Australia
USD 300 M +USD 5.66 M +2% 14.1% – 1 0% 0.5
Bay Colony Advisors
3797
Bay Colony Advisors
Massachusetts
USD 300 M +USD 38.3 M +15% 7.44% 91.8% 369 18.7% 1.3
FormulaFolio Investments
3798
FormulaFolio Investments
Michigan
USD 299 M -USD 8.17 M -3% 4.35% 41.4% 541 19.96% 1.3
PWM
3799
Praetorian Wealth Management
California
USD 299 M +USD 15.7 M +6% 5.74% 60.4% 66 18.18% 0.8
CMH Wealth Management
3800
CMH Wealth Management
New Hampshire
USD 299 M +USD 33.8 M +13% 8.37% 88% 46 6.52% 2.8