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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)
New England Investment & Retirement Group
3801
New England Investment & Retirement Group
Massachusetts
USD 150 M -USD 32.4 M -18% 3.6% 72.5% 60 36.67% 1.7
SFA
3802
Spectrum Financial Alliance
Kentucky
USD 150 M -USD 2.36 M -2% 1.42% 185% 171 43.27% 0.2
Parisi Gray Wealth Management
3803
Parisi Gray Wealth Management
New Jersey
USD 150 M +USD 19.5 M +15% 2.99% 137% 662 16.31% 0.4
VR Advisory Services
3804
VR Advisory Services
Cayman Islands
USD 150 M -USD 40.4 M -21% 6.28% 89.7% 41 58.54% 0.9
Northwest Quadrant Wealth Management
3805
Northwest Quadrant Wealth Management
Oregon
USD 150 M -USD 4.42 M -3% 1.87% 45.6% 66 28.79% 1.3
Murphy Pohlad Asset Management
3806
Murphy Pohlad Asset Management
Minnesota
USD 149 M +USD 4.22 M +3% 4.36% 75.1% 90 6.67% 3.7
SAM
3807
Southpaw Asset Management
Connecticut
USD 149 M +USD 77.3 M +107% 6.19% 0.05% 15 13.33% 0.4
ACM
3808
ADI Capital Management
New York
USD 149 M +USD 22.5 M +18% 11.4% 113% 28 67.86% 0.3
Jolley Asset Management
3809
Jolley Asset Management
North Carolina
USD 149 M -USD 15.8 M -10% 0.28% 3.47% 197 20.3% 2.9
Ecofin Advisors
3810
Ecofin Advisors
United Kingdom
USD 149 M -USD 321 M -68% 3.75% 77% 29 27.59% 2.2
Biechele Royce Advisors
3811
Biechele Royce Advisors
Indiana
USD 149 M +USD 5.89 M +4% 1.24% 39.2% 50 8% 0.5
CoreCommodity Management
3812
CoreCommodity Management
Connecticut
USD 149 M +USD 16.6 M +13% 8.55% 65.8% 185 12.97% 2.5
First PREMIER Bank
3813
First PREMIER Bank
South Dakota
USD 149 M +USD 12.7 M +9% 2.76% 63% 248 10.89% 1.8
Stuart Chaussee & Associates
3814
Stuart Chaussee & Associates
California
USD 148 M +USD 124 M +516% 3.89% 58.6% 141 28.37% 0.9
Cincinnati Specialty Underwriters Insurance
3815
Cincinnati Specialty Underwriters Insurance
Ohio
USD 148 M +USD 25.2 M +21% 5.09% 115% 32 0% 3.4
Tuttle Capital Management
3816
Tuttle Capital Management
Connecticut
USD 148 M +USD 24.1 M +19% 2.8% 115% 150 68% 0.2
Eliot Finkel Investment Counsel
3817
Eliot Finkel Investment Counsel
California
USD 148 M +USD 5.89 M +4% 2.93% 88.9% 36 2.78% 1.9
Piper Sandler & Co
3818
Piper Sandler & Co
Minnesota
USD 148 M +USD 96.4 M +188% 0.41% 0.04% 22 59.09% 0
Rezny Wealth Management
3819
Rezny Wealth Management
Florida
USD 148 M +USD 22.1 M +18% 1.13% 99.6% 12 16.67% 2
Colorado Capital Management
3820
Colorado Capital Management
Colorado
USD 148 M -USD 1.56 M -1% 1.49% 60.4% 93 10.75% 1.7
Spectrum Asset Management (Connecticut)
3821
Spectrum Asset Management (Connecticut)
Connecticut
USD 147 M -USD 5.4 M -4% 1.48% 0.74% 5 0% 4.1
Birchview Capital
3822
Birchview Capital
Vermont
USD 147 M -USD 4.71 M -3% 0.07% 327% 56 17.86% 1.7
Kemper Corp Master Retirement Trust
3823
Kemper Corp Master Retirement Trust
Illinois
USD 147 M +USD 20.3 M +16% 3.44% 21.9% 41 4.88% 4.3
O'Dell Group
3824
O'Dell Group
Ohio
USD 147 M +USD 8.87 M +6% 1.07% 72.2% 43 13.95% 1.1
SPX Gestao de Recursos
3825
SPX Gestao de Recursos
Brazil
USD 147 M -USD 38.3 M -21% 13.1% 98.1% 57 73.68% 0.1