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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)
DI
3801
Diligent Investors
California
USD 294 M -USD 530 k -0.2% 1.07% 82.2% 242 0.41% 3.4
BHZ Capital Management
3802
BHZ Capital Management
California
USD 294 M +USD 25 M +9% 3.42% 3.24% 145 19.31% 2.7
Sentinel Pension Advisors
3803
Sentinel Pension Advisors
Massachusetts
USD 294 M +USD 8.22 M +3% 0.49% 46.5% 95 13.68% 1.1
Mendon Capital Advisors
3804
Mendon Capital Advisors
Florida
USD 293 M +USD 16.4 M +6% 7.45% – 74 31.08% 2
Bessemer Securities
3805
Bessemer Securities
New York
USD 293 M +USD 38.3 M +15% 1.81% 45% 125 8% 1.6
Wall Capital Group
3806
Wall Capital Group
Arizona
USD 293 M -USD 1.94 M -0.7% 0.17% – 26 11.54% 2.7
TSP Capital Management Group
3807
TSP Capital Management Group
New Jersey
USD 293 M -USD 11.2 M -4% 1.17% 186% 53 0% 2
Strategic Family Wealth Counselors
3808
Strategic Family Wealth Counselors
New Jersey
USD 292 M -USD 13.4 M -4% 5.19% 83.8% 98 15.31% 1.7
Clear Perspective Advisors
3809
Clear Perspective Advisors
Illinois
USD 292 M +USD 4.27 M +1% 0.96% 88.5% 179 15.08% 2.4
Maytus Capital Management
3810
Maytus Capital Management
New York
USD 292 M -USD 21.7 M -7% 0.76% 442% 65 61.54% 0.4
Castle Rock Wealth Management
3811
Castle Rock Wealth Management
California
USD 292 M +USD 19.5 M +7% 0.08% 115% 273 15.75% 1
DCM
3812
Divisar Capital Management
California
USD 292 M -USD 10.2 M -3% 6.2% 194% 30 13.33% 2.1
JWCA
3813
J.W. Coons Advisors
Ohio
USD 292 M +USD 9.7 M +3% 0.24% 61.2% 253 20.16% 1.1
Harvey Capital Management
3814
Harvey Capital Management
Florida
USD 292 M -USD 11.2 M -4% 0.15% 147% 90 26.67% 2.7
Oakview Capital Management
3815
Oakview Capital Management
Texas
USD 292 M +USD 30 M +11% 1.75% 21.2% 16 12.5% 2
Stone Run Capital
3816
Stone Run Capital
New York
USD 292 M +USD 8.08 M +3% 2.08% 77.8% 64 0% 5.4
Riversedge Advisors
3817
Riversedge Advisors
Delaware
USD 292 M +USD 18 M +7% 1.4% 71.3% 69 27.54% 1.1
Bedel Financial Consulting
3818
Bedel Financial Consulting
Indiana
USD 291 M +USD 4 M +1% 0.34% 104% 1,062 7.82% 2.4
Cowbird Capital
3819
Cowbird Capital
New York
USD 291 M -USD 3.18 M -1% 7.61% 21.3% 15 40% 0.7
MG
3820
Meditor Group
Bermuda
USD 291 M +USD 8.49 M +3% 8.53% 41.1% 4 0% 5.8
Fernwood Investment Management
3821
Fernwood Investment Management
Massachusetts
USD 291 M -USD 11.3 M -4% 2.41% 83.4% 208 9.13% 3.3
Great Point Wealth Advisors
3822
Great Point Wealth Advisors
Massachusetts
USD 291 M +USD 4.36 M +2% 1.42% – 53 5.66% 1.9
Johanson Financial Advisors
3823
Johanson Financial Advisors
California
USD 290 M -USD 5.29 M -2% 0.14% 101% 125 4% 2.8
JAMH
3824
Junson Asset Management (HK)
Hong Kong
USD 290 M +USD 39.4 M +16% 2.69% – 37 40.54% 0.4
Asio Capital
3825
Asio Capital
Kentucky
USD 290 M +USD 6.86 M +2% 1.32% 98% 114 17.54% 1.1