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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)
SMI Advisory Services
3801
SMI Advisory Services
Indiana
USD 356 M -USD 39 M -10% 6.39% 80.7% 91 76.92% 0.6
Corsair Capital Management
3802
Corsair Capital Management
New York
USD 356 M +USD 45.1 M +14% 18.4% 435% 107 32.71% 2
SEP
3803
Southland Equity Partners
Missouri
USD 356 M +USD 36.2 M +11% 5.45% 66.1% 217 11.52% 2.1
Spinnaker Investment Group
3804
Spinnaker Investment Group
California
USD 356 M +USD 26.6 M +8% 6.34% 56.9% 92 14.13% 1.6
L.M. Kohn & Company
3805
L.M. Kohn & Company
Ohio
USD 356 M +USD 42.6 M +14% 9.82% 97.9% 282 15.96% 1.4
Turiya Advisors Asia
3806
Turiya Advisors Asia
Hong Kong
USD 356 M -USD 6.76 M -2% 11.6% 247% 6 50% 0.8
Sterling Investment Advisors (Pennsylvania)
3807
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 356 M +USD 34.6 M +11% 8.21% 111% 146 11.64% 4.7
Financial Gravity Asset Management
3808
Financial Gravity Asset Management
Texas
USD 355 M -USD 494 k -0.1% 4.29% – 1,385 18.99% 1.8
GWM
3809
GSB Wealth Management
Connecticut
USD 355 M +USD 30.1 M +9% 7.38% 69.8% 218 6.88% 2.5
Univest Financial
3810
Univest Financial
Pennsylvania
USD 355 M +USD 17.2 M +5% 6.76% 96.9% 140 22.14% 4.1
Doliver Advisors
3811
Doliver Advisors
Texas
USD 355 M +USD 29.4 M +9% 13.1% 92.3% 148 8.78% 3.5
Whitegate Investment Counselors
3812
Whitegate Investment Counselors
New Hampshire
USD 355 M +USD 27.1 M +8% 7.23% 51% 64 7.81% 6.4
Sector Gamma AS
3813
Sector Gamma AS
Norway
USD 355 M -USD 57.3 M -14% 4.85% 35.3% 33 24.24% 2.7
Monarch Capital Management
3814
Monarch Capital Management
Indiana
USD 354 M +USD 24.2 M +7% 8.71% 77% 116 3.45% 7.6
Unique Wealth
3815
Unique Wealth
Florida
USD 354 M +USD 45.4 M +15% 8.64% 68.5% 89 12.36% 0.9
Vectors Research Management
3816
Vectors Research Management
New York
USD 354 M -USD 911 k -0.3% 6.54% 67.3% 144 11.11% 3.9
Knightsbridge Asset Management
3817
Knightsbridge Asset Management
California
USD 354 M USD 0 0% 11.2% 150% 120 0% 2.4
Sunburst Financial Group
3818
Sunburst Financial Group
Alabama
USD 354 M +USD 30.5 M +9% 6.86% 55.7% 115 14.78% 2.5
Aspen Grove Capital
3819
Aspen Grove Capital
Colorado
USD 354 M +USD 25.2 M +8% 7.33% 90% 215 15.81% 0.8
Kickstand Ventures
3820
Kickstand Ventures
New York
USD 353 M +USD 5.93 M +2% 5.63% 51.4% 106 31.13% 0.4
New York Life Insurance Company
3821
New York Life Insurance Company
New York
USD 353 M +USD 174 M +97% 10% 71% 3 0% 4.8
Rosenblum Silverman Sutton
3822
Rosenblum Silverman Sutton
California
USD 353 M +USD 38.8 M +12% 16.6% 90.1% 76 6.58% 5.2
Greenlea Lane Capital Management
3823
Greenlea Lane Capital Management
Connecticut
USD 353 M +USD 30.2 M +9% 10.8% 99.7% 10 0% 2.8
Alphadyne Asset Management
3824
Alphadyne Asset Management
New York
USD 353 M +USD 79.1 M +29% 8.04% 159% 42 83.33% 0.1
Arjuna Capital
3825
Arjuna Capital
North Carolina
USD 353 M +USD 33.2 M +10% 11.3% 118% 115 28.7% 2.4