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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)
Sloane Robinson
3826
Sloane Robinson
United Kingdom
USD 99.5 M +USD 10.2 M +11% 16.1% 175% 15 40% 0.6
Twin Focus Capital Partners
3827
Twin Focus Capital Partners
Massachusetts
USD 99.4 M +USD 21.1 M +27% 4.88% 92.5% 102 26.47% 1.5
AllSquare Wealth Management
3828
AllSquare Wealth Management
New York
USD 99.3 M +USD 1.83 M +2% 2.22% 62.4% 331 10.88% 0.9
SWM
3829
Strategic Wealth Management
Washington
USD 99.2 M +USD 44.5 M +81% 3.71% 52.8% 20 50% 0.7
HM
3830
Harvest Management
New York
USD 99.2 M -USD 11.5 M -10% 19.4% 610% 115 68.7% 0.5
DW Partners
3831
DW Partners
New York
USD 99.1 M -USD 38.6 M -28% 13% 44.5% 15 46.67% 1.1
Wedgewood Investors
3832
Wedgewood Investors
Pennsylvania
USD 99 M +USD 1.13 M +1% 3.34% – 125 4.8% 2.2
Flaherty & Crumrine
3833
Flaherty & Crumrine
California
USD 98.8 M +USD 13.3 M +16% 2.46% 0.12% 9 11.11% 1.8
Capital Insight Partners
3834
Capital Insight Partners
Arizona
USD 98.8 M -USD 7.85 M -7% 4.65% 51.7% 62 22.58% 0.4
Black Maple Capital Management
3835
Black Maple Capital Management
Wisconsin
USD 98.6 M – – 6.65% 35.7% 38 – 0
EnTrustPermal Management
3836
EnTrustPermal Management
New York
USD 98.6 M +USD 16.4 M +20% 2.96% 19.3% 42 30.95% 1
Deane Retirement Strategies
3837
Deane Retirement Strategies
Louisiana
USD 98.6 M -USD 3.93 M -4% 0.29% 73.4% 52 17.31% 0.7
Brightworth
3838
Brightworth
Georgia
USD 98.5 M – – 5.79% 21.7% 22 – 0
Tiemann Investment Advisors
3839
Tiemann Investment Advisors
California
USD 98.5 M +USD 7.05 M +8% 5.55% 77% 167 19.76% 1.5
HH
3840
HWG Holdings
Texas
USD 98.3 M +USD 89.9 M +1,058% 18.4% – 23 95.65% 0
Wheatland Advisors
3841
Wheatland Advisors
Pennsylvania
USD 97.8 M +USD 5.66 M +6% 7.13% 30.5% 87 5.75% 1.8
SFA
3842
Staton Financial Advisors
North Carolina
USD 97.8 M +USD 3.41 M +4% 7.78% – 38 15.79% 0.7
StrategIQ Financial Group
3843
StrategIQ Financial Group
Indiana
USD 97.7 M – – 1.63% 12.6% 53 – 0
Marvin & Palmer Associates
3844
Marvin & Palmer Associates
Delaware
USD 97.6 M +USD 13.9 M +17% 9.96% 392% 57 26.32% 1.2
ABP
3845
Arthur B. Page
USD 97.5 M +USD 3.33 M +4% 5.93% 40.4% 74 13.51% 1.7
Penbrook Management
3846
Penbrook Management
New York
USD 97.5 M +USD 3.07 M +3% 7.73% 107% 122 12.3% 1.5
Elberon LLC
3847
Elberon LLC
Texas
USD 97.5 M – – 1.79% – 25 – 0
Penn Mutual Life Insurance
3848
Penn Mutual Life Insurance
Pennsylvania
USD 97.4 M -USD 14.3 M -13% 2.79% 1.64% 20 5% 1.2
Affiance Financial
3849
Affiance Financial
Minnesota
USD 97.4 M +USD 17.6 M +22% 3.69% 57.8% 93 16.13% 0.8
Lancaster Investment Management
3850
Lancaster Investment Management
United Kingdom
USD 97.1 M – – 4.59% 0.78% 1 – 0