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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)
Opes Wealth Management
3876
Opes Wealth Management
California
USD 250 M -USD 57.4 M -19% 14% 54.1% 110 21.82% 2
SBB Research Group
3877
SBB Research Group
Illinois
USD 250 M -USD 214 M -46% 14.9% – 65 44.62% 0.3
GJCM
3878
Grand Jean Capital Management
California
USD 250 M -USD 114 M -31% 16.5% 61.4% 49 14.29% 4.3
Intel Corp
3879
Intel Corp
California
USD 249 M -USD 103 M -29% 26.9% 9.79% 5 40% 0.5
AH Equity Partners LSV I
3880
AH Equity Partners LSV I
California
USD 249 M -USD 374 M -60% 43.2% – 3 0% 0.5
Thames Capital Management
3881
Thames Capital Management
New Jersey
USD 249 M -USD 225 M -47% 18.4% 1,177% 52 69.23% 1.7
Schwarz Dygos Wheeler Investment Advisors
3882
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 249 M -USD 47.1 M -16% 15.9% 74% 147 19.73% 2.2
Stelac Advisory Services
3883
Stelac Advisory Services
New York
USD 249 M -USD 29.3 M -11% 15.1% 84.9% 194 24.74% 2.4
NC
3884
Nokomis Capital
Texas
USD 249 M -USD 41.4 M -14% 15.7% 145% 79 15.19% 1.3
Wambolt & Associates
3885
Wambolt & Associates
Colorado
USD 249 M -USD 26 M -9% 12.3% 62.2% 251 11.55% 2.4
SG
3886
Swarthmore Group
Pennsylvania
USD 249 M -USD 143 M -36% 16.3% 44.2% 59 23.73% 1.6
Canvas Wealth Advisors
3887
Canvas Wealth Advisors
Kansas
USD 248 M -USD 25.7 M -9% 19.8% 115% 148 18.24% 0.9
Riverpoint Wealth Management Holdings
3888
Riverpoint Wealth Management Holdings
Illinois
USD 248 M -USD 40.4 M -14% 15.5% 53.6% 47 8.51% 4.1
Aryeh Capital Management
3889
Aryeh Capital Management
Ontario, Canada
USD 248 M -USD 51.6 M -17% 13.5% 87.7% 11 18.18% 1
Evergreen Advisors
3890
Evergreen Advisors
Tennessee
USD 248 M -USD 36.2 M -13% 12.6% – 13 0% 2.1
Seven Eight Capital
3891
Seven Eight Capital
New York
USD 248 M -USD 502 M -67% 19.2% 13.6% 708 76.98% 0.2
Corbyn Investment Management
3892
Corbyn Investment Management
Maryland
USD 248 M -USD 57 M -19% 9.49% 71.9% 92 13.04% 2.9
Ellsworth Advisors
3893
Ellsworth Advisors
Ohio
USD 248 M -USD 35.8 M -13% 9.46% 131% 166 32.53% 1
Waterfront Wealth
3894
Waterfront Wealth
Kansas
USD 248 M -USD 35 M -12% 13.9% 71.8% 253 10.67% 1
Jackson Creek Investment Advisors
3895
Jackson Creek Investment Advisors
Colorado
USD 247 M -USD 26.2 M -10% 10.2% 239% 395 48.86% 0.7
Montgomery Investment Management
3896
Montgomery Investment Management
Maryland
USD 247 M -USD 44.8 M -15% 12.3% 105% 86 11.63% 6.6
SevenBridge Financial Group
3897
SevenBridge Financial Group
Pennsylvania
USD 247 M -USD 37.5 M -13% 11.5% 93.2% 165 19.39% 4.4
Barometer Capital Management
3898
Barometer Capital Management
Ontario, Canada
USD 247 M -USD 302 M -55% 2.58% 339% 137 66.42% 0.6
BHZ Capital Management
3899
BHZ Capital Management
California
USD 247 M -USD 49.6 M -17% 9.48% 3.24% 145 20.69% 2.9
Archer Investment Corporation
3900
Archer Investment Corporation
Indiana
USD 247 M -USD 35.2 M -12% 10.7% 68.2% 852 6.46% 1.8