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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)
AC
3901
Athos Capital
Hong Kong
USD 155 M +USD 54 M +53% 12.4% 110% 34 61.76% 0.4
Disciplina Capital Management
3902
Disciplina Capital Management
Tennessee
USD 155 M +USD 18.3 M +13% 10.3% 30% 19 21.05% 0.2
Delta Capital Management
3903
Delta Capital Management
New Jersey
USD 155 M +USD 15.7 M +11% 10.7% 129% 68 14.71% 3.7
Wealth Alliance Advisory Group
3904
Wealth Alliance Advisory Group
Kansas
USD 155 M +USD 21.4 M +16% 11.7% 72.7% 132 15.15% 0.9
Stuart Chaussee & Associates
3905
Stuart Chaussee & Associates
California
USD 155 M +USD 23.8 M +18% 11.9% 58.6% 134 11.94% 1.6
MU Investments Company
3906
MU Investments Company
Japan
USD 155 M +USD 21.1 M +16% 15.1% 40.4% 26 0% 3
Milestone Advisory Partners
3907
Milestone Advisory Partners
North Carolina
USD 155 M +USD 39.4 M +34% 8.4% 19.7% 51 19.61% 0.9
Palisades Hudson Asset Management
3908
Palisades Hudson Asset Management
Florida
USD 155 M -USD 16.1 M -9% 12.2% 66.8% 115 16.52% 4
Pacific Wealth Strategies Group
3909
Pacific Wealth Strategies Group
California
USD 155 M +USD 15.4 M +11% 12.7% 75.5% 84 8.33% 1.9
RAG
3910
Roof Advisory Group
Pennsylvania
USD 155 M +USD 14.6 M +10% 11.8% – 34 8.82% 0.9
Kalos Management
3911
Kalos Management
Georgia
USD 155 M -USD 50.6 M -25% 11.8% 48.5% 194 21.13% 1.3
Concorde Asset Management
3912
Concorde Asset Management
Michigan
USD 155 M +USD 36.5 M +31% 13.7% – 216 26.85% 1.2
Biechele Royce Advisors
3913
Biechele Royce Advisors
Indiana
USD 154 M +USD 15.4 M +11% 9.45% 39.2% 50 16% 1
Ally Invest Advisors
3914
Ally Invest Advisors
North Carolina
USD 154 M +USD 30.9 M +25% 8.95% 41.1% 10 10% 0.2
Steel Grove Capital Advisors
3915
Steel Grove Capital Advisors
Tennessee
USD 154 M -USD 553 M -78% 12.7% 106% 320 66.25% 2.8
BC
3916
Breakline Capital
New York
USD 154 M +USD 42.7 M +38% 31% – 48 62.5% 0.3
Hayek Kallen Investment Management
3917
Hayek Kallen Investment Management
Alabama
USD 154 M +USD 14.6 M +10% 12.3% 71.9% 70 10% 4
BE
3918
Bonness Enterprises
District of Columbia
USD 154 M +USD 20.9 M +16% 15.1% 98.6% 44 2.27% 5
SCM
3919
Springhouse Capital Management
Connecticut
USD 154 M -USD 52.9 M -26% 11.8% 52% 25 40% 1
Technology Crossover Management IX
3920
Technology Crossover Management IX
California
USD 154 M -USD 2.4 M -2% 1.18% 13% 3 0% 0.6
C-J Advisory
3921
C-J Advisory
California
USD 154 M +USD 17 M +12% 10.7% 39.2% 190 22.11% 1.6
TAM
3922
Taylor Asset Management
Ontario, Canada
USD 154 M +USD 2.66 M +2% 15% 12.9% 37 40.54% 1.4
Ballast Inc
3923
Ballast Inc
Kentucky
USD 153 M +USD 23.3 M +18% 11.3% 71.3% 101 18.81% 0.9
CRA Financial Services
3924
CRA Financial Services
New Jersey
USD 153 M +USD 14.9 M +11% 13.6% 91.9% 144 9.72% 0.2
Boltwood Capital Management
3925
Boltwood Capital Management
California
USD 153 M +USD 7.28 M +5% 11.6% 63% 131 9.92% 3.7