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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)
Sollinda Capital Management
3926
Sollinda Capital Management
Florida
USD 354 M +USD 26 M +8% 3.38% – 74 24.32% 0.5
Stewardship Advisors
3927
Stewardship Advisors
Pennsylvania
USD 354 M +USD 51.7 M +17% 4.65% 46.1% 145 55.17% 0.9
New Capital Management
3928
New Capital Management
Texas
USD 354 M +USD 28.3 M +9% 7.15% 55.4% 55 7.27% 3.3
Quattro Financial Advisors
3929
Quattro Financial Advisors
Texas
USD 354 M -USD 28.4 M -7% 2.59% 77.6% 88 26.14% 1.6
SC
3930
Saybrook Capital
North Carolina
USD 354 M +USD 1.04 M +0.3% 9.82% 72.5% 45 11.11% 8.3
Angelo Gordon & Co
3931
Angelo Gordon & Co
New York
USD 354 M +USD 89.9 M +34% 10.6% 90.1% 76 43.42% 1
Harrell Investment Partners
3932
Harrell Investment Partners
Texas
USD 353 M +USD 9.42 M +3% 6.68% 121% 96 9.38% 3.3
Minot Capital
3933
Minot Capital
Colorado
USD 353 M +USD 15.9 M +5% 5.6% 19.6% 12 50% 3.6
Scott Capital Advisors
3934
Scott Capital Advisors
Oregon
USD 353 M +USD 14.1 M +4% 5.67% 50.9% 53 7.55% 2
Anatole Investment Management
3935
Anatole Investment Management
Hong Kong
USD 353 M +USD 91.5 M +35% 21.6% 3,486% 19 94.74% 0.1
Whitener Capital Management
3936
Whitener Capital Management
North Carolina
USD 353 M +USD 22.4 M +7% 6.6% 113% 162 9.26% 4.3
Ballast Inc
3937
Ballast Inc
Kentucky
USD 353 M +USD 27.6 M +9% 7.95% 71.3% 125 4% 4.1
Curtis Advisory Group
3938
Curtis Advisory Group
California
USD 352 M +USD 68.7 M +24% 4.19% 79.8% 101 12.87% 2.8
St. Clair Advisors
3939
St. Clair Advisors
Ohio
USD 352 M +USD 38.7 M +12% 7.55% 77.5% 79 5.06% 2.3
Curran Financial Partners
3940
Curran Financial Partners
South Carolina
USD 352 M +USD 53.1 M +18% 6.54% 49.4% 93 13.98% 2.1
G2 Investment Partners Management
3941
G2 Investment Partners Management
New York
USD 352 M -USD 33.9 M -9% 15.9% 1,145% 89 52.81% 1.1
Charles-Lim Capital
3942
Charles-Lim Capital
Hong Kong
USD 352 M -USD 55.7 M -14% 7.4% 4.44% 7 42.86% 4
Solus Alternative Asset Management
3943
Solus Alternative Asset Management
New Jersey
USD 352 M +USD 2.77 M +0.8% 6.09% 79.3% 10 0% 2.6
Asset Allocation Strategies
3944
Asset Allocation Strategies
Michigan
USD 351 M +USD 53.9 M +18% 5.58% 58.1% 120 25.83% 0.8
Oak Harbor Wealth Partners
3945
Oak Harbor Wealth Partners
North Carolina
USD 351 M +USD 32.7 M +10% 7.04% 73.9% 227 8.81% 2.3
Donoghue Forlines
3946
Donoghue Forlines
Massachusetts
USD 351 M -USD 1.14 M -0.3% 6.27% 199% 283 42.4% 1.2
Safeguard Investment Advisory Group
3947
Safeguard Investment Advisory Group
California
USD 351 M +USD 28.8 M +9% 5.48% 84.3% 127 21.26% 2.2
Essex Woodlands Management
3948
Essex Woodlands Management
Texas
USD 350 M +USD 43.7 M +14% 40.2% 55% 7 0% 6
Goodman Advisory Group
3949
Goodman Advisory Group
Massachusetts
USD 350 M +USD 15.5 M +5% 5.36% 101% 206 18.93% 1.4
PI
3950
Pennant Investors
New Jersey
USD 350 M -USD 32.3 M -8% 13.8% 372% 47 68.09% 2.4