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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)
WealthOne
4001
WealthOne
New York
USD 284 M -USD 5.71 M -2% 4.97% 23.4% 136 26.47% 1.8
GDS
4002
Gimbel Daniel Scott
USD 284 M +USD 12.2 M +4% 4.51% 57.1% 3 0% 1.3
Ellsworth Advisors
4003
Ellsworth Advisors
Ohio
USD 284 M +USD 13.2 M +5% 1.42% 131% 183 44.81% 0.9
AC
4004
Athos Capital
Hong Kong
USD 284 M -USD 36 M -11% 1.12% 110% 149 35.57% 0.6
High Note Wealth
4005
High Note Wealth
Minnesota
USD 283 M -USD 12.9 M -4% 4.83% 82.8% 98 22.45% 1
Bard Associates
4006
Bard Associates
Illinois
USD 283 M -USD 20.7 M -7% 2.28% 241% 188 5.32% 4.4
Clean Yield Group
4007
Clean Yield Group
Vermont
USD 283 M -USD 29.8 M -10% 4.04% 80.7% 516 21.9% 2.1
Summit Wealth & Retirement Planning
4008
Summit Wealth & Retirement Planning
California
USD 283 M -USD 9.45 M -3% 5.37% 67.6% 107 20.56% 1.7
Foundry Group
4009
Foundry Group
Colorado
USD 283 M -USD 166 M -37% 36.2% – 4 0% 0.3
DCM Advisors
4010
DCM Advisors
New York
USD 283 M -USD 56.4 M -17% 2.44% 99.3% 236 31.36% 0.7
Harrell Investment Partners
4011
Harrell Investment Partners
Texas
USD 283 M -USD 42.7 M -13% 2.98% 121% 106 16.98% 1.6
Red Wave Investments
4012
Red Wave Investments
Pennsylvania
USD 283 M -USD 10.6 M -4% 5.28% 58% 106 11.32% 1.1
Waterfront Wealth
4013
Waterfront Wealth
Kansas
USD 283 M +USD 30 M +12% 2.78% 71.8% 257 19.84% 0.8
New Harbor Financial Group
4014
New Harbor Financial Group
Massachusetts
USD 283 M -USD 8.5 M -3% 16.2% 94.6% 34 38.24% 1.9
China Universal Asset Management Company
4015
China Universal Asset Management Company
China
USD 282 M -USD 138 M -33% 8.28% 292% 104 28.85% 0.2
Kize Capital
4016
Kize Capital
New York
USD 282 M -USD 58.1 M -17% 15.3% 34.7% 8 25% 1
Whalerock Point Partners
4017
Whalerock Point Partners
Rhode Island
USD 282 M -USD 9.6 M -3% 3.37% 103% 156 7.05% 4.3
Archer Investment Corporation
4018
Archer Investment Corporation
Indiana
USD 282 M -USD 12.4 M -4% 3.06% 68.2% 889 17.77% 1.6
Market Street Wealth Management Advisors
4019
Market Street Wealth Management Advisors
Indiana
USD 282 M -USD 24.7 M -8% 2.37% 44% 88 34.09% 1.7
Pertento Partners
4020
Pertento Partners
United Kingdom
USD 282 M +USD 68.5 M +32% 14% 196% 15 20% 0.2
Arcus Capital Partners
4021
Arcus Capital Partners
Georgia
USD 282 M -USD 13.4 M -5% 4.09% 69.2% 119 18.49% 2.2
Athyrium Capital Management
4022
Athyrium Capital Management
New York
USD 281 M +USD 808 k +0.3% 9.16% 25.1% 10 10% 0.5
HA
4023
Hamel Associates
New Jersey
USD 281 M +USD 2.45 M +0.9% 2.42% 50.6% 80 8.75% 4.6
Cutler Capital Management
4024
Cutler Capital Management
Massachusetts
USD 281 M +USD 6.31 M +2% 1.29% 39.7% 121 15.7% 2.3
Herold Advisors
4025
Herold Advisors
New York
USD 281 M +USD 23.7 M +9% 2.09% 90.2% 736 73.91% 0.1