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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)
Arbor Wealth Management (Florida)
4151
Arbor Wealth Management (Florida)
Florida
USD 117 M -USD 14.1 M -11% 7.83% 101% 72 30.56% 1.5
LIC
4152
Laurus Investment Counsel
Canada
USD 117 M -USD 7.17 M -6% 6.34% 14.1% 31 12.9% 0.2
SBA
4153
Secrest Blakey & Associates
North Carolina
USD 117 M -USD 6.52 M -5% 2.41% 19.4% 110 17.27% 0.2
Central Asset Investments & Management Holdings
4154
Central Asset Investments & Management Holdings
Hong Kong
USD 117 M -USD 4.85 M -4% 13.9% 3,210% 48 77.08% 0.3
Oak Hill Advisors
4155
Oak Hill Advisors
New York
USD 117 M -USD 1.36 M -1% 0.47% 42.4% 5 20% 3.6
Technology Crossover Management V
4156
Technology Crossover Management V
California
USD 117 M -USD 8.88 M -7% 7.52% 2.5% 2 0% 2.8
Wedgewood Investors
4157
Wedgewood Investors
Pennsylvania
USD 117 M -USD 6.1 M -5% 1.29% – 138 8.7% 3.9
Oakcliff Capital Partners
4158
Oakcliff Capital Partners
New York
USD 117 M +USD 2.87 M +3% 1.87% 133% 11 18.18% 0.8
AIA
4159
Arcadia Investment Advisors
Idaho
USD 117 M -USD 303 k -0.3% 0.76% 56.4% 73 16.44% 0.2
SST
4160
S Squared Technology
New York
USD 117 M +USD 7.1 M +6% 2.67% 223% 49 28.57% 1.8
Paragon Wealth Strategies
4161
Paragon Wealth Strategies
Florida
USD 117 M -USD 4.56 M -4% 0.99% 59.8% 36 22.22% 0.9
Clearstead Trust
4162
Clearstead Trust
Maine
USD 117 M -USD 29.8 M -20% 1.32% 111% 218 49.08% 1.1
Exeter Financial
4163
Exeter Financial
Arizona
USD 117 M +USD 1.78 M +2% 2.33% 59.1% 74 9.46% 0.2
Smith Shellnut Wilson
4164
Smith Shellnut Wilson
Mississippi
USD 116 M -USD 1.83 M -2% 1.67% 98.6% 143 30.07% 0.9
Seelaus Asset Management
4165
Seelaus Asset Management
New Jersey
USD 116 M +USD 860 k +0.7% 1.8% 134% 206 23.3% 0.2
RCA
4166
Rex Capital Advisors
Rhode Island
USD 116 M +USD 2.26 M +2% 1.15% 7.31% 16 12.5% 3.1
EWG
4167
Executive Wealth Group
Washington
USD 116 M +USD 4.21 M +4% 2.09% 14.9% 35 0% 0.3
A.D. Beadell Investment Counsel
4168
A.D. Beadell Investment Counsel
Wisconsin
USD 116 M -USD 5.83 M -5% 5.25% 83.3% 95 13.68% 2.6
Puissance Capital Management
4169
Puissance Capital Management
New York
USD 116 M -USD 28.8 M -20% 21.6% 116% 5 20% 0.2
Pointe Capital Management
4170
Pointe Capital Management
Michigan
USD 116 M -USD 9.02 M -7% 3.28% 62.6% 155 10.97% 1.2
Premia Global Advisors
4171
Premia Global Advisors
Florida
USD 116 M +USD 12.6 M +12% 0.35% – 453 27.59% 0.2
AMAL
4172
Asset Management Advisors LLC
Oklahoma
USD 116 M -USD 3.47 M -3% 4.25% 124% 25 8% 2.9
BI
4173
Bredin Investment
Delaware
USD 116 M -USD 8.24 M -7% 4.58% – 80 6.25% 0.2
TMD & Associates
4174
TMD & Associates
Arizona
USD 116 M +USD 6.82 M +6% 1.07% 20.5% 19 15.79% 1.6
Leicht Financial Planning & Wealth Management
4175
Leicht Financial Planning & Wealth Management
New Jersey
USD 116 M -USD 3.46 M -3% 0.39% 46.3% 25 0% 1.1