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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)
Wellington Shields & Co
4151
Wellington Shields & Co
New York
USD 405 M +USD 22 M +6% 5.2% 127% 347 14.12% 4
Palumbo Wealth Management
4152
Palumbo Wealth Management
New York
USD 405 M +USD 92.2 M +29% 6.28% 115% 239 33.89% 1.6
Atticus Wealth Management
4153
Atticus Wealth Management
Florida
USD 405 M +USD 8.71 M +2% 2.27% 73.9% 210 9.05% 3.4
COFG Advisors
4154
COFG Advisors
Illinois
USD 405 M – – 3.16% – 228 – 0
Trails Edge Capital Partners
4155
Trails Edge Capital Partners
Georgia
USD 405 M – – 55.4% – 23 – 0
Cordoba Advisory Partners
4156
Cordoba Advisory Partners
New York
USD 405 M – – 1.24% – 145 – 0
PCJ Investment Counsel
4157
PCJ Investment Counsel
Ontario, Canada
USD 404 M +USD 44.7 M +12% 11.7% 164% 73 28.77% 3.1
MM
4158
Meridian Management
Arkansas
USD 404 M +USD 30.3 M +8% 2.93% 65.3% 83 6.02% 6.2
BCM
4159
Bluefin Capital Management
New York
USD 404 M +USD 91.3 M +29% 8.35% – 219 79.91% 0.1
Aspen Capital Management
4160
Aspen Capital Management
Idaho
USD 404 M +USD 11.5 M +3% 2.53% – 83 6.02% 0.7
Citizens & Northern Corp
4161
Citizens & Northern Corp
Pennsylvania
USD 404 M +USD 19.7 k +0% 1.75% 84.6% 130 11.54% 6
KLCM
4162
KG&L Capital Management
Louisiana
USD 403 M +USD 29.8 M +8% 3.21% 91.9% 241 19.5% 2.7
Integral Investment Advisors
4163
Integral Investment Advisors
California
USD 403 M +USD 32.2 M +9% 2.44% 69% 180 11.67% 2.1
Franklin, Parlapiano, Turner & Welch
4164
Franklin, Parlapiano, Turner & Welch
Texas
USD 403 M +USD 6.96 M +2% 1.15% 49.3% 54 5.56% 7.9
Atlantic Edge Private Wealth Management
4165
Atlantic Edge Private Wealth Management
Florida
USD 403 M +USD 13.3 M +3% 2.5% 84.4% 608 15.46% 1.5
SailingStone Capital Partners
4166
SailingStone Capital Partners
Texas
USD 402 M +USD 20.6 M +5% 7.72% 152% 16 6.25% 3.4
Duncan Williams Asset Management
4167
Duncan Williams Asset Management
Tennessee
USD 402 M +USD 47.1 M +13% 2.35% – 179 13.41% 1.2
DS
4168
Dalal Street
Texas
USD 402 M +USD 65.2 M +19% 30.3% 92.7% 5 20% 1.4
Monument Capital Management
4169
Monument Capital Management
Virginia
USD 402 M +USD 1.99 M +0.5% 4.33% 170% 248 20.16% 2.4
Natural Investments
4170
Natural Investments
California
USD 402 M -USD 1.44 M -0.4% 2.85% – 316 36.08% 0.7
SC
4171
Saybrook Capital
North Carolina
USD 402 M +USD 19 M +5% 7.27% 72.5% 44 6.82% 8.8
CLG LLC
4172
CLG LLC
California
USD 402 M +USD 34.5 M +9% 3.24% – 151 15.89% 0.8
Shikiar Asset Management
4173
Shikiar Asset Management
New York
USD 402 M +USD 4.17 M +1% 4.73% 117% 106 11.32% 3.9
WA
4174
WP Advisors
California
USD 402 M +USD 8.12 M +2% 3.36% 113% 123 7.32% 4.6
Westmount Partners
4175
Westmount Partners
California
USD 401 M +USD 13.9 M +4% 3.4% 101% 252 5.56% 2.2