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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)
Delta Investment Management
4401
Delta Investment Management
California
USD 106 M – – 14.1% 65.8% 35 – 0
Cheyne Capital Management (UK)
4402
Cheyne Capital Management (UK)
United Kingdom
USD 106 M -USD 62.5 M -37% 4.27% 35.6% 39 17.95% 0.8
Birchview Capital
4403
Birchview Capital
Vermont
USD 106 M -USD 49.2 M -32% 29.4% 327% 60 23.33% 1.9
Great Point Wealth Advisors
4404
Great Point Wealth Advisors
Massachusetts
USD 106 M – – 8.28% – 43 – 0
RCA
4405
Rex Capital Advisors
Rhode Island
USD 106 M -USD 14.1 M -12% 15.2% 7.31% 18 16.67% 3.2
AH Equity Partners III
4406
AH Equity Partners III
California
USD 106 M – – 12.4% 42.6% 2 – 2
MFGP
4407
Marshall Financial Group (Pennsylvania)
Pennsylvania
USD 106 M – – 12.7% 65.5% 51 – 0
PCM
4408
Proxima Capital Management
New York
USD 106 M -USD 44.6 M -30% 30.6% 20.7% 39 28.21% 1.4
MI
4409
Moneywise Inc
Virginia
USD 105 M -USD 12.8 M -11% 11.3% 60.8% 39 7.69% 1.9
Centerpoint Advisors
4410
Centerpoint Advisors
Massachusetts
USD 105 M -USD 20.9 M -17% 14.8% 74.2% 282 15.6% 0.8
Loudon Investment Management
4411
Loudon Investment Management
New Hampshire
USD 105 M -USD 19.1 M -15% 10.1% 61.6% 89 8.99% 3.7
Billings Capital Management
4412
Billings Capital Management
Virginia
USD 105 M -USD 28.8 M -21% 20.6% – 13 46.15% 0.7
AMAL
4413
Asset Management Advisors LLC
Oklahoma
USD 105 M -USD 12.9 M -11% 12.8% 125% 27 22.22% 3.4
Amica Retiree Medical Trust
4414
Amica Retiree Medical Trust
Rhode Island
USD 105 M -USD 15.4 M -13% 12.2% – 370 12.97% 2.9
CRA
4415
Circle Road Advisors
New York
USD 105 M -USD 4.96 M -5% 12.2% – 26 46.15% 0.4
Lodbrok Capital
4416
Lodbrok Capital
United Kingdom
USD 105 M – – 0% 25.9% 1 – 0
Reston Wealth Management
4417
Reston Wealth Management
Virginia
USD 105 M – – 12% 66.4% 45 – 0
Defender Capital
4418
Defender Capital
North Carolina
USD 105 M – – 16% 101% 15 – 0
Brick & Kyle Associates
4419
Brick & Kyle Associates
Pennsylvania
USD 105 M – – 11.8% 97.4% 89 – 3.5
Wells Trecaso Financial Group
4420
Wells Trecaso Financial Group
Ohio
USD 105 M -USD 15.9 M -13% 13.8% 108% 78 19.23% 0.9
Capital Asset Advisory Services
4421
Capital Asset Advisory Services
Michigan
USD 105 M -USD 14 M -12% 10.1% 51% 115 21.74% 1.8
USA Mutuals Advisors
4422
USA Mutuals Advisors
Texas
USD 105 M -USD 42.3 M -29% 17% 14.1% 26 11.54% 4.2
Samsara BioCapital
4423
Samsara BioCapital
California
USD 104 M – – 15.9% 1,580% 17 – 0
SWMG
4424
Strategic Wealth Management Group
Maryland
USD 104 M – – 12.6% – 78 – 0
Squar Milner Financial Services
4425
Squar Milner Financial Services
California
USD 104 M -USD 7.07 M -6% 12.8% – 808 11.76% 0.6