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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)
MM
4426
MWG Management
British Virgin Islands
USD 236 M -USD 107 M -31% 31% 59.2% 2 0% 1
Allegheny Financial Group
4427
Allegheny Financial Group
Pennsylvania
USD 236 M -USD 14.3 M -6% 4.48% 71.1% 170 12.35% 0.9
BCM
4428
BlueMar Capital Management
Florida
USD 236 M -USD 124 M -34% 5.53% 27.4% 58 48.28% 1.3
Gradient Capital Advisors
4429
Gradient Capital Advisors
California
USD 236 M -USD 4.17 M -2% 3.81% 78.5% 131 10.69% 2.8
Stolper & Co
4430
Stolper & Co
Oklahoma
USD 236 M +USD 11.7 M +5% 3.19% 77.1% 90 8.89% 1.7
Tealwood Asset Management
4431
Tealwood Asset Management
Minnesota
USD 236 M -USD 13.4 M -5% 3.51% 128% 137 8.76% 2.3
Neumann Capital Management
4432
Neumann Capital Management
California
USD 235 M -USD 10.1 M -4% 3.99% 89.9% 92 6.52% 5.5
Renaissance Capital
4433
Renaissance Capital
Connecticut
USD 235 M -USD 154 M -40% 19.6% 392% 110 11.82% 0.7
Benchmark Financial Wealth Advisors
4434
Benchmark Financial Wealth Advisors
Florida
USD 235 M -USD 3.88 M -2% 4.69% 81.6% 85 18.82% 1.7
CHI Advisors
4435
CHI Advisors
New York
USD 235 M -USD 66.1 M -22% 26.9% 88.2% 22 9.09% 1.4
Mass General Brigham
4436
Mass General Brigham
Massachusetts
USD 235 M -USD 46.9 M -17% 7.38% – 8 50% 1
Gramercy Funds Management
4437
Gramercy Funds Management
Connecticut
USD 235 M -USD 51.5 M -18% 41.3% 87.6% 4 75% 0.3
JSF Financial
4438
JSF Financial
California
USD 235 M +USD 29.5 M +14% 4.08% 91% 143 41.96% 1.5
PCM
4439
Prime Capital Management
Hong Kong
USD 235 M -USD 48.3 M -17% 23.2% 579% 10 20% 1.2
Auxano Advisors
4440
Auxano Advisors
Washington
USD 235 M +USD 11.3 M +5% 2.59% 85.4% 87 19.54% 1.2
SCF Partners
4441
SCF Partners
Texas
USD 235 M +USD 52.1 M +29% 58.2% 2.1% 4 0% 5.2
LWA
4442
LWS Wealth Advisors
New Jersey
USD 235 M -USD 9.8 M -4% 4.74% 8.87% 61 9.84% 1.9
Lebenthal Global Advisors
4443
Lebenthal Global Advisors
New York
USD 235 M -USD 12.6 M -5% 4.37% 57.2% 177 23.73% 0.7
Legacy Financial Strategies
4444
Legacy Financial Strategies
Kansas
USD 235 M +USD 3.23 M +1% 4.92% 76.7% 68 10.29% 2.7
S.E.E.D. Planning Group
4445
S.E.E.D. Planning Group
New York
USD 235 M +USD 4.07 M +2% 3.48% 57.3% 102 17.65% 1.4
Qualcomm Inc
4446
Qualcomm Inc
California
USD 234 M -USD 293 M -56% 32.4% – 13 7.69% 0.9
RPg Family Wealth Advisory
4447
RPg Family Wealth Advisory
Massachusetts
USD 234 M -USD 18.6 M -7% 2.83% 117% 361 26.87% 2.3
Pennsylvania Capital Management
4448
Pennsylvania Capital Management
Pennsylvania
USD 234 M -USD 57.9 M -20% 4.76% 70.6% 114 30.7% 1.2
USAdvisors Wealth Management
4449
USAdvisors Wealth Management
Minnesota
USD 234 M -USD 11.3 M -5% 4.78% 59.6% 149 28.86% 1.3
Axar Capital Management
4450
Axar Capital Management
New York
USD 234 M +USD 29.7 M +14% 14.5% 680% 3 0% 2.6