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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)
Prentiss Smith & Co
4551
Prentiss Smith & Co
Vermont
USD 208 M +USD 13 M +7% 9.22% 63.9% 79 10.13% 4.1
Seafarer Capital Partners
4552
Seafarer Capital Partners
California
USD 208 M +USD 76.8 M +59% 19.8% 43% 4 25% 1.5
Davidson Capital Management
4553
Davidson Capital Management
Texas
USD 207 M +USD 15.8 M +8% 6.77% 79.4% 93 19.35% 0.9
J. Safra Asset Management
4554
J. Safra Asset Management
New York
USD 207 M -USD 6.68 M -3% 6.4% 84.3% 35 17.14% 1.3
FBT
4555
First Bank & Trust
South Dakota
USD 207 M +USD 8.55 M +4% 7.4% 85.6% 430 4.65% 2.7
TFG Advisers
4556
TFG Advisers
Michigan
USD 207 M +USD 13.2 M +7% 6.13% 61.8% 194 3.09% 1.9
CPFP
4557
Clear Perspectives Financial Planning
Ohio
USD 207 M +USD 34.5 M +20% 4.7% – 216 15.74% 0.4
Stadium Capital Management
4558
Stadium Capital Management
Connecticut
USD 207 M -USD 7.07 M -3% 1.11% 10.9% 12 25% 1.3
RCA
4559
Rex Capital Advisors
Rhode Island
USD 207 M +USD 66.7 M +47% 5.59% 7.31% 22 9.09% 2.9
Collaborative Holdings Management
4560
Collaborative Holdings Management
New York
USD 207 M +USD 25.8 M +14% 6.29% 591% 25 56% 0.3
Omega Financial Group
4561
Omega Financial Group
California
USD 207 M +USD 10.4 M +5% 5.08% 45.2% 63 4.76% 2
Paulson Wealth Management
4562
Paulson Wealth Management
Illinois
USD 207 M +USD 5.41 M +3% 5.34% 57.1% 91 5.49% 2.2
CA
4563
Crumly & Associates
Illinois
USD 206 M +USD 35.3 M +21% 6.96% 58.1% 103 16.5% 0.8
GA
4564
Greytown Advisors
Florida
USD 206 M +USD 4.6 M +2% 6.99% 14.1% 111 15.32% 2.1
BIA
4565
Bigelow Investment Advisors
Maine
USD 206 M +USD 8.86 M +4% 5.33% 75.7% 144 5.56% 2.6
Ategra Capital Management
4566
Ategra Capital Management
Virginia
USD 206 M +USD 25.5 M +14% 5.1% 114% 118 14.41% 1.3
Birch Grove Capital
4567
Birch Grove Capital
New York
USD 206 M -USD 24.6 M -11% 0.84% 2.66% 59 35.59% 0.5
J. Arnold Wealth Management
4568
J. Arnold Wealth Management
Ohio
USD 206 M +USD 24.9 M +14% 6.82% 46.2% 111 20.72% 0.7
Brand Asset Management Group
4569
Brand Asset Management Group
Missouri
USD 206 M +USD 9.2 M +5% 6.01% 70.2% 284 73.24% 2.7
Black Swift Group
4570
Black Swift Group
Colorado
USD 206 M -USD 109 M -35% 8.11% 139% 227 74.89% 0.8
SCM
4571
Stonehill Capital Management
New York
USD 206 M -USD 7.12 M -3% 4.74% 117% 20 50% 0.9
Stoneridge Investment Partners
4572
Stoneridge Investment Partners
Pennsylvania
USD 206 M +USD 14.9 M +8% 5.93% 44.2% 126 34.13% 1.4
Wealth Alliance Advisory Group
4573
Wealth Alliance Advisory Group
Kansas
USD 206 M +USD 10.5 M +5% 7.03% 72.7% 159 8.81% 2.2
Roman Butler Fullerton & Co
4574
Roman Butler Fullerton & Co
Missouri
USD 205 M +USD 5.55 M +3% 9.46% 121% 205 16.59% 1.6
FP
4575
Financial Perspectives
Minnesota
USD 205 M +USD 18.5 M +10% 7.32% 87.8% 668 8.83% 1.2