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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)
Strategy Capital
4626
Strategy Capital
California
USD 91.6 M – – 22.5% 316% 11 – 0
ICM
4627
ISZO Capital Management
New York
USD 91.5 M – – 18.1% 68.2% 5 – 0
WGA
4628
Weather Gauge Advisory
Virginia
USD 91.5 M – – 9.19% 39.9% 83 – 0
CWM
4629
Capital Wealth Management
Rhode Island
USD 91.4 M -USD 22.8 M -20% 13.1% 46.7% 40 15% 0.9
Altman Advisors
4630
Altman Advisors
Illinois
USD 91.2 M -USD 20 M -18% 12.7% 127% 72 26.39% 0.5
Private Harbour Investment Management & Counsel
4631
Private Harbour Investment Management & Counsel
Ohio
USD 90.8 M -USD 20.5 M -18% 10.3% 82.6% 85 17.65% 3.7
Congress Park Capital
4632
Congress Park Capital
New York
USD 90.8 M -USD 20.6 M -19% 14% 99.9% 106 25.47% 0.9
Hoover Financial Advisors
4633
Hoover Financial Advisors
Pennsylvania
USD 90.7 M – – 12.9% – 61 – 0
DW Partners
4634
DW Partners
New York
USD 90.7 M -USD 33.7 M -27% 13.9% 44.5% 8 37.5% 0.4
Wambolt & Associates
4635
Wambolt & Associates
Colorado
USD 90.6 M – – 12% 62.2% 143 – 0
Sanchez Wealth Management Group
4636
Sanchez Wealth Management Group
Florida
USD 90.6 M -USD 6.94 M -7% 13.7% 56.9% 28 39.29% 0.7
Biltmore Wealth Management
4637
Biltmore Wealth Management
Arizona
USD 90.6 M -USD 30.2 M -25% 10.9% 59.8% 42 7.14% 2
Jackson Financial Management
4638
Jackson Financial Management
California
USD 90.5 M -USD 35.4 M -28% 10.7% – 39 12.82% 0.9
Mad River Investors
4639
Mad River Investors
Massachusetts
USD 90.5 M -USD 39.2 M -30% 23.1% 225% 28 0% 2.9
Vishria Bird Financial Group
4640
Vishria Bird Financial Group
Tennessee
USD 90.4 M -USD 26.2 M -22% 19.2% 74.3% 55 21.82% 0.4
Fairbanks Capital Management
4641
Fairbanks Capital Management
California
USD 90.3 M -USD 9.8 M -10% 16.2% 81.3% 32 12.5% 1.8
JVL Associates
4642
JVL Associates
Michigan
USD 90.1 M -USD 15.8 M -15% 12.7% 81% 40 15% 0.9
Providence Wealth Advisors
4643
Providence Wealth Advisors
Illinois
USD 90.1 M -USD 19.5 M -18% 11.9% 112% 98 24.49% 0.6
PATRIZIA Pty Ltd
4644
PATRIZIA Pty Ltd
Australia
USD 89.8 M -USD 6.88 M -7% 2.4% – 19 10.53% 0.9
GIC
4645
Gantzert Investment Company
Illinois
USD 89.7 M – – 9.73% – 66 – 0
Financial Insights
4646
Financial Insights
Washington
USD 89.6 M – – 9.98% 71.9% 58 – 0
Market Street Wealth Management Advisors
4647
Market Street Wealth Management Advisors
Indiana
USD 89.6 M – – 12.8% 44% 32 – 0
JCM
4648
Jayhawk Capital Management
Kansas
USD 89.5 M +USD 24 k +0% 7.73% – 1 0% 1
INL
4649
IPC/NYCG LLC
New York
USD 89.5 M – – 20.3% – 1 – 0
KLCM
4650
KG&L Capital Management
Louisiana
USD 89.4 M – – 8.36% 91.9% 131 – 0