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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)
ATI
4701
ARK & TLK Investments
Oklahoma
USD 315 M +USD 3.57 M +1% 6.41% 62.2% 124 14.52% 1.5
Concord Investment Counsel
4702
Concord Investment Counsel
California
USD 315 M – – 9.42% – 39 – 1.2
Wealth Management Partners
4703
Wealth Management Partners
Arizona
USD 315 M +USD 31.8 M +11% 14.6% 194% 149 16.11% 2.6
Darwin Wealth Management
4704
Darwin Wealth Management
Florida
USD 315 M +USD 25.7 M +9% 6.42% 56.8% 644 11.18% 1.3
MTM Investment Management
4705
MTM Investment Management
South Carolina
USD 315 M +USD 17 M +6% 6.53% 87.7% 742 3.5% 1.5
Orion Investment Company
4706
Orion Investment Company
Missouri
USD 315 M +USD 32.2 M +11% 18.1% – 72 5.56% 1.1
Mirabaud & Cie
4707
Mirabaud & Cie
Switzerland
USD 315 M +USD 369 k +0.1% 10.8% 151% 63 12.7% 1.4
Liberty Mutual Group Asset Management
4708
Liberty Mutual Group Asset Management
Massachusetts
USD 315 M -USD 146 M -32% 3.41% 47.9% 22 50% 1.6
Aurdan Capital Management
4709
Aurdan Capital Management
Pennsylvania
USD 314 M +USD 20.9 M +7% 5.7% – 96 14.58% 0.6
BDT Capital Partners
4710
BDT Capital Partners
Illinois
USD 314 M -USD 91.2 M -22% 25.6% 25.5% 2 0% 2.4
Lanham O'Dell & Company
4711
Lanham O'Dell & Company
West Virginia
USD 314 M +USD 77.2 M +33% 5.07% 81% 46 13.04% 1.5
Cutler Capital Management
4712
Cutler Capital Management
Massachusetts
USD 314 M +USD 26.4 M +9% 5.05% 39.7% 128 10.16% 3.4
Boxer Capital Management
4713
Boxer Capital Management
California
USD 314 M +USD 115 M +58% 137% – 35 45.71% 0.3
Veracity Capital
4714
Veracity Capital
Georgia
USD 314 M +USD 21.3 M +7% 11.6% 149% 267 18.73% 2.7
Jeppson Wealth Management
4715
Jeppson Wealth Management
California
USD 314 M +USD 24.4 M +8% 9.71% 107% 227 7.93% 3.3
Purus Wealth Management
4716
Purus Wealth Management
California
USD 313 M +USD 25.3 M +9% 10.4% 174% 147 6.8% 2.7
SFMG
4717
Sage Financial Management Group
Virginia
USD 313 M +USD 24.2 M +8% 5.29% 47.3% 57 5.26% 1.2
Palumbo Wealth Management
4718
Palumbo Wealth Management
New York
USD 313 M -USD 9.8 M -3% 13.1% 115% 235 40% 1.8
Creative Capital Management Investments
4719
Creative Capital Management Investments
California
USD 313 M +USD 33.1 M +12% 6.24% 53.6% 336 29.17% 1.7
Norman Fields Gottscho Capital Management
4720
Norman Fields Gottscho Capital Management
New York
USD 313 M +USD 10.7 M +4% 5.5% 96.9% 68 11.76% 5.9
Sandy Cove Advisors
4721
Sandy Cove Advisors
Massachusetts
USD 313 M +USD 36 M +13% 7.54% 78% 142 9.86% 2.3
Lynch Asset Management
4722
Lynch Asset Management
Pennsylvania
USD 313 M +USD 29.1 M +10% 11.6% 214% 60 13.33% 2.6
BCM
4723
Bluefin Capital Management
New York
USD 313 M +USD 180 M +136% 0.19% – 184 86.96% 0.3
JD6
4724
J Digital 6
Illinois
USD 312 M – – 226% – 2 – 0
Sterling Investment Counsel
4725
Sterling Investment Counsel
New York
USD 312 M +USD 141 M +83% 8.37% 93.8% 187 55.61% 1.8