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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)
WMA
4726
Wealth Management Associates
New Jersey
USD 91.8 M +USD 17.5 M +24% 12% 111% 97 15.46% 0.2
River Oaks Capital
4727
River Oaks Capital
Minnesota
USD 91.8 M +USD 8.15 M +10% 10.7% – 54 9.26% 1.8
Lansing Management
4728
Lansing Management
New York
USD 91.6 M +USD 14.5 M +19% 22.8% 76.9% 10 20% 0.2
Rizvi Traverse Management
4729
Rizvi Traverse Management
Florida
USD 91.6 M +USD 45.8 M +100% 100% – 1 0% 1.3
Successful Portfolios
4730
Successful Portfolios
Florida
USD 91.5 M +USD 13.2 M +17% 11.1% 110% 141 12.06% 1.1
Raffles Associates
4731
Raffles Associates
New York
USD 91.4 M +USD 3.85 M +4% 7.86% 50% 51 13.73% 2
National Investment Services
4732
National Investment Services
Wisconsin
USD 91.3 M +USD 5.1 M +6% 13.7% 47.2% 85 23.53% 1.8
Madrona Financial Services
4733
Madrona Financial Services
Washington
USD 91.3 M -USD 22 M -19% 11.8% 85.1% 49 26.53% 2.3
Legend Financial Advisors
4734
Legend Financial Advisors
Pennsylvania
USD 91 M +USD 22.8 M +34% 15.6% 117% 37 35.14% 0.2
Orser Capital Management
4735
Orser Capital Management
Texas
USD 90.9 M +USD 4.12 M +5% 16.5% 128% 79 25.32% 1
PCM
4736
Proxima Capital Management
New York
USD 90.8 M -USD 14.8 M -14% 15.3% 20.7% 38 15.79% 1.6
Solas Capital Management
4737
Solas Capital Management
Connecticut
USD 90.6 M -USD 4.4 M -5% 10.8% 62.5% 30 30% 0.2
JSF Financial
4738
JSF Financial
California
USD 90.5 M -USD 7.13 M -7% 12.4% 91% 64 18.75% 0.2
Charter Research & Investment Group
4739
Charter Research & Investment Group
Connecticut
USD 90.4 M +USD 11.2 M +14% 13.1% 82.3% 83 9.64% 3.1
Tower House Partners
4740
Tower House Partners
United Kingdom
USD 90.1 M +USD 37.8 M +72% 30.6% 21.4% 2 50% 0.1
LCH
4741
Lee Capital Holdings
New York
USD 90 M +USD 23.1 M +35% 17.2% 34.4% 55 36.36% 0.5
Spectrum Asset Management (Connecticut)
4742
Spectrum Asset Management (Connecticut)
Connecticut
USD 89.9 M -USD 85.1 M -49% 5.69% 0.74% 6 33.33% 4.6
Kelly Financial Services
4743
Kelly Financial Services
Massachusetts
USD 89.9 M – – 12.7% 64.3% 497 – 0
MSD Capital
4744
MSD Capital
New York
USD 89.4 M +USD 32.8 M +58% 29.6% 11.5% 3 33.33% 3.4
Trustco Bank (New York)
4745
Trustco Bank (New York)
New York
USD 88.9 M +USD 34.9 M +65% 12.9% 131% 69 42.03% 3
Empirical Capital Management
4746
Empirical Capital Management
Tennessee
USD 88.8 M +USD 14.7 M +20% 27.1% – 25 40% 1.9
WealthOne
4747
WealthOne
New York
USD 88.5 M -USD 25.7 M -22% 10.9% 23.4% 617 89.14% 0.2
Fifth Third Securities
4748
Fifth Third Securities
Ohio
USD 88.3 M +USD 17.4 M +24% 10.3% 62.7% 59 20.34% 1.4
Meridian Financial Partners
4749
Meridian Financial Partners
Virginia
USD 88.3 M +USD 14 M +19% 10.1% 80.8% 57 22.81% 0.2
Washington Capital Management
4750
Washington Capital Management
Washington
USD 88.3 M +USD 2.06 M +2% 14.4% 81.8% 108 20.37% 2.4