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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)
Juncture Wealth Strategies
4801
Juncture Wealth Strategies
Arizona
USD 281 M +USD 24.1 M +9% 9.47% 76.5% 133 14.29% 3.1
Omega Financial Group
4802
Omega Financial Group
California
USD 281 M +USD 20.6 M +8% 7.32% 47% 101 20.79% 3.7
AA
4803
Alta Advisers
United Kingdom
USD 281 M +USD 46.1 M +20% 14.4% 114% 253 12.25% 1.8
Bennett Selby Investments
4804
Bennett Selby Investments
Maine
USD 281 M +USD 28 M +11% 9.88% 82.1% 78 6.41% 3
One Degree Advisors
4805
One Degree Advisors
California
USD 281 M +USD 38 M +16% 7.18% – 74 17.57% 1
My Legacy Advisors
4806
My Legacy Advisors
Oregon
USD 281 M +USD 21.7 M +8% 7.62% 49.1% 226 18.14% 2.2
Dynamo Internacional Gestao de Recursos
4807
Dynamo Internacional Gestao de Recursos
Brazil
USD 281 M -USD 25.9 M -8% 32% 34.1% 10 50% 4
Silphium Asset Management
4808
Silphium Asset Management
United Kingdom
USD 281 M +USD 157 M +126% 11.1% 118% 37 27.03% 1.4
FC
4809
Fore Capital
New York
USD 281 M +USD 111 M +66% 3.69% 25.4% 66 68.18% 0.7
First Sabrepoint Capital Management
4810
First Sabrepoint Capital Management
Texas
USD 281 M +USD 11.2 M +4% 14.7% 218% 48 50% 1
Thomas J. Herzfeld Advisors
4811
Thomas J. Herzfeld Advisors
Florida
USD 280 M -USD 13.6 M -5% 1.75% 17.7% 144 36.11% 4.3
Consilio Wealth Advisors
4812
Consilio Wealth Advisors
Washington
USD 280 M +USD 40.9 M +17% 12.9% 66.4% 89 23.6% 1.7
NAH
4813
Neumann Advisory (HK)
Hong Kong
USD 280 M +USD 47.6 M +20% 22.6% 77.3% 10 10% 4.6
FSB Premier Wealth Management
4814
FSB Premier Wealth Management
Iowa
USD 280 M +USD 23.9 M +9% 7.43% 53.9% 216 6.02% 2.7
Tranquility Partners
4815
Tranquility Partners
Tennessee
USD 280 M +USD 21.1 M +8% 8.43% 77.3% 221 8.14% 3.7
Clarity Capital Partners
4816
Clarity Capital Partners
California
USD 280 M +USD 32 M +13% 26.1% – 136 27.21% 1.1
Baker Tilly Wealth Management
4817
Baker Tilly Wealth Management
Wisconsin
USD 280 M +USD 24.9 M +10% 11.8% 96.9% 251 12.35% 3.3
Idaho Trust Bank
4818
Idaho Trust Bank
Idaho
USD 280 M +USD 34.5 M +14% 7.04% 47.5% 112 16.96% 0.8
Creative Capital Management Investments
4819
Creative Capital Management Investments
California
USD 280 M +USD 20.7 M +8% 6.94% 53.6% 316 26.27% 1.3
Solus Alternative Asset Management
4820
Solus Alternative Asset Management
New Jersey
USD 280 M -USD 10.3 M -4% 0.69% 79.3% 9 0% 3.3
Bell & Brown Wealth Advisors
4821
Bell & Brown Wealth Advisors
California
USD 280 M +USD 23.2 M +9% 13.5% 125% 72 6.94% 5.5
Ameliora Wealth Management
4822
Ameliora Wealth Management
Switzerland
USD 280 M +USD 13.8 M +5% 8.17% 73.9% 244 14.75% 1.7
Yukon Wealth Management
4823
Yukon Wealth Management
Kansas
USD 280 M +USD 38.7 M +16% 11.4% – 122 20.49% 0.2
Dorval Corp
4824
Dorval Corp
Minnesota
USD 280 M +USD 31 M +12% 4.19% 29.6% 41 14.63% 1.1
Davis Investment Partners
4825
Davis Investment Partners
North Carolina
USD 279 M +USD 53.4 M +24% 11.2% 88.9% 167 18.56% 1.4