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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)
CWM
5251
Capital Wealth Management
Rhode Island
USD 148 M +USD 18.8 M +15% 5.89% 51.3% 54 31.48% 1.9
NICM
5252
Neo Ivy Capital Management
New York
USD 148 M +USD 110 M +289% 7.23% – 582 80.93% 0.2
SST
5253
S Squared Technology
New York
USD 148 M +USD 11.1 M +8% 13.4% 223% 35 17.14% 3.2
PFA
5254
Professional Financial Advisors
Nebraska
USD 148 M -USD 14.4 M -9% 8.22% 59.2% 515 87.18% 2.1
WorthPointe
5255
WorthPointe
California
USD 148 M +USD 28.6 M +24% 9.44% 59.7% 53 26.42% 0.6
Q3 Asset Management
5256
Q3 Asset Management
Michigan
USD 148 M +USD 10.3 M +7% 9.61% 96.2% 68 70.59% 0.4
HPC
5257
Hobart Private Capital
North Carolina
USD 148 M +USD 8.45 M +6% 5.92% 60% 37 18.92% 1.7
Graphene Investments SAS
5258
Graphene Investments SAS
France
USD 148 M – – 11.1% 103% 46 – 0
Nixon Capital
5259
Nixon Capital
Texas
USD 148 M -USD 157 k -0.1% 8.58% 118% 25 44% 1
Kathleen S. Wright Associates
5260
Kathleen S. Wright Associates
Pennsylvania
USD 148 M +USD 24.3 M +20% 8.48% 66% 213 14.55% 0.7
First Capital Advisors Group
5261
First Capital Advisors Group
New Jersey
USD 148 M +USD 27.8 M +23% 8.67% – 252 22.22% 0.9
BCK Partners
5262
BCK Partners
New York
USD 148 M +USD 9.28 M +7% 5.96% 46% 28 3.57% 1.7
Asset Allocation Strategies
5263
Asset Allocation Strategies
Michigan
USD 147 M – – 6.7% 58.1% 55 – 0
Pacifica Partners
5264
Pacifica Partners
Canada
USD 147 M +USD 8.93 M +6% 9.91% 127% 511 14.29% 2.1
AUA Capital Management
5265
AUA Capital Management
Pennsylvania
USD 147 M -USD 4.15 M -3% 6.47% 70.2% 375 8.8% 3.3
Coulter & Justus Financial Services
5266
Coulter & Justus Financial Services
Tennessee
USD 147 M +USD 18.7 M +15% 8.6% – 55 27.27% 0.4
CAGAS
5267
Capital Advisory Group Advisory Services
Minnesota
USD 147 M +USD 3.23 M +2% 8.09% 54.8% 141 7.09% 3
Asset Management Resources
5268
Asset Management Resources
Massachusetts
USD 147 M +USD 45 M +44% 5.69% – 58 20.69% 0.8
Stadium Capital Management
5269
Stadium Capital Management
Connecticut
USD 147 M -USD 21.3 M -13% 2.65% 10.9% 13 30.77% 0.6
Members Advisory Group
5270
Members Advisory Group
New York
USD 147 M +USD 12.5 M +9% 4.57% 70.6% 23 34.78% 0.7
Rings Capital Management
5271
Rings Capital Management
Illinois
USD 147 M +USD 35.6 M +32% 10.3% 40.9% 7 42.86% 1.8
Parus Finance (UK)
5272
Parus Finance (UK)
United Kingdom
USD 147 M +USD 32 M +28% 12.6% 199% 28 3.57% 3.6
STC
5273
Sarah T. Connolly
USD 147 M +USD 10.8 M +8% 10.3% 35% 97 5.15% 1.8
Tyler-Stone Wealth Management
5274
Tyler-Stone Wealth Management
Ohio
USD 147 M +USD 15.9 M +12% 8.4% – 930 8.28% 0.9
TPWM
5275
Twelve Points Wealth Management
Massachusetts
USD 147 M +USD 18.1 M +14% 9.35% 50.7% 169 10.06% 0.9