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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)
SGL Investment Advisors
5551
SGL Investment Advisors
Montana
USD 195 M – – 7.33% – 106 – 0
Blue Barn Wealth
5552
Blue Barn Wealth
Utah
USD 195 M +USD 15.2 M +8% 4.95% 46.4% 163 19.63% 1.7
Dunhill Financial
5553
Dunhill Financial
United Kingdom
USD 195 M +USD 33.6 M +21% 5.8% 58.6% 982 24.34% 0.6
Bellevue Asset Management
5554
Bellevue Asset Management
Washington
USD 195 M +USD 13.6 M +8% 3.71% 56.7% 472 4.87% 3.8
Chartist Inc
5555
Chartist Inc
California
USD 195 M +USD 1.84 M +1% 11.9% – 28 10.71% 5.8
Davidson Trust Company
5556
Davidson Trust Company
Washington
USD 195 M +USD 49.5 M +34% 7.05% 77% 159 13.21% 3
New Potomac Partners
5557
New Potomac Partners
Maryland
USD 195 M +USD 11.7 M +6% 5.39% 37.2% 152 45.39% 2.3
DVF
5558
Discovery Value Fund
Singapore
USD 195 M -USD 2.18 M -1% 24.4% 210% 5 40% 1.7
Kessler Investment Group
5559
Kessler Investment Group
Indiana
USD 195 M +USD 9.34 M +5% 12% 251% 207 14.98% 2.6
PCM
5560
Perritt Capital Management
Illinois
USD 195 M +USD 11.4 M +6% 7.41% 80.9% 331 12.69% 3.4
Applied Capital
5561
Applied Capital
Arkansas
USD 194 M +USD 20.2 M +12% 6.02% 52.6% 47 21.28% 1.8
LJCM
5562
Lee Johnson Capital Management
Texas
USD 194 M -USD 1.5 M -0.8% 3.02% 118% 37 67.57% 0.8
Brookmont Capital Management
5563
Brookmont Capital Management
Texas
USD 194 M +USD 11.6 M +6% 9.21% 32.2% 57 7.02% 6.5
Peak Financial Advisors
5564
Peak Financial Advisors
Colorado
USD 194 M +USD 20.2 M +12% 3.51% 39.1% 93 43.01% 1.1
First City Capital Management
5565
First City Capital Management
Georgia
USD 194 M +USD 16.4 M +9% 7.57% 86.4% 166 7.23% 5.9
Dravo Bay
5566
Dravo Bay
Delaware
USD 194 M +USD 14.3 M +8% 5.7% 45.2% 55 29.09% 1.9
venBio Partners
5567
venBio Partners
California
USD 194 M -USD 37.2 M -16% 1.26% 564% 7 28.57% 2.2
Interactive Financial Advisors
5568
Interactive Financial Advisors
Illinois
USD 194 M +USD 12.8 M +7% 6.32% 47.6% 89 3.37% 6.3
MA
5569
Menlo Advisors
California
USD 194 M +USD 14.1 M +8% 8.46% 108% 33 15.15% 5.8
Baugh & Associates
5570
Baugh & Associates
Georgia
USD 194 M +USD 1.53 M +0.8% 6.99% 98.8% 41 7.32% 5
Flagship Private Wealth
5571
Flagship Private Wealth
Massachusetts
USD 194 M +USD 25.2 M +15% 5.4% 62.7% 103 12.62% 2.3
FFA
5572
Florida Financial Advisors
Florida
USD 194 M +USD 27.2 M +16% 5.5% – 180 23.33% 0.5
Fogel Capital Management
5573
Fogel Capital Management
Florida
USD 194 M +USD 6.1 M +3% 4.48% – 40 5% 0.6
Adalta Capital Management
5574
Adalta Capital Management
New York
USD 194 M +USD 10 M +5% 6.95% 80.4% 103 9.71% 3.8
Mitsubishi UFJ Asset Management (UK)
5575
Mitsubishi UFJ Asset Management (UK)
United Kingdom
USD 194 M +USD 207 k +0.1% 7.97% 151% 124 25% 1.8