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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)
PWM
6151
Pinnacle Wealth Management
California
USD 82.4 M +USD 11.2 M +16% 2.36% 194% 55 40% 0.4
TMC
6152
Trellus Management Company
Florida
USD 82.3 M +USD 175 k +0.2% 10.6% 268% 70 45.71% 1.5
Vanguard Capital Wealth Advisors
6153
Vanguard Capital Wealth Advisors
Colorado
USD 82.3 M -USD 6.18 M -7% 1.17% 234% 136 25.74% 2.5
Vista Finance
6154
Vista Finance
Missouri
USD 82.3 M +USD 5.75 M +8% 1.29% 50.7% 34 23.53% 0.4
BG Investment Services
6155
BG Investment Services
Guam
USD 82.2 M -USD 8.51 M -9% 6.51% – 12 8.33% 0.7
DB Fitzpatrick & Co
6156
DB Fitzpatrick & Co
Idaho
USD 82.2 M -USD 8.59 M -9% 4.31% 42.7% 75 10.67% 0.7
Caldwell Investment Management
6157
Caldwell Investment Management
Ontario, Canada
USD 82.2 M -USD 17.4 M -17% 2.88% 162% 32 34.38% 0.5
GBA
6158
Garrison Bradford & Associates
New York
USD 82.2 M -USD 5.78 M -7% 3.12% 62.2% 45 8.89% 5.3
New Century Advisors
6159
New Century Advisors
Maryland
USD 82.1 M -USD 6.23 M -7% 2.49% – 105 15.24% 1.1
Kellett Wealth Advisors
6160
Kellett Wealth Advisors
Ohio
USD 82.1 M +USD 4.72 M +6% 6.1% 76.3% 59 15.25% 0.7
BG
6161
BRX Global
New York
USD 82.1 M -USD 4.86 M -6% 5.07% 65.8% 6 0% 1.4
Pine Haven Investment Counsel
6162
Pine Haven Investment Counsel
Massachusetts
USD 82 M -USD 3.45 M -4% 3.53% 72.1% 99 3.03% 0.7
Columbia Advisory Partners
6163
Columbia Advisory Partners
Washington
USD 82 M -USD 5.34 M -6% 5.31% 69.7% 51 25.49% 0.6
Trustco Bank (New York)
6164
Trustco Bank (New York)
New York
USD 81.9 M -USD 10.8 M -12% 6.81% 131% 67 5.97% 6
SC
6165
Samjo Capital
New York
USD 81.9 M -USD 37 k -0% 13% 89.1% 18 22.22% 1.3
Horizon Family Wealth
6166
Horizon Family Wealth
Illinois
USD 81.9 M -USD 4.16 M -5% 5.98% 68.6% 54 3.7% 0.7
WPA
6167
Winning Points Advisors
Florida
USD 81.8 M -USD 9.18 M -10% 1.45% – 53 11.32% 3.8
CC
6168
Corton Capital
Ontario, Canada
USD 81.8 M -USD 24.1 M -23% 2.43% 225% 410 56.34% 0.3
Farley Capital
6169
Farley Capital
New York
USD 81.8 M -USD 16 M -16% 10.5% 105% 13 7.69% 4.4
Blue Door Asset Management
6170
Blue Door Asset Management
Connecticut
USD 81.8 M -USD 15.4 M -16% 0.94% 127% 21 33.33% 0.6
Harvest Investment Services
6171
Harvest Investment Services
Illinois
USD 81.7 M -USD 48.8 M -37% 1.4% 282% 172 51.74% 1.7
Regency Capital Management
6172
Regency Capital Management
Hawaii
USD 81.6 M -USD 11.4 M -12% 3.1% 92.1% 87 60.92% 1
Peak Financial Advisors
6173
Peak Financial Advisors
Colorado
USD 81.3 M -USD 19.7 M -19% 3.79% 39.1% 75 36% 0.7
Cresta Advisors
6174
Cresta Advisors
Texas
USD 81 M – – 5.03% 66.8% 31 – 0
LP
6175
Lloyd Park
Illinois
USD 81 M -USD 14.6 M -15% 0.67% – 86 12.79% 0.5