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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)
Forefront Wealth Management
6376
Forefront Wealth Management
Pennsylvania
USD 74.2 M -USD 26.9 M -27% 13.1% – 56 30.36% 0.4
Penn Mutual Asset Management
6377
Penn Mutual Asset Management
Pennsylvania
USD 74.2 M -USD 12 M -14% 8.85% 32% 65 33.85% 1
SCA
6378
SMH Capital Advisors
Texas
USD 74.2 M +USD 12.6 M +20% 2.73% 10.7% 65 16.92% 1.9
HFG Advisors
6379
HFG Advisors
Ohio
USD 74.1 M -USD 13.5 M -15% 14% 69.7% 94 19.15% 0.4
MU Investments Company
6380
MU Investments Company
Japan
USD 74 M -USD 17.6 M -19% 12.5% 40.4% 24 0% 5
KSCM
6381
Kamunting Street Capital Management
Florida
USD 74 M -USD 6.39 M -8% 21.5% 7.47% 51 58.82% 0.7
Gordian Capital (Singapore)
6382
Gordian Capital (Singapore)
Singapore
USD 73.9 M -USD 48.5 M -40% 19% 321% 152 26.32% 0.4
Portland Hill Asset Management
6383
Portland Hill Asset Management
United Kingdom
USD 73.9 M -USD 36.4 M -33% 17.7% 30.2% 46 6.52% 2.7
Platt Investment Counsel
6384
Platt Investment Counsel
Florida
USD 73.6 M -USD 34 M -32% 16.9% 62.9% 14 14.29% 1.4
David J. Yvars Group
6385
David J. Yvars Group
Florida
USD 73.5 M -USD 70.2 M -49% 15.8% 143% 81 24.69% 1.3
Compass Financial Advisors
6386
Compass Financial Advisors
Indiana
USD 73.3 M -USD 17.1 M -19% 14.5% – 140 12.86% 0.5
Daventry Group
6387
Daventry Group
New York
USD 73.3 M -USD 22.8 M -24% 26.7% 26.2% 8 25% 0.4
Pitti Group Wealth Management
6388
Pitti Group Wealth Management
New York
USD 73.3 M -USD 12.5 M -15% 13% 65.3% 71 23.94% 0.4
Clearfield Capital Management
6389
Clearfield Capital Management
New York
USD 73.2 M -USD 84 M -53% 19.2% 421% 6 50% 0.8
Fingerlakes Wealth Management
6390
Fingerlakes Wealth Management
New York
USD 73.1 M -USD 12.4 M -15% 16.4% 80.2% 98 12.24% 0.5
West Rim Capital Associates II
6391
West Rim Capital Associates II
Utah
USD 73 M -USD 8.36 M -10% 9.66% – 2 0% 0.5
Rizvi Traverse Management
6392
Rizvi Traverse Management
Florida
USD 73 M -USD 72.3 M -50% 48.8% – 2 0% 0.8
QP Wealth Management
6393
QP Wealth Management
New Jersey
USD 73 M -USD 16.5 M -18% 15% – 78 17.95% 1.6
Roberts Capital Advisors
6394
Roberts Capital Advisors
Colorado
USD 72.9 M -USD 24 M -25% 18.9% – 96 8.33% 0.5
Kingsbury Capital Investment Advisors
6395
Kingsbury Capital Investment Advisors
Illinois
USD 72.7 M -USD 18.2 M -20% 19.9% – 107 22.43% 0.2
OUP Management Company
6396
OUP Management Company
Pennsylvania
USD 72.7 M -USD 58.7 M -45% 31.4% – 16 6.25% 0.5
BAM
6397
Bosun Asset Management
Illinois
USD 72.6 M -USD 22.5 M -24% 13.9% 278% 77 19.48% 0.5
1620 Investment Advisors
6398
1620 Investment Advisors
Massachusetts
USD 72.5 M -USD 19.4 M -21% 9.44% 68.9% 147 29.93% 0.4
White Knight Strategic Wealth Advisors
6399
White Knight Strategic Wealth Advisors
New Jersey
USD 72.4 M -USD 20.1 M -22% 19.2% 111% 72 15.28% 0.5
Caspian Capital
6400
Caspian Capital
New York
USD 72.3 M -USD 108 M -60% 25.6% – 45 86.67% 0.4