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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)
Paragon Financial Partners
6501
Paragon Financial Partners
California
USD 137 M +USD 8.19 M +6% 6.6% 90.6% 85 3.53% 2.3
Amitell Capital
6502
Amitell Capital
Singapore
USD 137 M +USD 16.1 M +13% 9.44% 196% 50 40% 1
Shorepath Capital Management
6503
Shorepath Capital Management
Utah
USD 137 M +USD 6.6 M +5% 4.55% – 23 4.35% 0.7
Longview Financial Advisors
6504
Longview Financial Advisors
Alabama
USD 136 M +USD 4.99 M +4% 4.23% 47.4% 48 12.5% 0.7
CIG
6505
Cascade Investment Group
Colorado
USD 136 M +USD 8.3 M +6% 6.98% 93.2% 135 8.89% 1.4
13D Management
6506
13D Management
New York
USD 136 M -USD 666 k -0.5% 12.6% 157% 24 20.83% 1.6
Pacific Financial Group
6507
Pacific Financial Group
Washington
USD 136 M -USD 4.76 M -3% 5.95% 61.1% 59 10.17% 6.7
Cottonwood Capital Advisors
6508
Cottonwood Capital Advisors
Utah
USD 136 M +USD 8.26 M +6% 6.28% 79% 124 12.9% 1.9
BCM
6509
Beaumont Capital Management
Massachusetts
USD 136 M +USD 8.29 M +6% 7.27% 45.4% 60 40% 1.1
Campion Asset Management
6510
Campion Asset Management
Virginia
USD 136 M +USD 8.99 M +7% 8.94% 70.2% 96 5.21% 2.9
M3 Advisory Group
6511
M3 Advisory Group
Massachusetts
USD 136 M +USD 14.7 M +12% 5.3% – 156 19.23% 0.6
Patrick M. Sweeney & Associates
6512
Patrick M. Sweeney & Associates
Illinois
USD 136 M +USD 12.4 M +10% 6.48% 90.4% 151 7.95% 0.7
Gerber LLC
6513
Gerber LLC
Ohio
USD 136 M +USD 8.94 M +7% 8.65% 137% 97 6.19% 0.7
Brightwater Advisory
6514
Brightwater Advisory
Florida
USD 136 M +USD 6.42 M +5% 7.01% – 62 3.23% 0.6
Newport Capital Group
6515
Newport Capital Group
New Jersey
USD 136 M +USD 9.38 M +7% 5.84% – 58 18.97% 0.9
Broadwater Capital
6516
Broadwater Capital
Massachusetts
USD 136 M +USD 5.97 M +5% 7.15% – 239 0.84% 0.7
Basepoint Wealth
6517
Basepoint Wealth
Iowa
USD 136 M +USD 8.94 M +7% 9.94% 113% 117 10.26% 2
Charter Research & Investment Group
6518
Charter Research & Investment Group
Connecticut
USD 136 M +USD 8.67 M +7% 7.96% 82.3% 85 5.88% 6.6
Paragon Capital Management (Utah)
6519
Paragon Capital Management (Utah)
Utah
USD 136 M +USD 4.49 M +3% 4.95% 72.3% 82 36.59% 1.3
Paladin Advisory Group
6520
Paladin Advisory Group
Iowa
USD 136 M +USD 7.29 M +6% 5.74% 71.9% 236 5.08% 1.4
MIM
6521
Meixler Investment Management
Arizona
USD 136 M +USD 4.92 M +4% 6.37% 66.2% 120 20.83% 1.6
Thompson Davis & Co
6522
Thompson Davis & Co
Virginia
USD 135 M +USD 20.1 M +17% 16.1% 188% 138 26.09% 2.3
Vienna Asset Management
6523
Vienna Asset Management
California
USD 135 M +USD 14.6 M +12% 5.59% – 56 39.29% 1.1
SeaTown Holdings
6524
SeaTown Holdings
Singapore
USD 135 M -USD 2.7 M -2% 8.82% 220% 16 31.25% 1.6
Emergent Wealth Advisors
6525
Emergent Wealth Advisors
New York
USD 135 M +USD 10.9 M +9% 6.31% 74.2% 120 19.17% 0.6