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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)
Spartan Planning & Wealth Management
6551
Spartan Planning & Wealth Management
North Carolina
USD 80.2 M +USD 3.84 M +5% 7.58% – 174 48.85% 0.4
Redwood Wealth Management Group
6552
Redwood Wealth Management Group
New Jersey
USD 80.1 M – – 8.68% 74.1% 146 – 0
Clifford Group
6553
Clifford Group
Massachusetts
USD 80.1 M – – 7.52% 67.9% 74 – 0
Nvest Financial
6554
Nvest Financial
New Hampshire
USD 79.9 M +USD 9.19 M +13% 9.08% 92.8% 51 7.84% 0.7
Offit Capital Advisors
6555
Offit Capital Advisors
New York
USD 79.8 M +USD 11.3 M +16% 25.3% – 1 0% 1
David J. Yvars Group
6556
David J. Yvars Group
Florida
USD 79.8 M -USD 10.2 M -11% 9.27% 143% 71 14.08% 1.6
Fidato Wealth
6557
Fidato Wealth
Ohio
USD 79.7 M +USD 6.52 M +9% 6.66% 61.1% 7 28.57% 0.7
Meritech Capital Associates VI
6558
Meritech Capital Associates VI
California
USD 79.7 M -USD 17.4 M -18% 16.6% – 6 0% 1
PAM
6559
Premier Asset Management
Illinois
USD 79.6 M -USD 16.9 M -17% 10.2% 104% 121 23.14% 2
Ativo Capital Management
6560
Ativo Capital Management
Illinois
USD 79.5 M +USD 15.8 M +25% 11.1% 63.2% 62 24.19% 2
DIM
6561
DC Investments Management
Virginia
USD 79 M +USD 35.3 M +81% 3.41% 56.3% 65 64.62% 0.4
TMC
6562
Trellus Management Company
Florida
USD 79 M -USD 3.38 M -4% 1.32% 268% 73 49.32% 1.5
Luts & Greenleigh Group
6563
Luts & Greenleigh Group
Maryland
USD 78.9 M – – 14.1% – 60 – 0
Watershed Asset Management
6564
Watershed Asset Management
California
USD 78.9 M +USD 2.26 M +3% 11.2% – 159 52.2% 0.4
Orca Investment Management
6565
Orca Investment Management
Oregon
USD 78.9 M +USD 2.22 M +3% 7.87% 122% 57 0% 5.6
ClientFirst Wealth Management
6566
ClientFirst Wealth Management
Arkansas
USD 78.8 M -USD 1.84 M -2% 14.2% – 26 3.85% 0.9
Gritstone Asset Management
6567
Gritstone Asset Management
Maryland
USD 78.6 M – – 3.63% – 213 – 0
EDBI Pte Ltd
6568
EDBI Pte Ltd
Singapore
USD 78.5 M -USD 16.5 M -17% 9.4% 6.21% 26 26.92% 0.9
Mayfair Advisory Group
6569
Mayfair Advisory Group
Alabama
USD 78.5 M +USD 7.76 M +11% 8.43% 71.5% 125 20% 1.5
Mendota Financial Group
6570
Mendota Financial Group
Wisconsin
USD 78.5 M – – 12.6% 50.1% 312 – 0
Arthedge Capital Management
6571
Arthedge Capital Management
New York
USD 78.5 M -USD 19.6 M -20% 17.5% 80.7% 13 7.69% 1.5
AtonRa Partners
6572
AtonRa Partners
Switzerland
USD 78.5 M -USD 23.3 M -23% 14.9% 49% 116 4.31% 1.4
WPA
6573
Winning Points Advisors
Florida
USD 78.5 M -USD 3.36 M -4% 6.51% – 53 26.42% 3.8
Morling Financial Advisors
6574
Morling Financial Advisors
California
USD 78.4 M +USD 4.98 M +7% 3.82% 91.2% 79 16.46% 0.8
swisspartners
6575
swisspartners
Liechtenstein
USD 78.4 M -USD 18.2 M -19% 20.4% – 85 20% 1.5