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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)
Private Wealth Group
6651
Private Wealth Group
Florida
USD 70.4 M +USD 6.46 M +10% 8.64% 52.9% 55 27.27% 2
Willner & Heller
6652
Willner & Heller
California
USD 70.4 M +USD 8.43 M +14% 9.17% 131% 127 12.6% 0.9
Navis Wealth Advisors
6653
Navis Wealth Advisors
New York
USD 70.4 M +USD 5.62 M +9% 6.87% 107% 98 36.73% 1.4
Teca Partners
6654
Teca Partners
Texas
USD 70.4 M +USD 11.1 M +19% 9.89% 66% 14 42.86% 0.7
Platt Investment Counsel
6655
Platt Investment Counsel
Florida
USD 70.3 M +USD 1.48 M +2% 8% 62.9% 13 30.77% 2
Thompson Davis & Co
6656
Thompson Davis & Co
Virginia
USD 70.3 M -USD 3.33 M -5% 2.22% 188% 115 36.52% 2.8
Sage Investment Advisers
6657
Sage Investment Advisers
New York
USD 70.1 M +USD 6.81 M +11% 12.1% – 71 28.17% 0.8
SPI
6658
Sutton Place Investors
New York
USD 70.1 M +USD 4.11 M +6% 9.96% 84% 71 29.58% 0.7
AM
6659
Account Management
Massachusetts
USD 69.9 M -USD 3.82 M -5% 9.72% 87.4% 23 8.7% 4.9
Crew Capital Management
6660
Crew Capital Management
Ohio
USD 69.7 M -USD 3.75 M -5% 9.11% 111% 97 14.43% 1.5
STF Management
6661
STF Management
Texas
USD 69.6 M – – 2.97% 208% 82 – 0
BG
6662
BRX Global
New York
USD 69.4 M -USD 12.7 M -15% 0.96% 65.8% 6 0% 1.7
Orser Capital Management
6663
Orser Capital Management
Texas
USD 69.3 M +USD 13.1 M +23% 7.84% 128% 47 14.89% 3.3
Once Capital Management
6664
Once Capital Management
New York
USD 69.3 M -USD 7.44 M -10% 5.73% 570% 24 8.33% 0.9
SBB Research Group
6665
SBB Research Group
Illinois
USD 69.2 M -USD 1.39 M -2% 6.73% – 69 50.72% 0.6
Lane Generational
6666
Lane Generational
Massachusetts
USD 69.2 M -USD 1.46 M -2% 9.65% 148% 39 30.77% 0.7
Tsai Capital
6667
Tsai Capital
New York
USD 69.1 M -USD 21.1 M -23% 12.2% 29.2% 23 17.39% 1.3
Credit Capital Investments
6668
Credit Capital Investments
New Jersey
USD 69 M -USD 5.31 M -7% 3.24% 500% 81 62.96% 0.8
Clearfield Capital Management
6669
Clearfield Capital Management
New York
USD 69 M +USD 32 M +86% 14.8% 421% 6 66.67% 0.4
Mangham Associates
6670
Mangham Associates
Virginia
USD 68.8 M -USD 16 M -19% 7.77% 24.4% 19 0% 1.2
Oslo Asset Management AS
6671
Oslo Asset Management AS
Norway
USD 68.8 M +USD 1.85 M +3% 13.2% 82.7% 12 25% 3
Forbes Financial Planning
6672
Forbes Financial Planning
Rhode Island
USD 68.7 M -USD 2.54 k -0% 7.91% 52.3% 27 0% 0.9
Constellation Investimentos e Participacoes
6673
Constellation Investimentos e Participacoes
Brazil
USD 68.7 M -USD 43.4 M -39% 2.25% 172% 9 66.67% 1.3
SCA
6674
SMH Capital Advisors
Texas
USD 68.6 M +USD 1.64 M +2% 3.14% 9.86% 67 13.43% 2.2
Centerstone Investors
6675
Centerstone Investors
New York
USD 68.3 M +USD 7.23 M +12% 11.6% 73.7% 28 28.57% 2.6