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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)
Hilton Capital Management
1901
Hilton Capital Management
New York
USD 815 M -USD 121 M -13% 6.36% 58.2% 141 27.66% 2.1
GPCM
1902
Greenbrier Partners Capital Management
Texas
USD 814 M -USD 246 M -23% 22.4% 96.1% 15 0% 7.2
BDO Wealth Advisors
1903
BDO Wealth Advisors
Florida
USD 813 M -USD 124 M -13% 12.8% 38.3% 1,145 6.99% 2.4
Strategic Blueprint
1904
Strategic Blueprint
Georgia
USD 812 M -USD 48.8 M -6% 13.3% 82.1% 568 24.82% 1.2
Taurus Asset Management
1905
Taurus Asset Management
New York
USD 811 M -USD 182 M -18% 15.5% 26.9% 92 8.7% 5.9
Foster Dykema Cabot & Co
1906
Foster Dykema Cabot & Co
Massachusetts
USD 811 M -USD 18.3 M -2% 11.8% 34% 117 28.21% 4.6
Novare Capital Management
1907
Novare Capital Management
North Carolina
USD 810 M -USD 128 M -14% 12.6% 76.5% 186 18.28% 3.7
RPGK
1908
Retirement Planning Group (Kansas)
Kansas
USD 810 M -USD 105 M -11% 13.9% 54.7% 137 40.88% 2.9
SPC Financial Inc
1909
SPC Financial Inc
Maryland
USD 810 M -USD 51.4 M -6% 8.54% 65.1% 209 19.62% 3.3
Ghisallo Capital Management
1910
Ghisallo Capital Management
Massachusetts
USD 810 M -USD 112 M -12% 3.27% 122% 340 35.59% 0.7
McDaniel Terry & Co
1911
McDaniel Terry & Co
Texas
USD 810 M -USD 115 M -12% 12.7% 57.9% 103 13.59% 4.5
SGCIA
1912
Smith Graham & Co Investment Advisors
Texas
USD 810 M -USD 153 M -16% 13.5% 56.9% 140 2.86% 6
Woodmont Investment Counsel
1913
Woodmont Investment Counsel
Tennessee
USD 810 M -USD 56 M -6% 10.9% 66.8% 249 5.62% 4.5
Bristlecone Advisors
1914
Bristlecone Advisors
Washington
USD 810 M -USD 4.59 M -0.6% 16.3% 103% 251 13.15% 3.1
Jag Capital Management
1915
Jag Capital Management
Missouri
USD 809 M -USD 202 M -20% 17.7% 230% 258 51.16% 2.7
Southernsun Asset Management
1916
Southernsun Asset Management
Tennessee
USD 807 M -USD 120 M -13% 8.11% 54.7% 31 12.9% 5.4
MMBG Investment Advisors
1917
MMBG Investment Advisors
Florida
USD 806 M -USD 153 M -16% 18.8% 118% 164 8.54% 0.5
Clough Capital Partners
1918
Clough Capital Partners
Massachusetts
USD 806 M -USD 512 M -39% 10.9% 175% 135 57.04% 0.9
Wellington Shields Capital Management
1919
Wellington Shields Capital Management
New York
USD 806 M -USD 108 M -12% 7.37% 137% 329 11.25% 3.7
Summit Securities Group
1920
Summit Securities Group
New York
USD 805 M -USD 89.5 M -10% 13.4% 136% 1,327 44.69% 0.6
Conservest Capital Advisors
1921
Conservest Capital Advisors
Pennsylvania
USD 803 M -USD 99.3 M -11% 13.3% 58.6% 101 22.77% 3.3
Voya Financial Advisors
1922
Voya Financial Advisors
Connecticut
USD 803 M -USD 71.4 M -8% 11.7% 44.8% 273 13.55% 4.6
Kontiki Capital Management (HK)
1923
Kontiki Capital Management (HK)
Hong Kong
USD 803 M +USD 179 M +29% 13.4% 90.6% 7 0% 2.8
Bank Hapoalim BM
1924
Bank Hapoalim BM
Israel
USD 803 M -USD 158 M -16% 15.6% 76.6% 202 17.82% 3
American Assets Investment Management
1925
American Assets Investment Management
California
USD 801 M -USD 144 M -15% 11.7% 507% 178 5.06% 4