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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)
J. Stern & Co
2476
J. Stern & Co
United Kingdom
USD 1059 M +USD 27.8 M +3% 8.57% – 51 3.92% 1.7
Greylock XIV
2477
Greylock XIV
California
USD 1057 M -USD 178 M -14% 14.4% – 1 0% 0.5
Red Cedar Investment Management
2478
Red Cedar Investment Management
Michigan
USD 1056 M +USD 91.3 M +9% 10.2% 81.4% 95 9.47% 3
Minneapolis Portfolio Management Group
2479
Minneapolis Portfolio Management Group
Minnesota
USD 1055 M +USD 113 M +12% 20.8% 140% 35 8.57% 4.8
Convergence Investment Partners
2480
Convergence Investment Partners
Florida
USD 1055 M +USD 444 M +73% 37.3% 304% 292 36.99% 3.1
Financial Management Professionals
2481
Financial Management Professionals
Texas
USD 1054 M +USD 163 M +18% 11.8% 67.3% 1,107 17.62% 4.2
FengHe Fund Management
2482
FengHe Fund Management
Singapore
USD 1054 M +USD 331 M +46% 97.2% 902% 36 63.89% 0.8
Financial Plan Inc
2483
Financial Plan Inc
Washington
USD 1054 M +USD 121 M +13% 8.73% – 102 14.71% 0.4
Wealthcare Capital Management
2484
Wealthcare Capital Management
Virginia
USD 1054 M +USD 53.9 M +5% 6.9% 46.2% 109 17.43% 4.3
Abner Herrman & Brock
2485
Abner Herrman & Brock
New Jersey
USD 1054 M +USD 149 M +16% 30.8% 156% 117 12.82% 3.3
Per Stirling Capital Management
2486
Per Stirling Capital Management
Texas
USD 1053 M +USD 148 M +16% 12.8% 63.1% 356 19.1% 1.9
Portland Global Advisors
2487
Portland Global Advisors
Maine
USD 1052 M +USD 114 M +12% 12.6% 43.4% 160 12.5% 6.3
V-Square Quantitative Management
2488
V-Square Quantitative Management
Illinois
USD 1052 M +USD 106 M +11% 17.7% 111% 800 19.25% 1
Melqart Asset Management
2489
Melqart Asset Management
United Kingdom
USD 1051 M +USD 36.7 M +4% 30.1% 250% 55 52.73% 0.6
Pinnacle Wealth Planning Services
2490
Pinnacle Wealth Planning Services
Ohio
USD 1050 M +USD 81.9 M +8% 17.2% 84.5% 2,848 7.37% 1.1
Provenance Wealth Advisors
2491
Provenance Wealth Advisors
Florida
USD 1050 M +USD 105 M +11% 11.3% 64.3% 611 32.9% 1.6
Accurate Wealth Management
2492
Accurate Wealth Management
Florida
USD 1049 M +USD 218 M +26% 17.2% 101% 617 20.26% 1.8
Mirabella Financial Services
2493
Mirabella Financial Services
United Kingdom
USD 1046 M -USD 10.5 M -1% 11.7% 86.2% 1,228 73.45% 0.2
True North Advisors
2494
True North Advisors
Texas
USD 1046 M +USD 169 M +19% 14.6% 82.9% 307 25.41% 1.8
Tetrad Corporation
2495
Tetrad Corporation
Nebraska
USD 1046 M +USD 45.5 M +5% 4.62% 45.6% 3 0% 13
Summit Securities Group
2496
Summit Securities Group
New York
USD 1046 M +USD 236 M +29% 16.5% 136% 1,497 56.38% 0.6
Southern Farm Bureau Life Insurance
2497
Southern Farm Bureau Life Insurance
Mississippi
USD 1045 M +USD 98.3 M +10% 10.4% 52.3% 15 0% 3.9
Cahill Financial Advisors
2498
Cahill Financial Advisors
Minnesota
USD 1042 M +USD 118 M +13% 12.6% 55.9% 307 10.42% 4.9
George Kaiser Family Foundation
2499
George Kaiser Family Foundation
Oklahoma
USD 1041 M +USD 159 M +18% 13.3% 106% 111 41.44% 1.2
Kera Capital Partners
2500
Kera Capital Partners
California
USD 1041 M +USD 227 M +28% 26.9% – 683 23.72% 0.7