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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)
Summit Financial Strategies
2526
Summit Financial Strategies
Ohio
USD 654 M +USD 129 M +25% 10.6% 59.4% 147 15.65% 3.2
Rockbridge Investment Management
2527
Rockbridge Investment Management
New York
USD 654 M +USD 88.2 M +16% 8.61% 38.6% 665 83.91% 0.5
Stanley-Laman Group
2528
Stanley-Laman Group
Pennsylvania
USD 654 M +USD 67.6 M +12% 7.62% 114% 278 32.73% 1.9
Jag Capital Management
2529
Jag Capital Management
Missouri
USD 653 M -USD 176 M -21% 17.3% 269% 200 43.5% 3.7
Lodestar Private Asset Management
2530
Lodestar Private Asset Management
California
USD 652 M +USD 68 M +12% 10.2% 64.4% 211 9.95% 0.9
Condire Management
2531
Condire Management
Texas
USD 652 M +USD 64 M +11% 7.29% 187% 19 31.58% 1.2
Delta Global Management
2532
Delta Global Management
New York
USD 651 M – – 21.9% – 27 – 0
FIFTHDELTA
2533
FIFTHDELTA
United Kingdom
USD 651 M -USD 69.2 M -10% 3.19% 16.6% 14 42.86% 0.6
Nilsine Partners
2534
Nilsine Partners
Colorado
USD 651 M -USD 10.5 M -2% 11.9% 128% 373 21.18% 0.7
OLP Capital Management
2535
OLP Capital Management
Hong Kong
USD 651 M +USD 127 M +24% 34.6% 146% 3 33.33% 1.4
Hendershot Investments
2536
Hendershot Investments
Virginia
USD 650 M +USD 53.9 M +9% 8.46% 61.9% 135 3.7% 4.8
Sarissa Capital Management
2537
Sarissa Capital Management
Connecticut
USD 649 M -USD 93.5 M -13% 12.2% 80% 11 18.18% 4.2
Advisory Research
2538
Advisory Research
Illinois
USD 648 M -USD 71.9 M -10% 18.3% 144% 491 46.23% 1.7
Ardsley Advisory Partners
2539
Ardsley Advisory Partners
Connecticut
USD 648 M +USD 200 M +45% 28.6% 555% 183 62.3% 0.6
KLCM Advisors
2540
KLCM Advisors
Wisconsin
USD 648 M +USD 116 M +22% 10.7% 122% 161 15.53% 4
Quarry LP
2541
Quarry LP
New York
USD 648 M +USD 218 M +51% 6.25% 83.2% 1,693 57.12% 0.3
Canandaigua National Bank & Trust
2542
Canandaigua National Bank & Trust
New York
USD 647 M +USD 29.4 M +5% 9.35% – 280 13.93% 5.9
Financial Synergies Wealth Advisors
2543
Financial Synergies Wealth Advisors
Texas
USD 646 M -USD 46.6 M -7% 10.2% 79% 555 27.21% 1.5
Index Venture Associates VI
2544
Index Venture Associates VI
Jersey
USD 645 M +USD 77.3 M +14% 29.8% 312% 2 0% 1.6
CBT
2545
Central Bank & Trust
Kentucky
USD 645 M +USD 70 M +12% 12% 118% 364 11.81% 5.7
Compass Ion Advisors
2546
Compass Ion Advisors
Pennsylvania
USD 645 M +USD 61.6 M +11% 10.5% 75.6% 241 13.69% 0.9
Samsara BioCapital
2547
Samsara BioCapital
California
USD 643 M +USD 316 M +97% 95.7% 1,580% 44 13.64% 2.1
Roberts Wealth Advisors
2548
Roberts Wealth Advisors
California
USD 643 M +USD 415 M +183% 10.9% 81.1% 90 41.11% 1.9
Harvest Fund Management
2549
Harvest Fund Management
China
USD 642 M +USD 69.6 M +12% 20.2% 327% 723 20.33% 2.1
CL
2550
CIM LLC
New York
USD 642 M +USD 117 M +22% 11.5% 108% 168 24.4% 3.6