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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)
RIA
2576
RPG Investment Advisory
California
USD 607 M -USD 6.54 M -1% 1.21% 186% 365 7.4% 2.4
Planning Alternatives
2577
Planning Alternatives
Michigan
USD 607 M -USD 5.35 M -0.9% 1.21% 69.6% 46 6.52% 4.8
George Kaiser Family Foundation
2578
George Kaiser Family Foundation
Oklahoma
USD 606 M -USD 22.4 M -4% 12.7% 106% 49 12.24% 2.2
MV Capital Management
2579
MV Capital Management
Maryland
USD 605 M +USD 16 M +3% 0.37% 73.3% 739 11.1% 2.1
Rockbridge Investment Management
2580
Rockbridge Investment Management
New York
USD 605 M +USD 14.9 M +3% 1.12% 38.6% 780 7.05% 1
Institutional Venture Management XIV
2581
Institutional Venture Management XIV
California
USD 604 M +USD 53.2 M +10% 13.2% 18.1% 5 40% 1.1
Creative Financial Designs
2582
Creative Financial Designs
Indiana
USD 604 M +USD 27.8 M +5% 1.11% 58.8% 1,488 10.28% 1.7
Cornerstone Advisory
2583
Cornerstone Advisory
Maryland
USD 604 M +USD 10.4 M +2% 0.63% 60.6% 226 7.96% 2.9
Engle Capital Management
2584
Engle Capital Management
Connecticut
USD 604 M -USD 78.7 M -12% 8.99% 398% 34 64.71% 0.4
Zuckerman Investment Group
2585
Zuckerman Investment Group
Illinois
USD 604 M -USD 30.5 M -5% 2.44% 111% 121 12.4% 2.3
Callan Capital
2586
Callan Capital
California
USD 602 M +USD 26.2 M +5% 1.29% 20.1% 88 1.14% 3.6
Wallington Asset Management
2587
Wallington Asset Management
Indiana
USD 601 M +USD 18.3 M +3% 1.07% 120% 80 17.5% 3.9
Kemper
2588
Kemper
Illinois
USD 601 M +USD 5.73 M +1% 1.1% 28.6% 45 8.89% 3
Private Capital Advisors
2589
Private Capital Advisors
Connecticut
USD 601 M +USD 9.39 M +2% 2.69% 132% 108 16.67% 3.9
Morningstar Investment Management
2590
Morningstar Investment Management
Illinois
USD 599 M -USD 293 M -33% 1.16% 48.2% 49 28.57% 1
HCR Wealth Advisors
2591
HCR Wealth Advisors
California
USD 599 M +USD 23.2 M +4% 1.17% 107% 208 13.46% 2.4
Hamilton Lane Advisors
2592
Hamilton Lane Advisors
Pennsylvania
USD 596 M +USD 277 M +87% 7.01% 167% 102 52.94% 0.6
WBI Investments
2593
WBI Investments
New Jersey
USD 596 M -USD 54.7 M -8% 0.93% 105% 245 55.1% 0.6
RiverVest Venture Management
2594
RiverVest Venture Management
Missouri
USD 596 M +USD 84 M +16% 20.1% 16.5% 5 0% 0.7
Land & Buildings Investment Management
2595
Land & Buildings Investment Management
Connecticut
USD 596 M +USD 61.9 M +12% 3.17% 53.9% 21 19.05% 1
Sierra Capital
2596
Sierra Capital
Florida
USD 595 M +USD 55.8 M +10% 0.57% 32.4% 508 9.65% 0.4
Wealthquest
2597
Wealthquest
Ohio
USD 593 M +USD 8.05 M +1% 0.25% 52.1% 150 12.67% 2.9
EAM Investors
2598
EAM Investors
California
USD 593 M -USD 55.1 M -9% 29.4% 6,012% 448 71.43% 0.2
Global Strategic Investment Solutions
2599
Global Strategic Investment Solutions
Arizona
USD 592 M -USD 2.58 M -0.4% 2.11% 56.8% 148 12.16% 1.4
Makena Capital Management
2600
Makena Capital Management
California
USD 592 M -USD 84.8 M -13% 5.22% 85.5% 46 15.22% 0.9