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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)
KPCB XIII Associates
2751
KPCB XIII Associates
California
USD 543 M +USD 56.9 M +12% 24.5% – 4 0% 0.5
Six Columns Capital
2752
Six Columns Capital
Texas
USD 543 M -USD 18.6 M -3% 15.8% – 71 73.24% 0.2
Duncker Streett & Co
2753
Duncker Streett & Co
Missouri
USD 542 M +USD 18 M +3% 7.99% 90.9% 527 9.87% 4.1
Dean Investment Associates
2754
Dean Investment Associates
Ohio
USD 542 M +USD 11.7 M +2% 3.46% 63.5% 246 14.23% 2.8
PGIM Custom Harvest
2755
PGIM Custom Harvest
New Jersey
USD 542 M +USD 134 M +33% 7.9% 78.2% 228 10.53% 0.4
IAIM
2756
International Assets Investment Management
Florida
USD 541 M -USD 545 M -50% 7.35% 88.5% 2,260 78.85% 0.8
Advocacy Wealth Management Services
2757
Advocacy Wealth Management Services
Georgia
USD 540 M +USD 40 M +8% 4.65% 48.3% 213 37.56% 1.8
Evermay Wealth Management
2758
Evermay Wealth Management
Virginia
USD 540 M +USD 39.6 M +8% 6.26% 56.2% 520 65.77% 1.2
Sierra Capital
2759
Sierra Capital
Florida
USD 539 M +USD 5.98 M +1% 4.59% 32.4% 489 12.68% 0.2
South Street Advisors
2760
South Street Advisors
New York
USD 539 M +USD 223 M +71% 12.5% 169% 68 52.94% 2
Whetstone Capital Advisors
2761
Whetstone Capital Advisors
Kansas
USD 538 M +USD 64.2 M +14% 25.4% 282% 32 25% 1.6
EFG Asset Management (Americas)
2762
EFG Asset Management (Americas)
Florida
USD 538 M +USD 49.2 M +10% 9.25% 112% 141 8.51% 2.4
MPM Asset Management
2763
MPM Asset Management
Massachusetts
USD 538 M +USD 20.3 M +4% 0.23% 5.89% 9 11.11% 1.9
FORA Capital
2764
FORA Capital
Florida
USD 538 M +USD 233 M +77% 11.3% 162% 1,262 75.36% 0.2
Hunter Perkins Capital Management
2765
Hunter Perkins Capital Management
Illinois
USD 537 M +USD 42.6 M +9% 6.4% 58% 89 10.11% 0.8
Dock Street Asset Management
2766
Dock Street Asset Management
Florida
USD 537 M +USD 57.6 M +12% 14.3% 175% 78 17.95% 2.6
Unison Advisors
2767
Unison Advisors
District of Columbia
USD 537 M +USD 16.4 M +3% 5.51% 54.6% 198 18.69% 1.8
RR Advisors
2768
RR Advisors
Texas
USD 536 M +USD 131 M +32% 28.2% 115% 24 29.17% 2.4
Winslow Asset Management
2769
Winslow Asset Management
Ohio
USD 536 M +USD 42.6 M +9% 7.7% 89.9% 86 10.47% 5.1
Litman Gregory Wealth Management
2770
Litman Gregory Wealth Management
California
USD 536 M +USD 25.1 M +5% 5.44% 55.5% 198 65.66% 3.3
Rinet Company
2771
Rinet Company
Massachusetts
USD 535 M +USD 46.9 M +10% 6.7% 33.1% 82 8.54% 1.6
Donoghue Forlines
2772
Donoghue Forlines
Massachusetts
USD 535 M +USD 20 M +4% 6.14% 199% 264 46.21% 0.3
Crescent Capital Consulting
2773
Crescent Capital Consulting
Louisiana
USD 534 M +USD 78.2 M +17% 6.59% – 571 20.49% 0.4
Oasis Management Company
2774
Oasis Management Company
Cayman Islands
USD 534 M -USD 27.9 M -5% 3.21% 368% 101 60.4% 0.3
Land & Buildings Investment Management
2775
Land & Buildings Investment Management
Connecticut
USD 534 M +USD 62.8 M +13% 10.8% 53.9% 24 33.33% 1