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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)
American Assets Capital Advisers
2951
American Assets Capital Advisers
California
USD 413 M -USD 95.8 M -19% 1.36% 73.5% 38 26.32% 2.7
Permanens Capital
2952
Permanens Capital
New York
USD 413 M -USD 30.9 M -7% 11.5% 76.9% 38 28.95% 3.4
Y.D. More Investments
2953
Y.D. More Investments
Israel
USD 413 M – – 4.59% 305% 407 – 0
Pier 88 Investment Partners
2954
Pier 88 Investment Partners
California
USD 413 M -USD 7.99 M -2% 2.71% 36.1% 103 13.59% 1.9
Tiger Pacific Capital
2955
Tiger Pacific Capital
New York
USD 413 M -USD 43.4 M -10% 18.1% 84.5% 15 46.67% 1.3
Montecito Bank & Trust
2956
Montecito Bank & Trust
California
USD 412 M +USD 28.2 M +7% 8.99% – 242 7.02% 5
CVA Family Office
2957
CVA Family Office
Colorado
USD 412 M +USD 44 M +12% 10.1% 71.6% 1,034 21.47% 1.4
Ironwood Investment Counsel
2958
Ironwood Investment Counsel
Arizona
USD 412 M +USD 62.1 M +18% 9.76% 64% 216 20.37% 4.5
Canal Capital Management
2959
Canal Capital Management
Virginia
USD 412 M +USD 69.5 M +20% 9.23% 67.8% 160 22.5% 3.2
Curated Wealth Partners
2960
Curated Wealth Partners
California
USD 412 M +USD 71.7 M +21% 21.3% 39.9% 137 13.14% 1.4
Geisinger Health
2961
Geisinger Health
Pennsylvania
USD 412 M – – 5.74% – 5 – 0
Columbia Asset Management
2962
Columbia Asset Management
Michigan
USD 412 M +USD 31.4 M +8% 11.6% 94.1% 185 15.14% 5.7
Center for Financial Planning
2963
Center for Financial Planning
Michigan
USD 411 M +USD 36.8 M +10% 10.1% 64.4% 683 23.13% 2.3
TBH Global Asset Management
2964
TBH Global Asset Management
Tennessee
USD 411 M +USD 21.2 M +5% 8.62% 70.7% 176 18.18% 2
Dow Chemical Company
2965
Dow Chemical Company
Michigan
USD 411 M -USD 223 M -35% 23.2% 29.4% 11 54.55% 2.3
TIM
2966
Total Investment Management
Arizona
USD 411 M -USD 84.7 M -17% 8.21% 44.4% 61 14.75% 2.5
Main Street Research
2967
Main Street Research
Connecticut
USD 411 M -USD 43.4 M -10% 12.1% 232% 104 12.5% 4.2
Family Management
2968
Family Management
New York
USD 410 M +USD 21.6 M +6% 5.5% 69% 193 29.53% 2.2
Realta Investment Advisors
2969
Realta Investment Advisors
Delaware
USD 410 M +USD 28.8 M +8% 7.17% 151% 887 12.74% 1.3
Meritech Capital Associates V
2970
Meritech Capital Associates V
California
USD 410 M -USD 176 M -30% 14.1% 133% 7 0% 1.4
Redpoint Management
2971
Redpoint Management
California
USD 410 M +USD 112 M +38% 9.82% 20.6% 8 0% 0.9
DCM
2972
Divisar Capital Management
California
USD 409 M +USD 69.3 M +20% 16.5% 194% 32 9.38% 2.5
Radnor Capital Management
2973
Radnor Capital Management
Pennsylvania
USD 409 M +USD 63.9 M +19% 15.9% 96.9% 246 8.94% 1.9
Fund Management at Engine No 1
2974
Fund Management at Engine No 1
California
USD 409 M +USD 69 M +20% 9.49% – 374 15.78% 0.6
Readystate Asset Management
2975
Readystate Asset Management
Illinois
USD 408 M – – 0.52% 43.4% 83 – 0