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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)
Ford Financial Group
3001
Ford Financial Group
California
USD 504 M +USD 244 M +94% 4.47% 47.7% 550 80.91% 0.5
Mission Creek Capital Partners
3002
Mission Creek Capital Partners
California
USD 503 M -USD 33.2 M -6% 0.57% 148% 265 17.36% 1.5
Condire Management
3003
Condire Management
Texas
USD 503 M +USD 111 M +28% 9.95% 187% 34 47.06% 0.3
Sompo Asset Management
3004
Sompo Asset Management
Japan
USD 502 M +USD 66.9 M +15% 6.33% 97.4% 157 9.55% 2.2
CT
3005
Chicago Trust
Illinois
USD 502 M +USD 47 M +10% 11.1% 96.7% 355 12.68% 2.6
Taikang Asset Management (HK)
3006
Taikang Asset Management (HK)
Hong Kong
USD 502 M +USD 9.48 M +2% 7.61% 166% 84 19.05% 2.7
Cyrus Capital Partners
3007
Cyrus Capital Partners
New York
USD 502 M +USD 159 M +46% 1.4% 163% 14 50% 2.2
Austin Private Wealth
3008
Austin Private Wealth
Texas
USD 502 M +USD 29.8 M +6% 6.19% 62.4% 169 17.75% 1
P.J. Schmidt Investment Management (PJS)
3009
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 501 M -USD 7.93 M -2% 11.5% 75.9% 180 8.33% 4.2
Wellington Shields & Co
3010
Wellington Shields & Co
New York
USD 501 M +USD 214 M +75% 11.4% 127% 248 19.76% 2
IDG China Venture Capital Fund IV Associates
3011
IDG China Venture Capital Fund IV Associates
Hong Kong
USD 500 M -USD 274 M -35% 34.8% 13.3% 4 0% 1.7
BC
3012
Bruce & Co
Illinois
USD 500 M +USD 29.5 M +6% 11.1% 94.5% 31 0% 5.4
EVM
3013
Evelyn V. Moreno
USD 500 M +USD 75.2 M +18% 9.85% 39.4% 61 8.2% 5.5
Acorn Financial Advisory Services
3014
Acorn Financial Advisory Services
Virginia
USD 500 M +USD 176 M +55% 5.25% 108% 221 6.33% 1.4
Twin Focus Capital Partners
3015
Twin Focus Capital Partners
Massachusetts
USD 500 M +USD 71.3 M +17% 5.03% 92.5% 234 22.65% 2.4
Davide Leone & Partners Investment Company
3016
Davide Leone & Partners Investment Company
United Kingdom
USD 500 M -USD 806 M -62% 11.7% 64.1% 43 83.72% 1.6
Meridian Wealth Partners
3017
Meridian Wealth Partners
Pennsylvania
USD 499 M +USD 37 M +8% 6.23% 59% 84 11.9% 1.6
MWM
3018
Madison Wealth Management
Ohio
USD 499 M +USD 41.7 M +9% 9% 35.1% 155 7.1% 1.6
Kohmann Bosshard Financial Services
3019
Kohmann Bosshard Financial Services
Ohio
USD 499 M +USD 42.6 M +9% 4.9% 47% 120 8.33% 3.1
Arkansas Financial Group
3020
Arkansas Financial Group
Arkansas
USD 498 M +USD 42.6 M +9% 4.68% 41.4% 47 8.51% 3.6
Spirit of America Management Corp
3021
Spirit of America Management Corp
New York
USD 498 M +USD 33.6 M +7% 10.9% 113% 252 7.54% 4.7
Winthrop Advisory Group
3022
Winthrop Advisory Group
Massachusetts
USD 498 M +USD 48.7 M +11% 9.26% 78.3% 151 14.57% 2.2
Marietta Wealth Management
3023
Marietta Wealth Management
Georgia
USD 498 M +USD 39.9 M +9% 8.71% 93% 119 8.4% 3
Golden Gate Private Equity
3024
Golden Gate Private Equity
California
USD 498 M -USD 67 M -12% 9.22% 8.72% 6 0% 1.2
Wealth Alliance
3025
Wealth Alliance
New York
USD 497 M +USD 52 M +12% 8.69% 86.9% 465 11.83% 1.2