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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)
Rinet Company
3326
Rinet Company
Massachusetts
USD 146 M +USD 27.6 M +23% 4.14% 33.1% 21 0% 0.5
Intercontinental Wealth Advisors
3327
Intercontinental Wealth Advisors
Texas
USD 146 M – – 3.83% 46.7% 130 – 0
Starfire Investment Advisers
3328
Starfire Investment Advisers
Michigan
USD 146 M +USD 8.83 M +6% 4.68% 19.2% 136 10.29% 0.7
SPX Gestao de Recursos
3329
SPX Gestao de Recursos
Brazil
USD 146 M +USD 62.1 M +74% 10.3% 98.1% 28 64.29% 0.2
SRP
3330
Saddle Road Partners
Nebraska
USD 146 M – – 4.51% – 136 – 0
Edmonds Duncan Registered Investment Advisors
3331
Edmonds Duncan Registered Investment Advisors
Kansas
USD 146 M – – 2.87% 12.8% 96 – 0
WIP
3332
Wellesley Investment Partners
Massachusetts
USD 145 M – – 3.01% 22.7% 85 – 0
Garrison Asset Management
3333
Garrison Asset Management
Arkansas
USD 145 M +USD 8.23 M +6% 6.17% 52.1% 90 7.78% 2
Sycamore Partners Management
3334
Sycamore Partners Management
New York
USD 145 M -USD 7.02 M -5% 3.92% 31.8% 2 0% 1
Courage Miller Partners
3335
Courage Miller Partners
Virginia
USD 145 M +USD 10.5 M +8% 2.29% 43.5% 70 15.71% 1.7
Quadrant Capital Group
3336
Quadrant Capital Group
Ohio
USD 144 M -USD 444 k -0.3% 5.9% 118% 1,909 32.63% 0.3
Eads & Heald Wealth Management
3337
Eads & Heald Wealth Management
Georgia
USD 144 M +USD 4.22 M +3% 6.94% 84.4% 144 15.97% 2.1
ABFS
3338
Appropriate Balance Financial Services
Washington
USD 144 M – – 6.27% – 25 – 0
Formidable Asset Management
3339
Formidable Asset Management
Ohio
USD 144 M -USD 5.42 M -4% 6.48% 52.2% 650 20.15% 1.6
Hamilton Point Investment Advisors
3340
Hamilton Point Investment Advisors
North Carolina
USD 144 M +USD 16.7 M +13% 7.12% 79.3% 76 10.53% 1.5
Vista Equity Partners Management
3341
Vista Equity Partners Management
California
USD 144 M -USD 22.8 M -14% 10.6% 3.45% 37 45.95% 0.6
Shaker Financial Services
3342
Shaker Financial Services
Virginia
USD 144 M +USD 10.7 M +8% 0.24% 12.9% 123 43.09% 0.8
BM
3343
Bislett Management
California
USD 144 M +USD 1.46 M +1% 2.53% 19.8% 26 7.69% 2
BOIA
3344
Bush ODonnell Investment Advisors
Missouri
USD 144 M +USD 2.58 M +2% 4.64% 45.9% 47 10.64% 2.1
American Assets Capital Advisers
3345
American Assets Capital Advisers
California
USD 144 M -USD 3.39 M -2% 3.78% 73.5% 37 21.62% 0.8
Stone Run Capital
3346
Stone Run Capital
New York
USD 144 M +USD 18.1 M +14% 12.6% 77.8% 68 5.88% 2.2
Institutional Venture Management XIII
3347
Institutional Venture Management XIII
California
USD 144 M +USD 6.22 M +5% 8.52% – 7 14.29% 1.3
Neumann Capital Management
3348
Neumann Capital Management
California
USD 144 M +USD 2.35 M +2% 4.88% 89.9% 81 9.88% 0.9
S.R. Schill & Associates
3349
S.R. Schill & Associates
Washington
USD 144 M +USD 3.09 M +2% 2.09% 42.7% 70 11.43% 0.8
Wind River Trust Company
3350
Wind River Trust Company
Wyoming
USD 144 M +USD 6.02 M +4% 3.9% 62.1% 8 0% 2.2