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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)
Alphadyne Asset Management
3326
Alphadyne Asset Management
New York
USD 315 M -USD 29.9 M -9% 5.89% 159% 41 87.8% 0
Concord Wealth Partners
3327
Concord Wealth Partners
Virginia
USD 315 M -USD 49.1 M -13% 5.95% 66% 1,289 87.35% 1.5
Asio Capital
3328
Asio Capital
Kentucky
USD 315 M -USD 2.11 M -0.7% 3.3% 98% 122 21.31% 1.5
Sio Capital Management
3329
Sio Capital Management
New York
USD 315 M +USD 48.5 M +18% 5.88% 564% 69 39.13% 1
Mandatum Life Insurance Company
3330
Mandatum Life Insurance Company
Finland
USD 315 M -USD 131 M -29% 5.86% 95.9% 78 14.1% 4.3
Ipswich Investment Management
3331
Ipswich Investment Management
Massachusetts
USD 314 M -USD 33.4 M -10% 5.86% 104% 179 6.15% 4.7
Krensavage Asset Management
3332
Krensavage Asset Management
New York
USD 314 M +USD 11.6 M +4% 3.72% 124% 15 13.33% 2.6
Sweet Financial Partners
3333
Sweet Financial Partners
Minnesota
USD 314 M -USD 5.07 M -2% 4.51% 22.4% 179 14.53% 0.6
GGV Capital
3334
GGV Capital
California
USD 314 M -USD 105 M -25% 0.13% 49.3% 13 15.38% 0.7
Colonial Trust
3335
Colonial Trust
South Carolina
USD 314 M – – 4.35% 75.5% 264 – 0
HGI Capital Management
3336
HGI Capital Management
New York
USD 314 M +USD 74 M +31% 8.87% 47% 47 55.32% 0.5
Vector Capital Management
3337
Vector Capital Management
California
USD 313 M +USD 50.5 M +19% 12.9% 42.7% 6 16.67% 1
First Reserve GP XIII
3338
First Reserve GP XIII
Connecticut
USD 313 M – – 15.3% 5.56% 1 – 0
CFM Wealth Partners
3339
CFM Wealth Partners
Texas
USD 313 M -USD 20.1 M -6% 3.35% 152% 168 13.1% 2.2
Parkside Financial Bank & Trust
3340
Parkside Financial Bank & Trust
Missouri
USD 313 M -USD 14.3 M -4% 4.25% 85.4% 2,012 9.74% 3.9
Jacobson & Schmitt Advisors
3341
Jacobson & Schmitt Advisors
Wisconsin
USD 313 M -USD 8 M -2% 0.3% 70.3% 56 8.93% 2.9
Rockwood Wealth Management
3342
Rockwood Wealth Management
Pennsylvania
USD 313 M +USD 99.3 M +47% 5.64% 52.6% 81 23.46% 0.6
State of New Jersey Common Pension Fund E
3343
State of New Jersey Common Pension Fund E
New Jersey
USD 313 M -USD 84.8 M -21% 14.7% 26.4% 2 0% 1.9
The Family Firm
3344
The Family Firm
Maryland
USD 313 M -USD 26.6 M -8% 5.74% 40.2% 182 9.89% 4.6
Benedict Financial Advisors
3345
Benedict Financial Advisors
Georgia
USD 313 M -USD 25.7 M -8% 6.24% 72.4% 118 2.54% 5.2
Tamar Securities
3346
Tamar Securities
California
USD 313 M +USD 7.97 M +3% 4.45% 84.8% 55 7.27% 1.8
RC
3347
Reik & Co
New York
USD 312 M -USD 42.2 M -12% 10.3% 47.2% 51 0% 6.7
AH Equity Partners LSV I
3348
AH Equity Partners LSV I
California
USD 312 M +USD 62.9 M +25% 26.4% – 3 0% 0.8
IBT
3349
International Biotechnology Trust
United Kingdom
USD 312 M +USD 302 M +3,153% 0.49% 11.1% 84 28.57% 1.6
Sapphire Ventures
3350
Sapphire Ventures
Texas
USD 312 M -USD 102 M -25% 6.11% 27.9% 11 9.09% 1.2