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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)
Standpoint Asset Management
3351
Standpoint Asset Management
Arizona
USD 437 M +USD 53.5 M +14% 2.36% 71.9% 8 0% 1.5
Great Point Wealth Advisors
3352
Great Point Wealth Advisors
Massachusetts
USD 437 M +USD 8.47 M +2% 0.51% – 57 8.77% 3.2
Westside Investment Management
3353
Westside Investment Management
California
USD 437 M +USD 19.7 M +5% 4.11% 114% 1,011 13.65% 3.9
Regent Peak Wealth Advisors
3354
Regent Peak Wealth Advisors
Georgia
USD 437 M +USD 43.2 M +11% 2.84% – 180 15% 3
IDG China Venture Capital Fund IV Associates
3355
IDG China Venture Capital Fund IV Associates
Hong Kong
USD 437 M -USD 6.15 M -1% 14.4% 59.2% 4 0% 3.3
Independent Solutions Wealth Management
3356
Independent Solutions Wealth Management
New York
USD 436 M +USD 15.2 M +4% 4.31% 112% 176 7.39% 3.3
Fourth Sail Capital
3357
Fourth Sail Capital
Cayman Islands
USD 436 M +USD 101 M +30% 5.93% – 28 39.29% 0.3
Quadrant Private Wealth Management
3358
Quadrant Private Wealth Management
Pennsylvania
USD 436 M +USD 40.3 M +10% 5.35% 87.9% 266 16.54% 3.1
CAM
3359
Centre Asset Management
New York
USD 436 M +USD 16.5 M +4% 3.53% 45.3% 66 16.67% 2.8
Fermata Advisors
3360
Fermata Advisors
California
USD 435 M -USD 8.48 M -2% 1.88% 58.3% 249 23.29% 1
Steginsky Capital
3361
Steginsky Capital
New York
USD 435 M +USD 20 M +5% 6.99% 99.4% 7 0% 7.4
Light Street Capital Management
3362
Light Street Capital Management
California
USD 435 M +USD 21.8 M +5% 13% 377% 34 58.82% 0.8
Adams Wealth Management
3363
Adams Wealth Management
Utah
USD 434 M +USD 24.2 M +6% 3.31% 105% 107 7.48% 2.3
CacheTech Inc
3364
CacheTech Inc
Utah
USD 434 M – – 3.31% – 105 – 0
Burton Enright Welch
3365
Burton Enright Welch
California
USD 434 M +USD 18.2 M +4% 0.83% 62.8% 98 15.31% 1.6
Vantage Wealth
3366
Vantage Wealth
California
USD 434 M +USD 4.93 M +1% 3.07% 56.1% 37 16.22% 4.3
Gould Asset Management
3367
Gould Asset Management
California
USD 434 M +USD 20.1 M +5% 1.83% 42.8% 169 6.51% 5.3
Black Swift Group
3368
Black Swift Group
Colorado
USD 433 M +USD 42.9 M +11% 7.89% 139% 138 49.28% 0.8
Kathryn A. Hall
3369
Kathryn A. Hall
USD 433 M -USD 1.07 M -0.2% 1.93% 95.2% 53 7.55% 4
Pasadena Private Wealth
3370
Pasadena Private Wealth
California
USD 433 M -USD 2.14 M -0.5% 0.99% 53% 170 23.53% 1.9
Herold Advisors
3371
Herold Advisors
New York
USD 432 M +USD 18.9 M +5% 2.87% 90.2% 276 8.7% 1.9
Turtle Creek Wealth Advisors
3372
Turtle Creek Wealth Advisors
Texas
USD 432 M +USD 24.2 M +6% 2.38% 112% 221 25.79% 0.4
Makena Capital Management
3373
Makena Capital Management
California
USD 432 M +USD 2.01 M +0.5% 1.62% 78.7% 52 51.92% 1
Hohimer Wealth Management
3374
Hohimer Wealth Management
Washington
USD 431 M +USD 4.16 M +1% 2.25% 99.7% 264 34.47% 2
M. Kulyk & Associates
3375
M. Kulyk & Associates
Georgia
USD 430 M -USD 815 k -0.2% 1.78% 63.3% 115 12.17% 2.2