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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)
Sands Capital Ventures
3451
Sands Capital Ventures
Virginia
USD 614 M +USD 192 M +46% 17% 167% 24 12.5% 2.7
Turim 21 Investimentos
3452
Turim 21 Investimentos
Brazil
USD 613 M +USD 215 M +54% 4.96% 62.1% 125 9.6% 1.3
VisionPoint Advisory Group
3453
VisionPoint Advisory Group
Texas
USD 613 M +USD 82.2 M +15% 15.5% 79.3% 528 26.89% 1.3
M. Kulyk & Associates
3454
M. Kulyk & Associates
Georgia
USD 613 M +USD 77.1 M +14% 12.2% 63.3% 126 15.87% 3
Fonville Wealth Management
3455
Fonville Wealth Management
Virginia
USD 612 M +USD 87 M +17% 9.46% – 152 12.5% 1.8
Twele Capital Management
3456
Twele Capital Management
Minnesota
USD 612 M +USD 51.4 M +9% 8.01% 37.1% 40 2.5% 9.9
Jacobson & Schmitt Advisors
3457
Jacobson & Schmitt Advisors
Wisconsin
USD 612 M +USD 60.8 M +11% 12.4% 70.3% 86 15.12% 2.8
SkyOak Wealth
3458
SkyOak Wealth
Michigan
USD 612 M +USD 66 M +12% 14% 73.4% 276 16.3% 3.7
West Wealth Group
3459
West Wealth Group
California
USD 611 M +USD 105 M +21% 16.1% 79.8% 147 14.29% 1.8
Platform Technology Partners
3460
Platform Technology Partners
New York
USD 611 M +USD 92.5 M +18% 13.9% – 425 26.35% 2.5
Key Financial Inc
3461
Key Financial Inc
Pennsylvania
USD 611 M +USD 48.8 M +9% 11.2% 55.5% 1,466 12.41% 3.9
Integrated Quantitative Investments
3462
Integrated Quantitative Investments
Washington
USD 610 M +USD 59.2 M +11% 32.6% – 546 61.17% 0.4
Addison Capital
3463
Addison Capital
Pennsylvania
USD 610 M +USD 48.2 M +9% 8.84% 59.7% 189 6.35% 3.9
Grant Street Asset Management
3464
Grant Street Asset Management
Pennsylvania
USD 610 M +USD 91.3 M +18% 9.35% 41.6% 105 20.95% 2.8
Childress Capital Advisors
3465
Childress Capital Advisors
Texas
USD 610 M +USD 55.4 M +10% 17.9% 101% 425 22.59% 1.7
Francis Financial
3466
Francis Financial
USD 610 M +USD 70.9 M +13% 11% 56.2% 138 19.57% 2.1
Portfolio Design Labs
3467
Portfolio Design Labs
California
USD 610 M +USD 47.7 M +8% 21% – 243 11.11% 1.2
Gibson Capital
3468
Gibson Capital
Pennsylvania
USD 610 M +USD 72.3 M +13% 13.7% 60.4% 98 15.31% 4.2
Mattern Wealth Management
3469
Mattern Wealth Management
Kansas
USD 609 M +USD 96.5 M +19% 11.2% 54% 191 21.47% 3.5
Sompo Asset Management
3470
Sompo Asset Management
Japan
USD 609 M +USD 64.5 M +12% 18.3% 84.7% 183 4.92% 4.6
Crusonia Wealth Advisors
3471
Crusonia Wealth Advisors
Colorado
USD 609 M +USD 124 M +26% 12.4% – 243 23.46% 0.4
Summit Partners
3472
Summit Partners
Massachusetts
USD 609 M -USD 61.2 M -9% 18.9% 13.7% 7 28.57% 7.5
Ellsworth Advisors
3473
Ellsworth Advisors
Ohio
USD 609 M +USD 76.3 M +14% 18.2% 131% 203 29.56% 1.9
Delta Investment Management
3474
Delta Investment Management
California
USD 608 M +USD 48.9 M +9% 12.7% 65.8% 327 26.91% 2.5
MCM
3475
Mason Capital Management
New York
USD 607 M -USD 5.83 M -1% 6.57% 18.5% 9 22.22% 1.6