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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)
KMWM
3476
Keudell/Morrison Wealth Management
Oregon
USD 312 M +USD 44.4 M +17% 8.14% – 195 16.41% 2.5
CMH Wealth Management
3477
CMH Wealth Management
New Hampshire
USD 312 M +USD 38.8 M +14% 6.61% 88% 54 25.93% 3.2
WrapManager Inc
3478
WrapManager Inc
California
USD 311 M +USD 15.2 M +5% 7.02% 64.6% 306 23.53% 2.9
Moller Wealth Partners
3479
Moller Wealth Partners
USD 311 M +USD 33.7 M +12% 8.44% 44.1% 49 6.12% 6.1
Cypress Wealth Services
3480
Cypress Wealth Services
California
USD 311 M +USD 17.1 M +6% 6.38% 82.7% 242 11.57% 1.5
SC XII Management
3481
SC XII Management
California
USD 311 M -USD 35.6 M -10% 10.3% 73.4% 1 0% 2.3
Tucker Asset Management
3482
Tucker Asset Management
Colorado
USD 311 M +USD 4.25 M +1% 1.49% 71.6% 943 14.63% 0.9
Mitchell Sinkler & Starr
3483
Mitchell Sinkler & Starr
Pennsylvania
USD 311 M +USD 52.8 M +20% 13.6% 85.6% 141 24.11% 4.1
TenCore Partners
3484
TenCore Partners
New York
USD 310 M -USD 46.1 M -13% 5.23% 50.4% 13 15.38% 2.3
Callan Family Office
3485
Callan Family Office
Pennsylvania
USD 310 M – – 10.2% 93.4% 102 – 0
PT
3486
Plimoth Trust
Massachusetts
USD 310 M +USD 20.8 M +7% 10.3% 110% 162 4.32% 4.2
Pacifica Capital Investments
3487
Pacifica Capital Investments
Texas
USD 310 M +USD 46.1 M +17% 16.6% 70.4% 20 5% 5.7
Finepoint Capital
3488
Finepoint Capital
Massachusetts
USD 309 M +USD 5.24 M +2% 2.31% 27.4% 61 34.43% 0.8
JC
3489
Joho Capital
New York
USD 309 M -USD 48.6 M -14% 7.76% 80.2% 18 38.89% 1.6
Princeton Global Asset Management
3490
Princeton Global Asset Management
New Jersey
USD 309 M +USD 22 M +8% 9.43% 110% 603 10.61% 2.5
Riversedge Advisors
3491
Riversedge Advisors
Delaware
USD 309 M +USD 32.2 M +12% 8.03% 71.3% 77 19.48% 2
Institutional Venture Management XV
3492
Institutional Venture Management XV
California
USD 309 M -USD 36.1 M -10% 5.63% 116% 7 14.29% 1.4
Punch Card Management
3493
Punch Card Management
Florida
USD 309 M +USD 8 M +3% 4.21% 41% 4 0% 3.8
Delta Investment Management
3494
Delta Investment Management
California
USD 309 M +USD 77.4 M +33% 6.78% 65.8% 186 14.52% 1.7
SMI Advisory Services
3495
SMI Advisory Services
Indiana
USD 309 M +USD 1.08 M +0.4% 3.84% 80.7% 41 12.2% 0.9
AFS
3496
Annapolis Financial Services
Maryland
USD 309 M +USD 36.1 M +13% 8.75% 15% 556 25.72% 1.5
tru Independence
3497
tru Independence
Oregon
USD 308 M +USD 25.4 M +9% 13.1% 67.4% 178 39.33% 1.6
Studio Investment Management
3498
Studio Investment Management
Illinois
USD 308 M +USD 30.6 M +11% 10.7% 51.3% 212 25% 0.7
JFG Wealth Management
3499
JFG Wealth Management
Colorado
USD 308 M +USD 9.8 M +3% 9.31% 65.2% 49 40.82% 1.5
Pensionfund Sabic
3500
Pensionfund Sabic
Netherlands
USD 308 M +USD 23.9 M +8% 9.39% 63.6% 213 15.02% 3.8