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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)
Starr International Company
4151
Starr International Company
Switzerland
USD 121 M -USD 391 M -76% 24.9% 26.1% 24 20.83% 3.5
AllSquare Wealth Management
4152
AllSquare Wealth Management
New York
USD 121 M -USD 13.1 M -10% 9.1% 62.4% 506 9.68% 1.6
Landaas & Company
4153
Landaas & Company
Wisconsin
USD 121 M -USD 7.94 M -6% 9.57% 60.3% 59 11.86% 1.2
Battery Partners VIII
4154
Battery Partners VIII
Massachusetts
USD 121 M -USD 31.2 M -21% 20.5% – 1 0% 2
Clarfeld Financial Advisors
4155
Clarfeld Financial Advisors
New York
USD 120 M – – 13.1% – 533 – 0
Avondale Wealth Management
4156
Avondale Wealth Management
Texas
USD 120 M +USD 14.7 M +14% 12% 83.8% 118 21.19% 0.8
Mark Sheptoff Financial Planning
4157
Mark Sheptoff Financial Planning
Connecticut
USD 120 M -USD 25.4 M -17% 8.33% 92.4% 383 16.71% 3.3
New World Advisors
4158
New World Advisors
Massachusetts
USD 120 M – – 20% 84.1% 10 – 0
Peninsula Asset Management
4159
Peninsula Asset Management
Florida
USD 120 M -USD 24.8 M -17% 12.3% 44.1% 48 10.42% 4.3
Clear Perspective Advisors
4160
Clear Perspective Advisors
Illinois
USD 120 M -USD 14.6 M -11% 11.2% 88.5% 151 17.22% 1.7
Timber Hill
4161
Timber Hill
Connecticut
USD 120 M +USD 21.2 M +21% 15.5% 59.2% 56 76.79% 1.1
First Dallas Securities
4162
First Dallas Securities
Texas
USD 120 M -USD 40.1 M -25% 15.4% 163% 109 17.43% 3.1
Graybill Wealth Management
4163
Graybill Wealth Management
Illinois
USD 120 M -USD 18 M -13% 14% – 53 15.09% 3.3
Investment Counsel
4164
Investment Counsel
Michigan
USD 120 M -USD 3.4 M -3% 7.11% 50.1% 53 0% 2.9
WAM
4165
Westport Asset Management
Connecticut
USD 120 M -USD 21.9 M -15% 14% 64.2% 65 10.77% 2.7
1 North Wealth Services
4166
1 North Wealth Services
Maryland
USD 120 M – – 6.25% – 310 – 0
Colorado Capital Management
4167
Colorado Capital Management
Colorado
USD 120 M -USD 19.3 M -14% 9.85% 60.4% 88 6.82% 2.2
Sterling Investment Management
4168
Sterling Investment Management
Arizona
USD 120 M -USD 18.1 M -13% 8.45% 45.3% 62 12.9% 3
SBA
4169
Secrest Blakey & Associates
North Carolina
USD 119 M -USD 10.3 M -8% 8.63% 19.4% 117 15.38% 0.8
University of Tennessee
4170
University of Tennessee
Tennessee
USD 119 M -USD 12.5 M -10% 8.89% – 2 0% 1
SkyBridge Capital II
4171
SkyBridge Capital II
New York
USD 119 M -USD 55.2 M -32% 11.7% – 32 12.5% 1.5
Noked Capital
4172
Noked Capital
Israel
USD 119 M – – 14.3% 197% 57 – 0
Noked Israel
4173
Noked Israel
Israel
USD 119 M – – 14.3% 265% 57 – 0
TRV GP III
4174
TRV GP III
Massachusetts
USD 119 M -USD 105 M -47% 46.3% 170% 3 0% 0.8
Shoker Investment Counsel
4175
Shoker Investment Counsel
Ohio
USD 119 M -USD 18.6 M -13% 11.4% 83.8% 110 16.36% 3.5