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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)
Keywise Capital Management (HK)
4151
Keywise Capital Management (HK)
Hong Kong
USD 210 M +USD 93.4 M +80% 2.75% 684% 20 60% 0.8
Anfield Capital Management
4152
Anfield Capital Management
California
USD 210 M -USD 11.2 M -5% 5.06% 65.3% 94 7.45% 1.1
TPB Wealth Advisors
4153
TPB Wealth Advisors
Texas
USD 210 M -USD 12.4 M -6% 7.41% – 51 15.69% 1.2
Shorepoint Capital Partners
4154
Shorepoint Capital Partners
Massachusetts
USD 210 M -USD 27 M -11% 6.4% – 85 15.29% 2.7
RV Capital
4155
RV Capital
Switzerland
USD 210 M -USD 12.5 M -6% 5.32% 250% 6 0% 2.2
Cardinal Point Wealth Management Partners
4156
Cardinal Point Wealth Management Partners
California
USD 210 M +USD 971 k +0.5% 4.29% – 53 13.21% 0.6
Mill Road Capital Management
4157
Mill Road Capital Management
Connecticut
USD 209 M -USD 29.7 M -12% 7.42% 85.1% 27 3.7% 2.2
Gradient Capital Advisors
4158
Gradient Capital Advisors
California
USD 209 M +USD 991 k +0.5% 4.79% 78.5% 131 15.27% 2.9
Oakview Capital Management
4159
Oakview Capital Management
Texas
USD 209 M +USD 10.3 M +5% 4.96% 21.2% 16 12.5% 2
Foundry Group
4160
Foundry Group
Colorado
USD 209 M -USD 11.8 M -5% 35.1% – 4 0% 0.8
CWS Financial Advisors
4161
CWS Financial Advisors
Michigan
USD 209 M -USD 9.8 M -4% 3.06% 55.7% 164 18.29% 2.3
Avalon Capital Management
4162
Avalon Capital Management
California
USD 209 M -USD 35.5 M -15% 2.63% 151% 66 22.73% 1.5
Aryeh Capital Management
4163
Aryeh Capital Management
Ontario, Canada
USD 209 M -USD 39.6 M -16% 10.2% 87.7% 11 36.36% 1
Element Capital Management
4164
Element Capital Management
New York
USD 209 M +USD 9.5 M +5% 6.26% 49.4% 145 16.55% 0.5
HIM
4165
Hotaling Investment Management
Pennsylvania
USD 208 M -USD 21.8 M -9% 3.28% 52.6% 128 18.75% 2.5
GSI Capital Advisors
4166
GSI Capital Advisors
California
USD 208 M -USD 19 M -8% 9.01% 39.7% 37 29.73% 1.1
Cisco Systems
4167
Cisco Systems
California
USD 208 M +USD 2.77 M +1% 4.35% 210% 4 25% 0.6
Seafarer Capital Partners
4168
Seafarer Capital Partners
California
USD 208 M -USD 23.1 M -10% 6.46% 43% 7 14.29% 1
VisionPoint Advisory Group
4169
VisionPoint Advisory Group
Texas
USD 208 M -USD 44.8 M -18% 2.74% 79.3% 110 20.91% 1.1
Herold Advisors
4170
Herold Advisors
New York
USD 208 M -USD 16.4 M -7% 5.95% 90.2% 200 8.5% 0.9
Geometric Wealth Advisors
4171
Geometric Wealth Advisors
District of Columbia
USD 208 M +USD 7.62 M +4% 7.58% 62.1% 32 6.25% 0.6
Windward Private Wealth Management
4172
Windward Private Wealth Management
Kansas
USD 208 M -USD 9.9 M -5% 5.61% 35.5% 48 6.25% 1.6
Snow Lake Capital
4173
Snow Lake Capital
Hong Kong
USD 208 M +USD 148 M +248% 15.3% – 9 77.78% 0.1
SSI
4174
Scott & Selber Inc
Texas
USD 208 M -USD 11.9 M -5% 4.51% 202% 101 9.9% 3.3
Norman Fields Gottscho Capital Management
4175
Norman Fields Gottscho Capital Management
New York
USD 207 M -USD 11.3 M -5% 4.18% 96.9% 76 15.79% 4.6