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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)
Silicon Hills Wealth Management
5001
Silicon Hills Wealth Management
Texas
USD 96.8 M +USD 13.3 M +16% 7.43% 30.9% 75 6.67% 0.6
Essex Private Wealth Management
5002
Essex Private Wealth Management
Massachusetts
USD 96.7 M +USD 10.5 M +12% 6.91% 29.3% 62 8.06% 0.6
Atlas Venture Associates IX
5003
Atlas Venture Associates IX
Massachusetts
USD 96.7 M +USD 3.16 M +3% 30.8% 89.8% 6 0% 2.9
ECT
5004
Ebor Charitable Trust
Wyoming
USD 96.6 M +USD 6.78 M +8% 7.58% 66.1% 2 0% 0.8
Capital Square
5005
Capital Square
Tennessee
USD 96.5 M +USD 2.99 M +3% 5.72% 62.5% 147 11.56% 0.6
QGA
5006
Q Global Advisors
Texas
USD 96.4 M +USD 31.2 M +48% 14.4% 79% 71 19.72% 0.3
Aldebaran Financial
5007
Aldebaran Financial
USD 96.2 M +USD 11.1 M +13% 8.87% 115% 89 22.47% 4.4
Strategic Financial Planning
5008
Strategic Financial Planning
Texas
USD 96.1 M +USD 6.32 M +7% 6.11% 47.5% 29 0% 0.7
Stonepine Capital Management
5009
Stonepine Capital Management
Oregon
USD 96.1 M +USD 44.5 M +86% 0.58% 231% 19 42.11% 1.3
University of Texas/Texas AM Investment Management Co (UTIMCO)
5010
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
USD 96.1 M +USD 70.2 M +271% 9.85% 94.2% 27 70.37% 1.4
Vigilare Wealth Management
5011
Vigilare Wealth Management
Arizona
USD 96 M -USD 2.54 M -3% 10.4% 59.5% 147 22.45% 0.5
Banco BTG Pactual
5012
Banco BTG Pactual
Brazil
USD 95.9 M -USD 146 M -60% 5.66% 135% 88 64.77% 0.4
DIS
5013
Diversified Investment Strategies
Louisiana
USD 95.9 M +USD 2.22 M +2% 5.31% 93.8% 43 13.95% 3.2
Vaughan & Co Securities
5014
Vaughan & Co Securities
New Jersey
USD 95.8 M +USD 4.9 M +5% 5.41% 70.7% 52 9.62% 0.7
Cynosure Group
5015
Cynosure Group
Utah
USD 95.7 M +USD 10.6 M +12% 10.9% 63% 15 6.67% 1.3
SV
5016
Stilwell Value
New York
USD 95.6 M +USD 1.3 M +1% 7.44% 87.9% 43 16.28% 2.5
CCA
5017
Covey Capital Advisors
Georgia
USD 95.5 M +USD 16 M +20% 18.1% 118% 34 23.53% 2.4
Koch Industries
5018
Koch Industries
Kansas
USD 95.5 M +USD 699 k +0.7% 0.82% 56.9% 2 0% 3.8
Accel Growth Fund IV Associates
5019
Accel Growth Fund IV Associates
California
USD 95.4 M -USD 74.6 M -44% 8.15% 61.4% 2 0% 0.8
AFA
5020
Alta Fundamental Advisers
New York
USD 95.2 M +USD 13.8 M +17% 16.3% 340% 18 38.89% 1.3
Vienna Insurance Group
5021
Vienna Insurance Group
Poland
USD 94.8 M -USD 4.37 M -4% 12.3% 230% 15 20% 0.7
LifeSteps Financial
5022
LifeSteps Financial
California
USD 94.8 M +USD 8.17 M +9% 8.29% 98.4% 79 10.13% 0.6
BC
5023
Breakline Capital
New York
USD 94.6 M -USD 10.8 M -10% 14.9% – 62 59.68% 0.5
HCSF Management
5024
HCSF Management
California
USD 94.5 M -USD 2.35 M -2% 7.3% 58.8% 11 18.18% 2.6
Cairn Investment Group
5025
Cairn Investment Group
Washington
USD 94.4 M +USD 12.1 M +15% 4.48% 67.4% 75 14.67% 0.7