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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)
CMANY
5151
Capital Management Associates (New York)
New York
USD 71 M +USD 15.6 M +28% 27.2% 205% 87 31.03% 1.8
Spectrum Wealth Advisory Group
5152
Spectrum Wealth Advisory Group
California
USD 70.8 M +USD 24.6 M +53% 19.6% 67.9% 37 37.84% 0.7
Cary Street Partners Investment Advisory
5153
Cary Street Partners Investment Advisory
Virginia
USD 70.5 M +USD 27.7 M +65% 17.2% 84.1% 120 48.33% 0.6
Guild Investment Management
5154
Guild Investment Management
California
USD 70.5 M +USD 24.4 M +53% 23.3% 101% 50 36% 0.9
Avondale Wealth Management
5155
Avondale Wealth Management
Texas
USD 70.4 M +USD 7.06 M +11% 21.6% 83.8% 101 10.89% 2.1
National Investment Services of America
5156
National Investment Services of America
Wisconsin
USD 70.2 M +USD 7.37 M +12% 26.8% – 86 19.77% 0.4
Empirical Capital Management
5157
Empirical Capital Management
Tennessee
USD 70.1 M +USD 7.97 M +13% 35.5% – 26 46.15% 1.8
Game Plan Financial Advisors
5158
Game Plan Financial Advisors
Ohio
USD 69.8 M -USD 15.2 M -18% 28.6% – 103 53.4% 0.4
Tatro Capital
5159
Tatro Capital
Kentucky
USD 69.7 M +USD 13.8 M +25% 18.7% – 79 54.43% 0.3
HWC
5160
Hill Winds Capital
New York
USD 69.6 M +USD 56.6 M +433% 16.5% 8.52% 37 83.78% 0.1
Zebra Capital Management
5161
Zebra Capital Management
Connecticut
USD 69.3 M +USD 7.46 M +12% 25.9% 142% 255 26.27% 1.4
Florin Court Capital
5162
Florin Court Capital
United Kingdom
USD 69.3 M +USD 63.9 M +1,194% 14.8% 108% 16 68.75% 0.6
JC
5163
JCSD Capital
California
USD 69.1 M -USD 17.5 M -20% 6.08% – 41 21.95% 2
University of Maryland Foundation
5164
University of Maryland Foundation
Maryland
USD 68.9 M -USD 34.3 M -33% 15.7% 51.2% 8 50% 0.4
GBA
5165
Garrison Bradford & Associates
New York
USD 68.9 M +USD 10.4 M +18% 22.9% 63.5% 55 9.09% 3.6
Norwest Venture Partners XI
5166
Norwest Venture Partners XI
California
USD 68.6 M +USD 7.1 M +12% 11.5% – 1 0% 0.5
Lancaster Investment Management
5167
Lancaster Investment Management
United Kingdom
USD 68.1 M -USD 73.8 M -52% 33.1% 0.78% 16 31.25% 0.7
SNN
5168
Shen Neil Nanpeng
USD 68 M +USD 20 M +41% 41.6% 50.3% 5 20% 0.8
Massachusetts Institute of Technology
5169
Massachusetts Institute of Technology
Massachusetts
USD 68 M +USD 23.2 M +52% 25.8% 35.7% 10 70% 0.4
Texas Capital Bancshares
5170
Texas Capital Bancshares
Texas
USD 67.4 M +USD 10.6 M +19% 22.3% 175% 45 17.78% 2.2
Coe Capital Management
5171
Coe Capital Management
Illinois
USD 67.3 M +USD 7.43 M +12% 20.8% 84.4% 77 27.27% 3.2
DWM Financial Group
5172
DWM Financial Group
Illinois
USD 67.1 M +USD 21.6 M +47% 10.4% – 37 81.08% 0.2
Tempus Wealth Planning
5173
Tempus Wealth Planning
California
USD 67 M +USD 6.02 M +10% 9.31% 95% 72 20.83% 0.4
HA
5174
Havens Advisors
New York
USD 67 M -USD 35.6 M -35% 14% 460% 37 64.86% 0.4
BCM
5175
Bratton Capital Management
Texas
USD 66.7 M +USD 24.9 M +59% 108% 152% 2 0% 1.5