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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)
Signify Wealth
5501
Signify Wealth
Missouri
USD 161 M +USD 35.4 M +28% 1.72% 36.7% 28 60.71% 0.4
Hall Private Wealth Advisors
5502
Hall Private Wealth Advisors
North Carolina
USD 161 M +USD 4.15 M +3% 7.78% – 56 26.79% 0.7
KPCB XIV Associates
5503
KPCB XIV Associates
California
USD 161 M – – 23.2% – 3 – 0.7
Long Path Partners Fund
5504
Long Path Partners Fund
Connecticut
USD 161 M – – 6.62% – 7 – 0
Bluestem Financial Advisors
5505
Bluestem Financial Advisors
Illinois
USD 161 M +USD 7.84 M +5% 4.54% 42.2% 27 11.11% 1.8
Agate Pass Investment Management
5506
Agate Pass Investment Management
Washington
USD 161 M – – 8.87% 76% 99 – 0
Robinson Capital Management
5507
Robinson Capital Management
Michigan
USD 161 M +USD 48.9 M +44% 0.46% 7.8% 284 58.45% 0.4
Matrix IX Management Company
5508
Matrix IX Management Company
Massachusetts
USD 161 M – – 18.1% – 1 – 0
Sterling Investment Management
5509
Sterling Investment Management
Arizona
USD 161 M +USD 3.67 M +2% 5.12% 45.3% 72 6.94% 3.5
DGS Capital Management
5510
DGS Capital Management
New Jersey
USD 161 M – – 7.14% 177% 182 – 0
SSCM
5511
Summit Street Capital Management
New York
USD 160 M +USD 10 M +7% 11.6% 217% 32 0% 3.4
CCM
5512
Chimera Capital Management
New York
USD 160 M – – 10.4% – 35 – 0
TVL Management Corporation
5513
TVL Management Corporation
California
USD 160 M – – 11.6% – 3 – 0
Quad-Cities Investment Group
5514
Quad-Cities Investment Group
Iowa
USD 160 M +USD 17 M +12% 7.57% 67.3% 202 20.3% 2.3
Cordasco Financial Network
5515
Cordasco Financial Network
Florida
USD 160 M +USD 13.5 M +9% 8.97% 31.1% 612 14.22% 3.2
SIP
5516
Scott Investment Partners
United Kingdom
USD 160 M +USD 14.4 M +10% 13.5% 44% 45 2.22% 1
Leeward Financial Partners
5517
Leeward Financial Partners
Washington
USD 160 M – – 6.58% 97.9% 71 – 0
JVL Associates
5518
JVL Associates
Michigan
USD 160 M +USD 14.9 M +10% 9.13% 81% 39 5.13% 3
A.D. Beadell Investment Counsel
5519
A.D. Beadell Investment Counsel
Wisconsin
USD 160 M +USD 5.93 M +4% 7.46% 83.3% 98 12.24% 3.8
Sterling Financial Planning
5520
Sterling Financial Planning
New Jersey
USD 160 M +USD 2.83 M +2% 7.39% 59.3% 427 77.52% 0.9
Midwest Wealth Management
5521
Midwest Wealth Management
Indiana
USD 160 M +USD 14.5 M +10% 9.33% – 100 9% 0.9
Palumbo Wealth Management
5522
Palumbo Wealth Management
New York
USD 160 M +USD 7.99 M +5% 7.31% 115% 101 16.83% 0.9
Ravenstone Capital Management
5523
Ravenstone Capital Management
USD 160 M +USD 24.3 M +18% 13% 63% 89 50.56% 0.3
Purus Wealth Management
5524
Purus Wealth Management
California
USD 160 M +USD 14.8 M +10% 9.07% 174% 123 21.14% 0.7
Mach-1 Financial Group
5525
Mach-1 Financial Group
Arkansas
USD 159 M +USD 22.1 M +16% 3.69% 85.3% 321 94.39% 0