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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)
Shira Ridge Wealth Management
5526
Shira Ridge Wealth Management
California
USD 201 M -USD 3.84 M -2% 2.96% 72.8% 83 16.87% 1.7
Walnut Level Capital
5527
Walnut Level Capital
Colorado
USD 200 M -USD 61.9 M -24% 10.8% – 55 40% 0.7
May Barnhard Investments
5528
May Barnhard Investments
Maryland
USD 200 M -USD 9.8 M -5% 4.89% 65.4% 93 12.9% 1
Acorn Creek Capital
5529
Acorn Creek Capital
Colorado
USD 200 M +USD 5.71 M +3% 0.65% 66.6% 80 6.25% 1
Game Creek Capital
5530
Game Creek Capital
Massachusetts
USD 200 M -USD 55.9 M -22% 0.94% 176% 91 31.87% 3.3
Richmond Hill Investments
5531
Richmond Hill Investments
New York
USD 200 M -USD 58.7 M -23% 11.8% 55.2% 4 25% 6.3
CCM
5532
Conway Capital Management
California
USD 200 M -USD 25.9 M -11% 6.28% 139% 51 21.57% 3.1
Lakeridge Wealth Management
5533
Lakeridge Wealth Management
Ohio
USD 200 M +USD 6.43 M +3% 0.55% – 160 10.63% 1.1
Genesee Capital Advisors
5534
Genesee Capital Advisors
New York
USD 200 M -USD 15 M -7% 2.47% 107% 126 10.32% 1.9
CSA
5535
Cottage Street Advisors
Massachusetts
USD 200 M +USD 7.94 M +4% 5.27% 95.8% 119 19.33% 2.8
Optimist Retirement Group
5536
Optimist Retirement Group
Washington
USD 200 M -USD 11.6 M -5% 1.3% 92.2% 134 23.88% 0.9
Vivid Wealth Management
5537
Vivid Wealth Management
Iowa
USD 200 M +USD 2.24 M +1% 4.21% 107% 74 36.49% 0.8
Henderson Brothers Financial Partners
5538
Henderson Brothers Financial Partners
Pennsylvania
USD 200 M – – 0.01% – 72 – 0
Uniting Wealth Partners
5539
Uniting Wealth Partners
Kansas
USD 200 M -USD 7.5 M -4% 1.99% – 128 29.69% 0.2
Bain Capital Venture Investors
5540
Bain Capital Venture Investors
Massachusetts
USD 200 M -USD 20.2 M -9% 8.74% 34.2% 3 0% 2.4
Consilium Wealth Advisory
5541
Consilium Wealth Advisory
Texas
USD 199 M -USD 10.2 M -5% 1.12% 126% 95 15.79% 2.2
GE Investment Management
5542
GE Investment Management
Connecticut
USD 199 M +USD 32.2 M +19% 17% – 4 0% 1.1
PIP
5543
Palisades Investment Partners
California
USD 199 M -USD 37.7 M -16% 10.2% – 43 11.63% 0.6
BCFD
5544
Boit C.F. David
USD 199 M -USD 46.8 M -19% 1.93% 84.2% 128 2.34% 2.8
Scion Asset Management
5545
Scion Asset Management
California
USD 199 M +USD 122 M +157% 12% 1.91% 19 94.74% 0
TCFG Wealth Management
5546
TCFG Wealth Management
California
USD 199 M +USD 504 k +0.3% 0.02% – 247 12.15% 0.4
Drummond Knight Asset Management
5547
Drummond Knight Asset Management
Australia
USD 199 M +USD 61.6 M +45% 1.55% – 16 56.25% 0.2
Lloyd Advisory Services
5548
Lloyd Advisory Services
Georgia
USD 199 M -USD 12 M -6% 0.92% 51.1% 122 37.7% 0.7
Physician Wealth Solutions
5549
Physician Wealth Solutions
Nevada
USD 199 M -USD 684 k -0.3% 0.07% 43.6% 41 0% 1.2
Viola Ventures VC Management 4
5550
Viola Ventures VC Management 4
Israel
USD 199 M -USD 72.7 M -27% 5.52% 79.1% 4 0% 1.8