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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)
Defined Wealth Management
6176
Defined Wealth Management
Oregon
USD 154 M +USD 10.2 M +7% 6.26% 78.1% 111 5.41% 2.7
Avondale Wealth Management
6177
Avondale Wealth Management
Texas
USD 154 M +USD 7.53 M +5% 5.73% 83.8% 125 13.6% 3.2
Comprehensive Wealth Management
6178
Comprehensive Wealth Management
Washington
USD 154 M +USD 17 M +12% 6.04% 36.9% 33 9.09% 1.2
Penbrook Management
6179
Penbrook Management
New York
USD 154 M -USD 10 M -6% 1.73% 107% 109 10.09% 5.5
Kolinsky Wealth Management
6180
Kolinsky Wealth Management
New Jersey
USD 154 M +USD 14.2 M +10% 6.4% 44.6% 185 20.54% 1.6
Echo45 Advisors
6181
Echo45 Advisors
California
USD 154 M +USD 11.4 M +8% 4.67% 53.6% 50 12% 1.9
OR
6182
Olympiad Research
Connecticut
USD 154 M +USD 17.8 M +13% 5.74% 189% 503 68.99% 0.3
17 Capital Partners
6183
17 Capital Partners
Arizona
USD 154 M +USD 13.2 M +9% 7.43% – 138 12.32% 1.8
WestBridge Capital Management
6184
WestBridge Capital Management
Mauritius
USD 154 M -USD 19.7 M -11% 9.54% 33.3% 1 0% 2.3
Corecam Pte Ltd
6185
Corecam Pte Ltd
USD 154 M +USD 19.2 M +14% 7.23% 93.6% 33 36.36% 0.5
FFG Retirement Advisors
6186
FFG Retirement Advisors
Colorado
USD 154 M +USD 10.1 M +7% 5.4% 43.4% 49 12.24% 1.2
Pura Vida Investments
6187
Pura Vida Investments
New York
USD 153 M -USD 4.57 M -3% 15.3% 38.3% 67 64.18% 1.1
University of Wisconsin Foundation
6188
University of Wisconsin Foundation
Wisconsin
USD 153 M +USD 64.5 M +73% 11.7% 142% 8 37.5% 0.9
Tacita Capital
6189
Tacita Capital
Ontario, Canada
USD 153 M +USD 11.8 M +8% 12% 72.3% 210 4.76% 2.7
Argus Investors Counsel
6190
Argus Investors Counsel
New York
USD 153 M -USD 9.42 M -6% 6.84% 132% 114 8.77% 4.9
Asset Planning Corporation
6191
Asset Planning Corporation
Tennessee
USD 153 M +USD 19.6 M +15% 7.8% 44.5% 45 13.33% 2.4
Laurel Wealth Planning
6192
Laurel Wealth Planning
Minnesota
USD 153 M +USD 9.42 M +7% 6.33% 53.1% 57 15.79% 2.7
Millennium Capital Advisors
6193
Millennium Capital Advisors
Arkansas
USD 153 M +USD 2.72 M +2% 6.64% 134% 126 5.56% 2.1
Fairfield University
6194
Fairfield University
Connecticut
USD 153 M +USD 17.6 M +13% 7.05% 61.9% 3 0% 7.1
Foresite Capital Management IV
6195
Foresite Capital Management IV
California
USD 153 M +USD 4.16 M +3% 2.65% 151% 5 20% 2.7
TCG Capital Management
6196
TCG Capital Management
California
USD 153 M +USD 30.8 M +25% 25.2% 45.7% 1 0% 1.8
Petiole USA
6197
Petiole USA
New York
USD 153 M +USD 33.7 M +28% 20.5% 105% 41 12.2% 2.1
Arthedge Capital Management
6198
Arthedge Capital Management
New York
USD 153 M +USD 253 k +0.2% 3.7% 80.7% 12 8.33% 3
JCFM
6199
JBR Co Financial Management
Oklahoma
USD 153 M +USD 10.5 M +7% 5.49% 126% 110 11.82% 0.6
WealthCollab
6200
WealthCollab
Washington
USD 153 M +USD 13.5 M +10% 7% – 943 15.27% 0.6