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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)
Palliser Capital (UK)
6201
Palliser Capital (UK)
United Kingdom
USD 118 M – – 13.4% 57% 8 – 0
Cross Creek Advisors
6202
Cross Creek Advisors
Utah
USD 118 M – – 31.8% – 10 – 0
Covalent Partners
6203
Covalent Partners
Massachusetts
USD 118 M +USD 57.8 M +96% 3.87% 36.6% 67 19.4% 0.6
Flynn Zito Capital Management
6204
Flynn Zito Capital Management
New York
USD 118 M – – 8.98% 109% 84 – 0
Signature Wealth Management Partners
6205
Signature Wealth Management Partners
New Jersey
USD 118 M +USD 7.66 M +7% 9.68% 97.9% 119 14.29% 0.9
Greycroft
6206
Greycroft
New York
USD 118 M – – 29.5% 20% 6 – 0
Barrier Capital Management
6207
Barrier Capital Management
California
USD 118 M – – 9.63% 216% 12 – 0
AH Equity Partners IV (Parallel)
6208
AH Equity Partners IV (Parallel)
California
USD 118 M -USD 41.5 M -26% 38.8% – 2 50% 0.6
Alethea Capital Management
6209
Alethea Capital Management
Washington
USD 118 M +USD 4.24 M +4% 5.54% 275% 121 61.98% 1.9
Amica Retiree Medical Trust
6210
Amica Retiree Medical Trust
Rhode Island
USD 118 M +USD 7.08 M +6% 12.2% – 107 9.35% 4.2
Sippican Capital Advisors
6211
Sippican Capital Advisors
Massachusetts
USD 118 M +USD 2.28 M +2% 8.23% 81.1% 116 10.34% 4.3
SC Israel IV Genpar
6212
SC Israel IV Genpar
Israel
USD 118 M – – 32.9% – 1 – 0
Obvious Management Services
6213
Obvious Management Services
California
USD 118 M – – 26.8% – 3 – 0
Penobscot Wealth Management
6214
Penobscot Wealth Management
Maine
USD 118 M +USD 9.48 M +9% 5.58% 56.7% 58 15.52% 0.4
Beacon Financial Strategies
6215
Beacon Financial Strategies
North Carolina
USD 117 M +USD 7.51 M +7% 6.22% 54.2% 35 5.71% 0.5
ADE LLC
6216
ADE LLC
Maryland
USD 117 M +USD 8.13 M +7% 6.18% 59.8% 249 69.48% 0.9
Wealthstream Advisors
6217
Wealthstream Advisors
New York
USD 117 M – – 8.46% 88.2% 67 – 0
Northland Capital Management
6218
Northland Capital Management
Minnesota
USD 117 M – – 1.93% 37.5% 20 – 0
Platt Investment Counsel
6219
Platt Investment Counsel
Florida
USD 117 M +USD 4.57 M +4% 5.03% 62.9% 17 17.65% 0.9
Kids Capital Management
6220
Kids Capital Management
California
USD 117 M – – 4.98% – 11 – 0
XXEC Inc
6221
XXEC Inc
Oklahoma
USD 117 M -USD 14.3 M -11% 9.57% 30.1% 28 25% 1
Paragon Capital Management (Utah)
6222
Paragon Capital Management (Utah)
Utah
USD 117 M – – 6.96% 72.3% 66 – 0
Asset Planning Corporation
6223
Asset Planning Corporation
Tennessee
USD 117 M +USD 8.86 M +8% 3.8% 44.5% 35 11.43% 0.8
PWM
6224
Pinnacle Wealth Management
California
USD 117 M – – 6.31% 194% 43 – 0
Boyu Capital Investment Management Company
6225
Boyu Capital Investment Management Company
Hong Kong
USD 117 M -USD 40.3 M -26% 2.57% – 5 20% 1