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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)
Katamaran Capital
7551
Katamaran Capital
United Kingdom
USD 110 M +USD 1.95 M +2% 7.73% – 36 52.78% 0.3
Blue Water Life Science Advisors
7552
Blue Water Life Science Advisors
California
USD 110 M -USD 16.7 M -13% 10.8% 503% 9 33.33% 2.1
S2L
7553
Sparta 24 Ltd
Israel
USD 109 M -USD 7.33 M -6% 0.16% 86% 5 20% 0.8
Surience Private Wealth
7554
Surience Private Wealth
Washington
USD 109 M +USD 2.93 M +3% 13.8% 169% 44 65.91% 0.4
CenturyLink Investment Management
7555
CenturyLink Investment Management
Colorado
USD 109 M +USD 7.9 M +8% 7.8% – 1 0% 3.8
BCM
7556
BML Capital Management
Indiana
USD 109 M -USD 23 M -17% 23.2% 349% 28 42.86% 1.3
Lord & Richards Wealth Management
7557
Lord & Richards Wealth Management
Colorado
USD 109 M +USD 13.5 M +14% 3.45% – 55 10.91% 0.6
Compass Planning Associates
7558
Compass Planning Associates
Massachusetts
USD 109 M +USD 96.5 k +0.1% 4.77% – 124 76.61% 0.8
Connective Capital Management
7559
Connective Capital Management
California
USD 109 M +USD 1.96 M +2% 9.7% 188% 91 64.84% 0.6
Aldebaran Capital
7560
Aldebaran Capital
Indiana
USD 109 M +USD 7.53 M +7% 10.9% 80.4% 35 8.57% 2.2
Foresite Capital Management V
7561
Foresite Capital Management V
California
USD 109 M +USD 28 M +35% 42.1% 401% 6 0% 2.2
Quest 10 Wealth Builders
7562
Quest 10 Wealth Builders
Virginia
USD 108 M +USD 5.74 M +6% 7% – 921 19.87% 0.6
Cypress Capital Management (Wyoming)
7563
Cypress Capital Management (Wyoming)
Wyoming
USD 108 M +USD 16.3 M +18% 41.2% 161% 190 14.74% 4
Roxbury Financial
7564
Roxbury Financial
New Jersey
USD 108 M +USD 5.65 M +6% 7.17% – 375 5.6% 0.7
Variant Private Wealth
7565
Variant Private Wealth
Virginia
USD 108 M +USD 11.9 M +12% 13.4% – 38 2.63% 0.7
Stonehaven Wealth & Tax Solutions
7566
Stonehaven Wealth & Tax Solutions
Wisconsin
USD 108 M +USD 5.75 M +6% 5.71% – 85 11.76% 0.6
Northstar Financial Companies
7567
Northstar Financial Companies
Pennsylvania
USD 108 M +USD 11.9 M +12% 8.32% – 112 21.43% 0.6
Delphi Management
7568
Delphi Management
Massachusetts
USD 108 M +USD 4.3 M +4% 7.49% 111% 85 10.59% 3.5
Divco West Real Estate Services
7569
Divco West Real Estate Services
California
USD 108 M +USD 12.5 M +13% 13.8% 22.3% 4 0% 2.8
Yorktown Energy Partners X
7570
Yorktown Energy Partners X
New York
USD 107 M +USD 52.1 M +94% 132% 95.9% 3 0% 4.9
Raffles Associates
7571
Raffles Associates
New York
USD 107 M +USD 11.4 M +12% 17.7% 50% 55 23.64% 2.9
New Covenant Trust Company
7572
New Covenant Trust Company
Indiana
USD 107 M -USD 4.52 M -4% 8.05% – 88 6.82% 1.3
Measured Risk Portfolios
7573
Measured Risk Portfolios
California
USD 107 M +USD 3.77 M +4% 0.82% – 69 17.39% 0.6
SHC
7574
SALT Holding Corp
Delaware
USD 107 M +USD 41.9 M +64% 4.74% – 18 66.67% 0.2
NVIM
7575
New Vernon Investment Management
Illinois
USD 107 M +USD 21.2 M +25% 3.94% 83.1% 42 21.43% 4