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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)
WFM Asia
1876
WFM Asia
British Virgin Islands
USD 640 M -USD 55.4 M -8% 18.5% 89.9% 9 0% 1.9
HITE Hedge Asset Management
1877
HITE Hedge Asset Management
Massachusetts
USD 640 M +USD 2.23 M +0.3% 5.35% 54.4% 75 46.67% 1.1
EastBay Asset Management
1878
EastBay Asset Management
New York
USD 640 M -USD 1135 M -64% 10.1% 84.9% 37 81.08% 0.7
First Reserve GP XI
1879
First Reserve GP XI
Connecticut
USD 639 M +USD 87 M +16% 15.7% 26.4% 1 0% 4.8
Cardan Capital Partners
1880
Cardan Capital Partners
Colorado
USD 638 M +USD 27.5 M +5% 4.15% 64% 191 14.14% 1.4
Sector Gamma AS
1881
Sector Gamma AS
Norway
USD 638 M +USD 36.1 M +6% 12.6% 35.3% 37 29.73% 1.9
Joel Isaacson & Co
1882
Joel Isaacson & Co
New York
USD 636 M +USD 39 M +7% 6.31% 72.5% 206 5.34% 3.7
Endurance Wealth Management
1883
Endurance Wealth Management
Rhode Island
USD 636 M +USD 29.2 M +5% 8.18% 59% 512 6.25% 3.3
Adams Street Partners
1884
Adams Street Partners
Illinois
USD 635 M -USD 17.3 M -3% 15.2% 399% 20 65% 1.2
PAM
1885
Private Asset Management
California
USD 635 M +USD 15.7 M +3% 8.97% 38.2% 150 7.33% 3.3
First Business Financial Services
1886
First Business Financial Services
Wisconsin
USD 634 M +USD 76.2 M +14% 4.2% 74% 118 25.42% 1.6
AH
1887
Allen Holding
New York
USD 634 M +USD 83.1 M +15% 17.4% 135% 12 25% 3.5
Smith Salley Wealth Management
1888
Smith Salley Wealth Management
North Carolina
USD 634 M +USD 49.6 M +8% 7.83% 106% 195 11.28% 2.9
Cadinha & Co
1889
Cadinha & Co
Hawaii
USD 632 M +USD 86 M +16% 10.3% 132% 137 9.49% 3.2
Belpointe Asset Management
1890
Belpointe Asset Management
Nevada
USD 632 M +USD 274 M +77% 6.5% 80.1% 669 53.51% 0.4
JHL Capital Group
1891
JHL Capital Group
Illinois
USD 631 M +USD 273 M +76% 4.88% – 13 23.08% 0.8
BOK Financial Private Wealth
1892
BOK Financial Private Wealth
Colorado
USD 631 M +USD 11.2 M +2% 3.78% 61.8% 115 13.91% 2.8
Sound Point Capital Management
1893
Sound Point Capital Management
New York
USD 629 M +USD 50.2 M +9% 5.55% 61.5% 40 27.5% 0.8
LBMC Investment Advisors
1894
LBMC Investment Advisors
Tennessee
USD 628 M +USD 21.6 M +4% 4.43% 52.8% 103 3.88% 2.9
SRFM
1895
Shannon River Fund Management
New York
USD 627 M -USD 133 M -17% 12.1% 554% 37 48.65% 1
Novare Capital Management
1896
Novare Capital Management
North Carolina
USD 627 M +USD 38 M +6% 6.94% 76.5% 154 7.14% 2.7
Matrix Asset Advisors
1897
Matrix Asset Advisors
New York
USD 627 M +USD 20.9 M +3% 7.19% 84.9% 68 10.29% 4
Godsey & Gibb Inc
1898
Godsey & Gibb Inc
Virginia
USD 627 M +USD 48.7 M +8% 7.12% 87.5% 71 12.68% 3.4
KLS Professional Advisors Group
1899
KLS Professional Advisors Group
New York
USD 626 M +USD 39.6 M +7% 5.44% 38% 29 3.45% 1.1
Serengeti Asset Management
1900
Serengeti Asset Management
New York
USD 626 M +USD 127 M +26% 1.73% 14.9% 38 34.21% 1.3