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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)
First Business Financial Services
2101
First Business Financial Services
Wisconsin
USD 811 M +USD 13.9 M +2% 5.56% 74% 180 13.89% 3.7
SoFi Wealth
2102
SoFi Wealth
California
USD 810 M +USD 67.9 M +9% 4.94% 62.2% 11 0% 1.3
KWMG LLC
2103
KWMG LLC
Kansas
USD 808 M +USD 66.7 M +9% 3.34% 76.2% 140 4.29% 5.4
Integral Health Asset Management
2104
Integral Health Asset Management
New York
USD 808 M +USD 311 M +63% 17.6% 564% 104 61.54% 0.6
CCA
2105
Castle Creek Arbitrage
Colorado
USD 806 M -USD 102 M -11% 1.88% 17.2% 487 25.67% 1
FFT Wealth Management
2106
FFT Wealth Management
Pennsylvania
USD 805 M -USD 581 k -0.1% 6% 65.6% 143 18.88% 1.4
Royal Fund Management
2107
Royal Fund Management
Florida
USD 804 M +USD 105 M +15% 5.93% 103% 310 25.48% 2.6
PWMAG
2108
Pinnacle Wealth Management Advisory Group
New Jersey
USD 804 M +USD 64 M +9% 6.6% 90.7% 353 13.03% 3.1
J.M. Forbes & Co
2109
J.M. Forbes & Co
Massachusetts
USD 804 M +USD 72.4 M +10% 9.14% 112% 128 17.97% 5.5
Atlas Venture Life Science Advisors
2110
Atlas Venture Life Science Advisors
Massachusetts
USD 804 M +USD 65 M +9% 23.6% 484% 16 6.25% 1.4
ACK Asset Management
2111
ACK Asset Management
Connecticut
USD 803 M +USD 148 M +23% 14.8% 132% 26 23.08% 1.5
United Asset Strategies
2112
United Asset Strategies
New York
USD 802 M +USD 44.1 M +6% 9.01% 94.6% 248 16.13% 3
Geller Advisors
2113
Geller Advisors
New York
USD 802 M +USD 124 M +18% 7.39% 20.4% 257 35.02% 1.5
Cozad Asset Management
2114
Cozad Asset Management
Illinois
USD 802 M +USD 46.2 M +6% 8.59% 132% 397 12.85% 2.9
J.L. Bainbridge & Co
2115
J.L. Bainbridge & Co
Florida
USD 802 M +USD 73.8 M +10% 12.3% 118% 85 15.29% 2.8
Global Strategic Investment Solutions
2116
Global Strategic Investment Solutions
Arizona
USD 801 M +USD 103 M +15% 4.14% 56.8% 147 10.88% 2.3
Litman Gregory Wealth Management
2117
Litman Gregory Wealth Management
California
USD 801 M +USD 533 M +198% 3.79% 55.5% 113 92.04% 0.5
Zweig-DiMenna Associates
2118
Zweig-DiMenna Associates
New York
USD 800 M +USD 61.3 M +8% 13% 561% 133 36.09% 1.1
Summit Creek Advisors
2119
Summit Creek Advisors
Minnesota
USD 800 M +USD 31.6 M +4% 6.34% 68.8% 74 8.11% 3.3
CenterBook Partners
2120
CenterBook Partners
Connecticut
USD 800 M +USD 92.3 M +13% 3.39% 62.4% 508 45.87% 0.7
Regents of the University of California
2121
Regents of the University of California
California
USD 799 M +USD 261 M +48% 6.08% 86.1% 31 12.9% 5.5
Cypress Funds
2122
Cypress Funds
California
USD 796 M +USD 87.7 M +12% 17.2% 100% 14 0% 3.3
Duality Advisers
2123
Duality Advisers
Florida
USD 796 M -USD 87.6 M -10% 2.69% 18.3% 780 68.85% 0.3
Procyon Advisors
2124
Procyon Advisors
Connecticut
USD 795 M +USD 194 M +32% 6.44% 92.3% 467 20.34% 1.8
Steel Grove Capital Advisors
2125
Steel Grove Capital Advisors
Tennessee
USD 795 M +USD 46.2 M +6% 7.18% 106% 210 16.19% 2.9