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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)
Bornite Capital Management
2226
Bornite Capital Management
New York
USD 999 M +USD 611 M +157% 19% 208% 48 66.67% 0.4
Makena Capital Management
2227
Makena Capital Management
California
USD 998 M +USD 29.6 M +3% 14.3% 78.7% 27 18.52% 1.7
Vantagepoint Investment Advisers
2228
Vantagepoint Investment Advisers
District of Columbia
USD 997 M +USD 120 M +14% 3.32% 32.7% 9 22.22% 2.9
Pictet North America Advisors
2229
Pictet North America Advisors
Switzerland
USD 996 M -USD 4.28 M -0.4% 9.08% 67.7% 151 11.92% 4.2
Wellspring Financial Advisors
2230
Wellspring Financial Advisors
Ohio
USD 996 M +USD 97.1 M +11% 9.92% 77.2% 185 27.03% 2.3
Massachusetts Institute of Technology
2231
Massachusetts Institute of Technology
Massachusetts
USD 996 M +USD 288 M +41% 38.8% 35.7% 10 70% 2.4
WDA
2232
Wendell David Associates
New Hampshire
USD 994 M -USD 7.94 M -0.8% 3.27% 46% 153 5.23% 8.5
American Express
2233
American Express
New York
USD 994 M -USD 152 M -13% 13.2% – 3 33.33% 1.5
Ulysses Management
2234
Ulysses Management
New York
USD 993 M +USD 299 M +43% 14.6% 51.8% 66 46.97% 2
Voya Financial Advisors
2235
Voya Financial Advisors
Connecticut
USD 991 M +USD 85.1 M +9% 7.08% 44.8% 240 13.33% 5.8
Nilsine Partners
2236
Nilsine Partners
Colorado
USD 989 M +USD 77 M +8% 10.2% 117% 401 15.96% 1.5
Falcon Wealth Planning
2237
Falcon Wealth Planning
California
USD 989 M +USD 89.7 M +10% 7.16% 52.7% 180 11.67% 2.2
Uniplan Investment Counsel
2238
Uniplan Investment Counsel
Wisconsin
USD 989 M -USD 39.1 M -4% 3.01% 70.5% 212 33.96% 2.2
Liberty One Investment Management
2239
Liberty One Investment Management
Illinois
USD 988 M +USD 149 k +0% 1.12% 40.3% 147 2.04% 3.8
Matrix Asset Advisors
2240
Matrix Asset Advisors
New York
USD 988 M +USD 82 M +9% 7.98% 84.9% 111 8.11% 4.8
Bath Savings Trust
2241
Bath Savings Trust
Maine
USD 988 M +USD 21 M +2% 4.96% 57.8% 167 7.19% 7.1
Global X Japan
2242
Global X Japan
Japan
USD 987 M +USD 117 M +13% 18.3% 151% 373 23.86% 0.9
Wealth Architects
2243
Wealth Architects
California
USD 984 M +USD 77.9 M +9% 8.66% 80.1% 239 9.62% 5.3
Telos Capital Management
2244
Telos Capital Management
California
USD 982 M +USD 64.4 M +7% 7.36% 71.1% 201 7.46% 6.2
Verus Financial Partners
2245
Verus Financial Partners
Virginia
USD 981 M +USD 105 M +12% 6.33% 41.6% 111 6.31% 4.1
Syntegra Private Wealth Group
2246
Syntegra Private Wealth Group
Missouri
USD 980 M +USD 125 M +15% 9.01% 56.9% 185 14.59% 1.7
QVR
2247
QVR
California
USD 979 M – – 11.1% – 72 – 0
Aaron Wealth Advisors
2248
Aaron Wealth Advisors
Illinois
USD 979 M +USD 107 M +12% 10.2% 108% 525 21.14% 1.8
Tairen Capital
2249
Tairen Capital
Hong Kong
USD 979 M -USD 534 M -35% 26.7% 462% 109 56.88% 0.3
Vivo Capital
2250
Vivo Capital
California
USD 977 M +USD 222 M +29% 32% 7,491% 45 17.78% 2.1