¡Ya estamos en ! Descubre más

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)
Institutional Venture Management XIV
2626
Institutional Venture Management XIV
California
USD 324 M +USD 31.9 M +11% 5.75% 18.1% 3 0% 1.9
J.P. Marvel Investment Advisors
2627
J.P. Marvel Investment Advisors
Massachusetts
USD 324 M -USD 4.32 M -1% 0.16% 195% 84 2.38% 3.5
Atlantic Union Bankshares
2628
Atlantic Union Bankshares
Virginia
USD 323 M +USD 188 k +0.1% 2.11% 78.9% 144 14.58% 3
Robinson Capital Management
2629
Robinson Capital Management
Michigan
USD 323 M +USD 115 M +56% 5.97% 7.8% 111 42.34% 1.1
PI
2630
PHH Investments
Texas
USD 323 M -USD 4.82 M -1% 0.98% 30.9% 85 16.47% 0.9
Delta Dental Plan of Michigan
2631
Delta Dental Plan of Michigan
Michigan
USD 323 M -USD 18.6 M -5% 0.83% – 30 13.33% 0.2
Hanson & Doremus Investment Management
2632
Hanson & Doremus Investment Management
Vermont
USD 323 M +USD 22.5 M +7% 0.79% 86.3% 521 7.49% 3.2
Laurel Wealth Advisors (California)
2633
Laurel Wealth Advisors (California)
California
USD 323 M -USD 24.7 M -7% 2.39% 33% 389 23.39% 1.3
Dundas Partners
2634
Dundas Partners
United Kingdom
USD 323 M – – 1.67% 87.6% 36 – 0
Manitou Investment Management
2635
Manitou Investment Management
Ontario, Canada
USD 322 M -USD 27.9 M -8% 2.62% 69.3% 32 12.5% 1.9
Jafra Capital Management
2636
Jafra Capital Management
New York
USD 322 M -USD 33.7 M -9% 6.42% – 118 61.02% 0.3
LVW Advisors
2637
LVW Advisors
New York
USD 322 M -USD 20.2 M -6% 2.3% 79.1% 149 15.44% 1.8
Well Done LLC
2638
Well Done LLC
Michigan
USD 322 M +USD 15.5 M +5% 0.14% 80.4% 604 81.95% 0.3
Koshinski Asset Management
2639
Koshinski Asset Management
Illinois
USD 322 M -USD 77.7 M -19% 0.89% 82.9% 437 24.03% 1.7
Brasada Capital Management
2640
Brasada Capital Management
Texas
USD 322 M +USD 25 M +8% 1.44% 76.5% 332 41.87% 0.2
Axar Capital Management
2641
Axar Capital Management
New York
USD 321 M -USD 66.1 M -17% 7.39% 680% 5 0% 1
EnTrust Global Partners Offshore
2642
EnTrust Global Partners Offshore
New York
USD 320 M +USD 16.5 M +5% 7% – 92 56.52% 0.1
George Kaiser Family Foundation
2643
George Kaiser Family Foundation
Oklahoma
USD 320 M +USD 18.2 M +6% 6.17% 106% 19 10.53% 1.8
NBW Capital
2644
NBW Capital
Massachusetts
USD 320 M -USD 60 M -16% 4.64% 86% 74 5.41% 2.7
CDIA
2645
Capital Directions Investment Advisors
Georgia
USD 318 M -USD 2.03 M -0.6% 0.16% 7.53% 104 9.62% 2.6
Cardinal Capital Management Inc (North Carolina)
2646
Cardinal Capital Management Inc (North Carolina)
North Carolina
USD 318 M -USD 12.2 M -4% 1.91% 86.4% 123 2.44% 3.6
Exchange Capital Management
2647
Exchange Capital Management
Michigan
USD 318 M +USD 571 k +0.2% 1.3% 57.8% 280 28.57% 1.7
D.L. Carlson Investment Group
2648
D.L. Carlson Investment Group
New Hampshire
USD 318 M -USD 20.1 M -6% 2.74% 113% 137 9.49% 3
Analyst IMS Investment Management Services
2649
Analyst IMS Investment Management Services
Israel
USD 317 M -USD 10.1 M -3% 3.3% 104% 110 8.18% 2.4
SAM
2650
Senzar Asset Management
New York
USD 317 M -USD 74.8 M -19% 4.04% 0.75% 40 50% 0.5