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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)
HCR Wealth Advisors
2726
HCR Wealth Advisors
California
USD 305 M +USD 16.4 M +6% 3.1% 107% 177 8.47% 1.2
Boenning & Scattergood
2727
Boenning & Scattergood
Pennsylvania
USD 305 M – – 2.53% 34.5% 272 – 0
Institutional Venture Management XIII
2728
Institutional Venture Management XIII
California
USD 305 M +USD 48.1 M +19% 5.24% – 6 16.67% 2.5
Dorchester Wealth Management
2729
Dorchester Wealth Management
Quebec, Canada
USD 304 M +USD 7.22 M +2% 2.64% 18.3% 108 7.41% 2.4
Hanson & Doremus Investment Management
2730
Hanson & Doremus Investment Management
Vermont
USD 304 M -USD 18.7 M -6% 1.86% 86.3% 531 10.92% 3.4
HGC Investment Management
2731
HGC Investment Management
Ontario, Canada
USD 304 M +USD 29.8 M +11% 0.81% 33.2% 112 62.5% 0.2
Cornerstone Advisory
2732
Cornerstone Advisory
Maryland
USD 304 M +USD 26.2 M +9% 2.69% 53.5% 143 4.2% 1.8
Royal Fund Management
2733
Royal Fund Management
Florida
USD 303 M +USD 29.1 M +11% 2.83% 103% 672 20.98% 1
Buckhead Capital Management
2734
Buckhead Capital Management
Georgia
USD 303 M -USD 150 M -33% 2.27% 67.6% 175 49.71% 4.2
Canal Insurance Company
2735
Canal Insurance Company
South Carolina
USD 303 M +USD 18 M +6% 1.71% 114% 77 18.18% 3.2
G2 Investment Partners Management
2736
G2 Investment Partners Management
New York
USD 303 M +USD 48.4 M +19% 24.3% 1,145% 100 53% 0.7
Institutional Venture Management XIV
2737
Institutional Venture Management XIV
California
USD 302 M -USD 21.5 M -7% 13.4% 18.1% 3 0% 2.2
American Financial Group Inc 401(K) Retirement & Savings Plan
2738
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 302 M -USD 14.5 M -5% 4.36% 17.8% 1 0% 5
Stansberry Asset Management
2739
Stansberry Asset Management
Texas
USD 302 M +USD 98.2 M +48% 5.86% 79.6% 107 45.79% 0.3
DS
2740
Dalal Street
Texas
USD 302 M -USD 15 M -5% 4.36% 92.7% 2 0% 2.9
LYV
2741
Live Your Vision
Pennsylvania
USD 302 M +USD 6.07 M +2% 0.19% 17.9% 351 27.92% 1.6
Security National Trust
2742
Security National Trust
West Virginia
USD 302 M +USD 1.1 M +0.4% 2.7% 58.3% 400 4.75% 4
LCM
2743
Lonestar Capital Management
California
USD 302 M -USD 9.24 M -3% 0.28% 260% 21 38.1% 0.9
WCM
2744
Woodson Capital Management
Connecticut
USD 301 M +USD 53.2 M +21% 9.8% 235% 41 41.46% 0.6
CIM
2745
Castleton Investment Management
Connecticut
USD 301 M +USD 27.5 M +10% 6.4% 15.1% 74 59.46% 0.5
Matrix VIII US Management
2746
Matrix VIII US Management
Massachusetts
USD 301 M -USD 70 M -19% 9.49% – 1 0% 2
Bristlecone Advisors
2747
Bristlecone Advisors
Washington
USD 300 M +USD 2.73 M +0.9% 3.2% 103% 137 9.49% 2
TRV GP III
2748
TRV GP III
Massachusetts
USD 300 M +USD 22.5 M +8% 9.6% 170% 4 50% 0.3
Evermay Wealth Management
2749
Evermay Wealth Management
Virginia
USD 300 M +USD 10.1 M +3% 3.54% 56.2% 136 5.15% 2.2
RIM
2750
Regent Investment Management
Kentucky
USD 299 M +USD 3.79 M +1% 2.05% 44% 211 7.11% 3.5