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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
HCR Wealth Advisors
Los Angeles,
California
| USD 305 M | +USD 16.4 M | +6% | 3.1% | 107% | 177 | 8.47% | 1.2 |
|
| 2727 |
2727
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| USD 305 M | – | – | 2.53% | 34.5% | 272 | – | 0 |
|
| 2728 |
2728
Institutional Venture Management XIII
Menlo Park,
California
| USD 305 M | +USD 48.1 M | +19% | 5.24% | – | 6 | 16.67% | 2.5 |
|
| 2729 |
2729
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 304 M | +USD 7.22 M | +2% | 2.64% | 18.3% | 108 | 7.41% | 2.4 |
|
| 2730 |
2730
Hanson & Doremus Investment Management
Burlington,
Vermont
| USD 304 M | -USD 18.7 M | -6% | 1.86% | 86.3% | 531 | 10.92% | 3.4 |
|
| 2731 |
2731
HGC Investment Management
Toronto,
Ontario, Canada
| USD 304 M | +USD 29.8 M | +11% | 0.81% | 33.2% | 112 | 62.5% | 0.2 |
|
| 2732 |
2732
Cornerstone Advisory
Hunt Valley,
Maryland
| USD 304 M | +USD 26.2 M | +9% | 2.69% | 53.5% | 143 | 4.2% | 1.8 |
|
| 2733 |
2733
Royal Fund Management
Lady Lake,
Florida
| USD 303 M | +USD 29.1 M | +11% | 2.83% | 103% | 672 | 20.98% | 1 |
|
| 2734 |
2734
Buckhead Capital Management
Atlanta,
Georgia
| USD 303 M | -USD 150 M | -33% | 2.27% | 67.6% | 175 | 49.71% | 4.2 |
|
| 2735 |
2735
Canal Insurance Company
Greenville,
South Carolina
| USD 303 M | +USD 18 M | +6% | 1.71% | 114% | 77 | 18.18% | 3.2 |
|
| 2736 |
2736
G2 Investment Partners Management
New York
| USD 303 M | +USD 48.4 M | +19% | 24.3% | 1,145% | 100 | 53% | 0.7 |
|
| 2737 |
2737
Institutional Venture Management XIV
Menlo Park,
California
| USD 302 M | -USD 21.5 M | -7% | 13.4% | 18.1% | 3 | 0% | 2.2 |
|
| 2738 |
2738
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| USD 302 M | -USD 14.5 M | -5% | 4.36% | 17.8% | 1 | 0% | 5 |
|
| 2739 |
2739
Stansberry Asset Management
Westlake,
Texas
| USD 302 M | +USD 98.2 M | +48% | 5.86% | 79.6% | 107 | 45.79% | 0.3 |
|
| 2740 |
DS
2740
Dalal Street
West Lake Hills,
Texas
| USD 302 M | -USD 15 M | -5% | 4.36% | 92.7% | 2 | 0% | 2.9 |
|
| 2741 |
LYV
2741
Live Your Vision
West Conshohocken,
Pennsylvania
| USD 302 M | +USD 6.07 M | +2% | 0.19% | 17.9% | 351 | 27.92% | 1.6 |
|
| 2742 |
2742
Security National Trust
Wheeling,
West Virginia
| USD 302 M | +USD 1.1 M | +0.4% | 2.7% | 58.3% | 400 | 4.75% | 4 |
|
| 2743 |
LCM
2743
Lonestar Capital Management
San Francisco,
California
| USD 302 M | -USD 9.24 M | -3% | 0.28% | 260% | 21 | 38.1% | 0.9 |
|
| 2744 |
WCM
2744
Woodson Capital Management
Greenwich,
Connecticut
| USD 301 M | +USD 53.2 M | +21% | 9.8% | 235% | 41 | 41.46% | 0.6 |
|
| 2745 |
CIM
2745
Castleton Investment Management
Stamford,
Connecticut
| USD 301 M | +USD 27.5 M | +10% | 6.4% | 15.1% | 74 | 59.46% | 0.5 |
|
| 2746 |
2746
Matrix VIII US Management
Cambridge,
Massachusetts
| USD 301 M | -USD 70 M | -19% | 9.49% | – | 1 | 0% | 2 |
|
| 2747 |
2747
Bristlecone Advisors
Bellevue,
Washington
| USD 300 M | +USD 2.73 M | +0.9% | 3.2% | 103% | 137 | 9.49% | 2 |
|
| 2748 |
2748
TRV GP III
Boston,
Massachusetts
| USD 300 M | +USD 22.5 M | +8% | 9.6% | 170% | 4 | 50% | 0.3 |
|
| 2749 |
2749
Evermay Wealth Management
Arlington,
Virginia
| USD 300 M | +USD 10.1 M | +3% | 3.54% | 56.2% | 136 | 5.15% | 2.2 |
|
| 2750 |
RIM
2750
Regent Investment Management
Louisville,
Kentucky
| USD 299 M | +USD 3.79 M | +1% | 2.05% | 44% | 211 | 7.11% | 3.5 |
|