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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)
Permit Capital
3501
Permit Capital
Pennsylvania
USD 185 M +USD 5 M +3% 1.81% 121% 28 10.71% 3.7
Doheny Asset Management
3502
Doheny Asset Management
California
USD 184 M -USD 6.02 M -3% 4.7% 135% 108 12.04% 3.6
Bank of Stockton
3503
Bank of Stockton
California
USD 184 M -USD 54.8 M -23% 3.16% 99.2% 110 10.91% 3.5
IRON Financial
3504
IRON Financial
Illinois
USD 184 M +USD 28.4 M +18% 1.17% 51.4% 101 21.78% 1.5
American Financial Network Advisory Services
3505
American Financial Network Advisory Services
California
USD 184 M -USD 7.35 M -4% 2.21% – 188 15.96% 0.6
RHFI
3506
Reilly Herbert Faulkner III
USD 184 M +USD 7.73 M +4% 5.12% 80.6% 47 10.64% 3.5
Mirador Capital Partners
3507
Mirador Capital Partners
California
USD 184 M +USD 40.2 M +28% 2.2% 120% 150 26% 1.3
Bar Harbor Trust Services
3508
Bar Harbor Trust Services
Maine
USD 184 M +USD 2 M +1% 2.99% 86.4% 79 3.8% 2.7
Polaris Venture Management Co V
3509
Polaris Venture Management Co V
Massachusetts
USD 183 M +USD 8.08 M +5% 16.3% 281% 12 8.33% 2.5
Blume Capital Management
3510
Blume Capital Management
California
USD 183 M +USD 3.53 M +2% 4.04% 96.9% 232 19.83% 3.1
Greywolf Capital Management
3511
Greywolf Capital Management
New York
USD 183 M +USD 29.3 M +19% 14.2% 174% 8 0% 2.1
RAG
3512
Roof Advisory Group
Pennsylvania
USD 183 M -USD 15.4 M -8% 0.94% – 38 18.42% 0.4
Old Point Trust & Financial Services N A
3513
Old Point Trust & Financial Services N A
Virginia
USD 182 M +USD 5.38 M +3% 3.9% 72.6% 74 6.76% 4.2
Wealth Alliance Advisory Group
3514
Wealth Alliance Advisory Group
Kansas
USD 182 M +USD 10.7 M +6% 1.52% 72.7% 135 15.56% 0.4
White Lighthouse Investment Management
3515
White Lighthouse Investment Management
Massachusetts
USD 182 M +USD 7.73 M +4% 0.88% 62% 121 5.79% 0.5
Dimension Capital Management
3516
Dimension Capital Management
Florida
USD 182 M +USD 3.1 M +2% 0.2% 65.5% 95 29.47% 0.9
Crabel Capital Management
3517
Crabel Capital Management
California
USD 182 M +USD 69.9 M +63% 4.64% 13.9% 106 50% 0.3
Keystone Financial Planning
3518
Keystone Financial Planning
Ohio
USD 182 M +USD 2.15 M +1% 0.09% 46% 49 12.24% 3.2
Flowering Tree Investment Management
3519
Flowering Tree Investment Management
Singapore
USD 181 M -USD 3.99 M -2% 2.1% 47.4% 8 0% 2.3
Pacific Edge Advisors
3520
Pacific Edge Advisors
California
USD 181 M +USD 18.7 M +12% 0.22% 31.3% 46 21.74% 0.4
Wall Capital Group
3521
Wall Capital Group
Arizona
USD 181 M +USD 7.41 M +4% 2.65% – 35 5.71% 1.1
BCM Advisors
3522
BCM Advisors
Louisiana
USD 181 M +USD 12.2 M +7% 0.99% 59.3% 35 5.71% 1.3
Sio Capital Management
3523
Sio Capital Management
New York
USD 181 M +USD 14.5 M +9% 8% 564% 61 68.85% 0.3
Hays Advisory
3524
Hays Advisory
Tennessee
USD 181 M -USD 26.3 M -13% 1.67% 31.8% 165 53.94% 1.8
MC
3525
MRJ Capital
New York
USD 181 M -USD 1.68 M -0.9% 1% 127% 60 28.33% 3