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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)
Iron Gate Global Advisors
4176
Iron Gate Global Advisors
Utah
USD 118 M +USD 11.1 M +10% 8.3% 106% 57 19.3% 0.4
Braun-Bostich & Associates
4177
Braun-Bostich & Associates
Pennsylvania
USD 118 M – – 3.16% 64.5% 314 – 0
Artemis Wealth Advisors
4178
Artemis Wealth Advisors
New York
USD 118 M +USD 3.94 M +3% 6.29% 174% 29 10.34% 0.8
Covalent Partners
4179
Covalent Partners
Massachusetts
USD 118 M -USD 29.4 M -20% 5.87% 36.6% 28 25% 1.3
Cincinnati Casualty Company
4180
Cincinnati Casualty Company
Ohio
USD 118 M +USD 1.38 M +1% 6.25% 56% 27 7.41% 3.4
Brandywine Trust
4181
Brandywine Trust
Delaware
USD 118 M +USD 5.99 M +5% 5.95% 32.7% 36 5.56% 2.6
Poehling Capital Management
4182
Poehling Capital Management
Wisconsin
USD 118 M – – 5.02% 83% 303 – 0
Aubrey Capital Management
4183
Aubrey Capital Management
United Kingdom
USD 118 M – – 6.48% 319% 29 – 0
Inspire Investing
4184
Inspire Investing
Idaho
USD 118 M – – 3.67% 107% 931 – 0
LCM
4185
Lee Capital Management
New York
USD 118 M -USD 5.88 M -5% 4.73% – 90 31.11% 0.8
Union Square GP 2008
4186
Union Square GP 2008
New York
USD 117 M – – 7.45% – 1 – 0
FDO Partners
4187
FDO Partners
Massachusetts
USD 117 M -USD 133 M -53% 1.73% – 293 75.43% 0.2
EDMP Inc
4188
EDMP Inc
Florida
USD 117 M +USD 6.19 M +6% 6.64% 78% 66 3.03% 2.8
Townsend & Associates
4189
Townsend & Associates
Colorado
USD 117 M – – 5.26% 58% 190 – 0
Lincoln Capital Corp
4190
Lincoln Capital Corp
Rhode Island
USD 117 M +USD 5.26 M +5% 2.84% 82% 54 24.07% 0.7
AIA
4191
Arcadia Investment Advisors
Idaho
USD 117 M – – 4.31% 56.4% 71 – 0
Smart Portfolios LLC
4192
Smart Portfolios LLC
Washington
USD 117 M +USD 12.9 M +12% 1.18% 41.3% 29 58.62% 0.9
IBOK
4193
Independence Bank of Kentucky
Kentucky
USD 117 M – – 6.33% 80.6% 330 – 0
Venator Capital Management
4194
Venator Capital Management
Ontario, Canada
USD 117 M +USD 20.2 M +21% 6.29% 154% 40 35% 0.6
USAdvisors Wealth Management
4195
USAdvisors Wealth Management
Minnesota
USD 117 M – – 4.16% 59.6% 64 – 0
Seneca House Advisors
4196
Seneca House Advisors
Virginia
USD 117 M – – 4.06% 58.2% 95 – 0
United Bank (Georgia)
4197
United Bank (Georgia)
Georgia
USD 117 M +USD 10.2 M +10% 6% 81.2% 76 13.16% 0.9
Burke & Herbert Bank & Trust
4198
Burke & Herbert Bank & Trust
Virginia
USD 117 M +USD 6.15 M +6% 6.73% 67.8% 138 5.07% 3.2
D.B. Root & Company
4199
D.B. Root & Company
Pennsylvania
USD 117 M – – 6.16% 57.3% 109 – 0
Institutional Venture Management XV
4200
Institutional Venture Management XV
California
USD 117 M – – 5.07% 116% 5 – 0