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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)
Index Venture Associates III
4626
Index Venture Associates III
Jersey
USD 200 M -USD 183 M -48% 4.55% – 1 0% 0.5
Reston Wealth Management
4627
Reston Wealth Management
Virginia
USD 200 M +USD 8.98 M +5% 5.25% 60.7% 55 10.91% 1.6
BCK Capital Management
4628
BCK Capital Management
Connecticut
USD 200 M +USD 17.8 M +10% 11.9% 161% 170 40.59% 0.2
EPIQ Partners
4629
EPIQ Partners
Minnesota
USD 200 M +USD 24.9 M +14% 6.87% 49.6% 93 11.83% 1
Congress Park Capital
4630
Congress Park Capital
New York
USD 200 M +USD 20.6 M +12% 7.49% 99.9% 150 24% 1.7
Harbour Investment Management
4631
Harbour Investment Management
Washington
USD 200 M +USD 11.9 M +6% 6.56% 58.8% 86 5.81% 5
Totem Point Management
4632
Totem Point Management
New York
USD 200 M -USD 26.6 M -12% 18.7% 577% 20 30% 0.9
Curi Wealth Management
4633
Curi Wealth Management
North Carolina
USD 199 M +USD 41.6 M +26% 5.81% 16.2% 94 6.38% 0.5
Game Creek Capital
4634
Game Creek Capital
Massachusetts
USD 199 M +USD 20.6 M +12% 7.61% 176% 75 20% 1.5
Accuvest Global Advisors
4635
Accuvest Global Advisors
Utah
USD 199 M +USD 12.3 M +7% 10.1% 130% 124 44.35% 0.7
LCNB Corp
4636
LCNB Corp
Ohio
USD 199 M +USD 15.3 M +8% 5.75% 75.2% 161 6.21% 3
Pacific Capital Wealth Advisors
4637
Pacific Capital Wealth Advisors
California
USD 199 M +USD 19 M +11% 3.47% 54.1% 78 17.95% 1.1
LCH
4638
Lee Capital Holdings
New York
USD 199 M -USD 27.5 M -12% 9.25% 34.4% 102 56.86% 1.3
BE
4639
Bonness Enterprises
District of Columbia
USD 199 M +USD 11.6 M +6% 5.61% 98.6% 40 2.5% 7.2
Fortis Capital Management
4640
Fortis Capital Management
Washington
USD 199 M +USD 25.1 M +14% 9.63% 82% 141 48.23% 0.5
Recurrent Investment Advisors
4641
Recurrent Investment Advisors
Texas
USD 198 M +USD 40.5 M +26% 16.5% 99.7% 45 6.67% 1.3
Sycale Advisors
4642
Sycale Advisors
New York
USD 198 M +USD 17.6 M +10% 0.61% 31.5% 28 57.14% 0.6
Adirondack Trust Company
4643
Adirondack Trust Company
New York
USD 198 M +USD 10.4 M +6% 6.46% 96.7% 413 5.57% 4.6
Soditic Asset Management
4644
Soditic Asset Management
United Kingdom
USD 198 M +USD 3.81 M +2% 5.74% 23.4% 18 11.11% 0.4
Venrock Management VI
4645
Venrock Management VI
California
USD 198 M +USD 18.4 M +10% 11.4% – 2 0% 0.9
EisnerAmper Wealth Management Corporate Benefits
4646
EisnerAmper Wealth Management Corporate Benefits
New Jersey
USD 198 M +USD 12.8 M +7% 5.13% 13% 53 18.87% 3.2
Ironwood Investment Management
4647
Ironwood Investment Management
Massachusetts
USD 198 M +USD 8.96 M +5% 6.13% 164% 173 1.16% 4.6
Lloyd Advisory Services
4648
Lloyd Advisory Services
Georgia
USD 198 M +USD 14 M +8% 4.63% 47.7% 435 17.93% 0.9
WC
4649
Weil Company
California
USD 198 M +USD 21.3 M +12% 9.21% 71.7% 160 20.63% 1.6
Tower View Wealth Management
4650
Tower View Wealth Management
Wisconsin
USD 197 M +USD 14.8 M +8% 9.02% 135% 210 17.62% 2