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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)
Pathway Capital Management
7701
Pathway Capital Management
California
USD 91.3 M +USD 74 M +426% 34.7% 629% 12 75% 0.2
Clarion Wealth Managment Partners
7702
Clarion Wealth Managment Partners
Virginia
USD 91.3 M – – 9.36% – 81 – 0
Harbourvest Partners
7703
Harbourvest Partners
Massachusetts
USD 91.3 M -USD 62.5 M -41% 39.1% 8.96% 18 27.78% 3
AM
7704
Account Management
Massachusetts
USD 91.1 M +USD 246 k +0.3% 2.87% 87.4% 25 4% 4.5
Lattice Capital Management
7705
Lattice Capital Management
Washington
USD 90.8 M -USD 6.42 M -7% 31% 187% 25 24% 1.6
Kore Advisors
7706
Kore Advisors
Florida
USD 90.7 M -USD 24.9 M -22% 7.25% – 19 47.37% 0.6
Sapphire Ventures
7707
Sapphire Ventures
Texas
USD 90.5 M -USD 14.6 M -14% 10.9% 27.9% 6 16.67% 3.1
WEO
7708
William E. Oberndorf
USD 90.5 M +USD 12.6 M +16% 19.5% 36.2% 10 40% 1.6
V.M. Manning & Co
7709
V.M. Manning & Co
South Carolina
USD 90.5 M – – 28.1% – 47 – 0
Drum Hill Capital
7710
Drum Hill Capital
Connecticut
USD 90.5 M +USD 4 M +5% 6.33% – 51 13.73% 0.4
Orchard Capital Management
7711
Orchard Capital Management
Illinois
USD 90.4 M -USD 55.8 M -38% 12.7% 140% 43 16.28% 2.8
Aldebaran Financial
7712
Aldebaran Financial
USD 90.4 M +USD 8.53 M +10% 9.35% 89.7% 73 4.11% 5.8
GBA
7713
Garrison Bradford & Associates
New York
USD 90.3 M -USD 595 k -0.7% 6.85% 63.5% 61 6.56% 3.8
Red Mountain Financial
7714
Red Mountain Financial
Colorado
USD 90.1 M +USD 8.03 M +10% 6.29% – 71 11.27% 1.2
Graham Capital Wealth Management
7715
Graham Capital Wealth Management
District of Columbia
USD 90 M -USD 3.45 M -4% 0.86% 45.3% 75 16% 1.1
Ecofi Investissements
7716
Ecofi Investissements
France
USD 90 M -USD 67.3 M -43% 13.5% – 43 51.16% 0.9
PIA
7717
Prakash Investment Advisors
Massachusetts
USD 89.6 M -USD 747 k -0.8% 28% – 53 0% 0.5
Forefront Analytics
7718
Forefront Analytics
Pennsylvania
USD 89.5 M +USD 2.59 M +3% 8.32% 50.9% 52 30.77% 4
University of Wisconsin Foundation
7719
University of Wisconsin Foundation
Wisconsin
USD 89.4 M -USD 28.5 M -24% 15.3% 142% 8 37.5% 1.7
Crescent Sterling
7720
Crescent Sterling
Louisiana
USD 89.4 M -USD 8.15 M -8% 3.49% 68.6% 80 16.25% 2
Hutchinson Financial Advisors
7721
Hutchinson Financial Advisors
Virginia
USD 89.3 M – – 10.5% – 58 – 0
Summerhill Capital Management
7722
Summerhill Capital Management
Ontario, Canada
USD 89.1 M +USD 14.5 M +20% 26.3% – 23 26.09% 1
Objective Capital Management
7723
Objective Capital Management
Ohio
USD 89 M +USD 10.6 M +14% 10.3% – 90 21.11% 2.2
B. Riley Financial
7724
B. Riley Financial
California
USD 89 M +USD 9.41 M +12% 16.7% 682% 46 65.22% 0.6
Valued Retirements
7725
Valued Retirements
Texas
USD 88.6 M +USD 12.5 M +16% 10.1% – 96 21.88% 1