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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)
Stoneridge Investment Partners
2226
Stoneridge Investment Partners
Pennsylvania
USD 470 M -USD 48.7 M -9% 4.89% 44.2% 144 37.5% 1.4
Tufton Capital Management
2227
Tufton Capital Management
Maryland
USD 470 M +USD 3.75 M +0.8% 8.46% 96.1% 127 6.3% 3.6
Kays Financial Advisory
2228
Kays Financial Advisory
Georgia
USD 469 M +USD 13.1 M +3% 3.96% 23.3% 87 14.94% 2.2
LM
2229
Lasry Marc
USD 469 M +USD 12.5 M +3% 6.97% 14.8% 8 25% 1
AIA Investment Management
2230
AIA Investment Management
Singapore
USD 469 M +USD 170 M +57% 6.09% 63.3% 14 28.57% 0.6
Merriman Wealth Management
2231
Merriman Wealth Management
Washington
USD 469 M +USD 30.8 M +7% 6.24% 18.3% 188 20.21% 1.1
Elite Wealth Management
2232
Elite Wealth Management
Washington
USD 468 M +USD 188 M +67% 8.56% 142% 59 16.95% 2.4
Avior Wealth Management
2233
Avior Wealth Management
Nebraska
USD 468 M +USD 24.7 M +6% 5.45% 71.4% 811 12.33% 2
Mechanics Bank - Trust Department
2234
Mechanics Bank - Trust Department
California
USD 468 M +USD 30.2 M +7% 7.33% 76.8% 162 4.94% 3.5
JLB & Associates
2235
JLB & Associates
Michigan
USD 467 M -USD 2.79 M -0.6% 7.03% 69.5% 73 8.22% 3.8
Cabot Wealth Management
2236
Cabot Wealth Management
Massachusetts
USD 466 M +USD 17.5 M +4% 5.62% 69.3% 133 15.04% 3.1
Falcon Point Capital
2237
Falcon Point Capital
California
USD 466 M -USD 43.6 M -9% 8.77% 119% 125 18.4% 1.9
JCM
2238
JD Capital Management
Connecticut
USD 466 M +USD 72.4 M +18% 0.01% 47.8% 24 41.67% 1.3
MG
2239
Meditor Group
Bermuda
USD 465 M -USD 46.7 M -9% 7.33% 41.1% 6 0% 3
BerganKDV Wealth Management
2240
BerganKDV Wealth Management
Minnesota
USD 464 M +USD 17.4 M +4% 3.43% 27.9% 674 9.2% 0.7
GIM
2241
Greylin Investment Management
Virginia
USD 464 M +USD 2.12 M +0.5% 8.98% 52.1% 86 17.44% 3.3
Algert Global
2242
Algert Global
California
USD 464 M -USD 17.9 M -4% 8.13% 194% 418 40.19% 0.7
Land & Buildings Investment Management
2243
Land & Buildings Investment Management
Connecticut
USD 464 M -USD 36.2 M -7% 1.55% 53.9% 18 44.44% 1.3
Crescent Grove Advisors
2244
Crescent Grove Advisors
Illinois
USD 463 M +USD 59.5 M +15% 3.3% 64.1% 150 10% 1.1
Aisling Capital
2245
Aisling Capital
New York
USD 463 M -USD 299 M -39% 2.82% 386% 9 0% 3.5
Penobscot Investment Management
2246
Penobscot Investment Management
Massachusetts
USD 463 M +USD 32.7 M +8% 7.44% 103% 200 5% 3.8
Forest Hill Capital
2247
Forest Hill Capital
Arkansas
USD 463 M +USD 80.2 M +21% 1.9% 112% 56 12.5% 2.9
IHT Wealth Management
2248
IHT Wealth Management
Illinois
USD 462 M +USD 71 M +18% 5.91% 74.8% 449 14.03% 1.4
Prana Capital Management
2249
Prana Capital Management
Connecticut
USD 462 M +USD 87 M +23% 0.59% 36.6% 56 62.5% 0.3
KPCB DGF Associates
2250
KPCB DGF Associates
California
USD 462 M -USD 65.2 M -12% 24.2% – 5 20% 1.8