¡Ya estamos en ! Descubre más

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)
Rodgers & Associates
2476
Rodgers & Associates
Pennsylvania
USD 654 M -USD 10.1 M -2% 5.54% 56.3% 95 6.32% 1.2
Wealthquest
2477
Wealthquest
Ohio
USD 652 M USD 0 0% 4.03% 52.1% 143 0% 3.1
Ophir Asset Management
2478
Ophir Asset Management
Australia
USD 651 M -USD 179 M -22% 18.3% 282% 37 29.73% 0.6
Manitou Investment Management
2479
Manitou Investment Management
Ontario, Canada
USD 651 M +USD 27.3 M +4% 1.73% 69.3% 46 6.52% 3.6
West Coast Financial
2480
West Coast Financial
California
USD 651 M -USD 47.8 M -7% 8.11% 22.2% 140 6.43% 4.2
OIM
2481
Opus Investment Management
Massachusetts
USD 651 M -USD 48.5 M -7% 1.46% 52.8% 98 9.18% 4.6
TCOT
2482
Trust Company of Toledo
Ohio
USD 651 M -USD 18.3 M -3% 1.77% 109% 201 6.47% 6.1
McGowan Group Asset Management
2483
McGowan Group Asset Management
Texas
USD 651 M +USD 81.6 M +14% 3.22% 69.8% 131 16.03% 2.9
Rockbridge Investment Management
2484
Rockbridge Investment Management
New York
USD 650 M -USD 28.6 M -4% 5.14% 38.6% 871 14.7% 1.4
Quantitative Advantage
2485
Quantitative Advantage
Minnesota
USD 650 M +USD 3.43 M +0.5% 3.21% 45.9% 92 21.74% 1.9
Whitney & Co
2486
Whitney & Co
New York
USD 650 M -USD 30.5 M -4% 3.46% 93.2% 144 15.97% 4
Amplius Wealth Advisors
2487
Amplius Wealth Advisors
Pennsylvania
USD 650 M -USD 74.7 M -10% 3.83% 58% 1,026 82.26% 0.2
WAM
2488
Warberg Asset Management
Illinois
USD 649 M +USD 110 M +20% 18.2% 65.3% 273 43.22% 0.4
Foundation Resource Management
2489
Foundation Resource Management
Arkansas
USD 648 M +USD 134 M +26% 20.5% 84.5% 53 5.66% 6.2
Lindbrook Capital
2490
Lindbrook Capital
California
USD 648 M -USD 9.06 M -1% 3.7% 35.8% 2,692 25.41% 1.7
Mechanics Bank - Trust Department
2491
Mechanics Bank - Trust Department
California
USD 647 M -USD 29.9 M -4% 3.5% 76.8% 176 3.41% 5.4
BFM
2492
Blacksheep Fund Management
Ireland
USD 647 M -USD 81.5 M -11% 14.9% 71.5% 6 16.67% 1.9
Passaic Partners
2493
Passaic Partners
New Jersey
USD 646 M -USD 753 M -54% 5.35% 53.2% 6 0% 0.3
First Heartland Consultants
2494
First Heartland Consultants
Missouri
USD 646 M -USD 1979 M -75% 1.74% 59.2% 424 30.66% 2.9
Permanens Capital
2495
Permanens Capital
New York
USD 645 M +USD 10.4 M +2% 4.36% 76.9% 46 8.7% 2.6
Rose Park Advisors
2496
Rose Park Advisors
Massachusetts
USD 644 M -USD 957 M -60% 39.8% 11.8% 1 0% 0.3
Atlas Capital Advisors
2497
Atlas Capital Advisors
Wyoming
USD 644 M -USD 27.3 M -4% 1.83% – 985 13.81% 1.6
Verus Capital Partners
2498
Verus Capital Partners
Arizona
USD 643 M – – 2.64% 139% 333 – 1.6
Skaana Management
2499
Skaana Management
New York
USD 643 M +USD 18.9 M +3% 24.1% 269% 222 52.7% 0.2
Bain Capital Credit
2500
Bain Capital Credit
Massachusetts
USD 642 M -USD 42.2 M -6% 12.4% 14.4% 22 59.09% 1.4