¡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)
WBI Investments
2501
WBI Investments
New Jersey
USD 651 M +USD 14.1 M +2% 5.64% 97.3% 258 63.57% 0.6
Gates Foundation
2502
Gates Foundation
Washington
USD 651 M +USD 39.7 M +6% 27.6% 58.1% 8 12.5% 0.4
Sunflower Bank
2503
Sunflower Bank
Texas
USD 651 M +USD 39.7 M +6% 4.4% 42.7% 213 6.1% 0.7
Heartwood Wealth Advisors
2504
Heartwood Wealth Advisors
Virginia
USD 650 M +USD 27.7 M +4% 4.62% 59.4% 99 14.14% 1
Soleus Capital Management
2505
Soleus Capital Management
Connecticut
USD 650 M +USD 95.3 M +17% 5.02% 508% 90 47.78% 0.5
Strategic Value Partners
2506
Strategic Value Partners
Connecticut
USD 650 M +USD 567 M +685% 198% – 4 50% 1
Taikang Asset Management (HK)
2507
Taikang Asset Management (HK)
Hong Kong
USD 648 M +USD 119 M +22% 2.82% 172% 86 19.77% 2
WM
2508
Wishbone Management
Illinois
USD 648 M +USD 52.4 M +9% 1.16% 58.7% 12 41.67% 0.6
EAM Investors
2509
EAM Investors
California
USD 648 M -USD 16.7 M -3% 42.1% 6,012% 487 71.87% 0.2
Cahaba Wealth Management
2510
Cahaba Wealth Management
Georgia
USD 647 M +USD 2.42 M +0.4% 4.88% 45.2% 97 26.8% 2.6
Clear Creek Financial Management
2511
Clear Creek Financial Management
Washington
USD 646 M +USD 596 M +1,196% 7.73% 81% 335 86.57% 0.1
Twele Capital Management
2512
Twele Capital Management
Minnesota
USD 645 M +USD 20 M +3% 4.22% 37.1% 43 4.65% 6.6
S&T Bank
2513
S&T Bank
Pennsylvania
USD 644 M +USD 29.8 M +5% 6% 193% 140 10% 3.2
GECH
2514
Garnet Equity Capital Holdings
New York
USD 643 M +USD 199 M +45% 3.73% 302% 53 52.83% 0.5
Azora Capital LP
2515
Azora Capital LP
Florida
USD 643 M -USD 154 M -19% 6.7% 175% 55 47.27% 0.5
JLB & Associates
2516
JLB & Associates
Michigan
USD 642 M +USD 34.1 M +6% 6.41% 69.5% 73 2.74% 5.5
Cutler Investment Counsel
2517
Cutler Investment Counsel
Oregon
USD 640 M +USD 64.2 M +11% 5.13% 56.2% 90 2.22% 4.5
Granite Investment Advisors
2518
Granite Investment Advisors
New Hampshire
USD 639 M +USD 41.2 M +7% 7.26% 55.6% 197 15.74% 3.5
Brown Advisory Securities
2519
Brown Advisory Securities
Maryland
USD 639 M +USD 49.9 M +8% 9.57% 51% 262 6.87% 4.5
WealthShield Partners
2520
WealthShield Partners
North Carolina
USD 638 M +USD 81.9 M +15% 6.53% 71% 1,251 45.56% 0.7
Strategic Blueprint
2521
Strategic Blueprint
Georgia
USD 638 M +USD 168 M +36% 7.06% 82.1% 1,453 80.11% 0.2
Salomon & Ludwin
2522
Salomon & Ludwin
Virginia
USD 637 M +USD 47.9 M +8% 6.28% 52.6% 82 8.54% 1.7
Cozad Asset Management
2523
Cozad Asset Management
Illinois
USD 637 M +USD 22.4 M +4% 7.99% 132% 372 12.1% 1.7
First American Trust
2524
First American Trust
California
USD 637 M +USD 3.26 M +0.5% 7.44% 84.6% 165 19.39% 3.1
No Street GP LP
2525
No Street GP LP
California
USD 637 M -USD 138 M -18% 12.2% 246% 47 36.17% 0.6