¡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)
Needham Investment Management
2501
Needham Investment Management
New York
USD 535 M -USD 156 M -23% 20.6% 424% 131 12.98% 3.9
ICA Group Wealth Management
2502
ICA Group Wealth Management
Colorado
USD 535 M +USD 8.64 M +2% 13.2% – 403 11.41% 0.2
Proficio Capital Partners
2503
Proficio Capital Partners
Massachusetts
USD 535 M -USD 135 M -20% 12.9% 97% 306 21.24% 2.1
Capital Advisors Ltd
2504
Capital Advisors Ltd
Ohio
USD 534 M -USD 67.6 M -11% 14.1% 54.2% 1,474 43.01% 2.2
Buckingham Capital Management (Ohio)
2505
Buckingham Capital Management (Ohio)
Ohio
USD 534 M -USD 75.7 M -12% 11.5% 26.3% 123 10.57% 5.3
Sapience Investments
2506
Sapience Investments
California
USD 534 M -USD 290 M -35% 13.9% 54.9% 95 17.89% 2.9
Wealthspring Capital
2507
Wealthspring Capital
New York
USD 533 M +USD 22.3 M +4% 0.26% 24.1% 535 27.85% 0.7
Penn Davis McFarland
2508
Penn Davis McFarland
Texas
USD 532 M -USD 90.9 M -15% 11.9% 100% 46 4.35% 4.3
CPH
2509
C Partners Holding
Switzerland
USD 531 M -USD 47.7 M -8% 18.4% 25.6% 19 10.53% 3.6
Institutional Venture Management XVI
2510
Institutional Venture Management XVI
California
USD 531 M -USD 357 M -40% 24.3% 523% 8 0% 1.2
City Holding Co
2511
City Holding Co
West Virginia
USD 531 M -USD 85.9 M -14% 11.8% 89.2% 535 8.97% 5.2
Planning Alternatives
2512
Planning Alternatives
Michigan
USD 531 M -USD 95.2 M -15% 14.1% 69.6% 48 10.42% 5.3
Tortoise Index Solutions
2513
Tortoise Index Solutions
Kansas
USD 531 M -USD 23.8 M -4% 8.29% 52.2% 112 5.36% 3.6
V Wealth Advisors
2514
V Wealth Advisors
Kansas
USD 530 M -USD 94.3 M -15% 14.3% 36.9% 482 26.14% 1.8
Vision Capital Management
2515
Vision Capital Management
Oregon
USD 530 M -USD 78 M -13% 15.4% 78.4% 106 13.21% 4.5
Alley Investment Management Company
2516
Alley Investment Management Company
Illinois
USD 530 M -USD 75.5 M -12% 11.9% 54.6% 81 3.7% 0.3
First Ascent Asset Management
2517
First Ascent Asset Management
Colorado
USD 529 M -USD 26.3 M -5% 12.2% 4.15% 42 7.14% 1.5
M.D. Sass LLC
2518
M.D. Sass LLC
New York
USD 529 M -USD 55.1 M -9% 15.1% 80.1% 37 37.84% 1.7
Boenning & Scattergood
2519
Boenning & Scattergood
Pennsylvania
USD 529 M -USD 92.8 M -15% 11.3% 34.5% 412 12.62% 2.7
Singapore Technologies Telemedia
2520
Singapore Technologies Telemedia
Singapore
USD 529 M -USD 92.8 M -15% 14.9% 173% 1 0% 5.3
JWBC
2521
J.W. Burns & Co
New York
USD 528 M -USD 100 M -16% 13.7% 95.4% 177 7.91% 6.4
Stratos Investment Management
2522
Stratos Investment Management
Ohio
USD 528 M -USD 74 M -12% 12.5% 58.2% 168 13.69% 2.1
NM
2523
Newtyn Management
New York
USD 528 M +USD 110 M +26% 13.8% 52% 87 58.62% 0.6
Galibier Capital Management
2524
Galibier Capital Management
Ontario, Canada
USD 528 M -USD 216 M -29% 14.4% 66.8% 46 21.74% 1.9
KFS
2525
Kurt F. Somerville
USD 527 M -USD 94.2 M -15% 12.3% 92.9% 123 3.25% 5.4