¡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)
Woodmont Investment Counsel
2526
Woodmont Investment Counsel
Tennessee
USD 637 M +USD 49 M +8% 5.49% 66.8% 207 8.7% 4.4
McGowan Group Asset Management
2527
McGowan Group Asset Management
Texas
USD 637 M +USD 23.9 M +4% 6.18% 69.8% 115 11.3% 2.9
JWBC
2528
J.W. Burns & Co
New York
USD 636 M +USD 42.2 M +7% 7.92% 95.4% 187 5.35% 5.1
Meristem Family Wealth
2529
Meristem Family Wealth
Minnesota
USD 635 M +USD 139 M +28% 8.27% 67.7% 343 34.99% 2.2
Investure LLC
2530
Investure LLC
Virginia
USD 635 M -USD 79.3 M -11% 9.01% 55.4% 13 7.69% 1.8
German American Bancorp
2531
German American Bancorp
Indiana
USD 635 M +USD 58.1 M +10% 6.16% 92.3% 98 13.27% 2
Washington Harbour Partners
2532
Washington Harbour Partners
Virginia
USD 635 M +USD 38.2 M +6% 11.7% 162% 43 60.47% 0.3
Silvant Capital Management
2533
Silvant Capital Management
Georgia
USD 635 M +USD 49.2 M +8% 11.1% 168% 338 3.25% 2.6
Zuckerman Investment Group
2534
Zuckerman Investment Group
Illinois
USD 634 M +USD 24.9 M +4% 6.51% 111% 119 12.61% 2.2
HoldCo Asset Management
2535
HoldCo Asset Management
Florida
USD 634 M +USD 25 M +4% 5.9% – 24 16.67% 0.4
Taiyo Life Insurance Company
2536
Taiyo Life Insurance Company
Japan
USD 633 M +USD 45 M +8% 7.66% 90.5% 5 0% 2.8
Verity & Verity
2537
Verity & Verity
South Carolina
USD 633 M +USD 15 M +2% 5.17% 90.4% 100 2% 4
Element Capital Management
2538
Element Capital Management
New York
USD 633 M +USD 196 M +45% 5.92% 49.4% 95 75.79% 0.2
Renaissance Capital
2539
Renaissance Capital
Connecticut
USD 632 M -USD 42.6 M -6% 11.5% 392% 85 42.35% 0.3
CKW Financial Group
2540
CKW Financial Group
Hawaii
USD 632 M +USD 53 M +9% 6.26% 62.4% 244 23.77% 3.7
Ropes Wealth Advisors
2541
Ropes Wealth Advisors
Massachusetts
USD 632 M +USD 62.1 M +11% 14.6% 71% 270 10.37% 4.3
VC
2542
Vision Capital
Ontario, Canada
USD 632 M +USD 78.5 M +14% 10.6% 19.8% 22 59.09% 0.4
Baxter Bros Inc
2543
Baxter Bros Inc
Connecticut
USD 631 M +USD 49 M +8% 8.1% 73.8% 126 7.94% 5.3
Soltis Investment Advisors
2544
Soltis Investment Advisors
Utah
USD 631 M +USD 82.5 M +15% 5.04% 80.8% 256 21.09% 1
Maltese Capital Management
2545
Maltese Capital Management
New York
USD 630 M -USD 133 M -17% 3.36% 114% 175 26.29% 2.2
Bouchey Financial Group
2546
Bouchey Financial Group
New York
USD 629 M +USD 8.8 M +1% 6.8% 66.7% 82 6.1% 3.2
Stewart & Patten Company
2547
Stewart & Patten Company
California
USD 629 M +USD 13 M +2% 4.5% 27.5% 94 6.38% 5.4
De Burlo Group
2548
De Burlo Group
Massachusetts
USD 628 M +USD 69.6 M +12% 12.6% 147% 92 10.87% 3.5
George Kaiser Family Foundation
2549
George Kaiser Family Foundation
Oklahoma
USD 628 M +USD 149 M +31% 13.8% 106% 51 23.53% 1.9
Berman Capital Advisors
2550
Berman Capital Advisors
Georgia
USD 628 M +USD 150 M +31% 7.71% 48.2% 2,123 13.05% 1.7