¡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)
Alley Company
2551
Alley Company
Illinois
USD 366 M +USD 12.9 M +4% 2.87% 88.2% 84 4.76% 4.3
AIA Investment Management
2552
AIA Investment Management
Singapore
USD 366 M +USD 42.6 M +13% 0.13% 63.3% 368 96.74% 0
Arcadia Investment Management
2553
Arcadia Investment Management
Michigan
USD 366 M -USD 861 k -0.2% 1.54% 83.5% 326 15.03% 3.3
ECM
2554
EII Capital Management
New York
USD 366 M +USD 179 M +95% 4.34% 46.9% 212 16.04% 2
CCM
2555
Castine Capital Management
Massachusetts
USD 366 M -USD 20.5 M -5% 1.72% 13.9% 45 31.11% 1.6
Invesco Private Capital
2556
Invesco Private Capital
New York
USD 365 M +USD 8.13 M +2% 4.38% 41.9% 5 20% 1.8
Greatmark Investment Partners
2557
Greatmark Investment Partners
Georgia
USD 365 M +USD 30.3 M +9% 3.37% 62% 138 14.49% 3.6
Syquant Capital SAS
2558
Syquant Capital SAS
France
USD 365 M +USD 53.5 M +17% 3.05% 160% 28 89.29% 0.1
CM
2559
Capital Management
Virginia
USD 365 M +USD 3.2 M +0.9% 0.36% 52.5% 87 19.54% 2.8
Telos Capital Management
2560
Telos Capital Management
California
USD 365 M +USD 23.8 M +7% 2.19% 71.1% 176 15.34% 3.5
Csenge Advisory Group
2561
Csenge Advisory Group
Florida
USD 365 M +USD 71 M +24% 1.3% 66.3% 293 43% 0.8
VisionPoint Advisory Group
2562
VisionPoint Advisory Group
Texas
USD 365 M +USD 16.6 M +5% 2.38% 79.3% 142 18.31% 0.5
Valley National Advisers
2563
Valley National Advisers
Pennsylvania
USD 365 M +USD 954 k +0.3% 1.11% 87.2% 861 15.21% 2.8
EVM
2564
Evelyn V. Moreno
USD 365 M +USD 35.6 M +11% 3.51% 39.4% 68 19.12% 4
Cypress Wealth Services
2565
Cypress Wealth Services
California
USD 364 M +USD 17.8 M +5% 1.86% 82.7% 278 16.19% 1.3
SVG
2566
Sun Valley Gold
Idaho
USD 364 M -USD 940 M -72% 7.85% 160% 17 35.29% 1.9
Strategic Wealth Partners Group
2567
Strategic Wealth Partners Group
Illinois
USD 364 M +USD 23.7 M +7% 0.91% – 32 21.88% 2.1
KSCM
2568
Key Square Capital Management
Connecticut
USD 363 M +USD 88.4 M +32% 3.9% 50.2% 13 84.62% 0.3
Quantitative Advantage
2569
Quantitative Advantage
Minnesota
USD 363 M +USD 2.49 M +0.7% 1.34% 45.9% 59 11.86% 1.8
Hefren-Tillotson
2570
Hefren-Tillotson
Pennsylvania
USD 363 M +USD 442 k +0.1% 0.5% 40% 14 0% 3.3
Veritas Investment Management (UK)
2571
Veritas Investment Management (UK)
United Kingdom
USD 362 M +USD 10.2 M +3% 2.68% 151% 37 2.7% 3.4
PFG Advisors
2572
PFG Advisors
Arizona
USD 362 M -USD 5.82 M -2% 1.39% 82.7% 317 6.62% 1.1
Coliseum Capital Management
2573
Coliseum Capital Management
Connecticut
USD 362 M +USD 53 M +17% 15.2% 41.1% 15 13.33% 1.6
Avitas Wealth Management
2574
Avitas Wealth Management
California
USD 362 M +USD 2.73 M +0.8% 1.9% 56.2% 196 31.12% 0.8
Greenwood Gearhart
2575
Greenwood Gearhart
Arkansas
USD 362 M -USD 11 M -3% 0.15% 70.6% 69 4.35% 4