¡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)
Great Waters Wealth Management
2576
Great Waters Wealth Management
Minnesota
USD 846 M +USD 77.6 M +10% 5.92% 49% 117 8.55% 2.1
Keebeck Wealth Management
2577
Keebeck Wealth Management
Illinois
USD 846 M +USD 81.9 M +11% 7.38% 81.3% 380 17.89% 2.5
Bay Colony Advisors
2578
Bay Colony Advisors
Massachusetts
USD 845 M +USD 121 M +17% 8.71% 91.8% 555 23.24% 2.8
Goldstone Financial Group
2579
Goldstone Financial Group
Illinois
USD 845 M +USD 88.1 M +12% 6.18% 54.9% 227 14.54% 1.7
BDF Gestion
2580
BDF Gestion
France
USD 845 M -USD 48.5 M -5% 9.4% – 147 9.52% 1.1
Mint Tower Capital Management
2581
Mint Tower Capital Management
Netherlands
USD 844 M +USD 171 M +25% 3.94% 40% 248 52.02% 0.5
Schneider Downs Wealth Management Advisors
2582
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 843 M +USD 174 M +26% 8.11% 61.5% 153 7.84% 3.9
Steel Grove Capital Advisors
2583
Steel Grove Capital Advisors
Tennessee
USD 843 M -USD 1.32 M -0.2% 9.43% 106% 184 4.35% 3.5
Engine Capital Management
2584
Engine Capital Management
New York
USD 842 M +USD 369 M +78% 5.81% 21.1% 30 16.67% 2.2
Aviance Capital Partners
2585
Aviance Capital Partners
Florida
USD 842 M +USD 76.9 M +10% 10.7% 109% 375 9.87% 4.5
Souders Financial Advisors
2586
Souders Financial Advisors
Ohio
USD 841 M +USD 55.2 M +7% 5.72% 54.9% 211 7.58% 2.7
VCM
2587
Violich Capital Management
California
USD 840 M +USD 130 M +18% 14.1% 111% 112 15.18% 6.9
Capricorn Investment Group
2588
Capricorn Investment Group
California
USD 840 M +USD 230 M +38% 62.4% 95.9% 5 0% 3.5
Moloney Securities Asset Management
2589
Moloney Securities Asset Management
Missouri
USD 840 M +USD 31.4 M +4% 7.86% 86% 552 18.84% 3.8
Archford Capital Strategies
2590
Archford Capital Strategies
Illinois
USD 840 M +USD 57.9 M +7% 7.92% 87.4% 347 14.12% 4
Royal Fund Management
2591
Royal Fund Management
Florida
USD 840 M -USD 168 M -17% 9.13% 103% 360 25.83% 3.2
WoodTrust Financial
2592
WoodTrust Financial
Wisconsin
USD 840 M +USD 53.2 M +7% 7.46% 80.3% 193 28.5% 2.8
Nelson Capital Management
2593
Nelson Capital Management
California
USD 840 M +USD 83.3 M +11% 10.8% 121% 110 10% 5.9
Claret Asset Management
2594
Claret Asset Management
Quebec, Canada
USD 839 M +USD 67 M +9% 11% 73.3% 446 10.99% 1.7
United Bank (Virginia)
2595
United Bank (Virginia)
Virginia
USD 839 M +USD 3.7 M +0.4% 7.54% 76.1% 142 12.68% 5.6
Wealth Management Nebraska
2596
Wealth Management Nebraska
Nebraska
USD 839 M +USD 99.2 M +13% 6.16% – 95 16.84% 0.5
AO
2597
Allen Operations
New York
USD 838 M +USD 111 M +15% 16.9% 218% 37 8.11% 4.8
Parker Investment Management
2598
Parker Investment Management
California
USD 837 M +USD 122 M +17% 18.3% 208% 47 21.28% 3.5
Prospector Partners
2599
Prospector Partners
Connecticut
USD 837 M -USD 37.9 M -4% 4.01% 53.6% 99 12.12% 5
Absher Wealth Management
2600
Absher Wealth Management
North Carolina
USD 837 M +USD 30 M +4% 5.56% 54.5% 92 26.09% 3