¡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)
James Investment Research
2601
James Investment Research
Ohio
USD 984 M +USD 92.5 M +10% 15.9% 107% 385 9.35% 5
IAM
2602
Infinitum Asset Management
Florida
USD 983 M +USD 182 M +23% 38.9% – 24 29.17% 1
Greenline Partners
2603
Greenline Partners
New York
USD 983 M +USD 52.8 M +6% 5.78% 69.6% 152 7.24% 4
Twin Focus Capital Partners
2604
Twin Focus Capital Partners
Massachusetts
USD 983 M +USD 112 M +13% 18.2% 92.5% 177 6.21% 4.5
Hanson & Doremus Investment Management
2605
Hanson & Doremus Investment Management
Vermont
USD 983 M +USD 113 M +13% 18.7% 86.3% 552 15.58% 6.6
Cabot Wealth Management
2606
Cabot Wealth Management
Massachusetts
USD 982 M +USD 113 M +13% 14.5% 69.3% 152 15.13% 5.9
Van Cleef Asset Management
2607
Van Cleef Asset Management
Ohio
USD 981 M +USD 52.3 M +6% 9.3% 87.3% 119 0.84% 7.9
Stillwater Capital Advisors
2608
Stillwater Capital Advisors
Pennsylvania
USD 981 M +USD 104 M +12% 14.6% 121% 72 6.94% 6.1
HIGP
2609
Hill Investment Group Partners
Missouri
USD 980 M +USD 74.9 M +8% 9.17% 50.6% 62 20.97% 2.5
Perseverance Asset Management International
2610
Perseverance Asset Management International
Cayman Islands
USD 979 M +USD 70 M +8% 21% 120% 25 40% 1.4
Parkman Healthcare Partners
2611
Parkman Healthcare Partners
Connecticut
USD 977 M +USD 7.19 M +0.7% 25% 306% 108 45.37% 1.3
KCM
2612
Kingdon Capital Management
New York
USD 976 M +USD 65.1 M +7% 29.1% 217% 100 59% 0.6
Arini Captial Management
2613
Arini Captial Management
United Kingdom
USD 975 M +USD 341 M +54% 10.7% – 28 78.57% 0.1
Family Management
2614
Family Management
New York
USD 975 M +USD 141 M +17% 12.7% 69% 357 23.81% 2.2
Patriot Financial Group Insurance Agency
2615
Patriot Financial Group Insurance Agency
Massachusetts
USD 974 M -USD 800 M -45% 18.5% 97.3% 727 36.04% 4
Seeds Investor
2616
Seeds Investor
New York
USD 973 M +USD 239 M +32% 22.8% – 411 22.63% 1.1
ZEGA Investments
2617
ZEGA Investments
Florida
USD 973 M +USD 83.2 M +9% 16.5% – 363 25.62% 0.6
RIA
2618
RPG Investment Advisory
California
USD 973 M +USD 144 M +17% 24.8% 155% 100 15% 4.4
Permanens Capital
2619
Permanens Capital
New York
USD 972 M +USD 196 M +25% 6.95% 76.9% 124 48.39% 1.1
Integrity Advisory Solutions
2620
Integrity Advisory Solutions
Texas
USD 972 M +USD 215 M +28% 12.6% – 381 34.91% 0.5
Troluce Capital Advisors
2621
Troluce Capital Advisors
Puerto Rico
USD 971 M -USD 660 M -40% 6.63% 61.1% 90 94.44% 0.1
Evermay Wealth Management
2622
Evermay Wealth Management
Virginia
USD 971 M +USD 68.9 M +8% 10.3% 56.2% 695 20.86% 4
Marietta Wealth Management
2623
Marietta Wealth Management
Georgia
USD 971 M +USD 129 M +15% 13.6% 83.8% 137 8.76% 4.6
Noked Israel
2624
Noked Israel
Israel
USD 970 M +USD 293 M +43% 37.8% 265% 14 28.57% 1.5
RMG Wealth Management
2625
RMG Wealth Management
Wisconsin
USD 969 M +USD 103 M +12% 12.8% – 804 53.11% 0.5