¡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)
Rodgers Brothers
2626
Rodgers Brothers
Pennsylvania
USD 369 M +USD 53.8 M +17% 19.3% 108% 199 13.07% 4.4
Bell Asset Management
2627
Bell Asset Management
Australia
USD 369 M +USD 47.9 M +15% 20.5% 45.3% 63 7.94% 1.8
Shepherd Financial Partners
2628
Shepherd Financial Partners
Massachusetts
USD 369 M +USD 79.9 M +28% 20.9% 88.4% 130 16.15% 2.1
GWI
2629
Grace & White Inc
New York
USD 368 M +USD 84.1 M +30% 26.3% 59.6% 128 6.25% 5.3
Penn Davis McFarland
2630
Penn Davis McFarland
Texas
USD 368 M +USD 80.3 M +28% 21.8% 100% 48 14.58% 2.9
Keystone Financial Group (Kentucky)
2631
Keystone Financial Group (Kentucky)
Kentucky
USD 368 M +USD 66.2 M +22% 19.7% 134% 238 18.91% 1.6
Krensavage Asset Management
2632
Krensavage Asset Management
New York
USD 368 M +USD 56.7 M +18% 19.5% 124% 13 15.38% 2.6
Northwest Bancshares
2633
Northwest Bancshares
Pennsylvania
USD 367 M +USD 166 M +83% 16.5% 84.8% 228 47.81% 1.2
Asset Dedication LLC
2634
Asset Dedication LLC
California
USD 367 M +USD 31 M +9% 17.1% 71.9% 727 16.09% 2.5
Tikehau Investment Management
2635
Tikehau Investment Management
France
USD 367 M -USD 419 M -53% 15% 102% 19 36.84% 1
Columbus Macro
2636
Columbus Macro
Pennsylvania
USD 367 M +USD 21.6 M +6% 10.8% 48.7% 161 22.36% 1.5
New England Private Wealth Advisors
2637
New England Private Wealth Advisors
Massachusetts
USD 366 M +USD 72.1 M +25% 17.3% 55.8% 84 11.9% 4.3
K.J. Harrison & Partners
2638
K.J. Harrison & Partners
Ontario, Canada
USD 366 M +USD 186 M +104% 23.4% 159% 221 51.13% 1.8
Omega Fund Management
2639
Omega Fund Management
Massachusetts
USD 366 M +USD 124 M +51% 92.5% 106% 16 6.25% 2.5
Pacific Ridge Capital Partners
2640
Pacific Ridge Capital Partners
Oregon
USD 366 M +USD 98.6 M +37% 25.3% 151% 129 9.3% 4.1
University of Notre Dame du Lac
2641
University of Notre Dame du Lac
Indiana
USD 365 M +USD 40.8 M +13% 30.9% – 63 65.08% 1.2
IR
2642
IAT Reinsurance
New York
USD 365 M +USD 11.7 M +3% 14.7% 60.2% 97 19.59% 3.3
Meristem Family Wealth
2643
Meristem Family Wealth
Minnesota
USD 365 M +USD 39.5 M +12% 19.5% 67.7% 203 11.33% 2.8
Constellation Investimentos e Participacoes
2644
Constellation Investimentos e Participacoes
Brazil
USD 364 M +USD 210 M +136% 102% 172% 4 25% 0.6
Montecito Bank & Trust
2645
Montecito Bank & Trust
California
USD 364 M +USD 59.1 M +19% 17.4% – 207 12.08% 3.8
CANC
2646
Culbertson A N & Co
Virginia
USD 364 M +USD 55 M +18% 18% 87.5% 109 3.67% 5.3
CPH
2647
C Partners Holding
Switzerland
USD 364 M -USD 27.2 M -7% 27.1% 25.6% 23 0% 2.7
Well Done LLC
2648
Well Done LLC
Michigan
USD 364 M +USD 33.4 M +10% 14.9% 80.4% 159 23.9% 2.3
Arbor Investment Advisors
2649
Arbor Investment Advisors
North Carolina
USD 363 M +USD 60.3 M +20% 16% 48.5% 85 16.47% 3.2
August Capital Management V
2650
August Capital Management V
California
USD 363 M +USD 98.4 M +37% 164% – 1 0% 0.5