¡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)
SFSIG
2676
San Francisco Sentry Investment Group
California
USD 281 M +USD 99 M +54% 2.51% 436% 768 71.48% 0.6
Bank OZK
2677
Bank OZK
Arkansas
USD 280 M -USD 28.7 M -9% 3.15% 112% 138 8.7% 2.8
AC
2678
Asturias Capital
New York
USD 280 M +USD 41 M +17% 6.94% 94.2% 20 60% 0.3
Pelham Capital
2679
Pelham Capital
United Kingdom
USD 280 M +USD 109 M +64% 26.1% 135% 2 50% 0.8
SCC
2680
Second Curve Capital
Pennsylvania
USD 279 M +USD 7.07 M +3% 12.1% 160% 27 7.41% 2.2
Advocacy Wealth Management Services
2681
Advocacy Wealth Management Services
Georgia
USD 279 M -USD 7.78 M -3% 1.21% 48.3% 360 21.39% 1.6
Tiptree Advisors
2682
Tiptree Advisors
New York
USD 279 M -USD 22.2 M -7% 3.74% – 53 52.83% 0.5
Azzad Asset Management
2683
Azzad Asset Management
Virginia
USD 279 M +USD 13.5 M +5% 4.35% 101% 322 31.37% 1.9
Valley National Advisers
2684
Valley National Advisers
Pennsylvania
USD 278 M +USD 15.6 M +6% 2.53% 79% 685 6.86% 1.9
Financial Planning & Information Services
2685
Financial Planning & Information Services
Wisconsin
USD 278 M +USD 6.42 M +2% 1.66% 13% 36 0% 3
Montecito Bank & Trust
2686
Montecito Bank & Trust
California
USD 278 M +USD 4.23 M +2% 2.86% – 203 23.15% 2.2
Rampart Investment Management
2687
Rampart Investment Management
Connecticut
USD 278 M -USD 1.26 M -0.5% 3.22% 74% 530 6.79% 0.3
Delphi Financial Group
2688
Delphi Financial Group
Delaware
USD 278 M -USD 22.1 M -7% 2.81% 66.3% 25 28% 1.8
Contravisory Investment Management
2689
Contravisory Investment Management
Massachusetts
USD 278 M -USD 6.1 M -2% 3.07% 135% 305 61.31% 0.8
Permanens Capital
2690
Permanens Capital
New York
USD 278 M +USD 9.46 M +4% 2.24% 76.9% 11 0% 1.7
Truvvo Partners
2691
Truvvo Partners
New York
USD 277 M +USD 53.4 M +24% 4.46% 21.1% 129 13.95% 1
Penserra Capital Management
2692
Penserra Capital Management
California
USD 276 M -USD 690 M -71% 15.3% 208% 621 29.15% 1.1
RTS
2693
Round Table Services
New Jersey
USD 275 M -USD 2.64 M -0.9% 1.17% 16.1% 128 23.44% 1.5
Palouse Capital Management
2694
Palouse Capital Management
Washington
USD 275 M +USD 11.7 M +4% 1.49% 67.8% 104 11.54% 1.5
Morgan Dempsey Capital Management
2695
Morgan Dempsey Capital Management
Wisconsin
USD 275 M +USD 9.7 M +4% 1.88% 52.1% 175 18.86% 3
Koshinski Asset Management
2696
Koshinski Asset Management
Illinois
USD 274 M +USD 18.9 M +7% 2.15% 76.5% 374 22.99% 1.3
Trust Asset Management
2697
Trust Asset Management
Texas
USD 274 M +USD 14.7 M +6% 0.31% 91.1% 67 23.88% 1.6
Orgel Wealth Management
2698
Orgel Wealth Management
Wisconsin
USD 274 M +USD 46.2 M +20% 2.65% 39.6% 31 22.58% 0.7
CRIM
2699
Castle Ridge Investment Management
Connecticut
USD 274 M +USD 20 M +8% 5.93% – 44 59.09% 0.4
Bedell Frazier Investment Counselling
2700
Bedell Frazier Investment Counselling
California
USD 274 M +USD 10.7 M +4% 1.46% 72.5% 49 22.45% 1.5