¡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)
Tran Capital Management
2676
Tran Capital Management
California
USD 835 M -USD 1.73 M -0.2% 2.43% 173% 78 15.38% 2.7
Makena Capital Management
2677
Makena Capital Management
California
USD 834 M -USD 134 M -14% 1.18% 85.5% 27 14.81% 1.9
Bay Colony Advisors
2678
Bay Colony Advisors
Massachusetts
USD 834 M -USD 11.2 M -1% 3.37% 91.8% 553 16.82% 3
BSW Wealth Partners
2679
BSW Wealth Partners
Colorado
USD 833 M +USD 30.5 M +4% 3.18% 75.4% 343 11.66% 3.8
Brookwood Investment Group
2680
Brookwood Investment Group
Arizona
USD 833 M +USD 58.5 M +8% 3.01% – 578 29.24% 0.5
Sloy Dahl & Holst
2681
Sloy Dahl & Holst
Washington
USD 833 M -USD 111 M -12% 3.17% 132% 122 10.66% 2.8
Occidental Asset Management
2682
Occidental Asset Management
California
USD 832 M +USD 35.6 M +4% 3.27% 97.4% 318 20.75% 3.4
Hanson & Doremus Investment Management
2683
Hanson & Doremus Investment Management
Vermont
USD 832 M +USD 37.5 M +5% 3.23% 86.3% 524 12.21% 6.4
WAM
2684
Warberg Asset Management
Illinois
USD 831 M +USD 204 M +33% 0.69% 61.5% 241 48.13% 0.8
Alta Park Capital
2685
Alta Park Capital
California
USD 831 M -USD 314 M -27% 16% 1,071% 50 52% 1.1
Baker Ellis Asset Management
2686
Baker Ellis Asset Management
Washington
USD 831 M +USD 19 M +2% 3.28% 91.9% 270 11.48% 5.2
MO
2687
McMillan Office
Michigan
USD 831 M – – 8.09% – 490 – 0
Titan Investment Solutions
2688
Titan Investment Solutions
USD 831 M – – 4.42% – 57 – 0
WCM
2689
Wallace Capital Management
Texas
USD 830 M +USD 25.8 M +3% 5.68% 62.3% 81 12.35% 5.4
Sprucegrove Investment Management
2690
Sprucegrove Investment Management
Ontario, Canada
USD 830 M -USD 416 M -33% 9.59% 45.5% 42 7.14% 5.1
Trustees of Columbia University in the City of New York
2691
Trustees of Columbia University in the City of New York
New York
USD 830 M +USD 174 M +27% 2.35% – 10 80% 1.3
KWMG
2692
King Wealth Management Group
Florida
USD 830 M +USD 33.8 M +4% 2.42% 103% 174 13.22% 5.8
Numerai
2693
Numerai
California
USD 830 M +USD 121 M +17% 0.15% 52.7% 788 53.55% 0.3
Vision Capital Management
2694
Vision Capital Management
Oregon
USD 830 M +USD 18.9 M +2% 3.73% 78.4% 150 5.33% 4.4
Pine Grove Financial Group
2695
Pine Grove Financial Group
Minnesota
USD 829 M – – 1.64% – 192 – 0
Managed Asset Portfolios
2696
Managed Asset Portfolios
Michigan
USD 828 M +USD 20.4 M +3% 5.04% 108% 65 26.15% 3.3
Oak Root LLC
2697
Oak Root LLC
California
USD 827 M -USD 36.3 M -4% 2.92% 75.4% 11 0% 2
Biondo Investment Advisors
2698
Biondo Investment Advisors
Pennsylvania
USD 827 M +USD 28.6 M +4% 7.61% 83.4% 90 6.67% 5.8
FORA Capital
2699
FORA Capital
Florida
USD 827 M +USD 261 M +46% 4.23% 162% 687 73.8% 0.2
Mayflower Financial Advisors
2700
Mayflower Financial Advisors
Massachusetts
USD 827 M +USD 30 M +4% 3.12% 77.7% 441 13.61% 3.1