¡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)
AXQ Capital
2701
AXQ Capital
New Jersey
USD 920 M +USD 143 M +18% 16.9% 35.5% 1,459 67.51% 0.2
VCM
2702
Violich Capital Management
California
USD 919 M +USD 63.9 M +7% 17.4% 111% 125 8% 6.6
TFO Wealth Partners
2703
TFO Wealth Partners
Ohio
USD 919 M +USD 184 M +25% 11.5% 63.6% 77 22.08% 1.4
SJS Investment Consulting
2704
SJS Investment Consulting
Ohio
USD 919 M +USD 100 M +12% 12.8% 63.8% 3,000 21.57% 1.9
Strategic Planning Group
2705
Strategic Planning Group
Utah
USD 918 M +USD 203 M +28% 20.7% – 76 6.58% 1.5
Beau Ventures, LLc
2706
Beau Ventures, LLc
New York
USD 918 M +USD 171 M +23% 20.6% – 22 4.55% 0.5
Harvey Investment Company
2707
Harvey Investment Company
Kentucky
USD 918 M +USD 8.34 M +0.9% 5.84% 48.4% 101 4.95% 9
Quantitative Investment Management
2708
Quantitative Investment Management
Virginia
USD 917 M -USD 45.1 M -5% 3.53% 24.6% 547 70.38% 0.2
Avalon Global Asset Management
2709
Avalon Global Asset Management
California
USD 917 M +USD 193 M +27% 58.7% 278% 50 42% 4.1
RTD Financial Advisors
2710
RTD Financial Advisors
Pennsylvania
USD 917 M +USD 103 M +13% 12.3% 51.5% 122 8.2% 3.4
Twin Capital Management
2711
Twin Capital Management
Pennsylvania
USD 916 M +USD 141 M +18% 26.7% 132% 292 15.07% 4.3
De Lisle Partners
2712
De Lisle Partners
United Kingdom
USD 916 M +USD 80.3 M +10% 16.8% – 192 16.67% 1.6
Greenvale Capital
2713
Greenvale Capital
United Kingdom
USD 916 M +USD 3.44 M +0.4% 21.3% 101% 16 56.25% 1.5
Agave Capital Management
2714
Agave Capital Management
USD 915 M +USD 293 M +47% 15% – 18 88.89% 0.1
KWMG
2715
King Wealth Management Group
Florida
USD 914 M +USD 115 M +14% 15.5% 86% 177 11.3% 5.9
SF
2716
Symphony Financial
Texas
USD 914 M +USD 159 M +21% 15.3% 85.7% 390 24.1% 1.3
MJP Associates
2717
MJP Associates
Connecticut
USD 914 M +USD 90.6 M +11% 13.1% 60.9% 255 18.82% 2.3
Atlas Capital Advisors
2718
Atlas Capital Advisors
Wyoming
USD 914 M +USD 39.2 M +4% 22.1% – 1,122 18.36% 3.3
ICICI Prudential Asset Management
2719
ICICI Prudential Asset Management
India
USD 913 M +USD 80.6 M +10% 24.1% 62.1% 167 13.17% 3.3
Pitcairn Wealth Advisors
2720
Pitcairn Wealth Advisors
Pennsylvania
USD 913 M -USD 174 M -16% 13.1% – 317 25.87% 0.4
WCM
2721
Wallace Capital Management
Texas
USD 912 M +USD 41.3 M +5% 3.32% 62.3% 78 5.13% 5.7
Castellan Group
2722
Castellan Group
Kentucky
USD 912 M +USD 186 M +26% 27.5% 196% 47 36.17% 1.5
JT Stratford LLC
2723
JT Stratford LLC
Georgia
USD 912 M +USD 126 M +16% 18.9% 103% 345 20.87% 3
Nelson Capital Management
2724
Nelson Capital Management
California
USD 912 M +USD 92.4 M +11% 13.6% 121% 123 14.63% 5.7
Permian Investment Partners
2725
Permian Investment Partners
Texas
USD 911 M +USD 6.62 M +0.7% 8.93% 78.6% 15 26.67% 1.5