¡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)
Nicholas Hoffman & Company
2751
Nicholas Hoffman & Company
Georgia
USD 362 M +USD 33.6 M +10% 7.67% 71.9% 206 9.22% 2.5
Baker Ellis Asset Management
2752
Baker Ellis Asset Management
Washington
USD 362 M -USD 14.4 M -4% 7.49% 91.9% 246 15.45% 4.2
Cranbrook Wealth Management
2753
Cranbrook Wealth Management
Michigan
USD 362 M +USD 14.7 M +4% 5.98% 54.3% 303 13.53% 3.7
Mattern Capital Management
2754
Mattern Capital Management
Colorado
USD 361 M – – 5.48% 31.5% 99 – 0
3C
2755
361 Capital
Colorado
USD 361 M -USD 180 M -33% 11.6% 118% 423 56.5% 0.6
RTS
2756
Round Table Services
New Jersey
USD 361 M +USD 23.1 M +7% 6.47% 16.1% 148 12.84% 2.2
Roble Belko & Company
2757
Roble Belko & Company
Pennsylvania
USD 361 M +USD 20.4 M +6% 6.75% 53.3% 370 15.68% 2.8
SM
2758
Sabby Management
Florida
USD 361 M +USD 175 M +94% 11.5% 95.5% 111 50.45% 0.6
Oxford Financial Group
2759
Oxford Financial Group
Indiana
USD 360 M +USD 43.9 M +14% 6.46% 77.2% 55 12.73% 1.8
Ellevest Inc
2760
Ellevest Inc
New York
USD 360 M +USD 74.3 M +26% 6.67% 73.8% 1,102 49.46% 0.3
Pensionfund Sabic
2761
Pensionfund Sabic
Netherlands
USD 360 M +USD 32.5 M +10% 6.18% 63.6% 227 18.06% 2.4
Dorchester Wealth Management
2762
Dorchester Wealth Management
Quebec, Canada
USD 359 M +USD 18.9 M +6% 6.23% 18.3% 133 12.03% 3.1
Abundance Wealth Counselors
2763
Abundance Wealth Counselors
Pennsylvania
USD 359 M +USD 30.4 M +9% 6.96% 107% 36 8.33% 0.8
Noesis Capital Mangement
2764
Noesis Capital Mangement
Florida
USD 359 M +USD 49.6 M +16% 7.94% 139% 123 21.14% 3.2
ECM
2765
EII Capital Management
New York
USD 358 M -USD 7.24 M -2% 0.04% 46.9% 218 8.26% 2.1
East Coast Asset Management
2766
East Coast Asset Management
Massachusetts
USD 358 M +USD 1.46 M +0.4% 9.15% 167% 65 6.15% 5.6
Wealth Architects
2767
Wealth Architects
California
USD 358 M +USD 29.6 M +9% 8.86% 80.1% 146 13.7% 3.3
Dillon & Associates
2768
Dillon & Associates
Michigan
USD 357 M +USD 28.8 M +9% 8.97% 117% 70 7.14% 4.9
Lenox Wealth Management
2769
Lenox Wealth Management
Ohio
USD 357 M +USD 13 M +4% 5.29% 24.7% 780 11.92% 2.1
Burleson & Co
2770
Burleson & Co
California
USD 357 M +USD 69.9 M +24% 8.52% 49.1% 122 17.21% 1.4
PenderFund Capital Management
2771
PenderFund Capital Management
British Columbia, Canada
USD 356 M +USD 59.1 M +20% 11.5% 129% 67 28.36% 0.9
Viking Fund Management
2772
Viking Fund Management
North Dakota
USD 356 M +USD 6.06 M +2% 6.23% 105% 120 8.33% 2.5
Mizuho Trust & Banking
2773
Mizuho Trust & Banking
Japan
USD 356 M +USD 140 M +65% 5.44% 36.1% 22 18.18% 0.3
High Falls Advisors
2774
High Falls Advisors
New York
USD 356 M +USD 32.9 M +10% 3.99% 56.9% 103 13.59% 2.6
TA
2775
Trivest Advisors
Hong Kong
USD 355 M – – 28.6% 2,977% 9 – 0