¡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)
Forward Management
2751
Forward Management
California
USD 494 M -USD 60.6 M -11% 3.82% 36.9% 33 48.48% 3.3
FPCM
2752
Financial Partners Capital Management
New York
USD 494 M +USD 56.2 M +13% 7.22% 34.2% 112 11.61% 3.1
Intersect Capital
2753
Intersect Capital
California
USD 494 M +USD 40.1 M +9% 5.43% 57.2% 341 16.13% 1.9
Good Life Advisors
2754
Good Life Advisors
Pennsylvania
USD 494 M +USD 67 M +16% 4.84% 60% 325 17.23% 2.2
CF
2755
Clarity Financial
Texas
USD 494 M +USD 75.3 M +18% 3.48% 65.8% 135 45.19% 0.1
Winslow Asset Management
2756
Winslow Asset Management
Ohio
USD 494 M +USD 19.7 M +4% 11.2% 101% 81 7.41% 5.4
Sio Capital Management
2757
Sio Capital Management
New York
USD 493 M +USD 4.13 M +0.8% 16.9% 564% 111 39.64% 0.7
Cornerstone Wealth Group
2758
Cornerstone Wealth Group
North Carolina
USD 492 M +USD 85.4 M +21% 8.31% 108% 185 34.05% 0.9
AO
2759
Allen Operations
New York
USD 492 M +USD 33.5 M +7% 5.68% 248% 30 20% 3
Night Owl Capital Management
2760
Night Owl Capital Management
Connecticut
USD 491 M -USD 28.1 M -5% 0.43% 162% 32 21.88% 3.4
LCM
2761
Lonestar Capital Management
California
USD 491 M -USD 92.7 M -16% 53.4% 260% 30 60% 0.4
FRG Family Wealth Advisors
2762
FRG Family Wealth Advisors
Washington
USD 491 M +USD 31.8 M +7% 7.08% 76.4% 136 8.09% 3.9
Schafer Cullen Capital Management
2763
Schafer Cullen Capital Management
New York
USD 491 M -USD 6254 M -93% 10.3% 28.4% 260 78.46% 5.6
JFS Wealth Advisors
2764
JFS Wealth Advisors
Pennsylvania
USD 490 M +USD 13.9 M +3% 6.05% 60% 648 16.98% 3.7
Financial Enhancement Group
2765
Financial Enhancement Group
Indiana
USD 490 M +USD 19.6 M +4% 3.64% 62.2% 333 28.83% 1.8
HeadInvest LLC
2766
HeadInvest LLC
Maine
USD 490 M +USD 18.8 M +4% 5.26% 59.1% 228 13.16% 3.4
Affinity Wealth Management
2767
Affinity Wealth Management
Delaware
USD 489 M +USD 15.5 M +3% 6.77% 125% 110 23.64% 1.2
Covenant Multifamily Offices
2768
Covenant Multifamily Offices
Texas
USD 489 M -USD 70.2 M -13% 8.2% 38.3% 193 34.2% 1.1
TEC
2769
Tiger Eye Capital
Tennessee
USD 489 M -USD 79.2 M -14% 8.62% 116% 74 48.65% 1.6
EFG Asset Management (Americas)
2770
EFG Asset Management (Americas)
Florida
USD 489 M +USD 62 k +0% 3.58% 112% 153 20.92% 2.2
Ashmore Group
2771
Ashmore Group
United Kingdom
USD 489 M -USD 1977 M -80% 1% 103% 26 7.69% 1.7
Oberweis Asset Management
2772
Oberweis Asset Management
Illinois
USD 489 M +USD 109 M +29% 17.8% 485% 193 40.41% 1.2
Rinet Company
2773
Rinet Company
Massachusetts
USD 488 M +USD 136 M +38% 6.51% 33.1% 76 60.53% 1.5
Baker Tilly Wealth Management
2774
Baker Tilly Wealth Management
Wisconsin
USD 488 M +USD 164 M +51% 5.43% 96.9% 481 34.1% 0.2
TA
2775
Tamarack Advisers
California
USD 488 M +USD 7.56 M +2% 12.9% 46.5% 83 60.24% 0.7