¡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)
Patton Albertson Miller Group
2776
Patton Albertson Miller Group
Tennessee
USD 523 M +USD 84 M +19% 0.35% 117% 245 20.82% 3.2
East Coast Asset Management
2777
East Coast Asset Management
Massachusetts
USD 523 M -USD 3.58 M -0.7% 0.35% 167% 66 1.52% 6.7
TrinityPoint Wealth
2778
TrinityPoint Wealth
Connecticut
USD 523 M +USD 33.6 M +7% 0.83% 28.4% 319 22.26% 1.5
Ascent Wealth Partners
2779
Ascent Wealth Partners
New York
USD 523 M -USD 1.53 M -0.3% 0.62% 105% 152 5.26% 3.6
Salesforce Inc
2780
Salesforce Inc
California
USD 522 M -USD 412 M -44% 26.1% 33.9% 7 42.86% 0.4
Dillon & Associates
2781
Dillon & Associates
Michigan
USD 522 M +USD 11.4 M +2% 2.72% 117% 72 1.39% 5.6
Buffington Mohr McNeal
2782
Buffington Mohr McNeal
Idaho
USD 522 M +USD 11.7 M +2% 1.41% 29.3% 124 5.65% 4.2
Alaska Wealth Advisors
2783
Alaska Wealth Advisors
Alaska
USD 521 M +USD 8.92 M +2% 0.89% 44.3% 48 2.08% 2
AIM
2784
Aigen Investment Management
New York
USD 521 M -USD 52.2 M -9% 4.25% 55.5% 730 79.32% 0.2
Chemung Canal Trust
2785
Chemung Canal Trust
New York
USD 521 M -USD 2.33 M -0.4% 0.21% 80.9% 123 4.07% 5.2
Front Street Capital Management
2786
Front Street Capital Management
Montana
USD 520 M -USD 29.4 M -5% 4.64% 316% 69 11.59% 3.4
IMOV
2787
Investment Management of Virginia
Virginia
USD 520 M +USD 702 k +0.1% 0.12% 93.4% 166 6.63% 4.8
Chatham Capital Group
2788
Chatham Capital Group
Georgia
USD 520 M +USD 2.36 M +0.5% 0.21% 97% 198 7.07% 4.1
IBEX Wealth Advisors
2789
IBEX Wealth Advisors
New Jersey
USD 519 M +USD 19.2 M +4% 0.15% 221% 450 62% 0.5
Baker Ellis Asset Management
2790
Baker Ellis Asset Management
Washington
USD 519 M +USD 8.69 M +2% 0.21% 91.9% 207 8.21% 4.4
Camden National Bank
2791
Camden National Bank
Maine
USD 519 M -USD 10.6 M -2% 1.17% 48.8% 157 12.1% 2.8
Barometer Capital Management
2792
Barometer Capital Management
Ontario, Canada
USD 518 M -USD 10.1 M -2% 5.25% 339% 165 44.85% 0.6
Shepherd Financial Partners
2793
Shepherd Financial Partners
Massachusetts
USD 518 M -USD 7.9 M -2% 0.19% 78% 155 9.68% 2.5
Winslow Asset Management
2794
Winslow Asset Management
Ohio
USD 518 M -USD 18.4 M -3% 0.25% 89.9% 91 10.99% 5
Pinkerton Retirement Specialists
2795
Pinkerton Retirement Specialists
Idaho
USD 517 M -USD 1.99 M -0.4% 0.51% 98% 105 15.24% 2.4
Donoghue Forlines
2796
Donoghue Forlines
Massachusetts
USD 516 M -USD 18.8 M -4% 0.19% 199% 250 41.2% 0.5
Evermay Wealth Management
2797
Evermay Wealth Management
Virginia
USD 516 M -USD 23.6 M -4% 0.48% 56.2% 553 21.7% 1.5
Exchange Capital Management
2798
Exchange Capital Management
Michigan
USD 516 M -USD 5.2 M -1% 0.52% 57.8% 167 3.59% 4.1
Heard Capital LLC
2799
Heard Capital LLC
Illinois
USD 516 M +USD 74.4 M +17% 5.16% 161% 54 46.3% 1
Faithward Advisors
2800
Faithward Advisors
Pennsylvania
USD 516 M +USD 10.9 M +2% 0.89% 119% 297 16.84% 0.8