¡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)
Herald Investment Management
2801
Herald Investment Management
United Kingdom
USD 231 M -USD 38.5 M -14% 0.74% 493% 87 13.79% 2.5
Stratford Consulting
2802
Stratford Consulting
Texas
USD 231 M +USD 5.89 M +3% 1.33% 8.23% 56 5.36% 2.9
Wright Investors Service
2803
Wright Investors Service
Connecticut
USD 231 M -USD 8.84 M -4% 7.05% 146% 252 30.56% 1.7
Brian C. Broderick
2804
Brian C. Broderick
USD 231 M -USD 3.86 M -2% 1.27% 98.6% 100 8% 2.7
CT
2805
Chicago Trust
Illinois
USD 230 M +USD 1.28 M +0.6% 5.16% 85.9% 167 12.57% 1.5
Verus Financial Partners
2806
Verus Financial Partners
Virginia
USD 230 M +USD 5.49 M +2% 1.78% 41.6% 46 4.35% 2.8
Foresite Capital Management III
2807
Foresite Capital Management III
California
USD 230 M +USD 16.2 M +8% 22.1% 444% 24 45.83% 0.5
Portland Global Advisors
2808
Portland Global Advisors
Maine
USD 230 M +USD 3.89 M +2% 2.64% 43.4% 103 6.8% 2.8
KWMG LLC
2809
KWMG LLC
Kansas
USD 230 M +USD 24.1 M +12% 1.69% 76.2% 149 18.12% 1.6
EFG Asset Management (Americas)
2810
EFG Asset Management (Americas)
Florida
USD 230 M -USD 6.76 M -3% 1.76% 112% 128 28.13% 1.6
Peak Financial Management
2811
Peak Financial Management
Massachusetts
USD 230 M -USD 1.36 M -0.6% 2.36% 58.2% 44 40.91% 0.5
Avidian Wealth Enterprises
2812
Avidian Wealth Enterprises
Texas
USD 230 M -USD 17.1 M -7% 2.22% 71.7% 104 47.12% 0.8
Analyst IMS Investment Management Services
2813
Analyst IMS Investment Management Services
Israel
USD 229 M -USD 7.31 M -3% 1.82% 99.4% 105 7.62% 1.6
ICM
2814
Indaba Capital Management
California
USD 229 M -USD 20.9 M -8% 2.84% 66.7% 15 33.33% 0.9
Harvest Capital Management
2815
Harvest Capital Management
New Hampshire
USD 228 M +USD 9.05 M +4% 0.64% 19.5% 89 4.49% 2.4
Point72 Asia (Singapore)
2816
Point72 Asia (Singapore)
Singapore
USD 228 M +USD 7.9 M +4% 20% – 28 71.43% 0.2
Shikiar Asset Management
2817
Shikiar Asset Management
New York
USD 228 M +USD 2.83 M +1% 3.53% 117% 121 16.53% 1.8
Parkside Financial Bank & Trust
2818
Parkside Financial Bank & Trust
Missouri
USD 228 M +USD 10.2 M +5% 2.13% 73.6% 1,593 35.97% 0.9
Harber Asset Management
2819
Harber Asset Management
North Carolina
USD 228 M +USD 30.1 M +15% 0.21% 63.6% 56 37.5% 1.1
Chubb Ltd
2820
Chubb Ltd
Switzerland
USD 228 M +USD 7.28 M +3% 5.15% 64.2% 26 11.54% 0.7
TL
2821
TowerView LLC
New York
USD 228 M +USD 10.1 M +5% 4.66% 17.9% 30 16.67% 2.1
Alley Company
2822
Alley Company
Illinois
USD 228 M +USD 3.3 M +1% 2.47% 88.2% 81 8.64% 2.7
First Light Asset Management
2823
First Light Asset Management
Minnesota
USD 228 M -USD 4.71 M -2% 4.36% 364% 75 38.67% 1.9
Summit Financial Wealth Advisors
2824
Summit Financial Wealth Advisors
Louisiana
USD 227 M -USD 3.43 M -1% 2.41% 71.4% 154 14.29% 1.3
Tokio Marine & Nichido Fire Insurance Company
2825
Tokio Marine & Nichido Fire Insurance Company
Japan
USD 227 M +USD 24.3 M +12% 3.6% – 6 16.67% 1.8