¡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)
MG
2801
Meditor Group
Bermuda
USD 351 M -USD 60 M -15% 21.7% 41.1% 9 33.33% 4.2
Canaan Partners IX
2802
Canaan Partners IX
California
USD 350 M – – 40.3% – 2 – 0
MAA
2803
Mraz Amerine & Associates
California
USD 350 M +USD 14.3 M +4% 5.52% 69.8% 178 11.24% 3.9
Wealthquest
2804
Wealthquest
Ohio
USD 349 M +USD 50 M +17% 4.84% 52.1% 138 10.87% 1.9
Personal CFO Solutions
2805
Personal CFO Solutions
New Jersey
USD 349 M +USD 98.1 M +39% 6.81% 91.4% 391 38.87% 0.2
FCG Advisors
2806
FCG Advisors
New Jersey
USD 349 M +USD 20.8 M +6% 8.41% 19.7% 173 12.14% 3.1
Hanson & Doremus Investment Management
2807
Hanson & Doremus Investment Management
Vermont
USD 349 M +USD 27 M +8% 7.3% 86.3% 467 7.07% 4.3
Arax Advisory Partners
2808
Arax Advisory Partners
Colorado
USD 348 M +USD 16.9 M +5% 4.75% 64.7% 619 10.5% 1.8
MWM
2809
Madison Wealth Management
Ohio
USD 348 M – – 9.85% 35.1% 148 – 0
HeadInvest LLC
2810
HeadInvest LLC
Maine
USD 348 M +USD 18.5 M +6% 5.78% 59.1% 202 8.42% 3.4
LA
2811
Lynch & Associates
Indiana
USD 348 M +USD 21 M +6% 5.69% 73.5% 99 4.04% 5.2
Night Owl Capital Management
2812
Night Owl Capital Management
Connecticut
USD 348 M +USD 32.9 M +10% 11.7% 162% 28 3.57% 2.9
PWW
2813
Pettyjohn Wood & White
Virginia
USD 348 M +USD 18.5 M +6% 6.76% 70.9% 152 3.95% 4.4
Blue Sky Asset Management
2814
Blue Sky Asset Management
Colorado
USD 347 M – – 7.42% – 102 – 0.1
Berman Capital Advisors
2815
Berman Capital Advisors
Georgia
USD 347 M +USD 26.3 M +8% 7.65% 48.2% 1,632 9.74% 0.9
Virtue Capital Management
2816
Virtue Capital Management
Tennessee
USD 347 M +USD 43.6 M +14% 6.52% 97.9% 279 32.62% 0.6
Proficio Capital Partners
2817
Proficio Capital Partners
Massachusetts
USD 347 M +USD 78.5 M +29% 5.5% 97% 142 23.94% 2.5
Wildcat Capital Management
2818
Wildcat Capital Management
New York
USD 347 M +USD 111 M +47% 3.79% 77.7% 37 40.54% 0.8
Martin & Co
2819
Martin & Co
Tennessee
USD 347 M +USD 15.8 M +5% 8.02% 67.8% 117 3.42% 5.1
Parkman Healthcare Partners
2820
Parkman Healthcare Partners
Connecticut
USD 346 M – – 44.9% 306% 69 – 0
Dock Street Asset Management
2821
Dock Street Asset Management
Florida
USD 346 M +USD 51.7 M +18% 16.1% 175% 46 2.17% 3.5
Salesforce Inc
2822
Salesforce Inc
California
USD 346 M -USD 30.9 M -8% 7.82% 33.9% 3 0% 1.2
J.P. Marvel Investment Advisors
2823
J.P. Marvel Investment Advisors
Massachusetts
USD 346 M +USD 33.7 M +11% 12% 183% 84 23.81% 4.7
RWWM Inc
2824
RWWM Inc
California
USD 346 M +USD 3.71 M +1% 9.49% 40.6% 14 7.14% 4.4
Trustees of General Electric Pension Trust
2825
Trustees of General Electric Pension Trust
Connecticut
USD 346 M +USD 68.8 M +25% 24.8% 184% 1 0% 3