¡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)
Xponance
2826
Xponance
Pennsylvania
USD 297 M +USD 77.1 M +35% 0.14% 144% 98 18.37% 0.6
Barry Investment Advisors
2827
Barry Investment Advisors
Massachusetts
USD 297 M +USD 36.5 M +14% 3.09% 66.7% 78 14.1% 2.2
Nicholas Hoffman & Company
2828
Nicholas Hoffman & Company
Georgia
USD 297 M +USD 24.8 M +9% 6.66% 65.1% 190 12.11% 1.7
James Hambro & Partners
2829
James Hambro & Partners
United Kingdom
USD 297 M +USD 23.2 M +8% 10% 97% 23 13.04% 0.6
Lyell Wealth Management
2830
Lyell Wealth Management
California
USD 297 M +USD 23.4 M +9% 9.08% 128% 124 15.32% 1.3
Peak Asset Management
2831
Peak Asset Management
Colorado
USD 297 M +USD 21.3 M +8% 7.86% 70.1% 132 6.82% 2.8
American Investment Services
2832
American Investment Services
Massachusetts
USD 297 M +USD 7.14 M +2% 4.19% 63.1% 119 5.04% 3.3
Filament
2833
Filament
Washington
USD 297 M +USD 6.76 M +2% 0.16% 46.9% 52 21.15% 2.6
Litman Gregory Wealth Management
2834
Litman Gregory Wealth Management
California
USD 297 M +USD 42.6 M +17% 1.6% 55.5% 113 17.7% 1.3
WA
2835
WealthTrust Axiom
Pennsylvania
USD 296 M +USD 13.1 M +5% 5.99% 125% 244 11.48% 3.6
LA
2836
Lynch & Associates
Indiana
USD 296 M +USD 20.2 M +7% 7.59% 73.5% 100 5% 4.3
Institute for Wealth Management
2837
Institute for Wealth Management
Colorado
USD 296 M -USD 17.5 M -6% 6.37% 137% 221 11.76% 1.2
High Falls Advisors
2838
High Falls Advisors
New York
USD 296 M +USD 5.07 M +2% 3.19% 56.9% 98 18.37% 1.9
Cambridge Advisors
2839
Cambridge Advisors
Nebraska
USD 296 M +USD 13.3 M +5% 5.52% 58.6% 148 6.76% 3
Kettle Hill Capital Management
2840
Kettle Hill Capital Management
New York
USD 296 M +USD 33.7 M +13% 4.86% 37.4% 50 68% 0.4
Ipswich Investment Management
2841
Ipswich Investment Management
Massachusetts
USD 296 M +USD 78.2 M +36% 7.82% 104% 168 51.79% 1.8
AMG
2842
Asset Management Group
Connecticut
USD 295 M +USD 9 M +3% 4.17% 57% 109 3.67% 4.2
Hartford Financial Management
2843
Hartford Financial Management
Connecticut
USD 295 M +USD 14.5 M +5% 7.34% 87.9% 432 12.96% 2.3
Brian C. Broderick
2844
Brian C. Broderick
USD 295 M +USD 21.3 M +8% 9.21% 98.6% 86 1.16% 3.9
Permanens Capital
2845
Permanens Capital
New York
USD 294 M +USD 30.4 M +12% 6.11% 76.9% 13 15.38% 2.3
Versant Venture Management
2846
Versant Venture Management
California
USD 294 M -USD 26.5 M -8% 14.6% 409% 10 10% 2.1
Gibson Capital
2847
Gibson Capital
Pennsylvania
USD 294 M +USD 12.2 M +4% 3.81% 67.2% 38 5.26% 3.9
Focused Wealth Management
2848
Focused Wealth Management
New York
USD 294 M +USD 5.28 M +2% 3.89% 73.9% 757 19.42% 3.1
Genovese Burford & Brothers Wealth & Retirement Plan Management
2849
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
USD 293 M +USD 15.9 M +6% 4.4% 28% 441 80.5% 1.4
Cutter & Co Brokerage
2850
Cutter & Co Brokerage
Missouri
USD 293 M +USD 33.9 M +13% 5.29% 40.4% 297 22.22% 2.1