¡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)
Capital Planning Advisors
2826
Capital Planning Advisors
California
USD 728 M +USD 46.3 M +7% 7.61% 64.2% 154 18.18% 4.4
Family Management
2827
Family Management
New York
USD 727 M +USD 59 M +9% 7.47% 69% 278 22.3% 2.1
Victory Financial Group
2828
Victory Financial Group
Texas
USD 727 M +USD 97.2 M +15% 8.26% – 277 27.44% 0.7
Brio Consultants
2829
Brio Consultants
California
USD 727 M +USD 42.3 M +6% 5.34% 42.7% 143 10.49% 2.8
Meridian Wealth Partners
2830
Meridian Wealth Partners
Pennsylvania
USD 727 M +USD 36.8 M +5% 6.41% 59% 119 11.76% 3.3
Legacy Financial Advisors
2831
Legacy Financial Advisors
Kentucky
USD 726 M +USD 85.7 M +13% 8.2% 97.8% 432 25.23% 2.2
Portside Wealth Group
2832
Portside Wealth Group
Utah
USD 726 M +USD 50.5 M +7% 7.31% 90.1% 506 14.23% 1.4
Polymer Capital Management (HK)
2833
Polymer Capital Management (HK)
Hong Kong
USD 725 M +USD 64.2 M +10% 36.8% – 294 65.31% 0.3
Abacus Planning Group
2834
Abacus Planning Group
South Carolina
USD 725 M +USD 52.3 M +8% 6.77% 67.8% 265 7.92% 3.8
Concord Wealth Partners
2835
Concord Wealth Partners
Virginia
USD 725 M +USD 38.6 M +6% 5.99% 71.1% 892 10.31% 2.4
Fagan Associates
2836
Fagan Associates
New York
USD 724 M +USD 77.7 M +12% 11% 127% 139 11.51% 4.6
Skylands Capital
2837
Skylands Capital
Wisconsin
USD 723 M +USD 33.9 M +5% 10.1% 61% 162 12.35% 5.3
Cardinal Capital Management Inc (North Carolina)
2838
Cardinal Capital Management Inc (North Carolina)
North Carolina
USD 723 M +USD 42 M +6% 7.2% 86.4% 132 3.79% 8.7
Northcape Capital
2839
Northcape Capital
Australia
USD 723 M -USD 62.2 M -8% 0.08% – 8 0% 8.4
SKBA Capital Management
2840
SKBA Capital Management
California
USD 723 M +USD 28.2 M +4% 3.65% 55.7% 84 3.57% 4.7
ASK Capital Management
2841
ASK Capital Management
California
USD 722 M +USD 96.7 M +15% 19.2% – 5 20% 0.6
Intelligence Driven Advisers
2842
Intelligence Driven Advisers
California
USD 721 M +USD 58.2 M +9% 6.84% 65.6% 128 10.16% 2.1
CT
2843
Chicago Trust
Illinois
USD 720 M +USD 8.96 M +1% 7.36% 96.7% 444 15.32% 3.8
Nottingham Advisors
2844
Nottingham Advisors
New York
USD 720 M +USD 46.1 M +7% 5.46% 47.6% 116 9.48% 4.9
Ramirez Asset Management
2845
Ramirez Asset Management
New York
USD 720 M +USD 58.9 M +9% 7.72% 86.8% 369 10.03% 1.5
First Pacific Financial
2846
First Pacific Financial
Washington
USD 720 M +USD 41.5 M +6% 5.31% 53.6% 554 18.41% 1.6
Glen Eagle Advisors
2847
Glen Eagle Advisors
New Jersey
USD 719 M +USD 69.4 M +11% 7.22% 68.5% 1,152 11.72% 4.7
Hunter Associates Investment Management
2848
Hunter Associates Investment Management
Pennsylvania
USD 719 M +USD 45.2 M +7% 7.88% 81.7% 261 5.75% 4.9
Quantitative Investment Management
2849
Quantitative Investment Management
Virginia
USD 719 M -USD 26.6 M -4% 14.3% 24.6% 513 79.53% 0.1
Live Oak Private Wealth
2850
Live Oak Private Wealth
North Carolina
USD 718 M +USD 47.7 M +7% 7.77% 74.6% 200 7.5% 3.8