¡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)
MA Private Wealth
2876
MA Private Wealth
California
USD 503 M +USD 23.3 M +5% 5.32% 57.5% 94 8.51% 1.4
Zevin Asset Management
2877
Zevin Asset Management
Massachusetts
USD 503 M +USD 50.5 M +11% 8.53% 71.7% 104 12.5% 3.9
Silicon Valley Capital Partners
2878
Silicon Valley Capital Partners
California
USD 502 M +USD 46.4 M +10% 9.99% 103% 79 29.11% 1.9
Tang Capital Management
2879
Tang Capital Management
California
USD 502 M +USD 147 M +41% 3.23% 493% 17 41.18% 1.3
Quest Capital Management
2880
Quest Capital Management
Texas
USD 502 M +USD 35.3 M +8% 6.29% 87.7% 295 12.88% 1.5
TAA
2881
TB Alternative Assets
Cayman Islands
USD 502 M -USD 29.1 M -5% 8.42% 312% 46 26.09% 0.8
Invus Financial Advisors
2882
Invus Financial Advisors
New York
USD 502 M +USD 65.6 M +15% 2.63% 29.5% 8 12.5% 1.1
Virtue Capital Management
2883
Virtue Capital Management
Tennessee
USD 501 M +USD 75.8 M +18% 8.6% 91% 319 18.81% 0.8
P.J. Schmidt Investment Management (PJS)
2884
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 501 M +USD 21.2 M +4% 6.12% 65.9% 179 6.7% 3.8
IBEX Wealth Advisors
2885
IBEX Wealth Advisors
New Jersey
USD 500 M +USD 94.7 M +23% 9.14% 221% 198 52.02% 0.9
Means Investment Company
2886
Means Investment Company
Maine
USD 500 M +USD 60.6 M +14% 8.79% 87.9% 210 13.33% 1.6
AC
2887
Athos Capital
Hong Kong
USD 499 M -USD 100 M -17% 8.63% 110% 243 76.54% 0.1
Allen Capital Group
2888
Allen Capital Group
Nebraska
USD 499 M +USD 43.5 M +10% 4.66% 56.9% 169 14.79% 2.1
VCM
2889
Vivaldi Capital Management
Illinois
USD 498 M -USD 7.4 M -1% 4.66% 69.2% 388 18.56% 1.4
BSN Capital Partners
2890
BSN Capital Partners
United Kingdom
USD 498 M – – 11.2% 183% 1 – 2.5
Leo Brokerage
2891
Leo Brokerage
Texas
USD 498 M +USD 145 M +41% 4.88% – 200 16.5% 0.5
Legion Partners Asset Management
2892
Legion Partners Asset Management
California
USD 498 M -USD 1.47 M -0.3% 19.8% 206% 13 15.38% 1.6
Force Hill Capital Management
2893
Force Hill Capital Management
New York
USD 497 M +USD 2.44 M +0.5% 8.78% 46.3% 59 59.32% 0.2
11 Capital Partners
2894
11 Capital Partners
Connecticut
USD 497 M +USD 58.5 M +13% 6.23% 101% 23 21.74% 0.4
Domani Wealth
2895
Domani Wealth
Pennsylvania
USD 496 M -USD 23.3 M -4% 6.34% 48.6% 136 13.97% 3.7
Arosa Capital Management
2896
Arosa Capital Management
Florida
USD 495 M -USD 46.4 M -9% 12% 536% 86 51.16% 0.4
Granger Management
2897
Granger Management
New York
USD 494 M -USD 154 M -24% 5.16% 69.9% 35 11.43% 0.4
Nelson Capital Management
2898
Nelson Capital Management
California
USD 494 M +USD 26.6 M +6% 7.99% 121% 102 7.84% 4.1
Windham Capital Management
2899
Windham Capital Management
Massachusetts
USD 494 M +USD 20.3 M +4% 3.73% 8.3% 76 9.21% 2.4
Evolution Wealth Advisors
2900
Evolution Wealth Advisors
Florida
USD 492 M +USD 44.1 M +10% 8.29% 84.5% 683 14.64% 1.1