¡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)
Essex Investment Management
2926
Essex Investment Management
Massachusetts
USD 508 M -USD 105 M -17% 17.4% 370% 385 25.71% 3.4
Running Oak Capital
2927
Running Oak Capital
Minnesota
USD 508 M +USD 118 M +30% 11% 40.8% 62 12.9% 2.4
Fiduciary Alliance
2928
Fiduciary Alliance
South Carolina
USD 508 M +USD 74.9 M +17% 10% 104% 196 20.92% 0.7
Gratus Wealth Advisors
2929
Gratus Wealth Advisors
Virginia
USD 507 M – – 9.73% 65.2% 129 – 0
ORIX Corp
2930
ORIX Corp
Japan
USD 506 M +USD 39.2 M +8% 8.4% 11.7% 1 0% 6
Carrhae Capital
2931
Carrhae Capital
United Kingdom
USD 506 M +USD 215 M +74% 18.3% 182% 28 71.43% 0.5
Ithaka Group
2932
Ithaka Group
Virginia
USD 506 M +USD 71.5 M +16% 19.6% 180% 39 15.38% 4.3
McGlone Suttner Wealth Management
2933
McGlone Suttner Wealth Management
Wisconsin
USD 506 M +USD 74.5 M +17% 9.95% 61.6% 847 80.64% 0.2
Iron Gate Global Advisors
2934
Iron Gate Global Advisors
Utah
USD 506 M +USD 61.3 M +14% 13.3% 106% 99 7.07% 3
Endurance Services Ltd
2935
Endurance Services Ltd
New York
USD 505 M – – 8.36% 38.9% 11 – 0
J.P. Marvel Investment Advisors
2936
J.P. Marvel Investment Advisors
Massachusetts
USD 505 M +USD 40.3 M +9% 10.6% 195% 73 8.22% 5.9
P.J. Schmidt Investment Management (PJS)
2937
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 505 M +USD 38.2 M +8% 10.1% 75.9% 182 14.29% 5.1
Irenic Capital Management
2938
Irenic Capital Management
New York
USD 505 M +USD 152 M +43% 18.7% 93.6% 28 46.43% 0.4
BSW Wealth Partners
2939
BSW Wealth Partners
Colorado
USD 504 M +USD 54.8 M +12% 10.4% 75.4% 283 15.9% 3.3
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
2940
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
USD 504 M +USD 34.8 M +7% 11.7% 86.7% 89 17.98% 2.7
AO
2941
Allen Operations
New York
USD 504 M +USD 51.4 M +11% 27.2% 248% 40 20% 4.7
EnCap Energy Capital Fund XI
2942
EnCap Energy Capital Fund XI
Texas
USD 504 M -USD 267 M -35% 4.1% 21% 3 66.67% 0.3
Ophir Asset Management
2943
Ophir Asset Management
Australia
USD 504 M +USD 79.4 M +19% 18.1% 282% 38 47.37% 0.6
Crawford Fund Management
2944
Crawford Fund Management
Massachusetts
USD 503 M – – 13.4% 56.6% 247 – 0
PSquared Asset Management
2945
PSquared Asset Management
Switzerland
USD 503 M -USD 591 M -54% 13.4% 150% 21 66.67% 0.3
NWF Advisory Services
2946
NWF Advisory Services
California
USD 502 M +USD 77.6 M +18% 10.6% 120% 322 15.22% 0.6
Coppell Advisory Solutions
2947
Coppell Advisory Solutions
Texas
USD 502 M +USD 211 M +73% 9.03% – 1,944 49.49% 0.4
FinTrust Capital Advisors
2948
FinTrust Capital Advisors
South Carolina
USD 502 M +USD 51.3 M +11% 9.47% 23.6% 1,378 19.23% 2.9
Stockman Wealth Management
2949
Stockman Wealth Management
Montana
USD 501 M +USD 47.1 M +10% 9.74% 77.5% 190 9.47% 4.7
Front Street Capital Management
2950
Front Street Capital Management
Montana
USD 501 M +USD 45.7 M +10% 9.61% 316% 96 10.42% 3.5