¡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)
DCM
3001
Divisar Capital Management
California
USD 528 M +USD 7.27 M +1% 1.32% 194% 37 16.22% 3.2
Baron Silver Stevens Financial Advisors
3002
Baron Silver Stevens Financial Advisors
Florida
USD 527 M +USD 10.1 M +2% 1.86% 52.1% 129 14.73% 1.9
QCM
3003
Qsemble Capital Management
New York
USD 527 M +USD 69.4 M +15% 3.74% 39.9% 602 67.28% 0.2
Hamilton Point Investment Advisors
3004
Hamilton Point Investment Advisors
North Carolina
USD 527 M +USD 3.71 M +0.7% 1.33% 79.3% 155 10.97% 3.8
Pacific Global Investment Management
3005
Pacific Global Investment Management
California
USD 526 M +USD 3.06 M +0.6% 4.06% 48% 218 11.01% 6.4
Praesidium Investment Management Company
3006
Praesidium Investment Management Company
New York
USD 526 M -USD 152 M -22% 4.12% 79% 12 0% 3
Amarillo National Bank
3007
Amarillo National Bank
Texas
USD 526 M -USD 10 M -2% 1.48% 63.5% 98 11.22% 5.9
Bordeaux Wealth Advisors
3008
Bordeaux Wealth Advisors
California
USD 525 M +USD 222 M +73% 11.7% 141% 147 26.53% 1.6
Cannon Financial Strategists
3009
Cannon Financial Strategists
Georgia
USD 524 M +USD 15.8 M +3% 0.46% 56.7% 96 6.25% 3.1
Portside Wealth Group
3010
Portside Wealth Group
Utah
USD 524 M -USD 16.3 M -3% 1.35% 90.1% 407 20.88% 0.8
Horst & Graben Wealth Management
3011
Horst & Graben Wealth Management
Oregon
USD 523 M +USD 32.2 M +7% 2.79% 55.1% 157 12.1% 2.5
Alpha Omega Wealth Management
3012
Alpha Omega Wealth Management
Virginia
USD 523 M -USD 15.2 M -3% 1.45% 65.9% 215 5.58% 5.7
Eagle Strategies
3013
Eagle Strategies
New York
USD 523 M +USD 72.8 M +16% 1.91% 77.7% 348 64.08% 1
Deltec Asset Management
3014
Deltec Asset Management
New York
USD 523 M +USD 15.8 M +3% 3.46% 127% 176 26.14% 3.3
Sky Investment Group
3015
Sky Investment Group
Connecticut
USD 523 M +USD 3 M +0.6% 2.69% 68% 131 6.11% 6.3
WPI
3016
Walter Public Investments
Canada
USD 523 M +USD 11.2 M +2% 1.73% 72.7% 43 4.65% 1.6
Great Point Partners
3017
Great Point Partners
Connecticut
USD 522 M -USD 120 M -19% 4.37% 710% 42 38.1% 0.6
Front Street Capital Management
3018
Front Street Capital Management
Montana
USD 522 M -USD 10.6 M -2% 0.07% 316% 73 6.85% 4.9
Callan Family Office
3019
Callan Family Office
Pennsylvania
USD 521 M +USD 94.3 M +22% 1.95% 93.4% 157 45.86% 0.7
Te Ahumairangi Investment Management
3020
Te Ahumairangi Investment Management
New Zealand
USD 520 M -USD 55.1 M -10% 0.82% 55.5% 88 6.82% 3.1
Embree Financial Group
3021
Embree Financial Group
Illinois
USD 520 M +USD 10.7 M +2% 3.67% 87.6% 195 10.26% 0.5
Duncker Streett & Co
3022
Duncker Streett & Co
Missouri
USD 520 M +USD 13.6 M +3% 3.51% 90.9% 499 6.81% 6.3
Benjamin Edwards Inc
3023
Benjamin Edwards Inc
Missouri
USD 520 M +USD 16.5 M +3% 3.3% 66.5% 784 16.58% 2.5
Crane Advisory
3024
Crane Advisory
California
USD 519 M +USD 22.7 M +5% 1.7% 38.2% 43 9.3% 1
White Lighthouse Investment Management
3025
White Lighthouse Investment Management
Massachusetts
USD 518 M +USD 26 M +5% 2.59% 62% 126 8.73% 4.7