¡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)
Evolution Wealth Advisors
3001
Evolution Wealth Advisors
Florida
USD 556 M +USD 43.2 M +8% 4.96% 84.5% 149 18.79% 2.4
Mirador Capital Partners
3002
Mirador Capital Partners
California
USD 556 M +USD 24.1 M +5% 4.96% 120% 202 10.89% 3.7
Private Capital Management (Colorado)
3003
Private Capital Management (Colorado)
Colorado
USD 555 M +USD 51.7 M +10% 6.6% 20% 305 26.23% 2
Physician Wealth Advisors
3004
Physician Wealth Advisors
Utah
USD 554 M +USD 11.5 M +2% 6.01% 79.9% 189 6.88% 3.1
Leelyn Smith
3005
Leelyn Smith
Illinois
USD 554 M +USD 36.7 M +7% 6.6% 77.3% 133 15.04% 3.2
Valley National Advisers
3006
Valley National Advisers
Pennsylvania
USD 554 M -USD 120 M -18% 6.42% 87.2% 1,183 39.31% 5.7
GWI
3007
Grace & White Inc
New York
USD 554 M +USD 21.2 M +4% 5.4% 59.6% 138 5.8% 6.8
Eagle Strategies
3008
Eagle Strategies
New York
USD 554 M +USD 30.8 M +6% 5.75% 77.7% 221 10.86% 1.2
Pacific Global Investment Management
3009
Pacific Global Investment Management
California
USD 554 M +USD 27.2 M +5% 7.17% 48% 214 7.94% 6.3
AMCA
3010
Arthur M. Cohen & Associates
Illinois
USD 554 M +USD 8.16 M +1% 6.44% 129% 146 8.22% 4.5
Crane Advisory
3011
Crane Advisory
California
USD 553 M +USD 34.6 M +7% 4.51% 38.2% 44 9.09% 1.2
MAA
3012
Mraz Amerine & Associates
California
USD 553 M +USD 66.2 M +14% 7.82% 63.2% 179 12.85% 5.4
James J. Burns & Company
3013
James J. Burns & Company
New York
USD 553 M +USD 44.4 M +9% 6.71% 70.2% 143 11.19% 1.1
Bordeaux Wealth Advisors
3014
Bordeaux Wealth Advisors
California
USD 553 M +USD 28.3 M +5% 2.97% 141% 163 15.34% 1.6
Human Investing
3015
Human Investing
Oregon
USD 553 M +USD 38.4 M +7% 6.21% 56.9% 104 15.38% 3
D.L. Carlson Investment Group
3016
D.L. Carlson Investment Group
New Hampshire
USD 552 M +USD 34.4 M +7% 7.47% 113% 161 24.84% 3.6
KAS
3017
Kemnay Advisory Services
New York
USD 552 M +USD 71.2 M +15% 21% 167% 26 11.54% 3.8
Advocate Group
3018
Advocate Group
Minnesota
USD 552 M +USD 54.9 M +11% 9.59% 56.3% 125 8.8% 1.9
Blueprint Investment Partners
3019
Blueprint Investment Partners
North Carolina
USD 551 M +USD 89.4 M +19% 5.02% 91.9% 175 35.43% 1.3
Carolinas Wealth Consulting
3020
Carolinas Wealth Consulting
North Carolina
USD 551 M +USD 33.1 M +6% 6.62% 24.6% 1,109 11.36% 2.8
Wedgewood Partners
3021
Wedgewood Partners
Missouri
USD 551 M +USD 60.8 M +12% 7.21% 78.1% 19 0% 5.6
Wealthstream Advisors
3022
Wealthstream Advisors
New York
USD 550 M +USD 277 M +101% 7.21% 88.2% 166 13.25% 1.5
Elk River Wealth Management
3023
Elk River Wealth Management
Colorado
USD 550 M +USD 38.7 M +8% 6.32% 81.8% 98 6.12% 2.9
Moody Aldrich Partners
3024
Moody Aldrich Partners
Massachusetts
USD 550 M +USD 36.7 M +7% 14.3% 312% 218 22.94% 1.3
Occudo Quantitative Strategies
3025
Occudo Quantitative Strategies
Florida
USD 549 M -USD 14.9 M -3% 8.56% 94.6% 1,071 70.68% 0.3