¡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)
Lawson Kroeker Investment Management
3026
Lawson Kroeker Investment Management
Nebraska
USD 549 M +USD 30.9 M +6% 8.18% 69.7% 92 6.52% 4.1
Stablepoint Partners
3027
Stablepoint Partners
Massachusetts
USD 549 M +USD 32.9 M +6% 7.97% 92.8% 245 4.08% 0.7
TOBAM
3028
TOBAM
France
USD 548 M -USD 89.4 M -14% 4.72% 76.5% 348 14.66% 2.9
Dorchester Wealth Management
3029
Dorchester Wealth Management
Quebec, Canada
USD 548 M +USD 30.6 M +6% 10.9% 18.3% 173 13.87% 4.9
Duncker Streett & Co
3030
Duncker Streett & Co
Missouri
USD 548 M +USD 27.8 M +5% 7.22% 102% 499 4.61% 6.4
Amarillo National Bank
3031
Amarillo National Bank
Texas
USD 547 M +USD 21.7 M +4% 6.27% 63.5% 93 9.68% 6.2
Well Done LLC
3032
Well Done LLC
Michigan
USD 547 M +USD 66 M +14% 15.2% 80.4% 189 10.58% 4.2
Divergent Wealth Advisors
3033
Divergent Wealth Advisors
Utah
USD 547 M +USD 30 M +6% 4.01% 14.7% 33 3.03% 3.1
Gleason Group
3034
Gleason Group
Kentucky
USD 546 M +USD 53.5 M +11% 6.41% 69.1% 272 30.88% 3.9
Bell Asset Management
3035
Bell Asset Management
Australia
USD 546 M -USD 167 M -23% 6.54% 45.3% 65 4.62% 3.9
Wilsey Asset Management
3036
Wilsey Asset Management
California
USD 545 M +USD 69.2 M +15% 11.3% 66.9% 22 9.09% 4.2
Bell Investment Advisors
3037
Bell Investment Advisors
California
USD 545 M +USD 35.9 M +7% 5.77% 45% 1,970 5.99% 2.4
Thrive Wealth Management
3038
Thrive Wealth Management
Pennsylvania
USD 545 M +USD 34.4 M +7% 6.41% 84.1% 232 14.22% 1.8
CRA Financial Services
3039
CRA Financial Services
New Jersey
USD 545 M +USD 49.5 M +10% 5.65% 91.9% 273 10.26% 3.1
Alpha Omega Wealth Management
3040
Alpha Omega Wealth Management
Virginia
USD 545 M +USD 21.5 M +4% 7.19% 65.9% 215 7.91% 5.8
TFO Wealth Partners
3041
TFO Wealth Partners
Ohio
USD 545 M +USD 33.3 M +7% 6.7% 68.9% 54 37.04% 3.2
Kowal Investment Group
3042
Kowal Investment Group
Wisconsin
USD 544 M +USD 42.5 M +8% 5.52% 21.1% 205 14.15% 2
TRB Advisors
3043
TRB Advisors
New York
USD 543 M +USD 6.95 M +1% 5.14% 76.1% 6 16.67% 5.3
QCM
3044
Qsemble Capital Management
New York
USD 543 M +USD 16.3 M +3% 5.98% 39.9% 580 68.62% 0.3
White Mountains Insurance Group
3045
White Mountains Insurance Group
New Hampshire
USD 543 M +USD 100 M +22% 24.5% 105% 2 0% 2.9
Oarsman Capital
3046
Oarsman Capital
Wisconsin
USD 543 M +USD 86.5 M +19% 6.16% 74.9% 907 74.31% 1
CoreCommodity Management
3047
CoreCommodity Management
Connecticut
USD 543 M +USD 285 M +110% 0.07% 65.8% 151 23.18% 3.3
PWW
3048
Pettyjohn Wood & White
Virginia
USD 543 M +USD 28 M +5% 6.57% 70.9% 200 6% 6.2
Fourpath Capital Management
3049
Fourpath Capital Management
Oklahoma
USD 543 M +USD 408 M +302% 7.95% 82.1% 787 83.74% 0.3
Capital Advisors Wealth Management
3050
Capital Advisors Wealth Management
Washington
USD 543 M +USD 36.9 M +7% 5.39% 70.5% 174 12.07% 1.9