¡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)
Summit Financial Wealth Advisors
3051
Summit Financial Wealth Advisors
Louisiana
USD 645 M +USD 87.8 M +16% 6.63% 71.4% 182 8.79% 4.1
Noesis Capital Mangement
3052
Noesis Capital Mangement
Florida
USD 644 M +USD 68.4 M +12% 11.3% 139% 136 10.29% 4.7
Montecito Bank & Trust
3053
Montecito Bank & Trust
California
USD 644 M – – 6.61% – 274 – 6.1
Great Hill Capital
3054
Great Hill Capital
New York
USD 643 M – – 20.7% – 54 – 0
Maridea Wealth Management
3055
Maridea Wealth Management
New York
USD 643 M +USD 259 M +67% 15.9% – 457 49.45% 0.3
MAA
3056
Mraz Amerine & Associates
California
USD 642 M +USD 18.5 M +3% 5.91% 63.2% 196 6.63% 5.1
Allen Mooney & Barnes Investment Advisors
3057
Allen Mooney & Barnes Investment Advisors
Georgia
USD 642 M +USD 32.9 M +5% 6.55% 78.9% 161 7.45% 2.8
CCM
3058
Cohen Capital Management
California
USD 642 M +USD 27.1 M +4% 6.16% 91.5% 156 5.77% 6.7
FRM
3059
Fox Run Management
Connecticut
USD 641 M +USD 41.2 M +7% 6.18% 71.7% 1,292 69.58% 0.2
Hamilton Point Investment Advisors
3060
Hamilton Point Investment Advisors
North Carolina
USD 641 M +USD 33.1 M +5% 6.38% 86.8% 169 8.88% 4.3
Pier Capital
3061
Pier Capital
Connecticut
USD 640 M -USD 15.8 M -2% 15.7% 236% 141 21.28% 1.9
RBO & Co
3062
RBO & Co
California
USD 639 M +USD 15.6 M +2% 3.44% 33.5% 54 0% 7.7
RedJay Asset Management
3063
RedJay Asset Management
Ontario, Canada
USD 639 M +USD 213 M +50% 7.82% – 34 94.12% 0.3
Founders Capital Management (Connecticut)
3064
Founders Capital Management (Connecticut)
Connecticut
USD 639 M +USD 52.1 M +9% 11.7% 99.9% 80 3.75% 6.1
Mountain Pacific Investment Advisers
3065
Mountain Pacific Investment Advisers
Idaho
USD 639 M -USD 739 M -54% 3.82% 82.7% 144 3.47% 7.6
SM
3066
Scoggin Management
New York
USD 639 M +USD 158 M +33% 106% 889% 92 58.7% 0.6
UG Investment Advisers
3067
UG Investment Advisers
Taiwan
USD 639 M +USD 115 M +22% 32.5% 183% 13 7.69% 1.4
MTC
3068
Matrix Trust Company
Colorado
USD 639 M +USD 10.5 M +2% 6.19% 51.4% 284 22.54% 1.3
Gilman Hill Asset Management
3069
Gilman Hill Asset Management
Connecticut
USD 639 M +USD 26.8 M +4% 3.38% 54.2% 245 11.02% 4.8
Noked Israel
3070
Noked Israel
Israel
USD 639 M +USD 96.7 M +18% 13.2% 265% 17 47.06% 1.5
Oslo Pensjonsforsikring
3071
Oslo Pensjonsforsikring
USD 638 M +USD 12.5 M +2% 6.93% 79% 483 12.42% 1.2
Austin Wealth Management
3072
Austin Wealth Management
Texas
USD 637 M +USD 75.2 M +13% 6% 52.4% 164 17.68% 1.3
St. James Investment Company
3073
St. James Investment Company
Texas
USD 637 M +USD 17.2 M +3% 6.92% 48.4% 33 15.15% 3.6
Drexel Morgan & Co
3074
Drexel Morgan & Co
Pennsylvania
USD 637 M +USD 73.5 M +13% 7.8% 62.4% 56 0% 7.9
CM
3075
Capital Management
Virginia
USD 636 M +USD 49.2 M +8% 9.1% 63.6% 83 8.43% 4.6