¡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)
BDF Gestion
3076
BDF Gestion
France
USD 747 M -USD 1.78 M -0.2% 36.5% – 152 11.18% 1.5
Permanent Capital Management
3077
Permanent Capital Management
Illinois
USD 747 M +USD 104 M +16% 12% – 221 34.39% 0.7
ECM
3078
EagleClaw Capital Management
Massachusetts
USD 745 M +USD 31.3 M +4% 8.83% 104% 154 11.69% 7.1
Auxier Asset Management
3079
Auxier Asset Management
Oregon
USD 745 M +USD 48.9 M +7% 13.1% 71.7% 186 6.45% 8.3
Insight Wealth Partners
3080
Insight Wealth Partners
Texas
USD 745 M +USD 31.8 M +4% 15.8% 63.2% 143 21.68% 2.4
CIBC Capital Markets (Europe)
3081
CIBC Capital Markets (Europe)
Luxembourg
USD 745 M – – 15.5% – 10 – 1.5
Heritage Investment Group
3082
Heritage Investment Group
Florida
USD 744 M +USD 83.6 M +13% 12.1% 51.2% 138 13.04% 2.8
Commonwealth Financial Services
3083
Commonwealth Financial Services
West Virginia
USD 744 M +USD 113 M +18% 15.3% 58.2% 345 27.54% 2.9
Helix Partners Management
3084
Helix Partners Management
New York
USD 744 M +USD 370 M +99% 28% – 21 66.67% 0.6
Regatta Capital Group
3085
Regatta Capital Group
California
USD 744 M +USD 82.9 M +13% 12.3% 69.1% 239 16.74% 2.8
Well Done LLC
3086
Well Done LLC
Michigan
USD 743 M +USD 62.6 M +9% 13.1% 77% 219 17.81% 4.5
Southernsun Asset Management
3087
Southernsun Asset Management
Tennessee
USD 743 M +USD 52.9 M +8% 15.4% 54.7% 31 6.45% 5.3
CFO4Life Group
3088
CFO4Life Group
Texas
USD 743 M +USD 86.8 M +13% 14.8% 56.7% 245 17.55% 3.7
Wilkins Investment Counsel
3089
Wilkins Investment Counsel
Massachusetts
USD 742 M +USD 43.8 M +6% 9.17% 56.2% 122 4.92% 6.5
Tolleson Wealth Management
3090
Tolleson Wealth Management
Texas
USD 742 M +USD 56.9 M +8% 11% 56.2% 99 10.1% 4.2
Northcape Capital
3091
Northcape Capital
Australia
USD 742 M -USD 125 M -14% 1.41% – 8 0% 9.2
Consolidated Planning Corp
3092
Consolidated Planning Corp
Georgia
USD 742 M +USD 125 M +20% 13.3% 82.3% 165 16.36% 2.6
SFE Investment Counsel
3093
SFE Investment Counsel
California
USD 742 M +USD 107 M +17% 24.7% 105% 158 13.29% 5.3
Lebenthal Global Advisors
3094
Lebenthal Global Advisors
New York
USD 741 M +USD 53.7 M +8% 15.3% 50.8% 222 21.62% 2.1
Torray Investment Partners
3095
Torray Investment Partners
Maryland
USD 741 M +USD 59.6 M +9% 11.4% 82.4% 94 9.57% 4.4
Newbrook Capital Advisors
3096
Newbrook Capital Advisors
New York
USD 741 M +USD 180 M +32% 37.2% 299% 22 63.64% 0.9
Triasima Portfolio Management
3097
Triasima Portfolio Management
Quebec, Canada
USD 740 M +USD 78.9 M +12% 23.5% 224% 156 30.77% 1.3
Bearing Point Capital
3098
Bearing Point Capital
Minnesota
USD 740 M +USD 102 M +16% 18.1% – 208 22.6% 1
CC
3099
Copos Capital
USD 740 M – – 27.1% – 42 – 0.4
Estabrook Capital Management
3100
Estabrook Capital Management
New York
USD 739 M +USD 53.4 M +8% 12.9% 87.2% 392 15.31% 7.9