¡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)
North Point Portfolio Managers
3176
North Point Portfolio Managers
Ohio
USD 605 M +USD 21.7 M +4% 7.26% 72.8% 74 5.41% 4.8
Capital Insight Partners
3177
Capital Insight Partners
Arizona
USD 604 M +USD 28.6 M +5% 5.49% 51.7% 168 6.55% 3.6
Burling Wealth Partners
3178
Burling Wealth Partners
Illinois
USD 604 M +USD 62.3 M +11% 7.37% – 185 11.35% 0.7
Creekmur Asset Management
3179
Creekmur Asset Management
Illinois
USD 603 M +USD 37.2 M +7% 8.26% – 892 10.76% 1.3
Trust Company of the South
3180
Trust Company of the South
North Carolina
USD 603 M +USD 39.5 M +7% 7.82% 70.2% 136 8.09% 1.4
Princeton Global Asset Management
3181
Princeton Global Asset Management
New Jersey
USD 602 M +USD 51.4 M +9% 9.95% 110% 794 8.94% 3.1
Vanderbilt University
3182
Vanderbilt University
Tennessee
USD 602 M +USD 72.4 M +14% 14.8% 61.8% 88 29.55% 1.6
Northwest Bancshares
3183
Northwest Bancshares
Pennsylvania
USD 602 M +USD 28.5 M +5% 7.72% 84.8% 192 9.38% 4.7
High Ground Investment Management
3184
High Ground Investment Management
United Kingdom
USD 602 M +USD 125 M +26% 3.09% 25.9% 8 25% 1.5
Brass Tax Wealth Management
3185
Brass Tax Wealth Management
Ohio
USD 602 M +USD 82.3 M +16% 6.13% – 252 11.9% 1
Apollon Financial
3186
Apollon Financial
South Carolina
USD 601 M +USD 122 M +26% 9.08% 103% 226 7.96% 1.2
Alpha Omega Wealth Management
3187
Alpha Omega Wealth Management
Virginia
USD 601 M +USD 42.6 M +8% 6.7% 65.9% 214 8.41% 6.5
Sycomore Asset Management
3188
Sycomore Asset Management
France
USD 601 M -USD 43.5 M -7% 4.05% 163% 71 21.13% 2.6
American Money Management
3189
American Money Management
California
USD 599 M +USD 33.5 M +6% 5.74% 65% 161 11.8% 4.7
Citizens Business Bank
3190
Citizens Business Bank
California
USD 599 M +USD 84.6 M +16% 8.79% 108% 152 36.84% 4.2
Rainey & Randall Wealth Advisors
3191
Rainey & Randall Wealth Advisors
Florida
USD 599 M +USD 52.5 M +10% 6.93% 52.3% 78 7.69% 2.8
HughesLittle Investment Management
3192
HughesLittle Investment Management
USD 598 M +USD 43.9 M +8% 9.37% 106% 16 6.25% 5.7
Compass Rose Asset Management
3193
Compass Rose Asset Management
New York
USD 598 M +USD 97.9 M +20% 4.52% 41% 31 80.65% 0.2
Pacific Sage Partners
3194
Pacific Sage Partners
Washington
USD 598 M +USD 94.6 M +19% 4.99% 58.9% 121 11.57% 2
Endurance Services Ltd
3195
Endurance Services Ltd
New York
USD 597 M +USD 22.8 M +4% 3.97% – 16 25% 1.2
First Commonwealth Financial Corp
3196
First Commonwealth Financial Corp
Pennsylvania
USD 597 M +USD 134 M +29% 7.27% 72.9% 270 18.15% 3.7
Riversedge Advisors
3197
Riversedge Advisors
Delaware
USD 597 M +USD 85.4 M +17% 8.04% 71.3% 200 38% 1.5
Capital Group Investment Management
3198
Capital Group Investment Management
Singapore
USD 597 M +USD 35.2 M +6% 8.91% 145% 147 7.48% 2
Global Wealth Management Investment Advisory
3199
Global Wealth Management Investment Advisory
Florida
USD 596 M +USD 63.6 M +12% 6.61% 67.5% 159 14.47% 4.2
Sky Investment Group
3200
Sky Investment Group
Connecticut
USD 596 M +USD 25.8 M +5% 6.55% 81.4% 144 3.47% 6.4