¡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)
Aspen Grove Capital
3226
Aspen Grove Capital
Colorado
USD 694 M +USD 180 M +35% 14.9% 90% 225 16% 2.2
Volterra Technologies
3227
Volterra Technologies
New York
USD 694 M -USD 129 M -16% 10.3% – 477 73.38% 0.2
Rule One Partners
3228
Rule One Partners
Georgia
USD 694 M +USD 593 M +589% 15.1% – 19 63.16% 0.5
Woodard & Company Asset Management Group
3229
Woodard & Company Asset Management Group
North Carolina
USD 694 M +USD 68.9 M +11% 18.9% 94.5% 185 11.89% 3.2
Texas Treasury Safekeeping Trust Company
3230
Texas Treasury Safekeeping Trust Company
Texas
USD 692 M +USD 64.4 M +10% 9.32% 43.7% 7 42.86% 1.7
Black Swift Group
3231
Black Swift Group
Colorado
USD 692 M +USD 121 M +21% 25% 139% 157 34.39% 1.1
Personal CFO Solutions
3232
Personal CFO Solutions
New Jersey
USD 692 M -USD 20 M -3% 16.1% 91.4% 598 24.58% 2.6
Cortland Associates
3233
Cortland Associates
Missouri
USD 692 M -USD 4.96 M -0.7% 6.47% 58.4% 67 14.93% 6.3
Blue Fin Capital
3234
Blue Fin Capital
Rhode Island
USD 692 M +USD 82.1 M +13% 17.3% 147% 166 10.84% 6.5
SeaBridge Investment Advisors
3235
SeaBridge Investment Advisors
New Jersey
USD 692 M +USD 101 M +17% 31.6% 139% 203 14.78% 3.8
Wealth Alliance Advisory Group
3236
Wealth Alliance Advisory Group
Kansas
USD 691 M +USD 59.8 M +9% 13.3% 72.7% 216 14.81% 4.2
Ionic Capital Management
3237
Ionic Capital Management
New York
USD 690 M -USD 678 M -50% 36.7% 163% 192 52.6% 0.8
CT
3238
Chicago Trust
Illinois
USD 690 M +USD 64.4 M +10% 18.3% 96.7% 405 11.85% 4.3
Heirloom Wealth Management
3239
Heirloom Wealth Management
Colorado
USD 690 M +USD 135 M +24% 7.96% 81.8% 94 42.55% 2
Technology Crossover Management IX
3240
Technology Crossover Management IX
California
USD 690 M -USD 62.3 M -8% 6.46% 13% 6 0% 6.7
MTC
3241
Matrix Trust Company
Colorado
USD 690 M +USD 87.5 M +15% 10.6% 51.4% 188 52.13% 2.4
Boston Standard Wealth Management
3242
Boston Standard Wealth Management
Massachusetts
USD 689 M +USD 78.5 M +13% 10.2% 47.1% 60 8.33% 5.2
Gabelli & Co Investment Advisers
3243
Gabelli & Co Investment Advisers
New York
USD 688 M +USD 13.5 M +2% 13.8% 248% 380 38.68% 1.4
Encompass More Asset Management
3244
Encompass More Asset Management
California
USD 687 M +USD 90.8 M +15% 11.2% 80.4% 337 41.54% 0.9
PWW
3245
Pettyjohn Wood & White
Virginia
USD 687 M +USD 59.4 M +9% 11.4% 70.9% 228 8.77% 6.6
Laurel Oak Wealth Management
3246
Laurel Oak Wealth Management
New Jersey
USD 687 M +USD 91 M +15% 16.3% – 398 13.32% 0.4
CFSG
3247
Community Financial Services Group
Vermont
USD 686 M +USD 118 M +21% 16.6% – 547 18.65% 1.1
Marshall Financial Group (Maryland)
3248
Marshall Financial Group (Maryland)
Maryland
USD 686 M +USD 61.2 M +10% 12.8% 63.5% 343 23.91% 2.1
Toews Corporation
3249
Toews Corporation
New Jersey
USD 686 M +USD 426 M +165% 6.96% 22% 151 96.03% 0.1
Blume Capital Management
3250
Blume Capital Management
California
USD 684 M +USD 95.6 M +16% 20% 102% 368 10.33% 5.5