¡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)
Thrive Wealth Management
3276
Thrive Wealth Management
Pennsylvania
USD 386 M -USD 3.95 M -1% 7.97% 84.1% 191 16.23% 1.1
B. Riley Financial
3277
B. Riley Financial
California
USD 386 M +USD 3.61 M +0.9% 7.34% 682% 57 63.16% 1.2
Marietta Investment Partners
3278
Marietta Investment Partners
Wisconsin
USD 386 M +USD 26.4 M +7% 9.06% 160% 174 16.67% 4.4
Ackerman Capital Advisors
3279
Ackerman Capital Advisors
Texas
USD 386 M -USD 356 k -0.1% 1.46% 40.4% 110 17.27% 2.3
Drexel Morgan & Co
3280
Drexel Morgan & Co
Pennsylvania
USD 386 M -USD 11.3 M -3% 2.61% 50.1% 46 4.35% 7.5
Gleason Group
3281
Gleason Group
Kentucky
USD 385 M +USD 36.9 M +11% 6.44% 69.1% 237 5.49% 2.7
Gibson Capital
3282
Gibson Capital
Pennsylvania
USD 385 M +USD 4.77 M +1% 5.87% 67.2% 63 23.81% 4.3
New Hampshire Trust
3283
New Hampshire Trust
New Hampshire
USD 385 M +USD 12.1 M +3% 7.18% 88.5% 379 55.67% 0.5
RJA Asset Management
3284
RJA Asset Management
Connecticut
USD 384 M +USD 110 M +40% 16.1% 80.2% 4 25% 0.9
Sweet Financial Partners
3285
Sweet Financial Partners
Minnesota
USD 384 M +USD 22.3 M +6% 4.83% 22.4% 185 11.89% 1.2
Kingfisher Capital
3286
Kingfisher Capital
North Carolina
USD 384 M +USD 2.77 M +0.7% 7.21% 58.5% 176 7.95% 3.8
TMD Wealth Management
3287
TMD Wealth Management
Arizona
USD 384 M +USD 29.5 M +8% 3.19% 2.41% 59 30.51% 1.2
MRCM
3288
M&R Capital Management
New Jersey
USD 383 M +USD 26 M +7% 9.55% 52.6% 632 6.8% 4.1
Wilkins Investment Counsel
3289
Wilkins Investment Counsel
Massachusetts
USD 383 M +USD 2.14 M +0.6% 1.02% 56.2% 74 1.35% 7.8
Peninsula Wealth
3290
Peninsula Wealth
California
USD 383 M +USD 36 M +10% 10.3% 30% 77 7.79% 2
Adams Street Partners
3291
Adams Street Partners
Illinois
USD 382 M +USD 61.8 M +19% 13.5% 399% 21 52.38% 2
Foyston, Gordon, & Payne
3292
Foyston, Gordon, & Payne
Ontario, Canada
USD 382 M +USD 10.6 M +3% 6.82% 57.2% 57 8.77% 4.9
AW
3293
Avion Wealth
Texas
USD 382 M +USD 15.2 M +4% 2.29% 45.4% 1,115 38.57% 1.2
Akaris Global Partners
3294
Akaris Global Partners
New York
USD 381 M +USD 61.3 M +19% 9.77% 35% 22 31.82% 0.8
Chandler Asset Management
3295
Chandler Asset Management
California
USD 381 M -USD 40 M -9% 3.01% 35.6% 24 8.33% 3.8
Renaissance Investment Group
3296
Renaissance Investment Group
Massachusetts
USD 381 M +USD 24.7 M +7% 7.97% 99.6% 83 6.02% 6.3
TCPWM
3297
Traverso Chambers Private Wealth Management
California
USD 381 M +USD 16 M +4% 3.49% 16.4% 120 8.33% 3.5
Lafayette Investments
3298
Lafayette Investments
Maryland
USD 381 M +USD 19.4 M +5% 6.26% 77.9% 129 6.2% 4.4
Cypress Wealth Services
3299
Cypress Wealth Services
California
USD 381 M +USD 39.1 M +11% 6.42% 82.7% 266 13.53% 1.8
EnCap Energy Capital Fund X
3300
EnCap Energy Capital Fund X
Texas
USD 381 M – – 5.52% – 1 – 0