¡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)
Endurance Services Ltd
3326
Endurance Services Ltd
New York
USD 653 M +USD 59.2 M +10% 9.49% – 8 0% 1.4
Crawford Fund Management
3327
Crawford Fund Management
Massachusetts
USD 653 M +USD 133 M +26% 3.64% – 217 22.12% 1.2
Stamos Capital Partners
3328
Stamos Capital Partners
California
USD 653 M +USD 12.9 M +2% 8.87% 36.7% 142 1.41% 3.4
Nordwand Advisors
3329
Nordwand Advisors
Pennsylvania
USD 652 M +USD 80.5 M +14% 21.2% 93% 155 9.03% 1.4
Three Arch Wealth Management
3330
Three Arch Wealth Management
California
USD 652 M +USD 95.8 M +17% 11% – 71 16.9% 0.4
Presilium Private Wealth
3331
Presilium Private Wealth
Pennsylvania
USD 651 M +USD 84.2 M +15% 9.87% 41.7% 97 23.71% 2.2
Garrett Wealth Advisory Group
3332
Garrett Wealth Advisory Group
Texas
USD 651 M +USD 88.1 M +16% 12.1% 66.1% 154 15.58% 2.5
BlueSpruce Investments
3333
BlueSpruce Investments
Illinois
USD 650 M +USD 19.1 M +3% 21.1% 59.6% 22 72.73% 0.5
Gibraltar Capital Management
3334
Gibraltar Capital Management
Oklahoma
USD 650 M +USD 69.6 M +12% 12.5% 56.6% 131 9.16% 2.5
Broad Run Investment Management
3335
Broad Run Investment Management
Virginia
USD 650 M +USD 81.9 M +14% 24% 202% 24 0% 7
Onex Canada Asset Management
3336
Onex Canada Asset Management
Ontario, Canada
USD 649 M +USD 48.1 M +8% 22.8% 87.8% 81 4.94% 4.8
Perennial Advisors
3337
Perennial Advisors
New York
USD 649 M +USD 62 M +11% 13.5% – 147 21.77% 3.9
Asset Allocation Strategies
3338
Asset Allocation Strategies
Michigan
USD 649 M +USD 86 M +15% 10% 52.9% 184 13.04% 1.7
Goodman Financial
3339
Goodman Financial
Texas
USD 647 M +USD 65.1 M +11% 6.86% 52.5% 84 21.43% 2.5
Harvest Investment Services
3340
Harvest Investment Services
Illinois
USD 647 M +USD 100 M +18% 32.5% 282% 434 32.03% 1.5
JCP
3341
JB Capital Partners
New York
USD 646 M +USD 65.9 M +11% 14.6% 142% 86 2.33% 3.7
Brian C. Broderick
3342
Brian C. Broderick
USD 646 M +USD 104 M +19% 29.4% 98.6% 98 6.12% 6.6
Concord Asset Management (Virginia)
3343
Concord Asset Management (Virginia)
Virginia
USD 646 M +USD 54 M +9% 15.1% 64.7% 131 14.5% 2.5
Legacy Financial Strategies
3344
Legacy Financial Strategies
Kansas
USD 646 M +USD 91.5 M +17% 15.7% 76.7% 159 16.35% 3.1
Advisors Preferred
3345
Advisors Preferred
Maryland
USD 646 M -USD 33.3 M -5% 16.7% 102% 320 64.06% 0.7
Patient Square Capital
3346
Patient Square Capital
California
USD 646 M +USD 81.9 M +15% 24.9% 329% 35 51.43% 0.8
Waterfront Wealth
3347
Waterfront Wealth
Kansas
USD 645 M +USD 101 M +19% 15.8% 71.8% 308 11.36% 3.2
Mayport LLC
3348
Mayport LLC
Massachusetts
USD 645 M +USD 107 M +20% 12.2% 57% 142 14.08% 2.1
Harfst & Associates
3349
Harfst & Associates
Wyoming
USD 643 M +USD 83.2 M +15% 17.6% 82.5% 129 10.08% 3.6
P.J. Schmidt Investment Management (PJS)
3350
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 643 M +USD 48.7 M +8% 12.2% 65.9% 226 11.06% 5.1