¡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)
Oakmont Corp
3326
Oakmont Corp
California
USD 559 M -USD 11.4 M -2% 1.43% 70.2% 30 0% 4.2
Shah Capital Management
3327
Shah Capital Management
North Carolina
USD 559 M +USD 45 M +9% 25.7% 287% 15 20% 4.7
Ramsay Stattman Vela & Price
3328
Ramsay Stattman Vela & Price
Colorado
USD 558 M +USD 22.7 M +4% 7.01% 81.8% 81 3.7% 7.5
Delta Investment Management
3329
Delta Investment Management
California
USD 558 M +USD 37.7 M +7% 7.67% 65.8% 289 24.57% 2.4
AWAM
3330
Appian Way Asset Management
New York
USD 558 M +USD 106 M +23% 3.65% 49.4% 41 58.54% 0.5
LaSalle St. Investment Advisors
3331
LaSalle St. Investment Advisors
Illinois
USD 558 M +USD 193 M +53% 8.19% 61.9% 372 18.01% 1.1
Fourthstone LLC
3332
Fourthstone LLC
Missouri
USD 558 M +USD 47.9 M +9% 8.43% 104% 104 25.96% 1.1
ARG
3333
Advisory Resource Group
Oklahoma
USD 557 M +USD 37.1 M +7% 5.59% 72% 180 11.67% 2.9
Carrera Capital Advisors
3334
Carrera Capital Advisors
Michigan
USD 557 M +USD 60.8 M +12% 6.37% – 165 21.82% 0.8
Gibraltar Capital Management
3335
Gibraltar Capital Management
Oklahoma
USD 557 M +USD 45.3 M +9% 7.6% 65% 119 12.61% 2.1
Raffa Wealth Management
3336
Raffa Wealth Management
District of Columbia
USD 557 M +USD 56.7 M +11% 4.7% 35.8% 1,216 12.75% 4.5
TLWM Financial
3337
TLWM Financial
Texas
USD 556 M +USD 30 M +6% 4.88% 53.9% 74 5.41% 3.8
Patton Fund Management
3338
Patton Fund Management
Texas
USD 556 M +USD 100 M +22% 8.91% 211% 512 19.53% 0.5
WCM
3339
Woodson Capital Management
Connecticut
USD 556 M -USD 43.2 M -7% 24.2% 235% 29 13.79% 1.1
Privium Fund Management
3340
Privium Fund Management
Netherlands
USD 556 M +USD 92.8 M +20% 42.3% 451% 63 19.05% 1.8
Overbrook Management Corp
3341
Overbrook Management Corp
New York
USD 556 M +USD 19.5 M +4% 7.4% 157% 49 16.33% 3.7
Marino Stram & Associates
3342
Marino Stram & Associates
Massachusetts
USD 556 M +USD 60.4 M +12% 7.13% 72.2% 194 11.86% 3.7
Strategy Asset Managers
3343
Strategy Asset Managers
California
USD 556 M +USD 20.3 M +4% 7.9% 115% 282 26.24% 3.2
Talaria Asset Management
3344
Talaria Asset Management
Australia
USD 556 M +USD 133 M +31% 10.6% – 14 21.43% 0.4
AT
3345
Arlington Trust
Alabama
USD 556 M +USD 43.3 M +8% 7.74% 65% 719 21.28% 1.5
PAX Financial Group
3346
PAX Financial Group
Texas
USD 555 M +USD 31.8 M +6% 6.39% 56% 245 16.33% 3
San Luis Wealth Advisors
3347
San Luis Wealth Advisors
California
USD 555 M +USD 89.3 M +19% 6.87% 65% 184 27.17% 1.2
Wealth Alliance Advisory Group
3348
Wealth Alliance Advisory Group
Kansas
USD 554 M +USD 29.2 M +6% 7.14% 72.7% 195 6.67% 4.1
CDAM (UK)
3349
CDAM (UK)
United Kingdom
USD 554 M -USD 46.9 M -8% 8.27% 7.89% 11 0% 4
Summit Wealth Partners
3350
Summit Wealth Partners
Florida
USD 554 M +USD 29.7 M +6% 4.5% 44.9% 220 6.82% 3.5