¡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)
Cypress Capital
3351
Cypress Capital
Tennessee
USD 218 M -USD 3.77 M -2% 1.16% 43.6% 68 10.29% 0.7
Crewe Advisors
3352
Crewe Advisors
Utah
USD 218 M -USD 90.1 M -29% 16.4% 96.1% 329 37.39% 1.3
Albar Capital
3353
Albar Capital
United Kingdom
USD 218 M -USD 12.7 M -6% 3.33% 163% 46 82.61% 0.1
Interactive Financial Advisors
3354
Interactive Financial Advisors
Illinois
USD 217 M -USD 563 k -0.3% 2.24% 47.6% 143 17.48% 3.6
Blue Bell Private Wealth Management
3355
Blue Bell Private Wealth Management
Pennsylvania
USD 217 M +USD 727 k +0.3% 0.99% 68.2% 209 9.57% 4.4
Arabesque Asset Management
3356
Arabesque Asset Management
United Kingdom
USD 217 M -USD 1.24 M -0.6% 7% 122% 147 50.34% 0.4
BCM
3357
Birmingham Capital Management
Alabama
USD 217 M -USD 4.25 M -2% 1.22% 103% 102 4.9% 4.9
SCM
3358
Symons Capital Management
Pennsylvania
USD 217 M -USD 23.6 M -10% 3.61% 25.4% 81 20.99% 1.4
Pasadena Private Wealth
3359
Pasadena Private Wealth
California
USD 217 M +USD 5.35 M +3% 0.98% 53% 62 20.97% 0.4
PWP
3360
Personal Wealth Partners
Minnesota
USD 217 M +USD 7.35 M +4% 1.16% 37.2% 750 61.2% 0.1
IBT
3361
International Biotechnology Trust
United Kingdom
USD 216 M -USD 53.3 M -20% 9.61% 11.1% 66 15.15% 1.4
Willow Creek Wealth Management
3362
Willow Creek Wealth Management
California
USD 216 M +USD 7.01 M +3% 1.45% – 86 5.81% 1.7
Stonebridge Capital Management
3363
Stonebridge Capital Management
California
USD 216 M -USD 38 M -15% 1.09% – 146 22.6% 4.3
Antara Capital
3364
Antara Capital
New York
USD 216 M -USD 243 M -53% 0.86% 39.8% 62 72.58% 0.3
Mizuho Trust & Banking
3365
Mizuho Trust & Banking
Japan
USD 216 M +USD 116 M +115% 1.21% 36.1% 20 75% 0.1
AMI Investment Management
3366
AMI Investment Management
Indiana
USD 215 M +USD 19.1 M +10% 0.96% 52% 72 8.33% 3.2
Holderness Investments Company
3367
Holderness Investments Company
North Carolina
USD 215 M -USD 5.59 M -3% 2.64% 144% 192 9.9% 3.2
Longfellow Investment Management
3368
Longfellow Investment Management
Massachusetts
USD 215 M +USD 97.2 M +83% 1.81% 45.9% 139 36.69% 0.6
Summit Asset Management
3369
Summit Asset Management
Tennessee
USD 215 M +USD 3.77 M +2% 1.02% 48.9% 119 10.92% 3.9
D.B. Root & Company
3370
D.B. Root & Company
Pennsylvania
USD 215 M -USD 11 M -5% 1.54% 57.3% 203 9.36% 1.3
Charles Schwab Trust
3371
Charles Schwab Trust
Nevada
USD 215 M – – 1.66% 52.7% 146 – 0
LCM
3372
Lionstone Capital Management
New York
USD 215 M -USD 10.6 M -5% 5.1% 74.1% 19 5.26% 2.5
Ally Invest Advisors
3373
Ally Invest Advisors
North Carolina
USD 214 M +USD 30.5 M +17% 0.35% 41.1% 13 23.08% 0.6
GVO Asset Management
3374
GVO Asset Management
Switzerland
USD 214 M +USD 91.2 M +74% 4.83% 71.2% 14 57.14% 0.5
Holloway Wealth Management
3375
Holloway Wealth Management
Florida
USD 214 M +USD 3.74 M +2% 2.46% 50.7% 196 0% 1.7