¡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)
Pacific Sun Financial
3476
Pacific Sun Financial
California
USD 183 M – – 4.4% 70.3% 141 – 0
Sequent Asset Management
3477
Sequent Asset Management
Texas
USD 182 M +USD 11.1 M +6% 1.8% 51.3% 67 17.91% 2.8
Westover Capital Advisors
3478
Westover Capital Advisors
Delaware
USD 182 M +USD 12.1 M +7% 5.51% 133% 131 24.43% 1.4
Norman Fields Gottscho Capital Management
3479
Norman Fields Gottscho Capital Management
New York
USD 182 M +USD 15.8 M +9% 8.8% 96.9% 76 11.84% 2.5
Palisades Hudson Asset Management
3480
Palisades Hudson Asset Management
Florida
USD 182 M +USD 5.87 M +3% 5.75% 66.8% 109 3.67% 3.1
CAS Investment Partners
3481
CAS Investment Partners
Connecticut
USD 182 M – – 13.1% 527% 7 – 0
Prism Advisors
3482
Prism Advisors
California
USD 181 M – – 4.35% 54.6% 53 – 0
Bridges Investment Counsel
3483
Bridges Investment Counsel
Nebraska
USD 181 M +USD 1.4 M +0.8% 7.14% 33.7% 131 3.82% 3.5
Canal Capital Management
3484
Canal Capital Management
Virginia
USD 181 M +USD 11.6 M +7% 5.78% 67.8% 126 14.29% 1.5
ELCO Management
3485
ELCO Management
New York
USD 181 M +USD 3.51 M +2% 5% 98.4% 153 15.69% 0.9
CFMC
3486
Curbstone Financial Management Corp
New Hampshire
USD 181 M -USD 164 M -48% 4.7% 69.6% 170 8.24% 2.8
Davis Rea
3487
Davis Rea
Ontario, Canada
USD 181 M +USD 11 M +7% 5.32% 66.9% 46 10.87% 3
Cumberland Advisors
3488
Cumberland Advisors
Florida
USD 181 M +USD 17.7 M +11% 4.47% 73.5% 47 19.15% 1.3
PWMAG
3489
Pinnacle Wealth Management Advisory Group
New Jersey
USD 181 M +USD 9.01 M +5% 5.41% 80.5% 153 10.46% 2
Adelphi Capital
3490
Adelphi Capital
United Kingdom
USD 181 M +USD 21.2 M +13% 1.85% – 2 0% 3
SevenBridge Financial Group
3491
SevenBridge Financial Group
Pennsylvania
USD 181 M +USD 6.28 M +4% 6.7% 81.7% 706 19.69% 1.3
GSI Capital Advisors
3492
GSI Capital Advisors
California
USD 181 M +USD 15.4 M +9% 2.69% 39.7% 42 42.86% 0.4
Pathstone Family Office
3493
Pathstone Family Office
New Jersey
USD 181 M +USD 69.7 M +63% 6.5% 38.9% 225 50.67% 1
PCC
3494
Park Circle Company
Maryland
USD 181 M +USD 6.25 M +4% 6.66% 70.5% 94 21.28% 1.7
Holloway Wealth Management
3495
Holloway Wealth Management
Florida
USD 181 M +USD 20.1 M +13% 4.17% 50.7% 253 0% 0.8
Plante Moran Financial Advisors
3496
Plante Moran Financial Advisors
Michigan
USD 181 M +USD 12.3 M +7% 6.55% 62.8% 939 18.42% 2.5
Bender Robert & Associates
3497
Bender Robert & Associates
California
USD 180 M +USD 6.46 M +4% 7.49% 146% 51 5.88% 3.9
James Hambro & Partners
3498
James Hambro & Partners
United Kingdom
USD 180 M – – 4.02% 97% 25 – 0
Strategic Wealth Partners
3499
Strategic Wealth Partners
Ohio
USD 180 M – – 3.76% – 747 – 0
CCM
3500
CrestPoint Capital Management
Missouri
USD 180 M -USD 44.1 M -20% 6.89% 42.6% 232 27.16% 1.9