¡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)
ACM
3576
Aljian Capital Management
Nevada
USD 455 M +USD 34.4 M +8% 14.2% 146% 124 8.06% 2
Parkside Advisors
3577
Parkside Advisors
California
USD 455 M +USD 39.8 M +10% 7.88% 36.7% 91 13.19% 4.3
CPH
3578
C Partners Holding
Switzerland
USD 455 M +USD 71.8 M +19% 6.9% 25.6% 12 0% 5.1
Broadleaf Partners
3579
Broadleaf Partners
Ohio
USD 454 M +USD 72.3 M +19% 23.5% 180% 83 6.02% 3.9
Atlas Legacy Advisors
3580
Atlas Legacy Advisors
California
USD 454 M +USD 60.3 M +15% 10.5% – 187 12.83% 0.5
Periscope Capital
3581
Periscope Capital
Ontario, Canada
USD 454 M +USD 223 M +97% 3.12% 28.8% 298 52.35% 0.6
Wealth Dimensions Group
3582
Wealth Dimensions Group
Ohio
USD 454 M +USD 34.8 M +8% 6.88% 57.1% 175 9.14% 3.1
Bell Asset Management
3583
Bell Asset Management
Australia
USD 454 M -USD 90 M -17% 11.3% 45.3% 71 19.72% 3.8
CSNH
3584
Crow's Nest Holdings
Virginia
USD 453 M +USD 49.3 M +12% 13.8% 103% 9 11.11% 1.8
Knightsbridge Asset Management
3585
Knightsbridge Asset Management
California
USD 453 M +USD 63.7 M +16% 9.84% 150% 157 23.57% 2.4
Moller Wealth Partners
3586
Moller Wealth Partners
USD 453 M +USD 48.5 M +12% 6.35% 44.1% 73 15.07% 5.5
Clare Market Investments
3587
Clare Market Investments
Texas
USD 453 M +USD 73.4 M +19% 18.1% – 165 30.91% 2.7
Curran Financial Partners
3588
Curran Financial Partners
South Carolina
USD 453 M +USD 45.2 M +11% 5.92% 49.4% 126 25.4% 2.1
Asset Allocation Strategies
3589
Asset Allocation Strategies
Michigan
USD 452 M +USD 50.6 M +13% 7.79% 58.1% 144 18.75% 1.3
High Falls Advisors
3590
High Falls Advisors
New York
USD 452 M +USD 26 M +6% 8.19% 56.9% 153 25.49% 2.8
AWAM
3591
Appian Way Asset Management
New York
USD 452 M +USD 5.26 M +1% 15.7% 49.4% 39 53.85% 0.6
Advyzon Investment Management
3592
Advyzon Investment Management
Illinois
USD 452 M +USD 169 M +60% 10.2% – 400 33.5% 0.3
IAM
3593
Infinitum Asset Management
Florida
USD 452 M +USD 139 M +44% 19.5% – 32 31.25% 0.3
Net Worth Advisory Group
3594
Net Worth Advisory Group
Utah
USD 451 M +USD 133 M +42% 7.18% – 454 25.33% 0.6
KMWM
3595
Keudell/Morrison Wealth Management
Oregon
USD 451 M +USD 26.7 M +6% 5.28% – 245 17.96% 3.5
Okabena Investment Services
3596
Okabena Investment Services
Minnesota
USD 450 M +USD 53.1 M +13% 10.2% 72.4% 134 12.69% 1.9
Allegheny Financial Group
3597
Allegheny Financial Group
Pennsylvania
USD 450 M +USD 60.3 M +15% 6.2% 71.1% 258 14.34% 2.4
Jackson Square Capital
3598
Jackson Square Capital
California
USD 450 M +USD 143 M +46% 24.1% 423% 167 33.53% 2.3
Mission Creek Capital Partners
3599
Mission Creek Capital Partners
California
USD 450 M +USD 38.2 M +9% 11.3% 138% 206 6.8% 3.7
Stordahl Capital Management
3600
Stordahl Capital Management
Colorado
USD 450 M +USD 28.5 M +7% 7.48% 54% 64 10.94% 4.6