¡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)
Weaver Consulting Group
4026
Weaver Consulting Group
California
USD 420 M +USD 10.6 M +3% 0.86% 56.4% 284 8.8% 3.5
Harrell Investment Partners
4027
Harrell Investment Partners
Texas
USD 419 M -USD 4.85 M -1% 0.14% 121% 148 16.89% 2.7
Summit Wealth & Retirement Planning
4028
Summit Wealth & Retirement Planning
California
USD 419 M -USD 5.59 M -1% 1.11% 67.6% 117 11.97% 2.8
Core Wealth Advisors (Florida)
4029
Core Wealth Advisors (Florida)
Florida
USD 419 M +USD 33.6 M +9% 2.15% 59.7% 117 22.22% 2.1
Fairvoy Private Wealth
4030
Fairvoy Private Wealth
Alabama
USD 419 M -USD 27.7 M -6% 0.06% – 231 30.3% 0.9
Mattson Financial Services
4031
Mattson Financial Services
Michigan
USD 419 M -USD 9.44 M -2% 1.47% – 242 29.34% 0.9
Vega Investment Solutions
4032
Vega Investment Solutions
France
USD 419 M -USD 210 M -33% 3.82% – 191 13.61% 1
Monetary Management Group
4033
Monetary Management Group
Missouri
USD 419 M -USD 13.8 M -3% 1.51% 138% 339 6.49% 7.6
D.B. Root & Company
4034
D.B. Root & Company
Pennsylvania
USD 419 M +USD 8.69 M +2% 0.4% 63% 208 17.79% 4
Praesidium Investment Management Company
4035
Praesidium Investment Management Company
New York
USD 419 M -USD 121 M -22% 17.7% 79% 12 0% 2.9
Trigran Investments
4036
Trigran Investments
Illinois
USD 418 M -USD 89.4 M -18% 9.67% 30.2% 19 21.05% 3.9
WPI
4037
Walter Public Investments
Canada
USD 418 M -USD 147 M -26% 0.82% 85.1% 55 23.64% 2
FFA
4038
Florida Financial Advisors
Florida
USD 418 M +USD 50.1 M +14% 4.67% – 348 29.31% 1.1
Millstreet Capital Management
4039
Millstreet Capital Management
Massachusetts
USD 418 M -USD 21.1 M -5% 11.7% – 3 33.33% 1.3
PA
4040
PSI Advisors
Florida
USD 418 M +USD 19.4 M +5% 0.44% 58.2% 163 28.83% 2.8
Bill Few Associates
4041
Bill Few Associates
Pennsylvania
USD 417 M +USD 10.6 M +3% 0.56% 91.5% 218 12.39% 2.7
Alight Capital Management
4042
Alight Capital Management
New York
USD 417 M +USD 26 M +7% 4.14% 466% 84 50% 0.8
Bender Robert & Associates
4043
Bender Robert & Associates
California
USD 417 M -USD 64.4 M -13% 8.87% 146% 46 17.39% 1.2
Alpine Woods Capital Investors
4044
Alpine Woods Capital Investors
New York
USD 417 M -USD 3.32 M -0.8% 0.75% 105% 231 38.53% 4
KFA Private Wealth Group
4045
KFA Private Wealth Group
Virginia
USD 417 M +USD 5.47 M +1% 1.97% 62.8% 167 13.77% 2.4
Westwind Capital
4046
Westwind Capital
New Mexico
USD 416 M -USD 73 M -15% 7.31% 87.6% 80 50% 1.5
CEI
4047
Clark Estates Inc
New York
USD 416 M +USD 4.1 M +1% 2.74% 34.5% 110 22.73% 2.5
Spruce Street Capital
4048
Spruce Street Capital
New York
USD 416 M +USD 113 M +37% 44.4% – 34 38.24% 0.2
Stevens Capital Partners
4049
Stevens Capital Partners
Nebraska
USD 416 M +USD 33.8 M +9% 2.86% 76.3% 129 22.48% 1.5
VM
4050
Venator Management
Pennsylvania
USD 416 M -USD 27.8 M -6% 10.2% 101% 31 22.58% 2.6