¡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)
Curran Financial Partners
4201
Curran Financial Partners
South Carolina
USD 299 M +USD 11.5 M +4% 0.93% 49.4% 88 12.5% 2.1
SRH Advisors
4202
SRH Advisors
Kansas
USD 299 M -USD 16.7 M -5% 3.33% 55.7% 313 9.27% 6.3
Mandatum Life Insurance Company
4203
Mandatum Life Insurance Company
Finland
USD 299 M -USD 426 k -0.1% 2.06% 95.9% 92 19.57% 4.5
Sands Capital Ventures
4204
Sands Capital Ventures
Virginia
USD 299 M -USD 116 M -28% 5.98% 167% 20 0% 2.2
Financial Security Advisor
4205
Financial Security Advisor
Virginia
USD 298 M +USD 12.4 M +4% 2.94% 76.3% 121 14.05% 0.6
Heritage Wealth Management (Ohio)
4206
Heritage Wealth Management (Ohio)
Ohio
USD 298 M – – 1.95% – 220 – 0
FSM Wealth Advisors
4207
FSM Wealth Advisors
Ohio
USD 298 M +USD 16.7 M +6% 2.01% 68.4% 170 10% 1.5
US Financial Advisors
4208
US Financial Advisors
Massachusetts
USD 298 M +USD 9.47 M +3% 0.76% 12.6% 90 16.67% 2.7
DecisionPoint Financial
4209
DecisionPoint Financial
Arizona
USD 298 M +USD 47 M +19% 0.21% 48% 280 16.07% 1.1
Steadview Capital Management
4210
Steadview Capital Management
United Kingdom
USD 298 M -USD 40.4 M -12% 11.1% 930% 8 12.5% 2.5
Blueshift Asset Management
4211
Blueshift Asset Management
New Jersey
USD 298 M +USD 105 M +55% 4.5% 38.8% 445 68.31% 0.3
HCM
4212
Hudson Capital Management
New Jersey
USD 298 M +USD 7.69 M +3% 0.3% 66.8% 68 11.76% 3.5
AWA
4213
Aquire Wealth Advisors
Utah
USD 298 M +USD 11.6 M +4% 1.75% 60.2% 47 10.64% 2.1
KEB Asset Management
4214
KEB Asset Management
Illinois
USD 298 M +USD 4.78 M +2% 0.59% 68.9% 73 9.59% 1.7
Bridge City Capital
4215
Bridge City Capital
Oregon
USD 298 M +USD 23 M +8% 0.07% 120% 113 5.31% 3.9
Asset Allocation Strategies
4216
Asset Allocation Strategies
Michigan
USD 297 M +USD 14.3 M +5% 1.7% 58.1% 98 26.53% 0.8
Shilanski & Associates
4217
Shilanski & Associates
Alaska
USD 297 M +USD 6.95 M +2% 2.08% 84.2% 116 16.38% 1.5
Barry Investment Advisors
4218
Barry Investment Advisors
Massachusetts
USD 297 M -USD 3.01 M -1% 0.82% 66.7% 122 7.38% 3.4
Gilliland Jeter Wealth Management
4219
Gilliland Jeter Wealth Management
Arkansas
USD 297 M +USD 9.8 M +3% 5.74% – 705 12.62% 0.3
Riverview Capital Advisers
4220
Riverview Capital Advisers
Massachusetts
USD 297 M +USD 6.27 M +2% 2.14% 84.8% 86 10.47% 1.7
Hemington Wealth Management
4221
Hemington Wealth Management
Virginia
USD 297 M +USD 20.7 M +7% 3.59% 76.1% 116 5.17% 2.4
JRM Investment Counsel
4222
JRM Investment Counsel
Nebraska
USD 296 M -USD 6.31 M -2% 1.43% 65.5% 21 4.76% 4.5
Fosun International
4223
Fosun International
China
USD 296 M -USD 24.7 M -8% 10.6% 41.3% 51 21.57% 2.3
Cloverfields Capital Group
4224
Cloverfields Capital Group
Minnesota
USD 296 M -USD 568 k -0.2% 2.49% 101% 102 12.75% 1.6
Biechele Royce Advisors
4225
Biechele Royce Advisors
Indiana
USD 296 M -USD 5.43 M -2% 1.29% 39.2% 63 14.29% 3.7