¡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)
Goldstream Capital Management
5251
Goldstream Capital Management
Hong Kong
USD 130 M +USD 14.8 M +13% 15.2% 686% 21 61.9% 0.3
Mitsubishi UFJ Asset Management (UK)
5252
Mitsubishi UFJ Asset Management (UK)
United Kingdom
USD 130 M -USD 43.6 M -25% 3.65% 151% 86 16.28% 1.8
Arrow Investment Advisors
5253
Arrow Investment Advisors
Maryland
USD 129 M +USD 4.29 M +3% 3.73% 36.3% 78 34.62% 1.3
Range Financial Group
5254
Range Financial Group
Oregon
USD 129 M -USD 8.24 M -6% 2.85% 195% 169 20.71% 1
ARQ Wealth Advisors
5255
ARQ Wealth Advisors
Arizona
USD 129 M -USD 10.4 M -7% 6.72% 53.3% 53 13.21% 1.9
Lansing Street Advisors
5256
Lansing Street Advisors
Pennsylvania
USD 129 M +USD 804 k +0.6% 4.4% – 298 16.78% 0.4
Concord Asset Management (Virginia)
5257
Concord Asset Management (Virginia)
Virginia
USD 129 M -USD 7.14 M -5% 5.92% 64.7% 48 18.75% 0.7
NWK Group
5258
NWK Group
California
USD 129 M -USD 19 M -13% 1.44% 268% 84 36.9% 1.8
First National Bank of South Miami
5259
First National Bank of South Miami
Florida
USD 129 M -USD 17.6 M -12% 6.06% 35.2% 300 9.67% 3.1
Farmers & Merchants Trust Co of Chambersburg PA
5260
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
USD 129 M -USD 8.16 M -6% 4.22% 65.5% 368 12.23% 3.8
Signet Investment Advisory Group
5261
Signet Investment Advisory Group
Rhode Island
USD 129 M -USD 15.2 M -11% 5.53% 59.6% 76 11.84% 3.1
Tacita Capital
5262
Tacita Capital
Ontario, Canada
USD 129 M -USD 15.7 M -11% 8.51% 72.3% 202 4.46% 1.5
PHM
5263
Prospect Hill Management
New Jersey
USD 129 M +USD 2.62 M +2% 3.54% 85.1% 15 0% 1.7
CWM
5264
Capital Wealth Management
Rhode Island
USD 129 M -USD 5.81 M -4% 5.62% 46.7% 39 2.56% 2.4
Quad-Cities Investment Group
5265
Quad-Cities Investment Group
Iowa
USD 129 M -USD 5.96 M -4% 4.1% 67.3% 185 11.89% 2.8
TPWM
5266
Twelve Points Wealth Management
Massachusetts
USD 129 M -USD 956 k -0.7% 5.63% 50.7% 168 9.52% 0.7
Watchtower Advisors
5267
Watchtower Advisors
Connecticut
USD 129 M -USD 18.2 M -12% 11.1% 384% 13 53.85% 0.4
IAMH
5268
IvyRock Asset Management (HK)
Hong Kong
USD 129 M -USD 29.5 M -19% 2.28% 76% 16 37.5% 0.7
Castellan Group
5269
Castellan Group
Kentucky
USD 129 M +USD 2.46 M +2% 1.05% 184% 65 29.23% 1
Accel Growth Fund V Associates
5270
Accel Growth Fund V Associates
California
USD 129 M -USD 35.3 M -22% 21.1% 1.17% 2 0% 1.4
Bellevue Asset Management
5271
Bellevue Asset Management
Washington
USD 129 M -USD 9.8 M -7% 5.05% 56.7% 517 7.35% 2.3
Harrington Investments
5272
Harrington Investments
California
USD 129 M -USD 5.91 M -4% 2.43% 109% 78 5.13% 4.4
Coulter & Justus Financial Services
5273
Coulter & Justus Financial Services
Tennessee
USD 129 M +USD 4.2 M +3% 6.63% – 50 14% 0.2
AllGen Financial Advisors
5274
AllGen Financial Advisors
Florida
USD 128 M +USD 6.82 M +6% 5.53% 39.7% 41 21.95% 1.3
Rain Capital Management
5275
Rain Capital Management
Oregon
USD 128 M -USD 10.8 M -8% 4.51% 18.2% 72 18.06% 2.5