¡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)
Governors Lane
1426
Governors Lane
New York
USD 1113 M +USD 168 M +18% 13.7% 133% 124 63.71% 0.3
Eagle Global Advisors
1427
Eagle Global Advisors
Texas
USD 1112 M +USD 4.74 M +0.4% 5.16% 106% 217 12.9% 3.7
Great Point Partners
1428
Great Point Partners
Connecticut
USD 1112 M -USD 139 M -11% 5.69% 710% 44 40.91% 0.6
Grandfield & Dodd
1429
Grandfield & Dodd
New York
USD 1110 M +USD 76.7 M +7% 8.29% 80.6% 181 4.42% 5.2
55I LLC
1430
55I LLC
Massachusetts
USD 1107 M +USD 444 M +67% 5.65% 10.2% 276 26.45% 0.6
Northeast Financial Consultants
1431
Northeast Financial Consultants
Connecticut
USD 1107 M +USD 65.5 M +6% 8.31% 63.8% 315 13.02% 2
Radcliffe Capital Management
1432
Radcliffe Capital Management
Pennsylvania
USD 1106 M +USD 377 M +52% 0.61% 4.8% 275 69.82% 0.3
Twin Capital Management
1433
Twin Capital Management
Pennsylvania
USD 1105 M +USD 65.9 M +6% 9.52% 132% 301 20.6% 3.1
AdvicePeriod
1434
AdvicePeriod
California
USD 1104 M +USD 187 M +20% 5.44% 31.5% 81 6.17% 2
New York Life Investment Management
1435
New York Life Investment Management
New York
USD 1103 M +USD 157 M +17% 5.35% 111% 26 0% 1.4
Ashfield Capital Partners
1436
Ashfield Capital Partners
California
USD 1102 M +USD 90.1 M +9% 11.1% 48.8% 229 9.61% 4.6
BFO
1437
Boston Family Office
Massachusetts
USD 1102 M +USD 73.5 M +7% 9.91% 53.4% 248 6.05% 5.5
Keel Point
1438
Keel Point
Alabama
USD 1102 M +USD 135 M +14% 8.05% 76.4% 245 33.06% 1.9
WMC
1439
Westwood Management Corporation
Illinois
USD 1100 M +USD 130 M +13% 18.3% 44.3% 75 18.67% 3.9
SigFig Wealth Management
1440
SigFig Wealth Management
California
USD 1099 M +USD 163 M +17% 5.74% 49.3% 70 10% 1.9
Merit Financial Group
1441
Merit Financial Group
Georgia
USD 1095 M +USD 89.8 M +9% 8.6% 76.4% 242 16.94% 1.2
ARGA Investment Management
1442
ARGA Investment Management
Connecticut
USD 1094 M +USD 189 M +21% 3.52% 93.6% 83 20.48% 1.3
Trust Company of Vermont
1443
Trust Company of Vermont
Vermont
USD 1092 M +USD 79 M +8% 9.75% 92.5% 812 9.48% 4.6
DAM
1444
Davis Asset Management
California
USD 1092 M +USD 82.6 M +8% 4.5% 97.3% 32 3.13% 3.6
FWM
1445
Frontier Wealth Management
Missouri
USD 1091 M +USD 2.1 M +0.2% 4.45% 42.8% 377 12.73% 2.8
Giverny Capital
1446
Giverny Capital
Quebec, Canada
USD 1091 M +USD 84.9 M +8% 11.7% 69.2% 57 19.3% 2.2
TFG Asset Management
1447
TFG Asset Management
Cayman Islands
USD 1089 M +USD 338 M +45% 0.67% 72.1% 54 29.63% 1
GenTrust
1448
GenTrust
Florida
USD 1087 M +USD 277 M +34% 11.2% 58.9% 116 30.17% 1.9
Sheaff Brock Investment Advisors
1449
Sheaff Brock Investment Advisors
Indiana
USD 1085 M +USD 75 M +7% 12.7% 61.9% 500 16.4% 2.9
WBG
1450
Wharton Business Group
Pennsylvania
USD 1084 M +USD 45.9 M +4% 7.79% 75.8% 118 11.02% 4.1