¡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)
Meridian Wealth Management
1426
Meridian Wealth Management
Kentucky
USD 1566 M -USD 65.9 M -4% 10.5% 117% 622 18.01% 2.5
Wolf Hill Capital Management
1427
Wolf Hill Capital Management
Connecticut
USD 1566 M +USD 367 M +31% 16.9% 384% 37 51.35% 0.6
Caprock Group
1428
Caprock Group
Idaho
USD 1565 M +USD 243 M +18% 12.1% – 727 14.03% 2.9
CreativeOne Wealth
1429
CreativeOne Wealth
Kansas
USD 1562 M +USD 172 M +12% 9.2% 67.6% 684 26.61% 2.2
M
1430
MOTCO
Texas
USD 1560 M +USD 97.8 M +7% 6.38% 63.5% 859 13.04% 4.5
Fairholme Capital Management
1431
Fairholme Capital Management
Florida
USD 1558 M +USD 151 M +11% 9.28% 36.2% 8 12.5% 3.6
Goelzer Investment Management
1432
Goelzer Investment Management
Indiana
USD 1555 M +USD 134 M +9% 10.2% 97.2% 237 10.13% 5.6
Knights of Columbus Asset Advisors
1433
Knights of Columbus Asset Advisors
Connecticut
USD 1554 M +USD 460 M +42% 13.8% 137% 396 11.62% 2.1
Empire Life Investments
1434
Empire Life Investments
Ontario, Canada
USD 1549 M +USD 183 M +13% 9.27% 90.8% 102 13.73% 3.8
Basswood Capital Management
1435
Basswood Capital Management
New York
USD 1549 M +USD 232 M +18% 26.2% 111% 109 12.84% 4.2
JANA Partners Management
1436
JANA Partners Management
New York
USD 1549 M +USD 147 M +11% 16% 47.2% 10 30% 0.2
Alta Capital Management
1437
Alta Capital Management
Utah
USD 1549 M +USD 160 M +12% 14.2% 89.2% 97 14.43% 5.1
CoreCap Advisors
1438
CoreCap Advisors
Michigan
USD 1549 M +USD 161 M +12% 9.75% 89.8% 642 20.25% 1.4
Smith Salley Wealth Management
1439
Smith Salley Wealth Management
North Carolina
USD 1548 M +USD 200 M +15% 11.9% 106% 248 10.08% 4.9
Board of Trustees of The Leland Stanford Junior University
1440
Board of Trustees of The Leland Stanford Junior University
California
USD 1543 M +USD 248 M +19% 14.7% 142% 39 23.08% 2.1
Steele Capital Management
1441
Steele Capital Management
Iowa
USD 1536 M – – 9.79% – 165 – 0
WealthSource Partners
1442
WealthSource Partners
California
USD 1536 M +USD 72.4 M +5% 8.78% 16.8% 534 14.61% 3
Summit Financial
1443
Summit Financial
New Jersey
USD 1530 M +USD 176 M +13% 11.9% 81.8% 369 14.91% 1.7
FP
1444
FPR Partners
California
USD 1530 M -USD 317 M -17% 9.09% 33% 15 0% 6.7
Edgar Lomax Company
1445
Edgar Lomax Company
Virginia
USD 1530 M +USD 61 M +4% 9.64% 66.2% 57 0% 5.2
Financial Advocates Investment Management
1446
Financial Advocates Investment Management
Washington
USD 1529 M +USD 140 M +10% 10.5% 89.9% 792 19.7% 2.8
Osborne Partners Capital Management
1447
Osborne Partners Capital Management
California
USD 1528 M +USD 177 M +13% 10.1% 60.8% 213 10.8% 4.8
Summit Global Investments
1448
Summit Global Investments
Utah
USD 1527 M +USD 25.8 M +2% 9.98% 68.4% 623 39% 1.3
Cowen and Company
1449
Cowen and Company
New York
USD 1525 M +USD 95.3 M +7% 18.1% 120% 811 48.34% 0.7
Cobblestone Capital Advisors
1450
Cobblestone Capital Advisors
New York
USD 1520 M +USD 172 M +13% 11.1% 83.3% 283 7.77% 5.8