¡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)
Fir Tree Capital Management
1501
Fir Tree Capital Management
New York
USD 1259 M -USD 683 M -35% 1.95% 17.3% 392 41.84% 0.9
Smith Salley Wealth Management
1502
Smith Salley Wealth Management
North Carolina
USD 1257 M +USD 88.1 M +8% 7.93% 121% 237 10.55% 4.9
Bar Harbor Wealth Management
1503
Bar Harbor Wealth Management
New Hampshire
USD 1256 M +USD 3.86 M +0.3% 4.34% 85% 260 8.08% 6
Roffman Miller Associates
1504
Roffman Miller Associates
Pennsylvania
USD 1254 M +USD 41.1 M +3% 5.4% 83.5% 75 1.33% 6.5
Meeder Asset Management
1505
Meeder Asset Management
Ohio
USD 1253 M +USD 111 M +10% 8.37% 156% 878 40.55% 2.2
Corda Investment Management
1506
Corda Investment Management
Texas
USD 1251 M +USD 23.2 M +2% 1.38% 85% 64 7.81% 5.4
Independent Financial Group
1507
Independent Financial Group
California
USD 1250 M +USD 86.7 M +7% 12.3% 149% 892 18.95% 1.7
Eisler Capital (US)
1508
Eisler Capital (US)
New York
USD 1250 M +USD 1050 M +526% 14.4% – 228 95.18% 0
BFS
1509
Bard Financial Services
Connecticut
USD 1249 M +USD 72.1 M +6% 5.29% 90.1% 332 8.43% 1.8
Centaurus Financial
1510
Centaurus Financial
California
USD 1249 M +USD 185 M +17% 6.9% 83.5% 956 18.41% 2.4
BFO
1511
Boston Family Office
Massachusetts
USD 1248 M +USD 44.1 M +4% 8.31% 53.4% 275 8.36% 6.6
BOK Financial Private Wealth
1512
BOK Financial Private Wealth
Colorado
USD 1245 M +USD 41.1 M +3% 6.38% 61.8% 480 27.08% 1.9
Parsons Capital Management
1513
Parsons Capital Management
Rhode Island
USD 1243 M +USD 47.6 M +4% 5.47% 97.4% 435 7.59% 5.7
Koch Industries
1514
Koch Industries
Kansas
USD 1242 M -USD 332 M -21% 5.97% 56.9% 12 16.67% 1.8
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
1515
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
USD 1240 M +USD 23.4 M +2% 10.9% 86% 103 18.45% 2.4
Partners Group Holding
1516
Partners Group Holding
Switzerland
USD 1239 M -USD 68.7 M -5% 4.43% 23.3% 90 43.33% 3.7
Evensky & Katz
1517
Evensky & Katz
Florida
USD 1239 M +USD 130 M +12% 5.64% 61.1% 91 8.79% 4.5
OCM
1518
Opti Capital Management
New York
USD 1237 M +USD 77.5 M +7% 0.01% 0.01% 54 1.85% 0.8
Lowe Brockenbrough & Co
1519
Lowe Brockenbrough & Co
Virginia
USD 1234 M +USD 84.8 M +7% 5.88% 87.3% 269 5.58% 5.9
Vigilant Capital Management
1520
Vigilant Capital Management
Maine
USD 1232 M +USD 61.8 M +5% 4.42% 48.8% 533 25.14% 3.6
YC
1521
Yarbrough Capital
Tennessee
USD 1229 M -USD 29.8 M -2% 22.4% 183% 259 34.75% 0.9
Arete Wealth Advisors
1522
Arete Wealth Advisors
Illinois
USD 1229 M +USD 85.6 M +7% 5.4% 94.6% 731 23.8% 1.9
Foster & Motley
1523
Foster & Motley
Ohio
USD 1229 M +USD 57.3 M +5% 4.33% 68.8% 396 8.84% 3.8
H&F Corporate Investors X
1524
H&F Corporate Investors X
California
USD 1227 M +USD 125 M +11% 11.4% – 1 0% 1
Rational Advisors
1525
Rational Advisors
New York
USD 1225 M +USD 18 M +1% 4.7% 39.2% 308 35.06% 1.2