¡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)
Bernzott Capital Advisors
1651
Bernzott Capital Advisors
California
USD 649 M -USD 310 M -32% 27.5% 46.2% 44 11.36% 4.3
Chicago Partners Investment Group
1652
Chicago Partners Investment Group
Illinois
USD 648 M -USD 165 M -20% 23.8% 81.4% 387 13.95% 2.8
Barton Investment Management
1653
Barton Investment Management
Pennsylvania
USD 645 M +USD 1.27 M +0.2% 3.14% 124% 42 7.14% 5.5
MCM
1654
Matarin Capital Management
New York
USD 644 M -USD 402 M -38% 27.2% 73.2% 265 36.6% 1.8
Bank of the West
1655
Bank of the West
California
USD 642 M -USD 211 M -25% 17.8% 35.4% 285 17.54% 4.6
Kentucky Retirement Systems Insurance Trust Fund
1656
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 641 M +USD 16.5 M +3% 16.4% 115% 466 8.58% 4.9
SGCIA
1657
Smith Graham & Co Investment Advisors
Texas
USD 641 M -USD 385 M -38% 32% 56.9% 134 2.24% 5
Ironvine Capital Partners
1658
Ironvine Capital Partners
Nebraska
USD 640 M -USD 192 M -23% 17.5% 58.8% 78 26.92% 1.9
Acropolis Investment Management
1659
Acropolis Investment Management
Missouri
USD 639 M -USD 83.1 M -12% 17.3% 51% 197 21.32% 3.8
TP
1660
Thunderbird Partners
United Kingdom
USD 639 M +USD 17.6 M +3% 13.4% 38% 9 33.33% 1.3
Harvard Management Company
1661
Harvard Management Company
Massachusetts
USD 639 M -USD 306 M -32% 19.1% 113% 20 20% 3.1
Stack Financial Management
1662
Stack Financial Management
Montana
USD 637 M -USD 291 M -31% 17.3% 70% 53 30.19% 4.1
Cape Cod Five Cents Savings Bank
1663
Cape Cod Five Cents Savings Bank
Massachusetts
USD 637 M -USD 142 M -18% 16.9% – 186 12.37% 5.2
Atwood & Palmer
1664
Atwood & Palmer
Missouri
USD 637 M -USD 141 M -18% 18.9% 90% 330 11.21% 3.8
Evensky & Katz
1665
Evensky & Katz
Florida
USD 636 M -USD 83.6 M -12% 19.9% 61.1% 105 7.62% 2.9
Banco de Sabadell
1666
Banco de Sabadell
Florida
USD 635 M -USD 120 M -16% 18.2% 89.9% 361 26.87% 1.4
WealthSource Partners
1667
WealthSource Partners
California
USD 635 M -USD 127 M -17% 12.4% 16.8% 457 34.57% 1.7
Corient Capital Partners
1668
Corient Capital Partners
California
USD 634 M -USD 153 M -19% 17.5% 39.2% 508 28.35% 1.9
MG
1669
Magnolia Group
Nebraska
USD 634 M -USD 225 M -26% 33.8% 11.4% 16 56.25% 1.1
Delta Asset Management
1670
Delta Asset Management
Tennessee
USD 634 M -USD 170 M -21% 19.3% 66.5% 665 8.57% 4
New York Life Investment Management
1671
New York Life Investment Management
New York
USD 634 M -USD 47.5 M -7% 25.7% 111% 15 6.67% 1.9
Rubric Capital Management (New York)
1672
Rubric Capital Management (New York)
New York
USD 633 M -USD 252 M -28% 27.8% 251% 70 57.14% 0.6
SteelPeak Wealth
1673
SteelPeak Wealth
California
USD 633 M -USD 92.6 M -13% 9.06% 140% 310 36.77% 0.2
Pembroke Management
1674
Pembroke Management
Quebec, Canada
USD 630 M -USD 546 M -46% 27.7% 105% 81 38.27% 2.5
Doyle Wealth Management
1675
Doyle Wealth Management
Florida
USD 629 M -USD 171 M -21% 16.7% 32.3% 218 20.18% 2.2