¡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)
Alaska Permanent Capital Management
1701
Alaska Permanent Capital Management
Alaska
USD 994 M -USD 153 M -13% 12.1% 42.8% 46 32.61% 3.2
Oakworth Capital
1702
Oakworth Capital
Alabama
USD 994 M -USD 167 M -14% 14.9% 70% 588 11.05% 5.2
Sarissa Capital Management
1703
Sarissa Capital Management
Connecticut
USD 993 M -USD 64.5 M -6% 0.73% 80% 11 0% 2.8
Portolan Capital Management
1704
Portolan Capital Management
Massachusetts
USD 993 M -USD 261 M -21% 14.2% 738% 176 52.84% 1.1
Hodges Capital Management
1705
Hodges Capital Management
Texas
USD 991 M -USD 268 M -21% 16.8% 200% 247 19.03% 3.2
Avior Wealth Management
1706
Avior Wealth Management
Nebraska
USD 990 M -USD 170 M -15% 14.5% 71.4% 1,282 11.7% 3.1
Lee, Danner & Bass
1707
Lee, Danner & Bass
Tennessee
USD 990 M -USD 184 M -16% 14.7% – 214 10.28% 6
Arete Wealth Advisors
1708
Arete Wealth Advisors
Illinois
USD 989 M -USD 205 M -17% 13% 85.3% 587 36.8% 2.3
M Holdings Securities
1709
M Holdings Securities
Oregon
USD 988 M -USD 333 M -25% 13.9% 83.9% 521 19.58% 1.7
Kanawha Capital Management
1710
Kanawha Capital Management
Virginia
USD 987 M -USD 152 M -13% 11.6% 74.5% 202 4.46% 6.3
Galvin Gaustad & Stein
1711
Galvin Gaustad & Stein
Arizona
USD 986 M -USD 123 M -11% 10.6% 60.7% 182 17.58% 1.3
Dorsey & Whitney Trust
1712
Dorsey & Whitney Trust
South Dakota
USD 985 M -USD 158 M -14% 13.7% 86% 596 15.27% 3.8
Islet Management
1713
Islet Management
New York
USD 984 M -USD 1435 M -59% 15.6% 75.3% 187 73.8% 0.3
Pacific Heights Asset Management
1714
Pacific Heights Asset Management
California
USD 983 M -USD 188 M -16% 16.5% 181% 83 1.2% 6.7
First American Bank
1715
First American Bank
Illinois
USD 982 M -USD 199 M -17% 12.9% 114% 169 8.88% 4.9
Trek Financial
1716
Trek Financial
Arizona
USD 980 M -USD 170 M -15% 7.73% 152% 276 37.68% 1.3
Laurel Wealth Advisors (California)
1717
Laurel Wealth Advisors (California)
California
USD 980 M -USD 230 M -19% 13.6% 33% 776 22.29% 2.3
SBCM
1718
Schwerin Boyle Capital Management
Massachusetts
USD 980 M -USD 220 M -18% 16.6% 72.3% 48 0% 5.6
Atlantic Union Bankshares
1719
Atlantic Union Bankshares
Virginia
USD 978 M -USD 164 M -14% 12.1% 78.9% 265 6.79% 3.8
Bank of Nova Scotia Trust
1720
Bank of Nova Scotia Trust
Ontario, Canada
USD 977 M -USD 171 M -15% 13.6% 61.4% 146 12.33% 4.6
NXG Investment Management
1721
NXG Investment Management
Texas
USD 976 M -USD 140 M -13% 10.4% 121% 103 20.39% 2.6
Avity Investment Management
1722
Avity Investment Management
Connecticut
USD 974 M -USD 167 M -15% 12.2% 119% 94 12.77% 5.3
Philadelphia Trust Company
1723
Philadelphia Trust Company
Pennsylvania
USD 974 M -USD 293 M -23% 13.2% 162% 254 20.08% 3.9
Alpha Wave Global
1724
Alpha Wave Global
New York
USD 973 M -USD 137 M -12% 4.17% 226% 143 23.78% 0.7
Schaper Benz & Wise Investment Counsel
1725
Schaper Benz & Wise Investment Counsel
Wisconsin
USD 972 M -USD 188 M -16% 14.6% 94.2% 153 7.84% 5.3