¡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)
WFM Asia
1751
WFM Asia
British Virgin Islands
USD 937 M +USD 60.5 M +7% 9.96% 89.9% 11 36.36% 2.2
GM Advisory Group
1752
GM Advisory Group
New York
USD 937 M +USD 143 M +18% 3.77% 53.6% 193 17.1% 2.9
YHB Investment Advisors
1753
YHB Investment Advisors
Connecticut
USD 937 M +USD 37.9 M +4% 8.21% 96.2% 296 9.46% 4.4
Sandhill Capital Partners
1754
Sandhill Capital Partners
New York
USD 937 M +USD 61.3 M +7% 15.5% 64.9% 94 17.02% 4
YCG LLC
1755
YCG LLC
Texas
USD 935 M +USD 95 M +11% 9.97% 27% 41 0% 5.8
Pembroke Management
1756
Pembroke Management
Quebec, Canada
USD 935 M +USD 34.1 M +4% 8.45% 105% 71 14.08% 2.8
Atlantic Union Bankshares
1757
Atlantic Union Bankshares
Virginia
USD 934 M +USD 63.4 M +7% 10.1% 78.9% 266 13.53% 4.2
Philadelphia Trust Company
1758
Philadelphia Trust Company
Pennsylvania
USD 934 M +USD 49.6 M +6% 11% 162% 236 16.1% 4.1
Evanson Asset Management
1759
Evanson Asset Management
California
USD 930 M +USD 78.2 M +9% 8.3% 66.6% 277 9.03% 5
Nicholas Hoffman & Company
1760
Nicholas Hoffman & Company
Georgia
USD 930 M -USD 1195 M -56% 9.69% 65.1% 278 14.03% 3.9
Siemens
1761
Siemens
Germany
USD 928 M -USD 183 M -16% 12.1% 16.8% 2 0% 0.6
SPX Gestao de Recursos
1762
SPX Gestao de Recursos
Brazil
USD 926 M -USD 154 M -14% 14.1% 98.1% 132 64.39% 0.4
Bryn Mawr Capital Management
1763
Bryn Mawr Capital Management
Pennsylvania
USD 926 M +USD 644 M +228% 11.3% 71.4% 270 49.63% 1.5
First Financial Bank - Trust Division
1764
First Financial Bank - Trust Division
Ohio
USD 925 M +USD 110 M +14% 11.9% 68.6% 199 10.55% 6.2
Bank of Nova Scotia Trust
1765
Bank of Nova Scotia Trust
Ontario, Canada
USD 923 M +USD 40.9 M +5% 7.28% 61.4% 139 7.91% 4.8
BerganKDV Wealth Management
1766
BerganKDV Wealth Management
Minnesota
USD 923 M +USD 86.9 M +10% 7.88% 27.9% 1,136 16.9% 3.1
Deccan Value Investors
1767
Deccan Value Investors
Connecticut
USD 923 M +USD 124 M +16% 7.16% 66.5% 5 0% 2.8
1900 Wealth Management
1768
1900 Wealth Management
Texas
USD 922 M +USD 67.1 M +8% 9.58% 61% 243 13.17% 1.5
Parcion Private Wealth
1769
Parcion Private Wealth
Washington
USD 922 M +USD 27.6 M +3% 9.04% 103% 224 27.68% 1.9
Windward Capital Management
1770
Windward Capital Management
California
USD 922 M +USD 37.3 M +4% 7.07% 78.5% 78 1.28% 6.8
Transcend Capital Advisors
1771
Transcend Capital Advisors
New Jersey
USD 920 M +USD 16.5 M +2% 8.2% 71.6% 531 16.76% 1.5
Dundas Partners
1772
Dundas Partners
United Kingdom
USD 920 M +USD 60.5 M +7% 8.59% 87.6% 52 1.92% 2.9
Simcoe Capital Management
1773
Simcoe Capital Management
New York
USD 919 M +USD 210 M +30% 41.7% 48.7% 17 35.29% 1.4
Delta Asset Management
1774
Delta Asset Management
Tennessee
USD 918 M +USD 92.7 M +11% 10.7% 53.8% 669 80.72% 1.6
Washington Trust Advisors
1775
Washington Trust Advisors
Massachusetts
USD 915 M -USD 153 M -14% 7.64% 106% 917 15.38% 1