¡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
1776
Alaska Permanent Capital Management
Alaska
USD 1191 M +USD 72.3 M +6% 4.34% 42.8% 36 16.67% 4
Robertson Stephens Wealth Management
1777
Robertson Stephens Wealth Management
California
USD 1189 M +USD 303 M +34% 9.6% 109% 400 27.75% 1.1
Pacific Heights Asset Management
1778
Pacific Heights Asset Management
California
USD 1189 M +USD 134 M +13% 11.4% 186% 83 4.82% 6.4
AGF Investments LLC
1779
AGF Investments LLC
Ontario, Canada
USD 1188 M +USD 175 M +17% 9.54% 28.5% 504 27.98% 1.9
Kanawha Capital Management
1780
Kanawha Capital Management
Virginia
USD 1185 M +USD 104 M +10% 11.8% 74.5% 202 1.98% 5.9
Oak Ridge Investments
1781
Oak Ridge Investments
Illinois
USD 1184 M +USD 48.8 M +4% 12% 223% 188 19.15% 3.1
Private Wealth Partners
1782
Private Wealth Partners
California
USD 1183 M +USD 107 M +10% 12.8% 132% 88 17.05% 4.9
Goodnow Investment Group
1783
Goodnow Investment Group
Connecticut
USD 1183 M -USD 17.5 M -1% 3.29% 131% 22 9.09% 3.5
Amica Mutual Insurance
1784
Amica Mutual Insurance
Rhode Island
USD 1183 M +USD 225 M +23% 10% 80.4% 108 9.26% 4.3
Money Concepts Capital
1785
Money Concepts Capital
Florida
USD 1182 M – – 7.5% 74.5% 746 – 0.8
PIMG
1786
Patriot Investment Management Group
Tennessee
USD 1180 M +USD 72.3 M +7% 5.38% 52.9% 254 5.91% 1.9
Atlantic Union Bankshares
1787
Atlantic Union Bankshares
Virginia
USD 1180 M +USD 117 M +11% 12% 78.9% 274 8.76% 3.4
Bar Harbor Wealth Management
1788
Bar Harbor Wealth Management
New Hampshire
USD 1178 M +USD 109 M +10% 11.2% 85% 255 10.59% 6
Oakworth Capital
1789
Oakworth Capital
Alabama
USD 1176 M +USD 141 M +14% 9.56% 70% 608 7.89% 4.9
Arete Wealth Advisors
1790
Arete Wealth Advisors
Illinois
USD 1173 M +USD 266 M +29% 7.25% 85.3% 536 29.48% 1.9
Dorsey Asset Management
1791
Dorsey Asset Management
Illinois
USD 1172 M +USD 26.5 M +2% 7.62% 122% 10 10% 2.2
Quest Investment Management
1792
Quest Investment Management
Oregon
USD 1170 M +USD 81.3 M +7% 10.1% 105% 99 8.08% 4.5
Blackhill Capital
1793
Blackhill Capital
New Jersey
USD 1170 M +USD 14.6 M +1% 3% 212% 56 3.57% 7.2
Lee, Danner & Bass
1794
Lee, Danner & Bass
Tennessee
USD 1168 M +USD 84.1 M +8% 8.08% – 208 5.29% 5.6
Desjardins Global Asset Management
1795
Desjardins Global Asset Management
Quebec, Canada
USD 1168 M – – 12.2% – 461 – 0
3EDGE Asset Management
1796
3EDGE Asset Management
Florida
USD 1168 M -USD 100 M -8% 1.99% 47.9% 50 36% 1.1
Meristem Family Wealth
1797
Meristem Family Wealth
Minnesota
USD 1167 M +USD 130 M +13% 10.8% 67.7% 441 17.69% 2.2
Klingman & Associates
1798
Klingman & Associates
New York
USD 1164 M +USD 93.4 M +9% 7.3% 64.9% 184 7.07% 3.2
GPCM
1799
Greenbrier Partners Capital Management
Texas
USD 1162 M +USD 69.1 M +6% 9.23% 96.1% 16 6.25% 6.7
Stack Financial Management
1800
Stack Financial Management
Montana
USD 1159 M +USD 111 M +11% 11.8% 70% 50 8% 4.2