¡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)
KMG Fiduciary Partners
1826
KMG Fiduciary Partners
Ohio
USD 1350 M +USD 146 M +12% 11.7% 114% 296 6.76% 3.3
Trust Asset Management
1827
Trust Asset Management
Texas
USD 1349 M +USD 129 M +11% 12% 91.1% 228 5.7% 3.9
Kanawha Capital Management
1828
Kanawha Capital Management
Virginia
USD 1349 M +USD 61.3 M +5% 8.31% 74.5% 218 5.05% 7.8
NewSquare Capital
1829
NewSquare Capital
Pennsylvania
USD 1348 M +USD 120 M +10% 8.56% 76.5% 1,393 22.4% 1.4
Neville Rodie & Shaw
1830
Neville Rodie & Shaw
New York
USD 1348 M +USD 70.5 M +6% 12.5% 125% 258 6.98% 8.1
Sonora Investment Management Group
1831
Sonora Investment Management Group
Arizona
USD 1348 M +USD 84.4 M +7% 9.89% 78.3% 325 13.85% 2.3
Avity Investment Management
1832
Avity Investment Management
Connecticut
USD 1346 M +USD 109 M +9% 12.5% 119% 110 9.09% 5.4
CP
1833
Coho Partners
Pennsylvania
USD 1343 M -USD 313 M -19% 0.25% 35.6% 38 15.79% 6.8
Beese Fulmer Investment Management
1834
Beese Fulmer Investment Management
Ohio
USD 1343 M +USD 181 M +16% 10.6% 124% 291 15.46% 5.7
Cormorant Asset Management
1835
Cormorant Asset Management
Massachusetts
USD 1342 M +USD 12.5 M +0.9% 14.8% 3,977% 47 17.02% 1.9
PDS Planning
1836
PDS Planning
Ohio
USD 1342 M +USD 155 M +13% 8.23% 62.7% 533 13.88% 2.7
Fiduciary Alliance
1837
Fiduciary Alliance
South Carolina
USD 1341 M +USD 323 M +32% 14.4% 104% 487 22.59% 0.9
Lakewood Capital Management
1838
Lakewood Capital Management
New York
USD 1340 M +USD 193 M +17% 4.88% 45.4% 57 31.58% 2.4
Diversified Enterprises
1839
Diversified Enterprises
Delaware
USD 1340 M +USD 151 M +13% 8.73% – 328 11.89% 0.6
Vestor Capital
1840
Vestor Capital
Illinois
USD 1335 M +USD 119 M +10% 12.6% 188% 288 17.01% 3.9
VR Adviser
1841
VR Adviser
New York
USD 1334 M +USD 159 M +14% 19.9% 1,698% 40 30% 1.3
Regal Investment Advisors
1842
Regal Investment Advisors
Michigan
USD 1334 M +USD 98 M +8% 7.5% 64.7% 507 14.6% 3.1
Clear Harbor Asset Management
1843
Clear Harbor Asset Management
Connecticut
USD 1334 M +USD 67.6 M +5% 9.88% 98.6% 442 15.16% 4
Cornerstone Wealth Group
1844
Cornerstone Wealth Group
North Carolina
USD 1333 M +USD 125 M +10% 11.4% 96% 335 17.31% 2
Charles Schwab Trust
1845
Charles Schwab Trust
Nevada
USD 1333 M +USD 138 M +12% 7.17% 52.7% 183 14.75% 3.2
SFMG Wealth Advisors
1846
SFMG Wealth Advisors
Texas
USD 1332 M +USD 65.2 M +5% 5.89% 76.1% 303 14.52% 4.2
Triodos Investment Management
1847
Triodos Investment Management
Netherlands
USD 1332 M +USD 115 M +9% 12% 89.9% 51 3.92% 3.3
Fifth Third Securities
1848
Fifth Third Securities
Ohio
USD 1331 M +USD 146 M +12% 8.49% 62.7% 317 11.04% 2
Plato Investment Management
1849
Plato Investment Management
Australia
USD 1330 M +USD 143 M +12% 14.5% – 560 13.75% 1.2
Delta Accumulation LLC
1850
Delta Accumulation LLC
California
USD 1330 M -USD 408 M -23% 8.94% 96.5% 230 18.7% 1.2