¡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)
Foster Dykema Cabot & Co
1876
Foster Dykema Cabot & Co
Massachusetts
USD 796 M -USD 14.5 M -2% 2.47% 34% 114 14.91% 4.5
RPGK
1877
Retirement Planning Group (Kansas)
Kansas
USD 795 M -USD 15.1 M -2% 6.43% 54.7% 140 32.14% 2.6
Bank Hapoalim BM
1878
Bank Hapoalim BM
Israel
USD 795 M -USD 7.99 M -1% 5.46% 76.6% 177 10.73% 3.3
CMG
1879
Cavalry Management Group
California
USD 795 M -USD 276 M -26% 4.28% 59.6% 44 45.45% 0.8
GM Advisory Group
1880
GM Advisory Group
New York
USD 795 M +USD 154 M +24% 3.88% 53.6% 203 21.67% 2.6
Maple Capital Management
1881
Maple Capital Management
Vermont
USD 793 M +USD 33.6 M +4% 4.56% 100% 98 7.14% 5.2
Portfolio Solutions
1882
Portfolio Solutions
Michigan
USD 792 M +USD 9.06 M +1% 6.3% 11.6% 57 8.77% 3.2
Roundview Capital
1883
Roundview Capital
New Jersey
USD 792 M -USD 43 M -5% 4.28% 77.7% 290 11.03% 4.7
Hollencrest Capital Management
1884
Hollencrest Capital Management
California
USD 792 M -USD 61.2 M -7% 5.12% 85.6% 362 14.64% 4.3
Adero Partners
1885
Adero Partners
California
USD 791 M +USD 86.3 M +12% 4.52% 27.7% 166 16.87% 1.5
Howard Capital Management Group
1886
Howard Capital Management Group
California
USD 791 M -USD 60.6 M -7% 5.79% 114% 102 7.84% 1.4
Wealthcare Capital Management
1887
Wealthcare Capital Management
Virginia
USD 791 M -USD 122 M -13% 5.84% 46.2% 69 13.04% 5.1
Bain Capital Venture Investors
1888
Bain Capital Venture Investors
Massachusetts
USD 790 M +USD 87.9 M +13% 47.8% 34.2% 8 37.5% 0.9
Desjardins Global Asset Management
1889
Desjardins Global Asset Management
Quebec, Canada
USD 790 M +USD 28 M +4% 3.91% – 488 5.53% 0.7
MIM
1890
Marco Investment Management
Georgia
USD 789 M -USD 70.7 M -8% 5.02% 127% 199 6.03% 6.3
StrategIQ Financial Group
1891
StrategIQ Financial Group
Indiana
USD 787 M -USD 38.2 M -5% 5.39% 12.6% 285 5.61% 3.6
Washington Trust Bank
1892
Washington Trust Bank
Washington
USD 787 M +USD 7.94 M +1% 5.31% 80.5% 225 10.22% 4.8
TCV Trust & Wealth Management
1893
TCV Trust & Wealth Management
Virginia
USD 786 M -USD 48.5 M -6% 5.49% 75.3% 200 11.5% 6
Lincluden Management
1894
Lincluden Management
Ontario, Canada
USD 785 M -USD 129 M -14% 10.5% 56.6% 71 5.63% 5.5
Poplar Forest Capital
1895
Poplar Forest Capital
California
USD 784 M -USD 86.7 M -10% 7.47% 30% 54 7.41% 4.3
Private Wealth Partners
1896
Private Wealth Partners
California
USD 783 M -USD 77.7 M -9% 5.73% 132% 80 11.25% 5.6
Bell Bank
1897
Bell Bank
North Dakota
USD 782 M -USD 53.6 M -6% 7.78% 71% 210 18.1% 4.1
GPCM
1898
Greenbrier Partners Capital Management
Texas
USD 782 M -USD 31.6 M -4% 2.87% 96.1% 15 6.67% 7.9
KCM
1899
Kingdon Capital Management
New York
USD 782 M +USD 192 M +33% 0.24% 217% 93 61.29% 0.8
Tran Capital Management
1900
Tran Capital Management
California
USD 782 M -USD 93.6 M -11% 7.84% 173% 41 17.07% 2.6