¡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)
Traynor Capital Management
1876
Traynor Capital Management
Pennsylvania
USD 1187 M -USD 310 M -21% 8.2% 244% 332 32.23% 3.4
Plato Investment Management
1877
Plato Investment Management
Australia
USD 1187 M -USD 174 M -13% 2.39% 156% 629 23.21% 0.9
PDS Planning
1878
PDS Planning
Ohio
USD 1186 M +USD 60.7 M +5% 0.32% 69.1% 491 12.63% 2.7
Alaska Permanent Capital Management
1879
Alaska Permanent Capital Management
Alaska
USD 1186 M -USD 30.7 M -3% 0.21% 42.8% 46 36.96% 4.6
Fifth Third Securities
1880
Fifth Third Securities
Ohio
USD 1186 M +USD 8.26 M +0.7% 1.99% 62.7% 305 9.18% 1.9
Gilead Sciences
1881
Gilead Sciences
California
USD 1181 M -USD 370 M -24% 20.2% – 16 12.5% 0.3
Board of Trustees of The Leland Stanford Junior University
1882
Board of Trustees of The Leland Stanford Junior University
California
USD 1181 M +USD 10 M +0.9% 5.82% 142% 23 13.04% 3.4
Recurrent Investment Advisors
1883
Recurrent Investment Advisors
Texas
USD 1180 M +USD 90.9 M +8% 4.54% 99.7% 68 8.82% 3
Founders Financial Securities
1884
Founders Financial Securities
Maryland
USD 1180 M +USD 70.9 M +6% 1.18% 71% 510 24.51% 2.2
TA
1885
Trivest Advisors
Hong Kong
USD 1179 M -USD 1024 M -46% 20.1% 2,977% 54 77.78% 0.6
Campbell Newman Asset Management
1886
Campbell Newman Asset Management
Wisconsin
USD 1179 M -USD 62.2 M -5% 0.31% 116% 108 7.41% 6.3
ProVise Management Group
1887
ProVise Management Group
Florida
USD 1178 M +USD 11.9 M +1% 0.93% 66.8% 263 7.22% 7
Kathmere Capital Management
1888
Kathmere Capital Management
Pennsylvania
USD 1178 M +USD 63.1 M +6% 0.72% 68.3% 459 15.9% 1.8
Koshinski Asset Management
1889
Koshinski Asset Management
Illinois
USD 1178 M +USD 9.11 M +0.8% 1.5% 82.9% 666 11.11% 3
Nixon Peabody Trust
1890
Nixon Peabody Trust
Massachusetts
USD 1178 M -USD 35.9 M -3% 2.78% 101% 162 14.81% 2.9
Madison Avenue Partners
1891
Madison Avenue Partners
New York
USD 1178 M +USD 233 M +25% 5.09% 284% 23 39.13% 1.2
Kimelman & Baird
1892
Kimelman & Baird
New York
USD 1177 M -USD 81.2 M -6% 1.69% – 361 4.99% 2.9
Hilton Capital Management
1893
Hilton Capital Management
New York
USD 1177 M +USD 20.9 M +2% 1.4% 58.2% 182 21.98% 2.3
Beaird Harris Wealth Management
1894
Beaird Harris Wealth Management
Texas
USD 1177 M +USD 18.6 M +2% 0.43% 41.3% 546 15.93% 2
AlphaCore Capital
1895
AlphaCore Capital
California
USD 1176 M +USD 714 M +154% 1.32% 91.5% 788 69.42% 0.6
VR Adviser
1896
VR Adviser
New York
USD 1175 M -USD 282 M -19% 17.8% 1,698% 41 19.51% 1.2
Morningstar Investment Management
1897
Morningstar Investment Management
Illinois
USD 1175 M -USD 93.7 M -7% 1.36% 48.2% 216 68.98% 2.3
GDS Wealth Management
1898
GDS Wealth Management
Texas
USD 1173 M +USD 75.3 M +7% 2.1% 95.1% 186 18.28% 2
Nationwide Fund Advisors
1899
Nationwide Fund Advisors
Ohio
USD 1173 M -USD 76.8 M -6% 0.09% 34.1% 7 0% 3.5
NBC Securities
1900
NBC Securities
Alabama
USD 1173 M +USD 1171 M +107,204% 0.49% 93.1% 2,157 44% 0.8