¡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)
Beaird Harris Wealth Management
1876
Beaird Harris Wealth Management
Texas
USD 1452 M +USD 41.4 M +3% 1.49% 41.3% 767 13.95% 2
Kanawha Capital Management
1877
Kanawha Capital Management
Virginia
USD 1451 M +USD 6.41 M +0.4% 1.69% 74.5% 224 4.91% 7.9
Vestor Capital
1878
Vestor Capital
Illinois
USD 1450 M -USD 109 M -7% 5.83% 188% 308 20.45% 4.2
Philadelphia Trust Company
1879
Philadelphia Trust Company
Pennsylvania
USD 1450 M +USD 29.7 M +2% 5.91% 162% 275 12% 5.2
IQ EQ Fund Management
1880
IQ EQ Fund Management
Ireland
USD 1449 M -USD 26.3 M -2% 0.62% 109% 333 16.52% 3.4
Ally Invest Advisors
1881
Ally Invest Advisors
North Carolina
USD 1449 M +USD 55 M +4% 1.53% 41.1% 77 1.3% 3.2
American Assets Investment Management
1882
American Assets Investment Management
California
USD 1449 M +USD 87.2 M +6% 5.88% 520% 150 8.67% 7.3
YHB Investment Advisors
1883
YHB Investment Advisors
Connecticut
USD 1447 M +USD 80 M +6% 3.88% 96.2% 312 9.29% 6
Payden & Rygel
1884
Payden & Rygel
California
USD 1446 M +USD 240 M +20% 4.04% 113% 123 14.63% 4.5
Stonebridge Capital Advisors
1885
Stonebridge Capital Advisors
Minnesota
USD 1443 M +USD 41.6 M +3% 3.65% 80.1% 222 8.11% 7.2
Arete Wealth Advisors
1886
Arete Wealth Advisors
Illinois
USD 1443 M -USD 153 M -10% 2.75% 85.3% 798 59.15% 2.8
Next Century Growth Investors
1887
Next Century Growth Investors
Minnesota
USD 1440 M +USD 68.1 M +5% 12.8% 447% 141 26.24% 1.9
Bank of Finland
1888
Bank of Finland
Finland
USD 1440 M -USD 194 M -12% 1.95% 66.7% 4 0% 3.6
Cahaba Wealth Management
1889
Cahaba Wealth Management
Georgia
USD 1436 M +USD 55.5 M +4% 1.27% 48.7% 161 5.59% 4.4
Nexpoint Asset Management
1890
Nexpoint Asset Management
Texas
USD 1435 M +USD 284 M +25% 19.4% 253% 131 61.83% 1.2
Fairholme Capital Management
1891
Fairholme Capital Management
Florida
USD 1434 M +USD 195 M +16% 15.9% 36.2% 16 31.25% 2.9
BTC Capital Management
1892
BTC Capital Management
Iowa
USD 1433 M -USD 15.9 M -1% 3.18% – 215 9.77% 4.9
Washington Trust Bank
1893
Washington Trust Bank
Washington
USD 1427 M +USD 63 M +5% 2.58% 80.5% 207 8.7% 6.4
Avity Investment Management
1894
Avity Investment Management
Connecticut
USD 1425 M +USD 967 k +0.1% 3.07% 119% 111 6.31% 5.9
Proficio Capital Partners
1895
Proficio Capital Partners
Massachusetts
USD 1425 M -USD 31.1 M -2% 4.39% 97% 273 30.77% 3
Covalis Capital
1896
Covalis Capital
United Kingdom
USD 1424 M +USD 566 M +66% 0.24% 37.9% 103 73.79% 0.3
Heitman Real Estate Securities
1897
Heitman Real Estate Securities
Illinois
USD 1422 M -USD 42.3 M -3% 0.57% 48.3% 64 26.56% 3.9
Dundas Partners
1898
Dundas Partners
United Kingdom
USD 1420 M +USD 3.66 M +0.3% 4.43% 87.6% 50 2% 3.7
Generali Investments CEE
1899
Generali Investments CEE
Czech Republic
USD 1420 M +USD 106 M +8% 2.29% – 407 8.6% 0.9
Neville Rodie & Shaw
1900
Neville Rodie & Shaw
New York
USD 1416 M +USD 33.1 M +2% 5.41% 125% 255 7.45% 8.3