¡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)
ThornTree Capital Partners
1901
ThornTree Capital Partners
Massachusetts
USD 634 M +USD 273 M +76% 61.8% 217% 29 37.93% 0.7
Coastline Trust
1902
Coastline Trust
Rhode Island
USD 633 M +USD 79.6 M +14% 17.6% 106% 314 6.69% 4.9
Bramshill Investments
1903
Bramshill Investments
Florida
USD 633 M +USD 103 M +19% 9.48% 3.6% 158 33.54% 0.9
Murphy Capital Management
1904
Murphy Capital Management
New Jersey
USD 633 M +USD 106 M +20% 21.4% 41.6% 207 12.08% 5.4
Main Management
1905
Main Management
California
USD 632 M +USD 90.2 M +17% 19.1% 64.1% 125 24.8% 2.2
Cipher Capital
1906
Cipher Capital
New York
USD 632 M +USD 357 M +129% 26.5% – 667 77.06% 0.3
Standard General
1907
Standard General
New York
USD 632 M +USD 134 M +27% 34.9% 259% 12 25% 1.2
TAM
1908
Telemark Asset Management
Massachusetts
USD 632 M +USD 212 M +51% 54.8% 329% 68 51.47% 0.8
1834 Investment Advisors
1909
1834 Investment Advisors
Wisconsin
USD 632 M +USD 105 M +20% 16% 68.7% 478 20.5% 2.7
Central Securities
1910
Central Securities
New York
USD 631 M +USD 96.6 M +18% 19.8% 90.2% 33 6.06% 4.9
Lenox Wealth Advisors
1911
Lenox Wealth Advisors
New York
USD 631 M +USD 94.9 M +18% 17.2% 35.7% 897 40.91% 1.6
Perigon Wealth Management
1912
Perigon Wealth Management
California
USD 631 M +USD 93.5 M +17% 23.8% 104% 380 22.11% 2
Global Alpha Capital Management
1913
Global Alpha Capital Management
Quebec, Canada
USD 630 M +USD 75.3 M +14% 21% 80.4% 41 19.51% 2.9
KPF
1914
K2 Principal Fund
Ontario, Canada
USD 629 M +USD 102 M +19% 12.3% 76.5% 357 64.15% 0.3
Merriman Wealth Management
1915
Merriman Wealth Management
Washington
USD 629 M +USD 169 M +37% 19.6% 18.3% 196 42.35% 1.6
AL
1916
Arnhold LLC
New York
USD 629 M +USD 86.2 M +16% 17.4% 164% 146 10.96% 1.6
Washington Trust Bank
1917
Washington Trust Bank
Washington
USD 629 M +USD 107 M +21% 20.9% 80.5% 196 18.88% 4.4
JC
1918
JBF Capital
Colorado
USD 627 M +USD 104 M +20% 21.8% 93.6% 96 36.46% 1.4
Trek Financial
1919
Trek Financial
Arizona
USD 627 M +USD 219 M +54% 12.5% 144% 173 61.27% 0.5
Palisade Asset Management
1920
Palisade Asset Management
Minnesota
USD 627 M +USD 78.6 M +14% 16.6% 61.8% 170 5.88% 4.9
Global Retirement Partners
1921
Global Retirement Partners
California
USD 627 M +USD 98.2 M +19% 18.4% – 1,801 15.99% 2.2
Asset Advisors Investment Management
1922
Asset Advisors Investment Management
Georgia
USD 627 M +USD 86.5 M +16% 19.2% 67.5% 196 52.55% 0.8
Modera Wealth Management
1923
Modera Wealth Management
New Jersey
USD 626 M +USD 150 M +31% 17.3% 68.2% 158 10.76% 3.7
Stone Ridge Asset Management
1924
Stone Ridge Asset Management
New York
USD 626 M -USD 296 M -32% 25% – 797 32.87% 1.9
Estate Counselors
1925
Estate Counselors
Wisconsin
USD 626 M +USD 18.1 M +3% 9.71% 60% 172 33.72% 1.2