¡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)
Grassi Investment Management
1901
Grassi Investment Management
California
USD 1106 M +USD 152 M +16% 24.6% 170% 127 5.51% 6
Litman Gregory Wealth Management
1902
Litman Gregory Wealth Management
California
USD 1103 M +USD 48.8 M +5% 6.82% 55.5% 133 12.03% 0.9
Partners Group Holding
1903
Partners Group Holding
Switzerland
USD 1102 M -USD 72.1 M -6% 3.07% 23.3% 50 10% 4.9
Linonia Partnership
1904
Linonia Partnership
New York
USD 1101 M +USD 343 M +45% 14.1% – 11 9.09% 0.2
Cahaba Wealth Management
1905
Cahaba Wealth Management
Georgia
USD 1100 M +USD 91.4 M +9% 5.93% 48.7% 151 7.28% 3.4
Maple Capital Management
1906
Maple Capital Management
Vermont
USD 1099 M +USD 100 M +10% 13.1% 114% 109 11.01% 5.7
Verdence Capital Advisors
1907
Verdence Capital Advisors
Maryland
USD 1099 M +USD 65.1 M +6% 9.89% 104% 619 13.89% 2.8
Vicus Capital
1908
Vicus Capital
Pennsylvania
USD 1097 M +USD 109 M +11% 6.88% 59.6% 289 31.49% 2.5
1900 Wealth Management
1909
1900 Wealth Management
Texas
USD 1097 M +USD 7.33 M +0.7% 7.77% 61% 298 22.48% 2.3
Foster Victor Wealth Advisors
1910
Foster Victor Wealth Advisors
South Carolina
USD 1096 M +USD 119 M +12% 10.6% 78.2% 182 10.44% 2.8
Stephens Group Asset Management
1911
Stephens Group Asset Management
Arkansas
USD 1095 M +USD 69.2 M +7% 6.54% 51.4% 27 0% 4.4
BTC Capital Management
1912
BTC Capital Management
Iowa
USD 1094 M – – 10.5% – 225 – 4.3
a16z Perennial Management
1913
a16z Perennial Management
California
USD 1093 M +USD 428 M +64% 28.1% – 49 28.57% 0.2
Francisco Partners Management
1914
Francisco Partners Management
California
USD 1093 M -USD 3.63 M -0.3% 10.3% 14.3% 8 0% 2.3
Washington Trust Advisors
1915
Washington Trust Advisors
Massachusetts
USD 1091 M +USD 46.6 M +4% 9.64% 106% 687 6.99% 1.9
Naspers
1916
Naspers
South Africa
USD 1091 M +USD 192 M +21% 5.55% 88.2% 4 0% 2.3
Neumeier Poma Investment Counsel
1917
Neumeier Poma Investment Counsel
California
USD 1090 M -USD 32 M -3% 12.5% 229% 43 13.95% 3.4
Stack Financial Management
1918
Stack Financial Management
Montana
USD 1090 M +USD 204 M +23% 8.54% 70% 48 16.67% 4.5
Nixon Peabody Trust
1919
Nixon Peabody Trust
Massachusetts
USD 1089 M +USD 197 M +22% 10.9% 101% 142 19.72% 2.7
Cornerstone Wealth Group
1920
Cornerstone Wealth Group
North Carolina
USD 1087 M +USD 389 M +56% 14.5% 108% 252 45.24% 1.6
Galvin Gaustad & Stein
1921
Galvin Gaustad & Stein
Arizona
USD 1086 M +USD 17 M +2% 4.89% 60.7% 194 10.82% 2.3
Eagle Ridge Investment Management
1922
Eagle Ridge Investment Management
Connecticut
USD 1086 M +USD 66.1 M +6% 8.24% 28.2% 153 9.15% 4.8
Coliseum Capital Management
1923
Coliseum Capital Management
Connecticut
USD 1085 M -USD 162 M -13% 14% 41.1% 11 0% 3.3
Essex Financial Services
1924
Essex Financial Services
Connecticut
USD 1085 M +USD 117 M +12% 9.3% 87.7% 559 12.52% 4.1
Money Concepts Capital
1925
Money Concepts Capital
Florida
USD 1084 M +USD 6.85 M +0.6% 7.57% 74.5% 417 17.27% 2.2