¡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)
Howe & Rusling
1951
Howe & Rusling
New York
USD 894 M +USD 54.4 M +6% 5.63% 82% 350 18.57% 4.4
Brandywine Oak Private Wealth
1952
Brandywine Oak Private Wealth
Pennsylvania
USD 893 M +USD 36.7 M +4% 4.1% 62.2% 254 6.69% 3.3
Permian Investment Partners
1953
Permian Investment Partners
Texas
USD 892 M +USD 132 M +17% 10.9% 78.6% 20 40% 1.3
Freedom Investment Management
1954
Freedom Investment Management
Connecticut
USD 891 M +USD 6.41 M +0.7% 4.4% 68.5% 799 25.28% 3.3
E-L Financial Corp
1955
E-L Financial Corp
Ontario, Canada
USD 891 M +USD 50 M +6% 8.3% 68.6% 1 0% 6.5
Commodore Capital
1956
Commodore Capital
New York
USD 890 M +USD 233 M +35% 36.3% 2,121% 34 29.41% 1
Petrus Trust Company
1957
Petrus Trust Company
Texas
USD 890 M +USD 64.8 M +8% 4.11% 36.9% 776 59.66% 0.4
MAM
1958
Mastrapasqua Asset Management
Tennessee
USD 889 M +USD 74.3 M +9% 13.7% 54.9% 161 13.66% 3.9
Good Life Advisors
1959
Good Life Advisors
Pennsylvania
USD 889 M +USD 106 M +14% 5.75% 60% 441 16.55% 3
Primavera Capital Management
1960
Primavera Capital Management
Cayman Islands
USD 888 M -USD 137 M -13% 1.11% 1.21% 4 0% 4.1
AlphaStar Capital Management
1961
AlphaStar Capital Management
North Carolina
USD 886 M -USD 291 M -25% 5.68% 69.5% 307 32.9% 2.2
Front Barnett Associates
1962
Front Barnett Associates
Illinois
USD 886 M +USD 35.7 M +4% 7.6% 40.5% 123 7.32% 6.8
Edgemoor Investment Advisors
1963
Edgemoor Investment Advisors
Maryland
USD 886 M +USD 62.9 M +8% 8.98% 109% 160 4.38% 4.8
WDA
1964
Wendell David Associates
New Hampshire
USD 885 M +USD 41.9 M +5% 6.46% 46% 148 2.03% 7.5
Amica Mutual Insurance
1965
Amica Mutual Insurance
Rhode Island
USD 884 M -USD 12.3 M -1% 7.57% 80.4% 106 15.09% 4.8
Connors Investor Services
1966
Connors Investor Services
Pennsylvania
USD 884 M +USD 32.7 M +4% 9.69% 125% 166 8.43% 4.6
Applied Finance Capital Management
1967
Applied Finance Capital Management
Puerto Rico
USD 883 M +USD 78.6 M +10% 5.68% 90.4% 79 16.46% 0.4
AL
1968
Arnhold LLC
New York
USD 882 M +USD 2.03 M +0.2% 5.05% 156% 133 9.02% 3.3
Bangor Savings Bank
1969
Bangor Savings Bank
Maine
USD 882 M +USD 35.4 M +4% 3.81% 54.6% 562 8.54% 2.7
Advance Capital Management
1970
Advance Capital Management
Michigan
USD 882 M +USD 320 M +57% 5.66% 54.4% 128 24.22% 1
Berger Financial Group
1971
Berger Financial Group
Minnesota
USD 882 M +USD 50.6 M +6% 4.82% 59.9% 291 8.93% 1.5
Godsey & Gibb Inc
1972
Godsey & Gibb Inc
Virginia
USD 881 M +USD 27.9 M +3% 3.52% 87.5% 389 19.28% 0.4
Levin Capital Strategies
1973
Levin Capital Strategies
New York
USD 881 M +USD 74.2 M +9% 7.15% 88.6% 310 34.52% 3.1
VS
1974
VK Services
California
USD 880 M +USD 204 M +30% 36.4% 1,605% 10 0% 1.4
Blue Chip Partners
1975
Blue Chip Partners
Michigan
USD 880 M +USD 36.9 M +4% 3.73% 81.2% 189 10.05% 4.1