¡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)
Stokes Family Office
2051
Stokes Family Office
Louisiana
USD 701 M -USD 32.1 M -4% 5.51% 68.1% 296 16.55% 1.6
First Business Financial Services
2052
First Business Financial Services
Wisconsin
USD 700 M -USD 42.1 M -6% 5.54% 74% 171 12.87% 3.3
Sawgrass Asset Management
2053
Sawgrass Asset Management
Florida
USD 700 M -USD 80.8 M -10% 4.5% 96.6% 158 10.13% 0.5
Triodos Investment Management
2054
Triodos Investment Management
Netherlands
USD 700 M -USD 10.3 M -1% 0.44% 89.9% 48 6.25% 2.7
Ulysses Management
2055
Ulysses Management
New York
USD 699 M +USD 56.8 M +9% 4.6% 51.8% 63 41.27% 1.7
RWWM Inc
2056
RWWM Inc
California
USD 699 M -USD 51.8 M -7% 9.27% 40.6% 14 0% 5
HEC
2057
Hudson Executive Capital
New York
USD 698 M -USD 90 M -11% 10.7% 127% 9 11.11% 2.3
First Nebraska Trust
2058
First Nebraska Trust
Nebraska
USD 698 M -USD 64.2 M -8% 6.56% 67.9% 167 6.59% 5.7
AIM
2059
Aigen Investment Management
New York
USD 697 M +USD 102 M +17% 5.18% 55.5% 823 70.96% 0.2
Callahan Advisors
2060
Callahan Advisors
Texas
USD 696 M -USD 54.9 M -7% 5.41% 87.7% 147 6.12% 5.6
Weatherly Asset Management
2061
Weatherly Asset Management
California
USD 696 M -USD 22.2 M -3% 1.88% 116% 182 4.95% 6.4
Jacobs & Co
2062
Jacobs & Co
California
USD 696 M -USD 51.1 M -7% 6.28% 105% 125 8% 6.3
SNS Financial Group
2063
SNS Financial Group
Minnesota
USD 695 M -USD 72.2 M -9% 5.72% 54.2% 203 6.4% 4.2
RKL Wealth Management
2064
RKL Wealth Management
Pennsylvania
USD 694 M -USD 34.8 M -5% 5.84% 76.8% 139 8.63% 4.8
Perella Weinberg Partners Capital Management
2065
Perella Weinberg Partners Capital Management
New York
USD 694 M -USD 78.5 M -10% 5.34% 1.52% 30 30% 2.3
Nottingham Advisors
2066
Nottingham Advisors
New York
USD 694 M -USD 43.4 M -6% 5.77% 44.3% 135 9.63% 3.9
WBH Advisory
2067
WBH Advisory
Maryland
USD 693 M -USD 56.4 M -8% 5.42% 57.6% 309 10.36% 5.3
Fifth Third Securities
2068
Fifth Third Securities
Ohio
USD 692 M -USD 36.7 M -5% 5.41% 62.7% 199 4.02% 0.5
Campbell Wealth Management
2069
Campbell Wealth Management
Virginia
USD 692 M -USD 22.1 M -3% 4.41% 11.2% 77 32.47% 2
Private Capital Management (Florida)
2070
Private Capital Management (Florida)
Florida
USD 692 M +USD 35.4 M +5% 13.9% 118% 163 51.53% 1.3
SC
2071
Shellback Capital
Massachusetts
USD 692 M +USD 116 M +20% 3.72% 198% 102 50.98% 1
Jay A. Fishman Ltd
2072
Jay A. Fishman Ltd
Michigan
USD 691 M -USD 42.5 M -6% 5.24% 105% 92 5.43% 5.5
MAM
2073
Mastrapasqua Asset Management
Tennessee
USD 691 M -USD 42.8 M -6% 4.48% 54.9% 155 12.9% 3.8
Nations Financial Group
2074
Nations Financial Group
Iowa
USD 691 M -USD 54.3 M -7% 4.66% 105% 568 14.96% 2.2
Narwhal Capital Management
2075
Narwhal Capital Management
Georgia
USD 691 M -USD 39 M -5% 5.06% 93.8% 162 8.64% 4.7