¡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)
Callahan Advisors
2076
Callahan Advisors
Texas
USD 415 M +USD 15.2 M +4% 3.5% 87.7% 123 10.57% 2.6
MAM
2077
Mastrapasqua Asset Management
Tennessee
USD 413 M +USD 7.22 M +2% 4.2% 54.9% 144 9.03% 1.6
Mechanics Bank - Trust Department
2078
Mechanics Bank - Trust Department
California
USD 413 M +USD 2.87 M +0.7% 2.21% 76.8% 171 7.02% 2.1
AL
2079
Agran Libbie
California
USD 413 M +USD 63.2 M +18% 2.34% 27.5% 128 17.19% 2.4
PT Asset Management
2080
PT Asset Management
Illinois
USD 413 M -USD 18.7 M -4% 8.21% 7.94% 241 34.02% 0.9
PCM
2081
Perritt Capital Management
Illinois
USD 412 M +USD 11.5 M +3% 11.6% 80.9% 233 10.73% 2.5
Annex Advisory Services
2082
Annex Advisory Services
Wisconsin
USD 412 M +USD 27.4 M +7% 1.9% 85.8% 119 14.29% 2.3
IFLIT
2083
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
USD 412 M +USD 22.5 M +6% 7.14% 45.7% 18 22.22% 1.8
LPC
2084
Lion Point Capital
New York
USD 411 M -USD 350 M -46% 1.33% 319% 18 33.33% 0.5
JNBA Financial Advisors
2085
JNBA Financial Advisors
Minnesota
USD 411 M -USD 273 M -40% 1.75% 61.8% 1,732 78.12% 2
Bridges Investment Counsel
2086
Bridges Investment Counsel
Nebraska
USD 411 M -USD 63.6 M -13% 4.45% 33.7% 145 5.52% 2.6
SCM
2087
Symons Capital Management
Pennsylvania
USD 411 M +USD 2.55 M +0.6% 0.76% 25.4% 74 37.84% 1.5
FBP
2088
Flippin Bruce & Porter
Virginia
USD 411 M +USD 50.4 M +14% 7.87% 44.4% 80 6.25% 2.7
De Burlo Group
2089
De Burlo Group
Massachusetts
USD 411 M +USD 50.3 M +14% 5.04% 147% 110 24.55% 1.8
TRUE Private Wealth Advisors
2090
TRUE Private Wealth Advisors
Oregon
USD 409 M +USD 97.6 M +31% 3.78% 89.2% 160 16.25% 0.7
KM
2091
Kylin Management
New York
USD 409 M -USD 105 M -20% 15.8% 126% 5 20% 1.9
Tekne Capital Management
2092
Tekne Capital Management
New York
USD 409 M -USD 228 M -36% 0.04% 516% 22 31.82% 0.9
WA
2093
WFG Advisors
Texas
USD 409 M +USD 6.67 M +2% 2.98% 21.3% 1,879 20.06% 2.3
VCU Investment Management
2094
VCU Investment Management
Virginia
USD 408 M – – 0.18% – 6 – 0
Zuckerman Investment Group
2095
Zuckerman Investment Group
Illinois
USD 408 M +USD 31.1 M +8% 10.6% 111% 60 8.33% 1.7
YECIP
2096
YT Extraction Co Investment Partners
New York
USD 408 M – – 8.28% – 1 – 0
Novare Capital Management
2097
Novare Capital Management
North Carolina
USD 407 M +USD 25.3 M +7% 3.11% 76.5% 114 11.4% 2.4
Land & Buildings Investment Management
2098
Land & Buildings Investment Management
Connecticut
USD 407 M +USD 16.3 M +4% 2.31% 53.9% 22 63.64% 0.7
Empirical Wealth Management
2099
Empirical Wealth Management
Washington
USD 407 M +USD 24.5 M +6% 1.26% 78.8% 130 21.54% 2.1
Petrus Trust Company
2100
Petrus Trust Company
Texas
USD 407 M -USD 31.1 M -7% 0.49% 36.9% 262 63.74% 0.8