¡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)
BerganKDV Wealth Management
2151
BerganKDV Wealth Management
Minnesota
USD 506 M +USD 431 k +0.1% 0.84% 27.9% 765 15.42% 1.5
White Mountains Advisors
2152
White Mountains Advisors
Connecticut
USD 506 M +USD 6.42 M +1% 1.29% 33.4% 3 0% 4.6
Silvant Capital Management
2153
Silvant Capital Management
Georgia
USD 506 M -USD 52.3 M -9% 1.55% 168% 350 8.86% 1.3
KFS
2154
Kurt F. Somerville
USD 506 M +USD 1.72 M +0.3% 1.22% 92.9% 105 6.67% 4.3
DA
2155
DSC Advisors
Illinois
USD 506 M -USD 63.3 M -11% 0.21% 3.18% 106 34.91% 1.4
Jacobi Capital Management
2156
Jacobi Capital Management
Pennsylvania
USD 505 M +USD 13.2 M +3% 1.42% 76.6% 1,113 4.4% 2.2
JLB & Associates
2157
JLB & Associates
Michigan
USD 505 M +USD 10.3 M +2% 2.85% 69.5% 74 4.05% 4.3
Vista Capital Partners
2158
Vista Capital Partners
Oregon
USD 504 M +USD 1.35 M +0.3% 1.42% 61.2% 64 14.06% 3.7
PagnatoKarp Partners
2159
PagnatoKarp Partners
Virginia
USD 504 M +USD 34.9 M +7% 0.72% 2.06% 206 16.5% 1.6
Caxton Associates (New York)
2160
Caxton Associates (New York)
New York
USD 503 M -USD 328 M -39% 1.8% 73.9% 592 71.45% 0.2
Foyston, Gordon, & Payne
2161
Foyston, Gordon, & Payne
Ontario, Canada
USD 503 M -USD 33.4 M -6% 1.35% 57.2% 61 4.92% 4
RFG Advisory
2162
RFG Advisory
Alabama
USD 503 M +USD 64.4 M +15% 1.22% 52.3% 362 18.23% 1.3
Penobscot Investment Management
2163
Penobscot Investment Management
Massachusetts
USD 503 M +USD 13.5 M +3% 3.25% 114% 197 6.09% 4.4
Kintegral Advisory
2164
Kintegral Advisory
New York
USD 502 M +USD 8.88 M +2% 2.55% 143% 269 0.37% 0.7
Charles-Lim Capital
2165
Charles-Lim Capital
Hong Kong
USD 501 M -USD 70 M -12% 8.63% 4.44% 3 0% 2.4
Adams Street Partners
2166
Adams Street Partners
Illinois
USD 500 M -USD 39 M -7% 2.57% 399% 19 52.63% 1.3
Wesleyan Assurance Society
2167
Wesleyan Assurance Society
United Kingdom
USD 500 M -USD 7.06 M -1% 0.13% 102% 87 0% 0.5
Metropolis Capital
2168
Metropolis Capital
United Kingdom
USD 500 M +USD 63.4 M +15% 1.26% 61.7% 11 0% 0.7
James Hambro & Partners
2169
James Hambro & Partners
United Kingdom
USD 500 M – – 2.99% 97% 50 – 0.9
Aequim Alternative Investments
2170
Aequim Alternative Investments
California
USD 499 M +USD 145 M +41% 1.11% 32.3% 57 17.54% 0.4
Mandatum Life Insurance Company
2171
Mandatum Life Insurance Company
Finland
USD 499 M +USD 23.1 M +5% 0.74% 95.9% 145 12.41% 3.1
Hawk Ridge Capital Management
2172
Hawk Ridge Capital Management
California
USD 499 M -USD 40.6 M -8% 1.91% 84.9% 48 37.5% 1
Ameritas Investment Company
2173
Ameritas Investment Company
Nebraska
USD 499 M +USD 288 M +136% 1.86% 55.2% 1,687 86.72% 0.1
First American Trust
2174
First American Trust
California
USD 498 M +USD 17.6 M +4% 2.87% 84.6% 134 16.42% 3.1
Mechanics Bank - Trust Department
2175
Mechanics Bank - Trust Department
California
USD 498 M +USD 55.4 M +13% 1.83% 76.8% 229 34.93% 2.9