¡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)
Palisade Asset Management
2151
Palisade Asset Management
Minnesota
USD 986 M -USD 35.7 M -3% 2.55% 61.8% 199 4.02% 7.4
Bath Savings Trust
2152
Bath Savings Trust
Maine
USD 984 M -USD 22.1 M -2% 0.14% 57.8% 174 9.77% 6.8
TD Capital Management
2153
TD Capital Management
Tennessee
USD 984 M -USD 14.5 M -1% 0.13% 40.5% 605 28.1% 2.1
Traphagen Investment Advisors
2154
Traphagen Investment Advisors
New Jersey
USD 983 M -USD 8.13 M -0.8% 1.38% 65.8% 190 12.63% 3.1
Jacobs & Co
2155
Jacobs & Co
California
USD 983 M -USD 17.1 M -2% 0.76% 105% 127 1.57% 7.6
Guardian Partners
2156
Guardian Partners
Canada
USD 983 M – – 1.7% – 165 – 0
Hook Mill Capital Partners
2157
Hook Mill Capital Partners
New York
USD 982 M +USD 185 M +23% 11.1% 149% 54 46.3% 0.8
Waddell & Associates
2158
Waddell & Associates
Tennessee
USD 981 M +USD 159 M +19% 64.9% 194% 165 15.76% 2.4
Willow Creek Wealth Management
2159
Willow Creek Wealth Management
California
USD 981 M +USD 29.6 M +3% 2.03% – 159 6.29% 3.9
Smartleaf Asset Management
2160
Smartleaf Asset Management
Massachusetts
USD 981 M +USD 157 M +19% 2.17% – 3,051 9.31% 0.7
Teewinot Capital Advisers
2161
Teewinot Capital Advisers
New York
USD 980 M -USD 9.2 M -0.9% 7.71% 149% 31 25.81% 4.5
Providence Equity Partners
2162
Providence Equity Partners
Rhode Island
USD 980 M -USD 14.8 M -1% 2.58% 12.4% 3 0% 3.3
JNBA Financial Advisors
2163
JNBA Financial Advisors
Minnesota
USD 979 M -USD 13.7 M -1% 1.86% 61.8% 676 7.54% 5.6
Texas Capital Bank Wealth Management Services
2164
Texas Capital Bank Wealth Management Services
Texas
USD 978 M -USD 38.8 M -4% 1.01% 81.9% 214 28.5% 2.8
Ionic Capital Management
2165
Ionic Capital Management
New York
USD 977 M +USD 400 M +69% 2.81% 163% 180 62.78% 0.9
Avenir Corporation
2166
Avenir Corporation
Virginia
USD 977 M -USD 14.9 M -2% 5.18% 34.4% 69 4.35% 6.1
Townsend & Associates
2167
Townsend & Associates
Colorado
USD 976 M +USD 2.03 M +0.2% 2.65% 58% 107 8.41% 2.4
Amica Mutual Insurance
2168
Amica Mutual Insurance
Rhode Island
USD 976 M -USD 56.5 M -5% 0.32% 80.4% 138 5.07% 4.2
Amplius Wealth Advisors
2169
Amplius Wealth Advisors
Pennsylvania
USD 975 M +USD 59.2 M +6% 0.7% 58% 187 12.3% 2.1
First Heartland Consultants
2170
First Heartland Consultants
Missouri
USD 975 M +USD 45 M +5% 0.59% 59.2% 517 25.73% 3.3
SBCM
2171
Schwerin Boyle Capital Management
Massachusetts
USD 975 M +USD 20.3 M +2% 3.36% 72.3% 53 0% 6
M
2172
MOTCO
Texas
USD 975 M -USD 25.6 M -3% 1.29% 63.5% 611 23.24% 5.9
BDF Gestion
2173
BDF Gestion
France
USD 975 M +USD 43.8 M +5% 3.65% – 156 16.67% 0.5
SNS Financial Group
2174
SNS Financial Group
Minnesota
USD 975 M -USD 21.9 M -2% 1.05% 54.2% 200 9% 5.2
HBW Advisory Services
2175
HBW Advisory Services
California
USD 975 M +USD 290 M +42% 0.01% 68.6% 417 23.02% 1.9