¡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)
3AM
2176
3D Asset Management
Connecticut
USD 329 M -USD 16.1 M -5% 2.77% 0.82% 47 23.4% 1
Spirit of America Management Corp
2177
Spirit of America Management Corp
New York
USD 329 M +USD 77.9 M +31% 0.61% 113% 352 21.88% 0.5
USCA RIA
2178
USCA RIA
Texas
USD 328 M +USD 29.9 M +10% 0.36% 60.6% 352 25.57% 0.8
Strategic Investment Management
2179
Strategic Investment Management
Virginia
USD 328 M -USD 87.2 M -21% 3.72% 53.4% 146 55.48% 0.3
LIC
2180
Lodestar Investment Counsel
Illinois
USD 327 M -USD 5.48 M -2% 0.01% 45.1% 115 0.87% 1.1
Joel Isaacson & Co
2181
Joel Isaacson & Co
New York
USD 327 M +USD 7.64 M +2% 0.32% 72.5% 676 16.86% 0.9
Altai Capital Management
2182
Altai Capital Management
California
USD 326 M -USD 189 M -37% 21.7% 24.9% 6 16.67% 0.6
Greenwood Capital Associates
2183
Greenwood Capital Associates
South Carolina
USD 326 M +USD 3.44 M +1% 0.39% 81.3% 164 31.1% 0.7
Lucas Capital Management
2184
Lucas Capital Management
New Jersey
USD 326 M +USD 10.4 M +3% 7.34% 44.5% 155 8.39% 1
Biondo Investment Advisors
2185
Biondo Investment Advisors
Pennsylvania
USD 325 M +USD 8.35 M +3% 2.78% 83.4% 94 15.96% 1.1
Mather Group
2186
Mather Group
Illinois
USD 325 M +USD 16.9 M +5% 0.56% 54.1% 26 19.23% 0.8
Carroll Financial Associates
2187
Carroll Financial Associates
North Carolina
USD 324 M -USD 33.2 M -9% 0.1% 79.9% 1,053 19.56% 0.9
Stelac Advisory Services
2188
Stelac Advisory Services
New York
USD 323 M +USD 56.5 M +21% 2.62% 84.9% 35 8.57% 1.1
Colonial Trust Advisors
2189
Colonial Trust Advisors
South Carolina
USD 323 M -USD 6.16 M -2% 0.62% 80% 140 3.57% 1
Callahan Advisors
2190
Callahan Advisors
Texas
USD 323 M +USD 8.06 M +3% 2.03% 87.7% 124 5.65% 1.1
LG Capital Management
2191
LG Capital Management
Maryland
USD 323 M +USD 39.1 M +14% 1.51% – 56 60.71% 0.3
Chatham Capital Group
2192
Chatham Capital Group
Georgia
USD 322 M +USD 66.6 M +26% 1.2% 97% 153 33.33% 0.8
Buckingham Capital Management (Ohio)
2193
Buckingham Capital Management (Ohio)
Ohio
USD 321 M +USD 4.1 M +1% 0.57% 26.3% 180 7.78% 1.1
13D Management
2194
13D Management
New York
USD 321 M +USD 46.6 M +17% 3.68% 157% 42 33.33% 0.6
RPGK
2195
Retirement Planning Group (Kansas)
Kansas
USD 321 M -USD 9.6 M -3% 3.41% 54.7% 70 11.43% 1.1
ARGA Investment Management
2196
ARGA Investment Management
Connecticut
USD 321 M +USD 60 M +23% 4.95% 78.1% 42 26.19% 0.7
Hemenway Trust Hemenway Trust
2197
Hemenway Trust Hemenway Trust
New Hampshire
USD 320 M -USD 9.9 M -3% 0.16% 87.2% 199 9.05% 1
CCMD
2198
Cypress Capital Management (Delaware)
Delaware
USD 319 M -USD 13.3 M -4% 2.23% 25.6% 60 25% 0.9
SFMG Wealth Advisors
2199
SFMG Wealth Advisors
Texas
USD 319 M +USD 28.8 M +10% 0.23% 76.1% 100 24% 0.9
Washington Trust Bank
2200
Washington Trust Bank
Washington
USD 319 M -USD 173 M -35% 1.64% 80.5% 913 15.55% 0.5