¡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)
OneDigital Investment Advisors
2176
OneDigital Investment Advisors
Kansas
USD 477 M +USD 21.5 M +5% 2.21% 57.3% 1,422 10.13% 0.8
Asia Research & Capital Management
2177
Asia Research & Capital Management
Hong Kong
USD 475 M -USD 79.3 M -14% 18.1% – 6 66.67% 0.2
VCM
2178
V3 Capital Management
Texas
USD 475 M -USD 93.1 M -16% 10.5% 20.5% 22 63.64% 0.8
Speece Thorson Capital Group
2179
Speece Thorson Capital Group
Minnesota
USD 475 M +USD 3.5 M +0.7% 6.6% 34.2% 41 2.44% 3.8
Modera Wealth Management
2180
Modera Wealth Management
New Jersey
USD 474 M -USD 7.64 M -2% 0.51% 68.2% 138 7.25% 2.8
Phillips Financial Management
2181
Phillips Financial Management
Indiana
USD 474 M +USD 12 M +3% 1.09% 45.6% 70 1.43% 3.9
Otter Creek Advisors
2182
Otter Creek Advisors
Florida
USD 473 M -USD 273 k -0.1% 3.72% 173% 94 60.64% 0.7
Strategy Asset Managers
2183
Strategy Asset Managers
California
USD 473 M +USD 11.7 M +3% 0.23% 115% 122 22.13% 2.1
Fiduciary Group
2184
Fiduciary Group
Georgia
USD 473 M +USD 11.7 M +3% 3.22% 67.1% 174 2.3% 2.6
JNBA Financial Advisors
2185
JNBA Financial Advisors
Minnesota
USD 473 M +USD 5.95 M +1% 1.46% 61.8% 559 14.31% 2.8
Everence Capital Management
2186
Everence Capital Management
Indiana
USD 473 M +USD 21 M +5% 5.16% 108% 451 10.86% 2.7
SFM
2187
Signature Financial Management
Virginia
USD 473 M -USD 7.73 M -2% 0.52% 20.8% 180 18.89% 2.2
Heathbridge Capital Management
2188
Heathbridge Capital Management
Ontario, Canada
USD 473 M -USD 17 M -3% 1.14% 58.7% 31 9.68% 3.2
Caprock Group
2189
Caprock Group
Idaho
USD 473 M +USD 4.35 M +0.9% 3.36% – 496 20.97% 1.4
De Burlo Group
2190
De Burlo Group
Massachusetts
USD 472 M +USD 13.1 M +3% 14.1% 147% 121 27.27% 2.2
YCG LLC
2191
YCG LLC
Texas
USD 472 M +USD 15.2 M +3% 3.16% 27% 36 5.56% 3.6
Hilltop Holdings
2192
Hilltop Holdings
Texas
USD 472 M -USD 100 M -17% 3.34% 96.7% 489 33.54% 1.8
Centiva Capital
2193
Centiva Capital
New York
USD 472 M +USD 52.8 M +13% 4.09% 65.1% 131 83.97% 0.1
Tikehau Investment Management
2194
Tikehau Investment Management
France
USD 471 M +USD 107 M +29% 4.69% 102% 30 26.67% 0.2
Sowell Financial Services
2195
Sowell Financial Services
Arkansas
USD 471 M +USD 71 M +18% 2.64% 94.8% 316 19.94% 1
Periscope Capital
2196
Periscope Capital
Ontario, Canada
USD 471 M +USD 43.1 M +10% 0.95% 28.8% 188 32.98% 0.5
Petrus Trust Company
2197
Petrus Trust Company
Texas
USD 471 M +USD 41.2 M +10% 5.94% 36.9% 320 62.81% 0.7
Lapides Asset Management
2198
Lapides Asset Management
Connecticut
USD 470 M +USD 14.6 M +3% 4.85% 63% 91 16.48% 2.6
Atalan Capital Partners
2199
Atalan Capital Partners
New York
USD 470 M +USD 48.5 M +11% 7.07% 319% 14 28.57% 0.9
JLB & Associates
2200
JLB & Associates
Michigan
USD 470 M +USD 5.16 M +1% 2.93% 69.5% 71 5.63% 3.8