¡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)
TAA
2226
TB Alternative Assets
Cayman Islands
USD 528 M +USD 72.1 M +16% 27.8% 312% 36 52.78% 0.6
Fairholme Capital Management
2227
Fairholme Capital Management
Florida
USD 528 M +USD 52.5 M +11% 15.7% 36.2% 4 25% 3
Alpine Woods Capital Investors
2228
Alpine Woods Capital Investors
New York
USD 527 M -USD 14.9 M -3% 11.8% 105% 293 22.87% 3.1
Kore Private Wealth
2229
Kore Private Wealth
New York
USD 527 M +USD 82.2 M +19% 6.42% 35.9% 1,105 79.37% 0.2
Roundview Capital
2230
Roundview Capital
New Jersey
USD 526 M +USD 62.8 M +14% 7.21% 77.7% 230 6.09% 3.6
Blue Chip Partners
2231
Blue Chip Partners
Michigan
USD 526 M +USD 53 M +11% 5.54% 81.2% 157 13.38% 3.3
JCI
2232
Jet Capital Investors
New York
USD 525 M +USD 52.2 M +11% 12.2% 147% 45 68.89% 0.7
GTC
2233
Ghost Tree Capital
New York
USD 525 M +USD 133 M +34% 140% 265% 68 58.82% 0.6
JNBA Financial Advisors
2234
JNBA Financial Advisors
Minnesota
USD 524 M +USD 32.8 M +7% 6.8% 61.8% 648 14.66% 2.3
Almanack Investment Partners
2235
Almanack Investment Partners
Pennsylvania
USD 524 M +USD 8.52 M +2% 3.82% 77.8% 258 31.78% 1.1
Adelphi Capital
2236
Adelphi Capital
United Kingdom
USD 524 M +USD 61.1 M +13% 12.9% – 3 0% 2
Weatherly Asset Management
2237
Weatherly Asset Management
California
USD 523 M +USD 54.1 M +12% 11.2% 116% 184 7.07% 4.5
Golden State Wealth Management
2238
Golden State Wealth Management
California
USD 523 M +USD 220 M +73% 7.1% – 1,126 96.45% 0.5
TIM
2239
Total Investment Management
Arizona
USD 523 M +USD 30.1 M +6% 7.1% 44.4% 62 29.03% 1.8
Sheets Smith Wealth Management
2240
Sheets Smith Wealth Management
North Carolina
USD 523 M +USD 36.9 M +8% 6.68% 83.4% 333 18.62% 3.1
Heartwood Wealth Advisors
2241
Heartwood Wealth Advisors
Virginia
USD 523 M – – 6.23% 59.4% 85 – 0
First American Trust
2242
First American Trust
California
USD 522 M +USD 24 M +5% 7.18% 84.6% 151 26.49% 2.8
Nan Fung Trinity
2243
Nan Fung Trinity
Hong Kong
USD 522 M – – 19.1% 82.3% 28 – 0
White Mountains Advisors
2244
White Mountains Advisors
Connecticut
USD 522 M +USD 15.5 M +3% 8.45% 33.4% 3 0% 4.8
Apriem Advisors
2245
Apriem Advisors
California
USD 522 M +USD 70.5 M +16% 8.29% 74.3% 145 17.93% 3.6
Claret Asset Management
2246
Claret Asset Management
Quebec, Canada
USD 521 M +USD 34.4 M +7% 9.28% 73.3% 212 10.85% 1.5
Tanglewood Wealth Management
2247
Tanglewood Wealth Management
Texas
USD 520 M +USD 61.2 M +13% 5.54% 64.6% 19 5.26% 2.3
SC
2248
Serenity Capital
California
USD 519 M +USD 85.9 M +20% 29.8% – 8 12.5% 1.5
Weld Capital Management
2249
Weld Capital Management
New York
USD 519 M -USD 26.6 M -5% 8.44% – 1,086 79.74% 0.2
Soltis Investment Advisors
2250
Soltis Investment Advisors
Utah
USD 519 M – – 5.47% 95.1% 153 – 0