¡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)
Crewe Advisors
2251
Crewe Advisors
Utah
USD 858 M +USD 226 M +36% 9.1% 96.1% 1,035 70.43% 0.7
Azzad Asset Management
2252
Azzad Asset Management
Virginia
USD 858 M +USD 68 M +9% 10.8% 118% 318 9.75% 4.4
Townsend & Associates
2253
Townsend & Associates
Colorado
USD 858 M +USD 58.9 M +7% 9.64% 58% 109 8.26% 1.8
Sax Wealth Advisors
2254
Sax Wealth Advisors
New Jersey
USD 856 M +USD 243 M +40% 7.81% 64.3% 215 23.72% 2
Quent Capital
2255
Quent Capital
New York
USD 856 M +USD 111 M +15% 8.89% 78.1% 1,384 5.49% 1.9
Pine Ridge Advisers
2256
Pine Ridge Advisers
New York
USD 855 M +USD 288 M +51% 19.5% 90.1% 31 12.9% 2.2
Willow Creek Wealth Management
2257
Willow Creek Wealth Management
California
USD 855 M +USD 57.5 M +7% 2.82% – 155 7.74% 3.3
GDS Wealth Management
2258
GDS Wealth Management
Texas
USD 854 M +USD 112 M +15% 8.23% 95.1% 139 7.91% 1.6
Verus Financial Partners
2259
Verus Financial Partners
Virginia
USD 854 M +USD 45.3 M +6% 5.09% 45.7% 99 2.02% 3.7
Suncoast Equity Management
2260
Suncoast Equity Management
Florida
USD 852 M +USD 94.8 M +13% 12.9% 96.1% 77 12.99% 3.1
Towle & Co
2261
Towle & Co
Colorado
USD 852 M -USD 12.1 M -1% 5.36% 172% 65 15.38% 1.5
Pembroke Management
2262
Pembroke Management
Quebec, Canada
USD 850 M +USD 44.4 M +6% 11.3% 105% 64 7.81% 3.5
Bramshill Investments
2263
Bramshill Investments
Florida
USD 849 M -USD 166 M -16% 0.99% 3.6% 223 63.68% 1.3
Carret Asset Management
2264
Carret Asset Management
New York
USD 849 M +USD 64 M +8% 9.95% 106% 289 7.27% 7.1
Technology Crossover Management IX
2265
Technology Crossover Management IX
California
USD 848 M -USD 316 M -27% 5.94% 13% 7 14.29% 4.4
LVM Capital Management
2266
LVM Capital Management
Michigan
USD 847 M +USD 65.5 M +8% 9.76% 121% 155 14.19% 6.1
P2 Capital Partners
2267
P2 Capital Partners
New York
USD 846 M -USD 62.7 M -7% 5.68% 7.96% 16 12.5% 2.7
Monashee Investment Management
2268
Monashee Investment Management
Massachusetts
USD 845 M +USD 279 M +49% 18.4% 520% 124 76.61% 0.1
Prosperity Capital Advisors
2269
Prosperity Capital Advisors
Ohio
USD 845 M -USD 76.7 M -8% 7.53% 72.2% 337 27.3% 0.7
INVST
2270
INVST
Indiana
USD 844 M +USD 61.1 M +8% 8.11% 78.5% 287 40.07% 1.7
Magnus Financial Group
2271
Magnus Financial Group
New York
USD 843 M +USD 79.5 M +10% 8.77% 78.2% 319 10.97% 2.7
Lincluden Management
2272
Lincluden Management
Ontario, Canada
USD 843 M +USD 18.9 M +2% 1.99% 67.7% 75 2.67% 6
J.V. Bruni & Co
2273
J.V. Bruni & Co
Colorado
USD 843 M +USD 36.9 M +5% 9.08% 113% 29 3.45% 5.7
Insigneo Advisory Services
2274
Insigneo Advisory Services
Florida
USD 842 M +USD 132 M +19% 10.9% 119% 514 20.82% 0.8
James Investment Research
2275
James Investment Research
Ohio
USD 841 M +USD 45.3 M +6% 10.9% 110% 335 11.94% 4.4