¡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)
Bell Bank
2276
Bell Bank
North Dakota
USD 758 M +USD 62.9 M +9% 6.61% 71% 174 9.2% 3.7
Jacobi Capital Management
2277
Jacobi Capital Management
Pennsylvania
USD 757 M +USD 79.2 M +12% 6.46% 76.6% 1,460 9.25% 2.8
Third Avenue Management
2278
Third Avenue Management
New York
USD 756 M -USD 440 k -0.1% 4.56% 113% 62 4.84% 3.8
Telos Capital Management
2279
Telos Capital Management
California
USD 756 M +USD 59.5 M +9% 7.03% 71.1% 188 7.98% 4.3
Northstar Investment Advisors
2280
Northstar Investment Advisors
Colorado
USD 755 M +USD 69.2 M +10% 8.48% 85.8% 164 7.93% 3.4
Hazelview Securities
2281
Hazelview Securities
Ontario, Canada
USD 755 M +USD 100 M +15% 9.38% – 29 24.14% 1.5
BFM
2282
Blacksheep Fund Management
Ireland
USD 754 M +USD 269 M +56% 11.5% 71.5% 7 0% 1.1
Mizuho Bank
2283
Mizuho Bank
Japan
USD 754 M +USD 133 M +21% 4.24% 99.8% 9 66.67% 3.4
Parker Investment Management
2284
Parker Investment Management
California
USD 754 M -USD 2 M -0.3% 11.8% 208% 48 25% 1.7
Graypoint LLC
2285
Graypoint LLC
New York
USD 753 M +USD 97 M +15% 7% 72.8% 259 12.36% 0.9
Red Cedar Investment Management
2286
Red Cedar Investment Management
Michigan
USD 753 M -USD 20.1 M -3% 5.99% 81.4% 86 16.28% 0.9
NJ State Employees Deferred Compensation Plan
2287
NJ State Employees Deferred Compensation Plan
New Jersey
USD 752 M +USD 49.1 M +7% 8.5% 127% 526 4.18% 4.5
Focus Financial Network
2288
Focus Financial Network
Minnesota
USD 752 M -USD 103 M -12% 7.26% 106% 424 12.26% 1.2
Stairway Partners
2289
Stairway Partners
Illinois
USD 751 M +USD 38.1 M +5% 5.47% 48.1% 10 0% 7.2
RP Investment Advisors
2290
RP Investment Advisors
Ontario, Canada
USD 751 M +USD 4.12 M +0.6% 0.55% 17.4% 139 79.86% 0.1
Lutz Financial Services
2291
Lutz Financial Services
Nebraska
USD 751 M +USD 75.2 M +11% 3.72% 35.3% 62 8.06% 2.6
PAM
2292
Private Asset Management
California
USD 751 M +USD 36.1 M +5% 6.45% 38.2% 164 10.37% 4.4
United Asset Strategies
2293
United Asset Strategies
New York
USD 750 M +USD 60.6 M +9% 7.43% 94.6% 232 20.26% 2.4
Cabot Wealth Management
2294
Cabot Wealth Management
Massachusetts
USD 749 M +USD 40 M +6% 5.76% 69.3% 167 7.19% 3.5
Teton Advisors
2295
Teton Advisors
New York
USD 748 M +USD 44 M +6% 9.09% 139% 408 5.88% 4.8
ALAM
2296
Asahi Life Asset Management
Japan
USD 748 M +USD 11.1 M +2% 6.64% 122% 278 47.12% 0.9
FourThought Financial
2297
FourThought Financial
Florida
USD 747 M +USD 56.6 M +8% 6.8% – 1,626 12.98% 0.4
Fragasso Financial Advisors
2298
Fragasso Financial Advisors
Pennsylvania
USD 747 M +USD 35.2 M +5% 6.69% 73.7% 154 11.69% 2.9
Avestar Capital
2299
Avestar Capital
New York
USD 747 M +USD 298 M +67% 8.73% 101% 484 45.25% 0.8
Triodos Investment Management
2300
Triodos Investment Management
Netherlands
USD 746 M +USD 115 M +18% 6.13% 89.9% 36 5.56% 2.4