¡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)
Certified Advisory Corp
2276
Certified Advisory Corp
Florida
USD 962 M +USD 78.8 M +9% 7.18% 58.2% 311 7.72% 3.8
Beacon Financial Group
2277
Beacon Financial Group
Texas
USD 960 M +USD 44.6 M +5% 7.05% 66.6% 353 9.63% 4.3
Denali Advisors
2278
Denali Advisors
California
USD 960 M +USD 81.5 M +9% 13.3% 106% 314 21.02% 1.4
Silicon Valley Capital Partners
2279
Silicon Valley Capital Partners
California
USD 958 M +USD 193 M +25% 16.5% 103% 332 34.04% 1.9
Heartwood Wealth Advisors
2280
Heartwood Wealth Advisors
Virginia
USD 958 M +USD 81.5 M +9% 8.65% 59.4% 188 10.64% 2.7
Bramshill Investments
2281
Bramshill Investments
Florida
USD 956 M -USD 23.4 M -2% 0.32% 3.6% 161 22.36% 1.5
CC
2282
Cornerstone Capital
California
USD 956 M +USD 26.9 M +3% 10.5% 91.2% 103 8.74% 6.2
Sovran Advisors
2283
Sovran Advisors
California
USD 954 M +USD 184 M +24% 9.79% – 529 22.12% 0.4
Stokes Family Office
2284
Stokes Family Office
Louisiana
USD 953 M +USD 63.6 M +7% 7.49% 68.1% 248 11.69% 3.3
BPIM
2285
Brant Point Investment Management
New York
USD 953 M +USD 115 M +14% 14.2% 169% 148 37.16% 3.1
Miller Investment Management
2286
Miller Investment Management
Pennsylvania
USD 952 M +USD 48.5 M +5% 7.47% 60.2% 99 5.05% 6.6
MASTERINVEST Kapitalanlage
2287
MASTERINVEST Kapitalanlage
USD 951 M – – 15.4% – 265 – 0
North of South Capital
2288
North of South Capital
United Kingdom
USD 951 M +USD 55.9 M +6% 2.53% – 22 13.64% 0.7
AWM Capital
2289
AWM Capital
Arizona
USD 951 M +USD 93.7 M +11% 7.56% 51.1% 109 11.01% 2.3
Berkshire Money Management
2290
Berkshire Money Management
Massachusetts
USD 950 M +USD 59.1 M +7% 7.83% 61.8% 158 37.34% 1.3
J.V. Bruni & Co
2291
J.V. Bruni & Co
Colorado
USD 950 M +USD 89.5 M +10% 9.71% 97.9% 33 9.09% 5.6
Arrow Financial
2292
Arrow Financial
New York
USD 950 M +USD 55.2 M +6% 8.01% 66.5% 163 6.75% 8.4
TC
2293
Torno Capital
Massachusetts
USD 950 M +USD 563 M +145% 2.84% – 111 75.68% 0.3
One Madison Group
2294
One Madison Group
New York
USD 948 M +USD 183 M +24% 25.4% – 31 25.81% 0.5
Steigerwald Gordon & Koch
2295
Steigerwald Gordon & Koch
Virginia
USD 948 M +USD 52 M +6% 6.6% 59.5% 124 4.84% 6.1
Shepherd Financial Partners
2296
Shepherd Financial Partners
Massachusetts
USD 946 M +USD 93.4 M +11% 10.6% 78% 248 10.48% 3.7
Wealthcare Capital Management
2297
Wealthcare Capital Management
Virginia
USD 946 M -USD 40.1 M -4% 5.75% 46.2% 93 20.43% 5.2
1WCM
2298
12 West Capital Management
New York
USD 946 M +USD 268 M +40% 40.9% 169% 19 21.05% 2.7
Redwood Investment Management
2299
Redwood Investment Management
Arizona
USD 943 M +USD 20.9 M +2% 7.96% 62.5% 348 35.63% 1.4
Park Presidio Capital
2300
Park Presidio Capital
California
USD 943 M +USD 544 M +136% 11.9% 94.1% 12 0% 5