¡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)
Prosperity Capital Advisors
2301
Prosperity Capital Advisors
Ohio
USD 715 M +USD 67.9 M +11% 5.68% 72.2% 235 17.87% 0.4
Ally Financial
2302
Ally Financial
Michigan
USD 715 M +USD 39.1 M +6% 4.17% 9.35% 104 20.19% 2.3
KC
2303
KCL Capital
New York
USD 714 M -USD 33.9 M -5% 21.8% 106% 39 66.67% 0.3
Bank Hapoalim BM
2304
Bank Hapoalim BM
Israel
USD 714 M -USD 10.1 M -1% 6.36% 76.6% 164 12.2% 3.6
Coastline Trust
2305
Coastline Trust
Rhode Island
USD 714 M +USD 38.9 M +6% 8.16% 106% 304 16.12% 6.5
Fosun International
2306
Fosun International
China
USD 713 M -USD 349 M -33% 8.87% 41.3% 64 7.81% 2.4
Greenwood Capital Associates
2307
Greenwood Capital Associates
South Carolina
USD 713 M +USD 16.5 M +2% 5.48% 81.3% 256 17.97% 2.4
Financial Synergies Wealth Advisors
2308
Financial Synergies Wealth Advisors
Texas
USD 713 M +USD 31.3 M +5% 4.99% 79% 545 17.8% 1.1
Crewe Advisors
2309
Crewe Advisors
Utah
USD 712 M +USD 26.8 M +4% 5.37% 96.1% 1,032 37.31% 1.7
Lannebo Fonder
2310
Lannebo Fonder
Sweden
USD 712 M +USD 88.7 M +14% 13.2% 49.8% 33 3.03% 4.6
Absolute Investment Advisers
2311
Absolute Investment Advisers
Florida
USD 712 M +USD 34.3 M +5% 0% 0.5% 109 17.43% 1.1
Column Capital Advisors
2312
Column Capital Advisors
Indiana
USD 711 M +USD 41.1 M +6% 4.61% 20.4% 852 6.1% 2.5
MHR Fund Management
2313
MHR Fund Management
New York
USD 711 M -USD 32 M -4% 1.52% 332% 10 0% 4.1
German American Bancorp
2314
German American Bancorp
Indiana
USD 711 M +USD 43.1 M +6% 6.27% 92.3% 123 10.57% 3
Fairmount Funds Management
2315
Fairmount Funds Management
Pennsylvania
USD 709 M +USD 128 M +22% 80.2% 2,136% 20 35% 1.4
MBL Wealth
2316
MBL Wealth
North Carolina
USD 709 M +USD 69.2 M +11% 3.58% 52.7% 187 18.18% 1.2
Fort Point Capital Partners
2317
Fort Point Capital Partners
California
USD 708 M +USD 49.5 M +8% 5.96% 62.2% 304 15.46% 2.7
West Coast Financial
2318
West Coast Financial
California
USD 707 M +USD 53.5 M +8% 6.7% 22.2% 154 14.94% 4.3
WealthPLAN Partners
2319
WealthPLAN Partners
Nebraska
USD 707 M -USD 172 M -20% 5.76% 71.6% 1,431 19.78% 1.3
Capricorn Investment Group
2320
Capricorn Investment Group
California
USD 707 M +USD 242 M +52% 76.2% 95.9% 9 0% 1.4
Willow Creek Wealth Management
2321
Willow Creek Wealth Management
California
USD 706 M +USD 57.6 M +9% 1.84% 36.5% 146 10.27% 2.9
Verus Capital Partners
2322
Verus Capital Partners
Arizona
USD 706 M +USD 66.6 M +10% 9.93% 139% 315 11.11% 2.3
Heartwood Wealth Advisors
2323
Heartwood Wealth Advisors
Virginia
USD 705 M +USD 34 M +5% 2.52% 59.4% 149 16.78% 1.9
FORA Capital
2324
FORA Capital
Florida
USD 704 M -USD 294 M -29% 8.4% 162% 678 79.5% 0.2
Lombard Odier Asset Management (Switzerland)
2325
Lombard Odier Asset Management (Switzerland)
Switzerland
USD 704 M -USD 442 M -39% 9.4% 135% 402 66.42% 2.2