¡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)
Alpha Wave Global
2326
Alpha Wave Global
New York
USD 987 M +USD 59.2 M +6% 20.8% 226% 37 35.14% 1.7
Jackson Thornton Wealth Management
2327
Jackson Thornton Wealth Management
Alabama
USD 986 M +USD 113 M +13% 7.31% 64.4% 293 53.24% 0.6
Navellier & Associates
2328
Navellier & Associates
Nevada
USD 986 M +USD 179 M +22% 17.8% 361% 384 27.86% 1.8
Wealthcare Capital Management
2329
Wealthcare Capital Management
Virginia
USD 985 M +USD 39 M +4% 5.81% 46.2% 86 12.79% 5.1
Norden Group
2330
Norden Group
Utah
USD 984 M +USD 63 M +7% 8.65% 104% 628 20.38% 1.2
Van Cleef Asset Management
2331
Van Cleef Asset Management
Ohio
USD 984 M +USD 55.7 M +6% 8.37% 104% 119 3.36% 7.5
Vista Capital Partners
2332
Vista Capital Partners
Oregon
USD 983 M +USD 69.6 M +8% 6.99% 61.2% 153 22.22% 4
Nuance Investments
2333
Nuance Investments
Missouri
USD 982 M -USD 302 M -23% 0.64% 3.13% 53 26.42% 2.4
Barton Investment Management
2334
Barton Investment Management
Pennsylvania
USD 982 M +USD 16.8 M +2% 4.69% 124% 51 5.88% 7.3
Sentinel Trust
2335
Sentinel Trust
Texas
USD 981 M +USD 60.5 M +7% 9.12% 79.2% 136 10.29% 3.7
TRUE Private Wealth Advisors
2336
TRUE Private Wealth Advisors
Oregon
USD 980 M +USD 90.1 M +10% 5.63% 89.2% 270 11.48% 4
Trivium Point Advisory
2337
Trivium Point Advisory
Connecticut
USD 979 M +USD 58.1 M +6% 9.71% 106% 372 14.78% 2.6
LVW Advisors
2338
LVW Advisors
New York
USD 979 M +USD 62.6 M +7% 6.9% 79.1% 367 15.26% 3.2
Iron Gate Global Advisors
2339
Iron Gate Global Advisors
Utah
USD 979 M +USD 81.8 M +9% 9.78% 106% 117 29.91% 2.9
Arrow Financial
2340
Arrow Financial
New York
USD 978 M +USD 28.3 M +3% 6.65% 71.1% 166 7.23% 8.5
Trust Company
2341
Trust Company
Kansas
USD 978 M +USD 91.6 M +10% 4.26% 40.6% 428 10.28% 4.7
Technology Crossover Management XI
2342
Technology Crossover Management XI
California
USD 977 M -USD 75.9 M -7% 6.51% 112% 3 0% 1.9
Kohmann Bosshard Financial Services
2343
Kohmann Bosshard Financial Services
Ohio
USD 976 M +USD 79.4 M +9% 5.39% 42.8% 329 41.03% 2.6
SL
2344
SWF LLC
Nebraska
USD 976 M +USD 115 M +13% 6.16% 87.4% 10 40% 1.1
Pacific Life Fund Advisors
2345
Pacific Life Fund Advisors
California
USD 975 M +USD 41.8 M +4% 6.1% 47.6% 20 0% 1.4
Aquamarine Financial
2346
Aquamarine Financial
USD 975 M – – 5.03% – 11 – 0
Hackensack Meridian Health
2347
Hackensack Meridian Health
New Jersey
USD 973 M +USD 70.6 M +8% 6.19% 53.4% 6 0% 2.2
Wealth Alliance
2348
Wealth Alliance
New York
USD 972 M +USD 76.8 M +9% 8.68% 75.7% 603 18.24% 3
Berkshire Money Management
2349
Berkshire Money Management
Massachusetts
USD 972 M +USD 21.3 M +2% 6.27% 61.8% 157 70.7% 3.6
Kadensa Capital
2350
Kadensa Capital
Hong Kong
USD 971 M +USD 343 M +55% 23.6% 191% 68 60.29% 0.3