¡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)
Hudson Valley Investment Advisors
2351
Hudson Valley Investment Advisors
New York
USD 837 M -USD 45.8 M -5% 3.36% 102% 181 8.84% 6.4
LVW Advisors
2352
LVW Advisors
New York
USD 836 M +USD 5.8 M +0.7% 0.4% 79.1% 330 15.15% 3.3
Private Capital Advisors
2353
Private Capital Advisors
Connecticut
USD 836 M -USD 3.77 M -0.4% 1.13% 132% 85 22.35% 5.7
Discovery Capital Management
2354
Discovery Capital Management
Connecticut
USD 836 M -USD 638 M -43% 0.64% 871% 95 58.95% 0.6
Rakuten Group
2355
Rakuten Group
Japan
USD 836 M – – 5.31% – 2 – 0
Longbow Finance
2356
Longbow Finance
Switzerland
USD 835 M -USD 80.3 M -9% 1.88% 162% 97 43.3% 0.7
Spectrum Wealth Counsel
2357
Spectrum Wealth Counsel
Indiana
USD 833 M -USD 17.8 M -2% 2.1% – 403 19.11% 0.9
Cortland Associates
2358
Cortland Associates
Missouri
USD 833 M -USD 46.6 M -5% 0.97% 58.4% 60 8.33% 6.2
Stansberry Asset Management
2359
Stansberry Asset Management
Texas
USD 833 M +USD 62.3 M +8% 2.96% 79.6% 133 12.03% 2.3
Cutler Investment Counsel
2360
Cutler Investment Counsel
Oregon
USD 832 M +USD 28.6 M +4% 1.55% 61.8% 137 8.76% 5
MHR Fund Management
2361
MHR Fund Management
New York
USD 832 M -USD 72.3 M -8% 0.63% 332% 10 20% 4.6
Baldwin Investment Management
2362
Baldwin Investment Management
Pennsylvania
USD 832 M +USD 64.1 M +8% 8.53% 74.8% 213 12.68% 5.5
Winthrop Advisory Group
2363
Winthrop Advisory Group
Massachusetts
USD 832 M -USD 1.48 M -0.2% 3.86% 78.3% 168 14.29% 3.7
Toth Financial Advisory
2364
Toth Financial Advisory
Virginia
USD 831 M -USD 19.5 M -2% 0.34% 90.4% 774 16.67% 4.1
Sierra Capital
2365
Sierra Capital
Florida
USD 830 M -USD 13.3 M -2% 0.9% 32.4% 203 9.85% 2.7
49 Wealth Management
2366
49 Wealth Management
Texas
USD 830 M +USD 128 M +18% 1.83% – 209 26.79% 0.7
Sagefield Capital
2367
Sagefield Capital
Texas
USD 830 M -USD 92.1 M -10% 3.14% 115% 137 54.74% 0.8
Running Oak Capital
2368
Running Oak Capital
Minnesota
USD 829 M +USD 63.1 M +8% 0.29% 40.8% 59 8.47% 2.8
KWB Wealth
2369
KWB Wealth
California
USD 829 M +USD 22 M +3% 1.92% 54.8% 154 11.69% 2.1
Pekin Hardy Strauss
2370
Pekin Hardy Strauss
Illinois
USD 827 M +USD 38.2 M +5% 7.4% 105% 393 17.05% 4
Wealth Alliance
2371
Wealth Alliance
New York
USD 826 M -USD 9.9 M -1% 1.25% 75.7% 552 17.57% 3
Harbour Trust & Investment Management
2372
Harbour Trust & Investment Management
Indiana
USD 826 M -USD 52.6 M -6% 3.21% 116% 160 7.5% 1.2
AP
2373
Archon Partners
New Jersey
USD 826 M -USD 33.8 M -4% 0.7% 99.5% 43 20.93% 6
Sora Investors
2374
Sora Investors
Pennsylvania
USD 825 M -USD 75.3 M -8% 9.49% 179% 89 51.69% 0.4
Naviter Wealth
2375
Naviter Wealth
Arkansas
USD 825 M -USD 4.11 M -0.5% 0.18% 87.1% 295 12.88% 1.8