¡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)
StepStone Group
2526
StepStone Group
California
USD 223 M +USD 33 M +17% 11.2% 107% 17 35.29% 0.4
United Fire Group
2527
United Fire Group
Iowa
USD 223 M +USD 22.4 M +11% 10.5% 27.4% 109 0.92% 0.5
ACM
2528
Alistair Capital Management
Texas
USD 223 M – – 11.2% – 23 – 0
FIC Capital
2529
FIC Capital
New York
USD 223 M +USD 26.1 M +13% 9.43% 49.7% 152 9.87% 0.4
LSC
2530
Lyon Street Capital
California
USD 222 M +USD 19.6 M +10% 13.7% – 46 23.91% 0.4
Huntington Steele
2531
Huntington Steele
Pennsylvania
USD 222 M +USD 26 M +13% 12.7% 69.8% 65 6.15% 0.5
Hanlon Investment Management
2532
Hanlon Investment Management
New Jersey
USD 222 M +USD 23.8 M +12% 2.04% 80.6% 35 45.71% 0.4
Baldwin Investment Management
2533
Baldwin Investment Management
Pennsylvania
USD 222 M +USD 14.4 M +7% 6.49% 74.8% 135 5.19% 0.5
Corrado Advisors
2534
Corrado Advisors
New Jersey
USD 221 M +USD 31.1 M +16% 9.56% 64% 75 13.33% 0.4
KF
2535
Kopp Funds
Wisconsin
USD 221 M – – 13% – 64 – 0
Kopp Investment Advisors
2536
Kopp Investment Advisors
Minnesota
USD 221 M -USD 51 M -19% 13% 109% 90 32.22% 0.5
SignalPoint Asset Management
2537
SignalPoint Asset Management
Missouri
USD 221 M +USD 63.8 M +41% 6.21% 36% 165 36.36% 0.2
New England Private Wealth Advisors
2538
New England Private Wealth Advisors
Massachusetts
USD 221 M +USD 30.1 M +16% 6.23% 55.8% 95 23.16% 0.4
Exencial Wealth Advisors
2539
Exencial Wealth Advisors
Oklahoma
USD 221 M +USD 7.12 M +3% 8.87% 58% 139 5.04% 0.5
Capital Investment Counsel Inc
2540
Capital Investment Counsel Inc
North Carolina
USD 220 M +USD 18.9 M +9% 10.4% 174% 159 5.66% 0.5
Waldron Private Wealth
2541
Waldron Private Wealth
Pennsylvania
USD 219 M – – 8.67% 68.7% 109 – 0
IMIM
2542
Irving Magee Investment Management
Pennsylvania
USD 219 M +USD 21.9 M +11% 10.8% 39.9% 51 1.96% 0.5
KIA
2543
King Investment Advisors
Texas
USD 219 M -USD 13.1 M -6% 11.3% – 135 16.3% 0.4
Pinnacle Financial Partners (Tennessee)
2544
Pinnacle Financial Partners (Tennessee)
Tennessee
USD 219 M +USD 17.8 M +9% 9.95% 86% 245 42.86% 0.4
TL
2545
TowerView LLC
New York
USD 219 M +USD 12.4 M +6% 15.9% 17.9% 24 33.33% 0.4
TSBJ
2546
Trevor, Stewart, Burton & Jacobsen
New York
USD 219 M +USD 25.1 M +13% 10.3% – 61 14.75% 0.4
SIA
2547
Spruce Investment Advisors
Connecticut
USD 219 M +USD 79.5 M +57% 7.84% 23.5% 23 39.13% 0.4
CAM
2548
CG Asset Management
New York
USD 218 M – – 14.8% 62.7% 126 – 0
Merion Investment Management
2549
Merion Investment Management
Florida
USD 218 M – – 12.4% 27.6% 15 – 0
Roundview Capital
2550
Roundview Capital
New Jersey
USD 218 M +USD 25.6 M +13% 8.73% 77.7% 136 16.18% 0.4