¡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)
Cascade Financial Partners
2526
Cascade Financial Partners
California
USD 872 M +USD 40.4 M +5% 5.78% – 271 8.12% 1.3
EAM Investors
2527
EAM Investors
California
USD 872 M +USD 212 M +32% 53.1% 6,012% 346 63.01% 0.2
Minneapolis Portfolio Management Group
2528
Minneapolis Portfolio Management Group
Minnesota
USD 871 M +USD 61.6 M +8% 16.9% 140% 30 6.67% 5.1
Eubel Brady & Suttman Asset Management
2529
Eubel Brady & Suttman Asset Management
Ohio
USD 870 M +USD 78.9 M +10% 10.1% 40.2% 114 18.42% 3.8
PCR
2530
Potrero Capital Research
California
USD 869 M +USD 456 M +110% 28.8% 226% 49 59.18% 0.5
Greenwood Capital Associates
2531
Greenwood Capital Associates
South Carolina
USD 867 M +USD 62.6 M +8% 7.85% 87.7% 276 17.75% 2.5
Kryger Capital
2532
Kryger Capital
United Kingdom
USD 866 M +USD 325 M +60% 27.2% 421% 42 85.71% 0.1
Baxter Bros Inc
2533
Baxter Bros Inc
Connecticut
USD 865 M +USD 47.6 M +6% 5.34% 73.8% 171 16.37% 6
Keystone Investors
2534
Keystone Investors
Singapore
USD 865 M +USD 381 M +79% 33.7% – 88 68.18% 0.3
HHM Wealth Advisors
2535
HHM Wealth Advisors
Tennessee
USD 864 M +USD 23.1 M +3% 6.75% 62.3% 949 19.28% 3
Total Wealth Planning
2536
Total Wealth Planning
Ohio
USD 864 M +USD 72.9 M +9% 5.41% 37.2% 110 5.45% 3.3
Oak Root LLC
2537
Oak Root LLC
California
USD 864 M +USD 56.1 M +7% 7.74% 75.4% 11 0% 1.8
Blue Grotto Capital
2538
Blue Grotto Capital
Georgia
USD 862 M +USD 33.8 M +4% 12.8% 300% 33 42.42% 0.8
Pertento Partners
2539
Pertento Partners
United Kingdom
USD 862 M -USD 255 M -23% 10.5% 196% 23 47.83% 0.9
Ascent Wealth Partners
2540
Ascent Wealth Partners
New York
USD 862 M +USD 51.7 M +6% 7.89% 105% 183 6.01% 4
Genus Capital Management
2541
Genus Capital Management
British Columbia, Canada
USD 862 M +USD 76.5 M +10% 17.1% – 230 33.48% 0.4
Redhawk Wealth Advisors
2542
Redhawk Wealth Advisors
Minnesota
USD 861 M +USD 63.9 M +8% 8.98% 116% 377 24.4% 1.7
Signet Financial Management
2543
Signet Financial Management
New Jersey
USD 861 M +USD 65.1 M +8% 8.02% 65.2% 300 8.33% 3.2
Alley Investment Management Company
2544
Alley Investment Management Company
Illinois
USD 861 M +USD 35 M +4% 4.86% 54.6% 90 7.78% 2.8
Clark Asset Management
2545
Clark Asset Management
New Hampshire
USD 860 M +USD 127 M +17% 5.65% 51.8% 219 15.07% 1.2
PS
2546
Portfolio Strategies
New York
USD 860 M +USD 92.8 M +12% 11.5% 120% 70 35.71% 2.8
MI
2547
MMCAP International
Cayman Islands
USD 860 M +USD 28.4 M +3% 22.6% 184% 208 48.08% 1
Naviter Wealth
2548
Naviter Wealth
Arkansas
USD 859 M +USD 47.1 M +6% 6.84% 87.1% 286 13.64% 2.1
Atlas FRM
2549
Atlas FRM
Connecticut
USD 859 M +USD 70 k +0% 1.78% 38.9% 9 0% 2.1
Covalis Capital
2550
Covalis Capital
United Kingdom
USD 858 M +USD 35.5 M +4% 12.1% 37.9% 86 70.93% 0.3