¡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)
HCP
2576
Holt Capital Partners
Texas
USD 306 M +USD 15.4 M +5% 3.25% 69.5% 142 4.23% 2.8
SRFM
2577
Shannon River Fund Management
New York
USD 306 M -USD 34.6 M -10% 8.2% 554% 37 35.14% 1.1
BHZ Capital Management
2578
BHZ Capital Management
California
USD 305 M +USD 5.35 M +2% 6.21% 3.24% 123 9.76% 1.1
Coastal Bridge Advisors
2579
Coastal Bridge Advisors
Connecticut
USD 305 M +USD 7.98 M +3% 9.13% 88.1% 127 16.54% 0.9
Koshinski Asset Management
2580
Koshinski Asset Management
Illinois
USD 305 M +USD 30.6 M +11% 4.38% 76.5% 376 13.3% 1.4
Analyst IMS Investment Management Services
2581
Analyst IMS Investment Management Services
Israel
USD 304 M +USD 23.6 M +8% 7.67% 99.4% 107 2.8% 2.1
Avior Wealth Management
2582
Avior Wealth Management
Nebraska
USD 304 M +USD 59.1 M +24% 3.69% 71.4% 536 21.64% 2
Monroe Bank & Trust
2583
Monroe Bank & Trust
Michigan
USD 304 M +USD 1.74 M +0.6% 2.21% 24.7% 272 59.93% 3.7
LHC
2584
Levy Harkins & Co
New York
USD 304 M +USD 17.1 M +6% 7.69% 62.9% 20 0% 3.4
Oak Management Corp
2585
Oak Management Corp
Connecticut
USD 304 M -USD 14.8 M -5% 1.74% 96.4% 7 28.57% 1.8
Exencial Wealth Advisors
2586
Exencial Wealth Advisors
Oklahoma
USD 304 M +USD 59.3 M +24% 4.09% 58% 179 16.2% 1.9
Nadler Financial Group
2587
Nadler Financial Group
Illinois
USD 304 M +USD 9.7 M +3% 3.9% 72.4% 82 12.2% 3.3
KWMG LLC
2588
KWMG LLC
Kansas
USD 303 M +USD 20.6 M +7% 2.42% 76.2% 109 10.09% 2
Nelson Capital Management
2589
Nelson Capital Management
California
USD 303 M +USD 8.23 M +3% 4.26% 121% 333 34.53% 2.5
Security National Trust
2590
Security National Trust
West Virginia
USD 303 M +USD 4.8 M +2% 3.73% 58.3% 428 9.58% 3.5
Exchange Capital Management
2591
Exchange Capital Management
Michigan
USD 303 M +USD 6.13 M +2% 2.78% 57.8% 268 17.16% 1.6
Wellington Shields & Co
2592
Wellington Shields & Co
New York
USD 303 M +USD 13 M +5% 6.31% 109% 155 15.48% 2.5
FIMG
2593
Financial & Investment Management Group
Michigan
USD 303 M +USD 29 M +11% 1.34% 18.9% 91 15.38% 1.8
WealthSource Partners
2594
WealthSource Partners
California
USD 302 M +USD 8.98 M +3% 3.66% 16.8% 314 15.92% 0.9
PCM
2595
Piermont Capital Management
Missouri
USD 302 M -USD 47.7 M -14% 6.94% 33.2% 289 31.49% 0.9
Winslow Evans & Crocker
2596
Winslow Evans & Crocker
Massachusetts
USD 302 M -USD 62.9 M -17% 5.68% 76.2% 1,314 18.34% 2.8
Kovack Advisors
2597
Kovack Advisors
Florida
USD 301 M -USD 15.4 M -5% 3.73% 118% 437 27.23% 1.3
Bowie Capital Management
2598
Bowie Capital Management
Texas
USD 301 M -USD 72.5 M -19% 3.08% 31.6% 32 21.88% 0.6
Truvvo Partners
2599
Truvvo Partners
New York
USD 301 M +USD 24.6 M +9% 6.17% 21.1% 133 11.28% 1.2
Yakira Capital Management
2600
Yakira Capital Management
Connecticut
USD 301 M -USD 34.4 M -10% 3.43% 74.1% 147 51.02% 0.8