¡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)
Tortoise Investment Management
2601
Tortoise Investment Management
New York
USD 217 M +USD 34.3 M +19% 2.24% 40.2% 393 19.59% 0.6
Matterhorn Capital Management
2602
Matterhorn Capital Management
Texas
USD 216 M -USD 725 k -0.3% 2.16% 38.8% 57 5.26% 0.7
IHM
2603
Iguana Healthcare Management
New York
USD 216 M +USD 40.9 M +23% 13.2% 141% 110 69.09% 0.1
LSC
2604
Lyon Street Capital
California
USD 216 M -USD 6.29 M -3% 3.2% – 45 24.44% 0.6
Eidelman Virant Capital
2605
Eidelman Virant Capital
Missouri
USD 216 M -USD 19.5 M -8% 1.3% 46.2% 220 24.55% 0.5
Buckingham Strategic Wealth
2606
Buckingham Strategic Wealth
Missouri
USD 216 M +USD 3.78 M +2% 4.33% 16.3% 170 15.88% 0.6
Savant Capital
2607
Savant Capital
Illinois
USD 216 M +USD 11.9 M +6% 0.11% 61.2% 185 14.05% 0.6
MU Investments Company
2608
MU Investments Company
Japan
USD 216 M -USD 16.3 M -7% 2.09% 40.4% 359 12.53% 0.7
Heronetta Management
2609
Heronetta Management
New York
USD 216 M +USD 15.2 M +8% 4.95% 59.7% 38 2.63% 0.7
Element Capital Management
2610
Element Capital Management
New York
USD 216 M +USD 112 M +108% 0.85% 49.4% 3 66.67% 0.1
Weatherly Asset Management
2611
Weatherly Asset Management
California
USD 215 M +USD 5.83 M +3% 1.81% 116% 146 8.22% 0.7
Firsthand Capital Management
2612
Firsthand Capital Management
California
USD 215 M +USD 13.5 M +7% 3.54% 265% 55 7.27% 0.6
MM
2613
Midas Management
New York
USD 215 M +USD 2.95 M +1% 1.84% 43.3% 168 17.86% 0.6
Segment Wealth Management
2614
Segment Wealth Management
Texas
USD 215 M +USD 12.3 M +6% 1.09% 102% 163 9.82% 0.7
Monetary Management Group
2615
Monetary Management Group
Missouri
USD 215 M -USD 764 k -0.4% 2.22% 138% 284 13.38% 0.6
TFP
2616
Triple Frond Partners
California
USD 215 M -USD 85.3 M -28% 0.57% 92.9% 10 30% 0.7
Filament
2617
Filament
Washington
USD 215 M +USD 7.28 M +4% 1.44% 46.9% 41 9.76% 0.6
First Bankers Trust
2618
First Bankers Trust
Kentucky
USD 215 M +USD 4.15 M +2% 1.67% 78.9% 143 5.59% 0.7
CANC
2619
Culbertson A N & Co
Virginia
USD 215 M +USD 9.21 M +4% 1.93% 87.5% 78 1.28% 0.7
G
2620
GlobalBridge
Minnesota
USD 215 M +USD 13.1 M +6% 1.91% – 363 17.36% 0.6
RIT Capital Partners
2621
RIT Capital Partners
United Kingdom
USD 214 M -USD 73.6 M -26% 1.6% 71.4% 11 54.55% 0.5
SignalPoint Asset Management
2622
SignalPoint Asset Management
Missouri
USD 214 M -USD 6.67 M -3% 2.28% 36% 169 8.28% 0.5
Boyd Watterson Asset Management
2623
Boyd Watterson Asset Management
Ohio
USD 214 M -USD 313 k -0.1% 1.36% 101% 181 13.26% 0.7
IMA Advisory Services
2624
IMA Advisory Services
Colorado
USD 214 M +USD 3.7 M +2% 2.04% 74.5% 165 8.48% 0.7
IIA
2625
IPG Investment Advisors
California
USD 213 M +USD 25.9 M +14% 5% 106% 84 47.62% 0.2