¡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)
HMI Capital Management
2651
HMI Capital Management
California
USD 214 M +USD 20.8 M +11% 2.58% 5.95% 10 20% 1
Castle Creek Capital Partners IV
2652
Castle Creek Capital Partners IV
California
USD 214 M -USD 6.28 M -3% 2.95% 47.7% 11 0% 1.1
Bedell Frazier Investment Counselling
2653
Bedell Frazier Investment Counselling
California
USD 214 M +USD 16.5 M +8% 1.07% 72.5% 58 27.59% 0.7
Bard Associates
2654
Bard Associates
Illinois
USD 214 M -USD 39.1 M -15% 3.8% 241% 206 33.01% 1
LSC
2655
Lyon Street Capital
California
USD 213 M -USD 13.5 M -6% 6.34% – 57 19.3% 0.8
Atlantic Union Bankshares
2656
Atlantic Union Bankshares
Virginia
USD 213 M -USD 1.1 M -0.5% 0.4% 78.9% 133 8.27% 0.4
Univest Financial
2657
Univest Financial
Pennsylvania
USD 213 M +USD 810 k +0.4% 0.41% 82.6% 83 6.02% 1.1
TFF
2658
Timothy F. Fidgeon
USD 213 M -USD 5.36 M -2% 0.13% – 130 8.46% 1.1
FAM
2659
Fortaleza Asset Management
Illinois
USD 213 M -USD 3.88 M -2% 1.77% 121% 259 27.8% 0.7
AV Partners VIII
2660
AV Partners VIII
Texas
USD 212 M +USD 135 k +0.1% 2.93% – 3 0% 0.8
Moller Wealth Partners
2661
Moller Wealth Partners
USD 212 M -USD 7.9 M -4% 3.37% 44.1% 49 4.08% 1.1
Alpha Cubed Investments
2662
Alpha Cubed Investments
California
USD 212 M -USD 12.4 M -6% 1.39% 126% 194 39.18% 0.5
IMA Advisory Services
2663
IMA Advisory Services
Colorado
USD 212 M -USD 6.7 M -3% 0.38% 74.5% 175 14.86% 1
American Asset Management
2664
American Asset Management
Florida
USD 212 M -USD 2.22 M -1% 1.24% 42.5% 125 92% 0.1
AIM
2665
Act II Management
New York
USD 212 M -USD 14.5 M -6% 0.76% 43.6% 29 34.48% 0.7
Beech Hill Advisors
2666
Beech Hill Advisors
New York
USD 211 M -USD 15.6 M -7% 0.35% 105% 155 30.97% 0.8
WCMN
2667
Westchester Capital Management (Nebraska)
Nebraska
USD 211 M -USD 1.1 M -0.5% 0.61% 107% 58 36.21% 1
Water Asset Management
2668
Water Asset Management
New York
USD 211 M -USD 6.25 M -3% 2.24% 48.9% 25 24% 0.8
Waldron Private Wealth
2669
Waldron Private Wealth
Pennsylvania
USD 210 M -USD 6.01 M -3% 0.93% 68.7% 133 18.8% 0.6
Algebris Investments (UK)
2670
Algebris Investments (UK)
United Kingdom
USD 210 M +USD 23 M +12% 2.69% 15.3% 83 36.14% 0.5
RCP
2671
RPM Capital Partners
New York
USD 210 M -USD 132 M -39% 0.09% – 1 0% 1.3
Cardinal Capital Management Inc (North Carolina)
2672
Cardinal Capital Management Inc (North Carolina)
North Carolina
USD 210 M +USD 8.58 M +4% 0.34% 86.4% 106 6.6% 1.1
Groesbeck Investment Management
2673
Groesbeck Investment Management
New Jersey
USD 210 M -USD 19.6 M -9% 0.43% 147% 91 8.79% 0.9
Haberer Registered Investment Advisor
2674
Haberer Registered Investment Advisor
Ohio
USD 210 M -USD 15.2 M -7% 0.63% – 457 7.88% 1.1
Brouwer & Janachowski
2675
Brouwer & Janachowski
California
USD 210 M +USD 633 k +0.3% 1.06% 41.8% 54 20.37% 0.6