¡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)
Meristem Family Wealth
2651
Meristem Family Wealth
Minnesota
USD 240 M -USD 34.5 M -13% 1.19% 67.7% 121 7.44% 1.5
Integrated Wealth Management (Palm Desert)
2652
Integrated Wealth Management (Palm Desert)
California
USD 240 M – – 0.61% – 1,443 – 0
Philadelphia International Advisors
2653
Philadelphia International Advisors
Pennsylvania
USD 239 M -USD 96.8 M -29% 1.16% – 82 23.17% 1.2
KM
2654
KS Management
New York
USD 239 M +USD 28.6 M +14% 13.5% – 46 71.74% 0.1
Spitfire Capital
2655
Spitfire Capital
California
USD 239 M +USD 23.4 M +11% 13.1% 25.9% 24 12.5% 1.1
MV Capital Management
2656
MV Capital Management
Maryland
USD 239 M +USD 18.8 M +9% 1.99% 67.6% 583 34.31% 0.2
Financial Sense Advisors
2657
Financial Sense Advisors
California
USD 239 M -USD 8.68 M -4% 2.61% 152% 144 35.42% 0.8
Exencial Wealth Advisors
2658
Exencial Wealth Advisors
Oklahoma
USD 238 M +USD 12.6 M +6% 1.41% 58% 151 7.28% 1.5
United Fire Group
2659
United Fire Group
Iowa
USD 238 M -USD 2.79 M -1% 0.58% 27.4% 114 2.63% 1.6
Chicago Capital Management
2660
Chicago Capital Management
Illinois
USD 238 M – – 26.9% 270% 37 – 0
IHM
2661
Iguana Healthcare Management
New York
USD 238 M +USD 30.8 M +15% 23.9% 141% 90 65.56% 0.4
CNO Financial Group
2662
CNO Financial Group
Indiana
USD 237 M +USD 8.3 M +4% 0.8% – 19 10.53% 0.2
Baker Street Capital Management
2663
Baker Street Capital Management
California
USD 237 M +USD 3.03 M +1% 8.41% 78.6% 8 62.5% 0.7
Hanson & Doremus Investment Management
2664
Hanson & Doremus Investment Management
Vermont
USD 237 M +USD 3.94 M +2% 0.47% 86.3% 472 7.2% 1.5
Cardinal Capital Management Inc (North Carolina)
2665
Cardinal Capital Management Inc (North Carolina)
North Carolina
USD 237 M +USD 18.2 M +8% 4.19% 86.4% 121 9.92% 1.3
United Bank (West Virginia)
2666
United Bank (West Virginia)
West Virginia
USD 236 M -USD 33.4 M -12% 1.22% 22.5% 124 18.55% 1.5
Avidian Wealth Enterprises
2667
Avidian Wealth Enterprises
Texas
USD 236 M -USD 6.63 M -3% 0.18% 71.7% 49 44.9% 0.6
Lafayette Investments
2668
Lafayette Investments
Maryland
USD 236 M -USD 2.54 M -1% 0.51% 77.9% 71 9.86% 1.5
Mendon Capital Advisors
2669
Mendon Capital Advisors
Florida
USD 236 M -USD 3.38 M -1% 1.51% – 118 50.85% 0.9
HF
2670
Hoxton Financial
West Virginia
USD 236 M -USD 3.88 M -2% 4.6% 15.3% 372 9.41% 1.2
Marlowe Partners
2671
Marlowe Partners
New York
USD 236 M +USD 77.5 M +49% 0.88% 16.3% 19 42.11% 0.2
Advisor Partners
2672
Advisor Partners
California
USD 236 M +USD 8.89 M +4% 2.07% 63.8% 342 18.42% 1.1
Cabot-Wellington
2673
Cabot-Wellington
Massachusetts
USD 235 M -USD 33.8 M -13% 1.76% 65% 43 11.63% 1.6
Abingworth
2674
Abingworth
United Kingdom
USD 235 M -USD 117 M -33% 27.7% 187% 18 11.11% 1
Brouwer & Janachowski
2675
Brouwer & Janachowski
California
USD 235 M +USD 2.39 M +1% 0.08% 41.8% 50 12% 1.1