¡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)
Brian C. Broderick
2676
Brian C. Broderick
USD 236 M +USD 11.3 M +5% 5.05% 98.6% 119 17.65% 1.2
Pacific Ridge Capital Partners
2677
Pacific Ridge Capital Partners
Oregon
USD 236 M +USD 41.9 M +22% 11.8% 149% 153 6.54% 0.9
Aston Asset Management
2678
Aston Asset Management
Illinois
USD 235 M -USD 189 M -45% 5.43% 26.1% 148 15.54% 1.1
HCP
2679
Holt Capital Partners
Texas
USD 235 M +USD 14.7 M +7% 2.91% 69.5% 246 57.72% 0.4
Ipswich Investment Management
2680
Ipswich Investment Management
Massachusetts
USD 235 M -USD 267 k -0.1% 2.46% 104% 144 15.28% 1.2
Permian Investment Partners
2681
Permian Investment Partners
Texas
USD 234 M +USD 71.6 M +44% 1.17% 78.6% 15 33.33% 0.4
Boyd Watterson Asset Management
2682
Boyd Watterson Asset Management
Ohio
USD 234 M +USD 5.86 M +3% 2.77% 101% 182 8.79% 1.3
Ridgemont Partners Management
2683
Ridgemont Partners Management
North Carolina
USD 234 M +USD 9.8 M +4% 5.25% 45.6% 6 0% 1.1
Baker Street Capital Management
2684
Baker Street Capital Management
California
USD 234 M -USD 16.5 M -7% 0.26% 78.6% 10 40% 0.4
United Asset Strategies
2685
United Asset Strategies
New York
USD 234 M +USD 10.9 M +5% 3.97% 94.6% 150 28% 0.7
Strategic Point Investment Advisors
2686
Strategic Point Investment Advisors
Rhode Island
USD 234 M +USD 8.57 M +4% 5.79% 51.9% 12 16.67% 1.2
Greatmark Investment Partners
2687
Greatmark Investment Partners
Georgia
USD 234 M +USD 18.2 M +8% 5.61% 62% 94 10.64% 1.3
Cutler Capital Management
2688
Cutler Capital Management
Massachusetts
USD 234 M -USD 4.59 M -2% 1.69% 39.7% 88 12.5% 1
Hanson & Doremus Investment Management
2689
Hanson & Doremus Investment Management
Vermont
USD 233 M +USD 12.1 M +5% 3.02% 86.3% 462 9.09% 1.3
Battery Partners IX
2690
Battery Partners IX
Massachusetts
USD 233 M – – 1.67% 322% 3 – 0.5
Bar Harbor Trust Services
2691
Bar Harbor Trust Services
Maine
USD 233 M +USD 9.9 M +4% 5.65% 86.4% 101 26.73% 1.1
Rosenblum Silverman Sutton
2692
Rosenblum Silverman Sutton
California
USD 232 M +USD 10 M +5% 7.33% 90.1% 82 18.29% 0.9
Brouwer & Janachowski
2693
Brouwer & Janachowski
California
USD 232 M +USD 22.7 M +11% 0.34% 41.8% 53 11.32% 0.9
12th Street Asset Management Company
2694
12th Street Asset Management Company
Tennessee
USD 231 M – – 12.9% 106% 16 – 0
ARS Wealth Advisors
2695
ARS Wealth Advisors
Florida
USD 231 M +USD 15.6 M +7% 3.12% 62.5% 81 20.99% 0.8
Spectrum Management Group
2696
Spectrum Management Group
Indiana
USD 231 M +USD 68.7 M +42% 4.94% 44% 153 25.49% 0.8
SWK
2697
Stephen W. Kidder
USD 231 M +USD 10.6 M +5% 5.27% 94.7% 99 5.05% 1
NFC Investments
2698
NFC Investments
Tennessee
USD 231 M +USD 4.65 M +2% 1.51% – 43 16.28% 1.3
MU Investments Company
2699
MU Investments Company
Japan
USD 230 M +USD 27.2 M +13% 6.16% 40.4% 333 10.51% 1.3
NAMP
2700
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 230 M +USD 258 k +0.1% 4.81% 90.2% 113 9.73% 1.2