¡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)
JNBA Financial Advisors
2701
JNBA Financial Advisors
Minnesota
USD 160 M +USD 14.8 M +10% 6.66% 61.8% 452 18.58% 0.2
TC
2702
Teilinger Capital
Texas
USD 160 M +USD 60.1 M +60% 6.44% 30.2% 22 68.18% 0.1
BC
2703
BMI Capital
New York
USD 160 M +USD 4.74 M +3% 4.18% – 87 3.45% 0.2
Barings Real Estate Advisers
2704
Barings Real Estate Advisers
Connecticut
USD 160 M -USD 6.31 M -4% 0.67% 44.2% 56 25% 0.2
Richmond Hill Investments
2705
Richmond Hill Investments
New York
USD 160 M -USD 11.5 M -7% 8.23% 55.2% 14 21.43% 0.2
FAG
2706
Financial Advisory Group
Texas
USD 160 M +USD 3.02 M +2% 3.15% 20.6% 47 12.77% 0.2
Research Affiliates
2707
Research Affiliates
California
USD 160 M +USD 995 k +0.6% 1.04% – 16 0% 0.3
American Investment Services
2708
American Investment Services
Massachusetts
USD 160 M +USD 358 k +0.2% 0.46% 63.1% 75 14.67% 0.2
Buffington Mohr McNeal
2709
Buffington Mohr McNeal
Idaho
USD 159 M +USD 9.14 M +6% 1.1% 29.3% 82 30.49% 0.2
Moller Wealth Partners
2710
Moller Wealth Partners
USD 159 M +USD 22.2 M +16% 6.78% 44.1% 43 6.98% 0.2
Gould Asset Management
2711
Gould Asset Management
California
USD 159 M -USD 961 k -0.6% 4.95% 42.8% 80 8.75% 0.2
Emory University
2712
Emory University
Georgia
USD 159 M -USD 51 M -24% 0.41% – 182 8.79% 0.2
Cook & Bynum Capital Management
2713
Cook & Bynum Capital Management
Alabama
USD 159 M +USD 7.39 M +5% 2.44% 46.8% 5 0% 0.3
Enterprise Financial Services Corp (EFSC)
2714
Enterprise Financial Services Corp (EFSC)
Missouri
USD 158 M +USD 12.5 M +9% 5.09% 100% 1,316 18.84% 0.2
AlphaMark Advisors
2715
AlphaMark Advisors
Kentucky
USD 158 M -USD 5.94 M -4% 9.27% 26.4% 436 30.5% 0.2
USA Mutuals Advisors
2716
USA Mutuals Advisors
Texas
USD 158 M +USD 34.2 M +28% 11.4% 14.1% 63 44.44% 0.2
Sterneck Capital Management
2717
Sterneck Capital Management
Missouri
USD 158 M -USD 555 k -0.4% 6.63% 61.5% 170 23.53% 0.2
United Asset Strategies
2718
United Asset Strategies
New York
USD 158 M +USD 6.22 M +4% 4.4% 94.6% 101 24.75% 0.2
SNS Financial Group
2719
SNS Financial Group
Minnesota
USD 158 M -USD 108 M -41% 5.27% 54.2% 132 49.24% 0.1
Tieton Capital Management
2720
Tieton Capital Management
Washington
USD 157 M +USD 8.74 M +6% 5.67% 172% 28 10.71% 0.2
SignalPoint Asset Management
2721
SignalPoint Asset Management
Missouri
USD 157 M +USD 33.7 M +27% 4.76% 36% 106 47.17% 0.1
DA
2722
DSC Advisors
Illinois
USD 157 M +USD 5.94 M +4% 11.1% 3.18% 74 55.41% 0.2
AmeriServ Wealth Advisors
2723
AmeriServ Wealth Advisors
Pennsylvania
USD 157 M +USD 1.67 M +1% 4.94% – 183 8.2% 0.2
Water Asset Management
2724
Water Asset Management
New York
USD 157 M +USD 10.6 M +7% 8.23% 48.9% 22 40.91% 0.2
MM
2725
Midas Management
New York
USD 156 M +USD 6.29 M +4% 5.12% 43.3% 143 4.2% 0.2