¡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)
MA
2876
Marshwinds Advisory
Georgia
USD 195 M +USD 3.26 M +2% 3.22% 32.9% 139 5.04% 2.4
Carderock Capital Management
2877
Carderock Capital Management
Maryland
USD 195 M +USD 2.7 M +1% 3.6% 88.6% 79 13.92% 2.2
Financial Planning & Information Services
2878
Financial Planning & Information Services
Wisconsin
USD 195 M +USD 19.6 M +11% 2.11% 13% 34 8.82% 1.9
ACM
2879
ADI Capital Management
New York
USD 195 M +USD 22.6 M +13% 0.81% 113% 16 31.25% 0.7
FAS Wealth Partners
2880
FAS Wealth Partners
Kansas
USD 195 M -USD 5.39 M -3% 2.5% 72.3% 136 10.29% 1.4
Ramsay Stattman Vela & Price
2881
Ramsay Stattman Vela & Price
Colorado
USD 195 M -USD 5.01 M -3% 3.79% 81.8% 62 6.45% 2.3
LP
2882
LGL Partners
Pennsylvania
USD 195 M +USD 10.6 M +6% 1.98% 68.9% 111 24.32% 0.2
HF
2883
Hoxton Financial
West Virginia
USD 194 M -USD 11.3 M -6% 0.94% 15.3% 392 19.9% 1.5
Kemper Corp Master Retirement Trust
2884
Kemper Corp Master Retirement Trust
Illinois
USD 194 M +USD 4.25 M +2% 2.95% 21.9% 105 11.43% 2.1
Doheny Asset Management
2885
Doheny Asset Management
California
USD 194 M -USD 10.7 M -5% 0.58% 135% 112 8.93% 2.1
Cadence Bank NA
2886
Cadence Bank NA
Texas
USD 194 M +USD 6.72 M +4% 3.84% 33.3% 146 14.38% 1.9
Pivot Point Capital Partners
2887
Pivot Point Capital Partners
California
USD 194 M -USD 40.8 M -17% 0.43% 30.3% 8 25% 2.3
Bedell Frazier Investment Counselling
2888
Bedell Frazier Investment Counselling
California
USD 194 M -USD 7.99 M -4% 0.51% 72.5% 57 35.09% 1.4
BP Capital Fund Advisors
2889
BP Capital Fund Advisors
Texas
USD 194 M +USD 10.9 M +6% 4.56% 17.9% 67 32.84% 0.2
Dumont & Blake Investment Advisors
2890
Dumont & Blake Investment Advisors
New Jersey
USD 193 M -USD 2.75 M -1% 2.02% 78.3% 193 12.95% 2
Permanens Capital
2891
Permanens Capital
New York
USD 193 M -USD 44.3 M -19% 1.41% 76.9% 15 46.67% 0.9
RMR Advisors
2892
RMR Advisors
Massachusetts
USD 193 M +USD 8.25 M +4% 4.69% 2.17% 113 2.65% 2.3
Cetera Investment Management
2893
Cetera Investment Management
California
USD 193 M -USD 54.5 M -22% 2.09% – 167 32.93% 0.2
Thomas J. Herzfeld Advisors
2894
Thomas J. Herzfeld Advisors
Florida
USD 193 M -USD 55.8 M -22% 0.34% 17.7% 371 23.18% 1.5
Marathon Capital Management
2895
Marathon Capital Management
Maryland
USD 193 M +USD 4.36 M +2% 2.68% 70.9% 98 18.37% 1.7
Nitorum Capital
2896
Nitorum Capital
New York
USD 193 M +USD 17 M +10% 4.39% 87.1% 27 22.22% 0.2
Turtle Creek Asset Management
2897
Turtle Creek Asset Management
Ontario, Canada
USD 193 M +USD 44.8 M +30% 5.85% 2.37% 9 11.11% 1.3
Financial Management Professionals
2898
Financial Management Professionals
Texas
USD 193 M -USD 1.83 M -0.9% 1.34% 62.1% 326 16.87% 2
Chicago Partners Investment Group
2899
Chicago Partners Investment Group
Illinois
USD 193 M -USD 16.6 M -8% 0.42% 75.8% 516 18.8% 1
MM
2900
Midas Management
New York
USD 193 M +USD 24.6 M +15% 6.9% 43.3% 182 28.02% 1.2