¡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)
Hartford Financial Management
2876
Hartford Financial Management
Connecticut
USD 313 M +USD 63 M +25% 17.6% 87.9% 358 8.66% 3.7
PWW
2877
Pettyjohn Wood & White
Virginia
USD 313 M +USD 44.8 M +17% 16.4% 70.9% 145 13.1% 4.6
First Command Bank
2878
First Command Bank
Texas
USD 313 M +USD 128 M +70% 15.7% 34.1% 367 17.98% 2.7
First Command Financial Services
2879
First Command Financial Services
Texas
USD 313 M +USD 128 M +70% 15.7% 34.4% 367 17.98% 2.7
Sicart Associates
2880
Sicart Associates
New York
USD 313 M +USD 50 M +19% 28.9% 113% 118 21.19% 1.6
Galibier Capital Management
2881
Galibier Capital Management
Ontario, Canada
USD 312 M +USD 82.8 M +36% 14.3% 66.8% 44 29.55% 1
ArchPoint Investors
2882
ArchPoint Investors
Florida
USD 312 M +USD 58.5 M +23% 25.6% 111% 138 21.01% 2.7
Edenbrook Capital
2883
Edenbrook Capital
New York
USD 312 M +USD 180 M +136% 18.1% 267% 19 26.32% 0.4
Marotta Asset Management
2884
Marotta Asset Management
Virginia
USD 312 M +USD 52.1 M +20% 15.3% 51% 84 10.71% 0.5
Rosenblum Silverman Sutton
2885
Rosenblum Silverman Sutton
California
USD 312 M +USD 61.2 M +24% 33.9% 90.1% 71 19.72% 3.3
IBEX Wealth Advisors
2886
IBEX Wealth Advisors
New Jersey
USD 311 M +USD 54.3 M +21% 19.2% 221% 113 32.74% 1.3
Samsara BioCapital
2887
Samsara BioCapital
California
USD 311 M +USD 137 M +79% 36.9% 1,580% 36 33.33% 0.7
American National Bank & Trust
2888
American National Bank & Trust
Texas
USD 311 M +USD 56.5 M +22% 20% 102% 223 17.49% 2.8
Mitchell Capital Management
2889
Mitchell Capital Management
Kansas
USD 311 M +USD 54.2 M +21% 25.4% 234% 144 14.58% 2
DC
2890
Derby & Company
Massachusetts
USD 310 M +USD 60.7 M +24% 14.4% 33.7% 62 35.48% 0.9
Hudson Edge Investment Partners
2891
Hudson Edge Investment Partners
New Jersey
USD 310 M +USD 46.9 M +18% 17.4% 67.9% 140 20% 3.4
Intersect Capital
2892
Intersect Capital
California
USD 310 M +USD 58.7 M +23% 23.1% 57.2% 201 23.38% 2.5
Summit Wealth Partners
2893
Summit Wealth Partners
Florida
USD 310 M +USD 63.9 M +26% 13.4% 44.9% 147 29.25% 0.3
Portland Global Advisors
2894
Portland Global Advisors
Maine
USD 310 M +USD 51.2 M +20% 17.7% 43.4% 109 11.01% 4.8
Symphony Asset Management
2895
Symphony Asset Management
California
USD 309 M -USD 8.92 M -3% 15.8% 21.6% 52 44.23% 0.7
LA
2896
Lynch & Associates
Indiana
USD 309 M +USD 37 M +14% 15.3% 73.5% 101 2.97% 5.4
Cooper Financial Group
2897
Cooper Financial Group
California
USD 309 M +USD 69 M +29% 18.4% 87.2% 200 29% 0.8
Founders Financial Securities
2898
Founders Financial Securities
Maryland
USD 309 M +USD 40 M +15% 17.3% 71% 193 45.6% 1
Systelligence LLC
2899
Systelligence LLC
Minnesota
USD 309 M +USD 94.5 M +44% 18.2% 57.3% 62 35.48% 0.3
TCIM
2900
TOMS Capital Investment Management
New York
USD 308 M -USD 272 M -47% 25.9% 203% 19 89.47% 0.2