¡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)
Cutler Capital Management
3001
Cutler Capital Management
Massachusetts
USD 225 M +USD 14 M +7% 2.26% 39.7% 95 16.84% 1.8
Court Place Advisors
3002
Court Place Advisors
Maryland
USD 225 M +USD 13.9 M +7% 5.09% 92% 169 5.92% 2.7
Strategic Wealth Partners Group
3003
Strategic Wealth Partners Group
Illinois
USD 225 M +USD 18.9 M +9% 3.97% – 27 3.7% 1.1
Moloney Securities Asset Management
3004
Moloney Securities Asset Management
Missouri
USD 225 M +USD 23.7 M +12% 3.93% 86% 290 16.55% 0.6
DLG
3005
Daniel L. Goodwin
USD 224 M +USD 2.83 M +1% 5.64% 72.6% 100 18% 2.6
Nicolet Bankshares
3006
Nicolet Bankshares
Wisconsin
USD 224 M +USD 12.1 M +6% 4.27% 75.5% 180 9.44% 1.4
CCM
3007
CrestPoint Capital Management
Missouri
USD 224 M +USD 11.2 M +5% 5.58% 42.6% 227 11.45% 1.8
Dalton Investments
3008
Dalton Investments
Nevada
USD 224 M -USD 41.7 M -16% 9.4% 95.1% 33 24.24% 2.1
Taylor Wealth Management Partners
3009
Taylor Wealth Management Partners
Massachusetts
USD 224 M +USD 3.03 M +1% 8.65% 62% 172 6.98% 1.8
Sloane Robinson
3010
Sloane Robinson
United Kingdom
USD 224 M +USD 67.6 M +43% 9.01% 175% 22 40.91% 1
Capital Impact Advisors
3011
Capital Impact Advisors
Massachusetts
USD 224 M +USD 4.24 M +2% 7.85% – 161 19.25% 1.8
Goldstein Munger & Associates
3012
Goldstein Munger & Associates
California
USD 223 M +USD 5.92 M +3% 3.75% 11.9% 35 2.86% 2.9
GPC
3013
Guardian Point Capital
Virginia
USD 223 M +USD 20.7 M +10% 10% 142% 17 23.53% 0.9
Robinson Capital Management
3014
Robinson Capital Management
Michigan
USD 223 M -USD 6.23 M -3% 0.57% 7.8% 110 24.55% 1.1
CCM
3015
Compton Capital Management
Rhode Island
USD 223 M +USD 3.39 M +2% 4.13% 75.6% 150 8.67% 3.2
Ipswich Investment Management
3016
Ipswich Investment Management
Massachusetts
USD 223 M +USD 9.35 M +4% 5.36% 104% 149 14.77% 2.9
Teewinot Capital Advisers
3017
Teewinot Capital Advisers
New York
USD 223 M +USD 18.2 M +9% 9.57% 149% 53 15.09% 2.1
Doliver Advisors
3018
Doliver Advisors
Texas
USD 223 M +USD 15.6 M +8% 0.96% 92.3% 318 38.99% 0.7
Patriot Financial Partners
3019
Patriot Financial Partners
Pennsylvania
USD 223 M +USD 2.21 M +1% 2.46% 16.6% 9 11.11% 3
WESCAP Management Group
3020
WESCAP Management Group
California
USD 222 M +USD 10.5 M +5% 3.74% 45.7% 64 3.13% 1.3
Gould Asset Management
3021
Gould Asset Management
California
USD 222 M +USD 15.1 M +7% 3.24% 42.8% 138 9.42% 2.4
Aquiline Capital Partners
3022
Aquiline Capital Partners
New York
USD 222 M +USD 13.7 M +7% 6.61% 14.7% 1 0% 0.3
Riggs Asset Management
3023
Riggs Asset Management
Pennsylvania
USD 222 M -USD 1.4 M -0.6% 6.96% 207% 309 14.89% 2
Carderock Capital Management
3024
Carderock Capital Management
Maryland
USD 222 M +USD 22 k +0% 4.42% 88.6% 76 6.58% 3.2
BFSG LLC
3025
BFSG LLC
California
USD 222 M +USD 18.2 M +9% 4.64% 81.9% 151 22.52% 0.4