¡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)
Peachtree Investment Advisors
3051
Peachtree Investment Advisors
Georgia
USD 150 M -USD 212 k -0.1% 1.75% 24.2% 404 67.33% 0.2
Girard Partners
3052
Girard Partners
Pennsylvania
USD 149 M +USD 4.59 M +3% 1.22% 25.7% 143 9.79% 0.7
Solaris Asset Management
3053
Solaris Asset Management
New York
USD 149 M -USD 3.48 M -2% 1.71% 74% 232 18.53% 0.9
Manifold Partners
3054
Manifold Partners
California
USD 149 M -USD 22.8 M -13% 3.36% 24.9% 108 76.85% 0.3
Davis Rea
3055
Davis Rea
Ontario, Canada
USD 149 M -USD 29.8 M -17% 1.28% 66.9% 47 10.64% 1
Credential Securities
3056
Credential Securities
USD 149 M -USD 1.83 M -1% 3.54% 32.5% 209 7.18% 0.5
Peavine Capital
3057
Peavine Capital
Nevada
USD 149 M +USD 2.06 M +1% 0.94% 30.8% 13 0% 0.8
Farley Capital
3058
Farley Capital
New York
USD 149 M -USD 6.3 M -4% 0.42% 105% 17 29.41% 0.8
Cranbrook Wealth Management
3059
Cranbrook Wealth Management
Michigan
USD 149 M -USD 1.48 M -1% 3.14% 48.8% 161 5.59% 0.7
Boston Research & Management
3060
Boston Research & Management
Massachusetts
USD 149 M +USD 4.05 M +3% 0.36% 53.2% 104 7.69% 1.1
NIC
3061
Northwest Investment Counselors
Oregon
USD 149 M -USD 322 k -0.2% 0.28% 32.4% 107 8.41% 1.2
SAMT
3062
Select Asset Management & Trust
Pennsylvania
USD 149 M +USD 42.6 M +40% 1.55% 68.4% 50 40% 0.5
Fidelity National Financial
3063
Fidelity National Financial
Florida
USD 148 M +USD 4.04 M +3% 3.15% 2.54% 18 11.11% 1.2
Weybosset Research & Management
3064
Weybosset Research & Management
Rhode Island
USD 148 M -USD 7.38 M -5% 0.67% 74.8% 53 7.55% 1.1
Riverpark Capital Management
3065
Riverpark Capital Management
New York
USD 148 M -USD 5.39 M -4% 2.3% 152% 49 10.2% 0.2
Tanglewood Wealth Management
3066
Tanglewood Wealth Management
Texas
USD 148 M +USD 45.4 M +44% 4.65% 64.6% 5 0% 1.2
Peoples Financial Services Corp
3067
Peoples Financial Services Corp
Pennsylvania
USD 148 M -USD 9.47 M -6% 1.73% 104% 362 9.67% 0.7
Goodman Financial
3068
Goodman Financial
Texas
USD 148 M -USD 19.1 M -11% 3.45% 52.5% 46 17.39% 1
Eads & Heald Wealth Management
3069
Eads & Heald Wealth Management
Georgia
USD 148 M -USD 2.76 M -2% 0.82% 84.4% 127 7.87% 1.1
Confluence Wealth Management
3070
Confluence Wealth Management
Oregon
USD 148 M -USD 27.8 M -16% 0.81% 31.9% 133 40.6% 0.5
Lenox Wealth Management
3071
Lenox Wealth Management
Ohio
USD 148 M +USD 2.06 M +1% 2.27% 24.7% 168 5.36% 0.7
ECM
3072
EagleClaw Capital Management
Massachusetts
USD 147 M +USD 7 k +0% 0% 104% 108 11.11% 0.5
GIM
3073
Greenwich Investment Management
Connecticut
USD 147 M -USD 6.4 M -4% 4.94% – 45 17.78% 0.6
Court Place Advisors
3074
Court Place Advisors
Maryland
USD 147 M +USD 2.41 M +2% 0.55% 92% 129 6.98% 0.7
Shaker Investments
3075
Shaker Investments
Ohio
USD 147 M -USD 7.37 M -5% 1.71% 205% 66 21.21% 0.5