¡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)
Bar Harbor Trust Services
3126
Bar Harbor Trust Services
Maine
USD 196 M +USD 4.11 M +2% 9.14% 86.4% 81 13.58% 2
Financial Management Professionals
3127
Financial Management Professionals
Texas
USD 196 M +USD 4.14 M +2% 2.96% 62.1% 389 30.85% 2.2
Cornerstone Management
3128
Cornerstone Management
Georgia
USD 196 M +USD 21.5 M +12% 4.03% 43.6% 37 16.22% 1.8
Nexthera Capital
3129
Nexthera Capital
New York
USD 196 M +USD 25.4 M +15% 19.1% 161% 55 63.64% 0.3
Founders Capital Management (Connecticut)
3130
Founders Capital Management (Connecticut)
Connecticut
USD 196 M +USD 11 M +6% 5.73% 88.9% 56 3.57% 2.6
Whetstone Capital Advisors
3131
Whetstone Capital Advisors
Kansas
USD 196 M +USD 9.6 M +5% 4.78% 282% 26 38.46% 1
TC
3132
Tavio Capital
New York
USD 195 M +USD 89.5 M +84% 10.5% 81.4% 8 62.5% 0.1
Arbor Investment Advisors
3133
Arbor Investment Advisors
North Carolina
USD 195 M +USD 9.47 M +5% 6.1% 44.3% 42 11.9% 3.1
Jacobi Capital Management
3134
Jacobi Capital Management
Pennsylvania
USD 195 M +USD 31.6 M +19% 4.08% 76.6% 756 19.97% 0.6
Redmond Asset Management
3135
Redmond Asset Management
Virginia
USD 195 M -USD 21.5 M -10% 4.84% 61.5% 166 16.27% 2.1
HCR Wealth Advisors
3136
HCR Wealth Advisors
California
USD 195 M +USD 5.93 M +3% 6.74% 107% 167 14.97% 0.2
New Leaf Venture Partners
3137
New Leaf Venture Partners
New York
USD 195 M +USD 55.6 M +40% 14.2% 3.91% 19 36.84% 1
Nepsis Inc
3138
Nepsis Inc
Minnesota
USD 195 M +USD 20.6 M +12% 9.33% 131% 43 20.93% 1.5
Paradigm Financial Advisors
3139
Paradigm Financial Advisors
Missouri
USD 195 M +USD 12.1 M +7% 5.97% 114% 111 9.91% 2.2
iAB Financial Bank
3140
iAB Financial Bank
Indiana
USD 195 M +USD 17.6 M +10% 5.86% 22.5% 140 13.57% 2.4
EGA
3141
E&G Advisors
Texas
USD 195 M +USD 26 M +15% 4.12% 97.7% 144 16.67% 1.5
CCC
3142
Chelsea Counsel Company
California
USD 195 M +USD 4.33 M +2% 5.71% 106% 90 13.33% 3.1
Shepherd Kaplan Krochuk
3143
Shepherd Kaplan Krochuk
Massachusetts
USD 195 M -USD 158 M -45% 0.79% 38.5% 317 33.12% 1.7
Roof Eidam Maycock Peralta (REMP)
3144
Roof Eidam Maycock Peralta (REMP)
California
USD 194 M +USD 3.06 M +2% 4.22% 62.3% 90 21.11% 1.6
Cowen Prime Advisors
3145
Cowen Prime Advisors
New York
USD 194 M +USD 9.08 M +5% 1.57% 116% 202 14.85% 2.4
Highland Private Wealth Management
3146
Highland Private Wealth Management
Washington
USD 194 M -USD 356 k -0.2% 6.64% 19% 85 20% 0.9
ILM
3147
Indigo Latam Management
Arizona
USD 194 M -USD 15.3 M -7% 7.31% 39.3% 1 0% 3.3
Point View Wealth Management
3148
Point View Wealth Management
New Jersey
USD 194 M +USD 20.2 M +12% 3.46% 27% 260 6.54% 2.2
Fort Point Capital Partners
3149
Fort Point Capital Partners
California
USD 194 M +USD 10.9 M +6% 7.81% 62.2% 123 26.02% 1.5
Cable Hill Partners
3150
Cable Hill Partners
Oregon
USD 194 M -USD 27.4 M -12% 3.94% 20.3% 825 18.67% 1.5