¡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)
Altium Wealth Management
3201
Altium Wealth Management
New York
USD 219 M – – 5.24% 24.9% 156 – 0
Mathes Company
3202
Mathes Company
New York
USD 219 M +USD 6.22 M +3% 8.74% 121% 149 7.38% 2.7
Omnia Family Wealth
3203
Omnia Family Wealth
Florida
USD 218 M +USD 12.3 M +6% 4.35% 80.6% 669 13% 0.9
Amtrust Financial Services
3204
Amtrust Financial Services
New York
USD 218 M +USD 30.4 M +16% 8.04% 61.9% 68 36.76% 0.5
All Terrain Financial Advisors
3205
All Terrain Financial Advisors
Minnesota
USD 218 M – – 8.4% 71.1% 248 – 0
Formidable Asset Management
3206
Formidable Asset Management
Ohio
USD 217 M -USD 19.6 M -8% 6.5% 52.2% 232 59.05% 2.2
Shah Capital Management
3207
Shah Capital Management
North Carolina
USD 217 M +USD 18.3 M +9% 25.7% 287% 15 26.67% 2.2
McNamara Financial Services
3208
McNamara Financial Services
Massachusetts
USD 217 M +USD 9.24 M +4% 3.63% 42.6% 39 15.38% 1.4
Pinnacle Family Advisors
3209
Pinnacle Family Advisors
Missouri
USD 217 M +USD 4.17 M +2% 5.33% 85.8% 84 34.52% 0.6
Glenview State Bank Trust Department
3210
Glenview State Bank Trust Department
Illinois
USD 217 M +USD 11.1 M +5% 7.85% 76.6% 102 9.8% 3.1
Portland Hill Asset Management
3211
Portland Hill Asset Management
United Kingdom
USD 217 M +USD 15.1 M +8% 8.74% 30.2% 20 5% 0.9
Argus Investors Counsel
3212
Argus Investors Counsel
New York
USD 217 M +USD 14.5 M +7% 8.37% 132% 51 0% 4.3
Financial Sense Advisors
3213
Financial Sense Advisors
California
USD 216 M +USD 21.8 M +11% 7.15% 152% 100 40% 1
MGO One Seven
3214
MGO One Seven
Ohio
USD 216 M – – 5.55% 90.7% 1,854 – 0
SC
3215
Saybrook Capital
North Carolina
USD 216 M +USD 12.7 M +6% 7.37% 67.1% 54 9.26% 3.4
MA
3216
Marshwinds Advisory
Georgia
USD 216 M +USD 678 k +0.3% 4.6% 32.9% 141 8.51% 3.8
Symmetry Partners
3217
Symmetry Partners
Connecticut
USD 216 M +USD 19.7 M +10% 2.42% 58.5% 31 0% 1
UAM
3218
UAS Asset Management
New York
USD 216 M +USD 10.1 M +5% 9.87% 98% 31 38.71% 1.8
ITIM
3219
Indiana Trust & Investment Management
Indiana
USD 216 M +USD 7.95 M +4% 2.87% 114% 139 8.63% 3.2
Kettle Hill Capital Management
3220
Kettle Hill Capital Management
New York
USD 215 M +USD 127 M +143% 7.04% 37.4% 53 67.92% 0.3
General Electric
3221
General Electric
Ohio
USD 215 M -USD 65.3 M -23% 17.3% 23.2% 8 37.5% 1.2
Night Owl Capital Management
3222
Night Owl Capital Management
Connecticut
USD 215 M +USD 7.7 M +4% 7.28% 162% 26 7.69% 2.3
Rock Point Advisors
3223
Rock Point Advisors
Vermont
USD 215 M -USD 69 k -0% 2.74% 82.8% 79 8.86% 2.8
Windsor Capital Management
3224
Windsor Capital Management
Arizona
USD 215 M +USD 16.8 M +8% 2.79% 49.1% 119 15.13% 3.1
Fort Point Capital Partners
3225
Fort Point Capital Partners
California
USD 215 M +USD 5.8 M +3% 5.78% 62.2% 171 39.77% 1.3