¡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)
BCH
3226
Berkshire Capital Holdings
California
USD 232 M +USD 82.4 M +55% 37.9% 2,748% 40 40% 0.5
Patten Group
3227
Patten Group
Tennessee
USD 232 M +USD 21.4 M +10% 12.2% 99% 610 69.67% 3.6
Zhang Financial
3228
Zhang Financial
Michigan
USD 232 M +USD 25.2 M +12% 11.7% 67.9% 89 11.24% 3.6
SCM
3229
Symons Capital Management
Pennsylvania
USD 232 M -USD 8.49 M -4% 11.7% 25.4% 81 32.1% 1.3
CT
3230
Chicago Trust
Illinois
USD 232 M +USD 21 M +10% 10.6% 96.7% 188 16.49% 2.7
Family Management
3231
Family Management
New York
USD 232 M -USD 6.75 M -3% 10.6% 69% 154 33.12% 1.2
JHL Capital Group
3232
JHL Capital Group
Illinois
USD 232 M -USD 70 M -23% 12% – 15 66.67% 0.4
DAFNA Capital Management
3233
DAFNA Capital Management
California
USD 232 M +USD 30.7 M +15% 31.8% 313% 89 17.98% 1.8
Northwest Bancshares
3234
Northwest Bancshares
Pennsylvania
USD 232 M +USD 24.5 M +12% 11.9% 84.8% 143 13.29% 1.1
SFSIG
3235
San Francisco Sentry Investment Group
California
USD 232 M +USD 19.6 M +9% 14.6% 436% 1,125 21.96% 1.6
LDFR
3236
Lehman & Derafelo Financial Resources
Pennsylvania
USD 232 M +USD 30.6 M +15% 11.2% 37.5% 195 9.74% 0.2
Wind River Trust Company
3237
Wind River Trust Company
Wyoming
USD 232 M +USD 22.3 M +11% 11.5% 62.1% 9 0% 4.2
Armbruster Capital Management
3238
Armbruster Capital Management
New York
USD 231 M +USD 29.6 M +15% 12.3% 66.7% 72 8.33% 2.8
Summit Trail Advisors
3239
Summit Trail Advisors
New York
USD 231 M -USD 51.6 M -18% 13.9% 74.8% 145 71.72% 0.5
SC
3240
Saybrook Capital
North Carolina
USD 231 M +USD 21.2 M +10% 13.1% 72.5% 48 4.17% 4.7
Benedict Financial Advisors
3241
Benedict Financial Advisors
Georgia
USD 231 M +USD 28 M +14% 11.9% 72.4% 106 3.77% 3.5
HT Partners
3242
HT Partners
Connecticut
USD 231 M +USD 23 M +11% 9.33% 71.1% 29 13.79% 2.8
Kentucky Farm Bureau Mutual Insurance
3243
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 230 M +USD 26 M +13% 14% 96.4% 87 4.6% 2.4
RiverPark Advisors
3244
RiverPark Advisors
New York
USD 230 M +USD 2.39 M +1% 18% 87.5% 53 11.32% 2.5
AC
3245
Argentiere Capital
Switzerland
USD 230 M -USD 90.2 M -28% 18% 1.96% 93 76.34% 0.3
CCM
3246
Compton Capital Management
Rhode Island
USD 230 M +USD 20.4 M +10% 14.1% 75.6% 140 10% 4.5
Principal Street Partners
3247
Principal Street Partners
Tennessee
USD 230 M – – 13.4% 91% 77 – 0
Redmond Asset Management
3248
Redmond Asset Management
Virginia
USD 230 M +USD 20.9 M +10% 14.9% 68.2% 172 16.86% 2.8
Glassman Wealth Services
3249
Glassman Wealth Services
Virginia
USD 230 M +USD 44 M +24% 12.8% 62.6% 1,312 30.64% 1.5
KC
3250
Keenan Capital
California
USD 230 M +USD 46.6 M +25% 28.2% 110% 13 7.69% 1