¡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)
Princeton Capital Management
3276
Princeton Capital Management
New Jersey
USD 120 M +USD 10.5 M +10% 10.7% 206% 103 16.5% 0.5
Financial Engines Advisors
3277
Financial Engines Advisors
California
USD 120 M +USD 242 k +0.2% 11.1% 42.3% 56 5.36% 0.5
WESPAC Advisors
3278
WESPAC Advisors
California
USD 120 M +USD 34.4 M +40% 10% 126% 152 32.24% 0.3
Amarillo National Bank
3279
Amarillo National Bank
Texas
USD 120 M +USD 2.84 M +2% 10.6% 63.5% 134 10.45% 0.5
Shayne & Jacobs LLC
3280
Shayne & Jacobs LLC
Tennessee
USD 120 M +USD 9.28 M +8% 10.5% 79.4% 23 13.04% 0.4
Tarbox Family Office
3281
Tarbox Family Office
California
USD 120 M – – 7.86% 66.4% 605 – 0
GBM
3282
Grace Brothers Management
Illinois
USD 120 M +USD 2.07 M +2% 0.04% – 52 11.54% 0.3
LOGI
3283
Long Oar Global Investors
New York
USD 120 M +USD 17.2 M +17% 25.3% – 33 69.7% 0.2
Palisades Hudson Asset Management
3284
Palisades Hudson Asset Management
Florida
USD 120 M +USD 8.59 M +8% 9.07% 66.8% 70 11.43% 0.4
Focused Wealth Management
3285
Focused Wealth Management
New York
USD 119 M +USD 14.5 M +14% 6.76% 80.9% 695 13.38% 0.2
Punch Card Capital
3286
Punch Card Capital
Florida
USD 119 M – – 8.67% – 3 – 0
Founders Financial Securities
3287
Founders Financial Securities
Maryland
USD 119 M – – 7.93% 71% 67 – 0
Weaver C. Barksdale & Associates
3288
Weaver C. Barksdale & Associates
Tennessee
USD 119 M +USD 10.2 M +9% 11% 52.2% 580 9.14% 0.5
Piper Sandler & Co
3289
Piper Sandler & Co
Minnesota
USD 119 M – – 12.2% 0.05% 92 – 0
New Century Advisors
3290
New Century Advisors
Maryland
USD 119 M – – 7.58% – 41 – 0
TAA
3291
TB Alternative Assets
Cayman Islands
USD 119 M +USD 12 M +11% 2.43% 312% 16 62.5% 0.3
Phoenix Investment Adviser
3292
Phoenix Investment Adviser
New York
USD 119 M – – 25.6% 25% 41 – 0
Boyle Capital Management
3293
Boyle Capital Management
Iowa
USD 119 M +USD 12.2 M +11% 8.96% 19.5% 26 7.69% 0.5
Daily Journal Corp
3294
Daily Journal Corp
California
USD 119 M – – 10.6% 109% 4 – 0
SM
3295
SLS Management
New York
USD 119 M +USD 29.5 M +33% 15.1% 11.3% 23 34.78% 0.3
Avalon Capital Management
3296
Avalon Capital Management
California
USD 119 M +USD 17.3 M +17% 5.83% 163% 129 58.91% 0.2
Founders Capital Management (Connecticut)
3297
Founders Capital Management (Connecticut)
Connecticut
USD 119 M – – 6.94% 99.9% 38 – 0
A.D. Beadell Investment Counsel
3298
A.D. Beadell Investment Counsel
Wisconsin
USD 119 M +USD 8.08 M +7% 5.94% 83.3% 94 15.96% 0.4
NewFocus Financial Group
3299
NewFocus Financial Group
Washington
USD 119 M – – 7.67% 55.4% 38 – 0
Target Asset Management
3300
Target Asset Management
Singapore
USD 118 M – – 27% – 3 – 0