¡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)
Kavar Capital Partners Group
3326
Kavar Capital Partners Group
Kansas
USD 117 M -USD 906 k -0.8% 1.52% 77.2% 135 11.11% 0.7
Evermay Wealth Management
3327
Evermay Wealth Management
Virginia
USD 116 M +USD 881 k +0.8% 0.97% 56.2% 84 9.52% 0.6
Orca Investment Management
3328
Orca Investment Management
Oregon
USD 116 M -USD 10.4 M -8% 0.96% 122% 91 18.68% 0.6
Fernwood Investment Management
3329
Fernwood Investment Management
Massachusetts
USD 116 M -USD 4.77 M -4% 2.91% 83.4% 115 8.7% 0.7
State of New Jersey Common Pension Fund E
3330
State of New Jersey Common Pension Fund E
New Jersey
USD 116 M -USD 42.2 M -27% 26.7% 26.4% 1 0% 0.3
KG
3331
Karamaan Group
New York
USD 116 M -USD 8.84 M -7% 7.43% – 27 11.11% 0.7
Boyle Capital Management
3332
Boyle Capital Management
Iowa
USD 116 M -USD 9.13 M -7% 3.47% 19.5% 24 12.5% 1.1
Water Oak Advisors
3333
Water Oak Advisors
Florida
USD 116 M -USD 1.41 M -1% 3.77% 12.9% 17 41.18% 0.2
FIG
3334
Fusion Investment Group
Pennsylvania
USD 116 M -USD 665 k -0.6% 0.26% – 238 18.49% 0.6
KCM
3335
Key Colony Management
Arkansas
USD 115 M -USD 24 M -17% 3.18% 113% 22 22.73% 0.8
Sensible Financial Planning & Management
3336
Sensible Financial Planning & Management
Massachusetts
USD 115 M – – 0.44% 24.5% 71 – 0
Covenant Multifamily Offices
3337
Covenant Multifamily Offices
Texas
USD 115 M +USD 6.9 M +6% 1.35% 38.3% 29 10.34% 0.6
Edgestream Partners
3338
Edgestream Partners
New Jersey
USD 115 M -USD 42.3 M -27% 3.25% 41.7% 93 29.03% 0.3
NERM
3339
New England Research & Management
Illinois
USD 115 M +USD 2.89 M +3% 3.05% 65% 188 30.85% 0.5
Plante Moran Financial Advisors
3340
Plante Moran Financial Advisors
Michigan
USD 114 M +USD 2.77 M +2% 0.08% 62.8% 930 22.15% 0.8
PP
3341
Pension Partners
New York
USD 114 M +USD 481 k +0.4% 0.64% – 21 85.71% 0.1
MHIM
3342
MacNealy Hoover Investment Management
Ohio
USD 114 M -USD 210 k -0.2% 0.17% 42.5% 85 5.88% 0.7
Addison Capital
3343
Addison Capital
Pennsylvania
USD 114 M -USD 2.17 M -2% 2.1% 59.7% 82 13.41% 0.7
RK Asset Management
3344
RK Asset Management
Michigan
USD 114 M -USD 2.12 M -2% 1.15% 47.6% 15 0% 0.7
St. Johns Investment Management
3345
St. Johns Investment Management
Florida
USD 113 M -USD 2.93 M -3% 0.7% 80.9% 177 18.08% 0.5
Mark Sheptoff Financial Planning
3346
Mark Sheptoff Financial Planning
Connecticut
USD 113 M -USD 3.84 M -3% 0.08% 92.4% 373 10.72% 0.5
Horan Capital Advisors
3347
Horan Capital Advisors
Ohio
USD 113 M +USD 3.6 M +3% 0.24% 26.6% 70 25.71% 1
Raffles Associates
3348
Raffles Associates
New York
USD 113 M -USD 11.3 M -9% 8.33% 50% 65 23.08% 0.8
PKO Investment Management Joint-Stock
3349
PKO Investment Management Joint-Stock
Poland
USD 113 M -USD 7.29 M -6% 4.5% 145% 56 17.86% 0.6
Progeny 3 Inc
3350
Progeny 3 Inc
Washington
USD 112 M +USD 25.9 M +30% 1.45% 96.8% 18 66.67% 0.2