¡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)
Cambridge Advisors
3376
Cambridge Advisors
Nebraska
USD 430 M +USD 6.29 M +1% 1.33% 58.6% 169 2.37% 6.1
Perkins Coie Trust Company
3377
Perkins Coie Trust Company
Washington
USD 430 M +USD 3.38 M +0.8% 2.5% 83.2% 297 16.84% 5.6
Global Wealth Management Investment Advisory
3378
Global Wealth Management Investment Advisory
Florida
USD 430 M +USD 21.6 M +5% 2.68% 67.5% 136 5.88% 4.4
TAA
3379
TB Alternative Assets
Cayman Islands
USD 429 M +USD 30 M +8% 7.2% 312% 48 39.58% 1.4
Harfst & Associates
3380
Harfst & Associates
Wyoming
USD 429 M +USD 7.87 M +2% 1.06% 88.1% 106 2.83% 4.7
Counterpoint Mutual Funds
3381
Counterpoint Mutual Funds
California
USD 429 M +USD 20.9 M +5% 1.7% 74.3% 305 71.48% 0.2
Sherborne Investors Management
3382
Sherborne Investors Management
New York
USD 429 M -USD 83.6 M -16% 16.3% 54.2% 1 0% 1.5
CPRC
3383
Consolidated Portfolio Review Corp
New York
USD 429 M +USD 47.4 M +12% 2.96% 65.4% 316 19.62% 0.9
Callodine Capital Management
3384
Callodine Capital Management
Massachusetts
USD 429 M +USD 15.4 M +4% 1.1% 53.8% 47 27.66% 1.4
EPG Wealth Management
3385
EPG Wealth Management
Georgia
USD 429 M +USD 20.3 M +5% 3.95% 96% 463 96.11% 0
SkyOak Wealth
3386
SkyOak Wealth
Michigan
USD 428 M +USD 10.5 M +3% 3.33% 73.4% 268 15.3% 2.9
AXQ Capital
3387
AXQ Capital
New Jersey
USD 428 M +USD 11.3 M +3% 4.53% 35.5% 777 68.85% 0.3
Investors Research Corp
3388
Investors Research Corp
Georgia
USD 428 M +USD 363 k +0.1% 0.64% 62.1% 1,105 11.31% 3.8
Caligan Partners
3389
Caligan Partners
New York
USD 428 M +USD 49.7 M +13% 3.59% 2,628% 13 7.69% 0.9
Correct Capital Wealth Management
3390
Correct Capital Wealth Management
Missouri
USD 428 M -USD 5.24 M -1% 6.12% – 140 17.86% 0.5
TS Financial Group (TSFG)
3391
TS Financial Group (TSFG)
Illinois
USD 428 M +USD 31.2 M +8% 2.53% 81% 825 5.94% 3.8
Kingfisher Capital
3392
Kingfisher Capital
North Carolina
USD 428 M +USD 12.4 M +3% 3.17% 58.5% 172 6.98% 4.2
Ipswich Investment Management
3393
Ipswich Investment Management
Massachusetts
USD 427 M +USD 300 k +0.1% 3.82% 104% 197 6.6% 5.7
Root Financial Partners
3394
Root Financial Partners
California
USD 427 M +USD 90 M +27% 1.32% 62.5% 119 24.37% 0.7
Warwick Investment Management
3395
Warwick Investment Management
Texas
USD 427 M +USD 9.8 M +2% 1.66% 69.9% 112 16.07% 1.1
Searle & Co
3396
Searle & Co
Connecticut
USD 427 M +USD 34.6 M +9% 1.4% 93.8% 188 15.43% 4.2
Austin Wealth Management
3397
Austin Wealth Management
Texas
USD 427 M +USD 22.7 M +6% 1.21% 48.2% 119 5.04% 0.7
Towneley Capital Management
3398
Towneley Capital Management
California
USD 426 M +USD 19.7 M +5% 1.38% 50.2% 49 24.49% 0.5
Allied Investment Advisors
3399
Allied Investment Advisors
Montana
USD 426 M +USD 12 M +3% 0.02% 68.4% 77 12.99% 3.8
Shorepoint Capital Partners
3400
Shorepoint Capital Partners
Massachusetts
USD 426 M +USD 16.9 M +4% 1.45% – 103 8.74% 2.7