¡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)
INCA Investments
3426
INCA Investments
Florida
USD 247 M -USD 7.24 M -3% 2.28% 120% 11 0% 3.9
PPP
3427
Private Portfolio Partners
New Jersey
USD 247 M +USD 30.2 M +14% 7.69% 16.9% 214 11.68% 1.3
Clean Yield Group
3428
Clean Yield Group
Vermont
USD 247 M +USD 15.2 M +7% 6.36% 80.7% 382 15.71% 2.4
PLFAM
3429
Pineno Levin & Ford Asset Management
Virginia
USD 247 M +USD 17.6 M +8% 7.58% 81.6% 104 9.62% 4.4
CVI Holdings
3430
CVI Holdings
Delaware
USD 246 M -USD 23.7 M -9% 20.5% 25.8% 135 87.41% 0.3
Continental Grain Company
3431
Continental Grain Company
New York
USD 246 M +USD 23.1 M +10% 9.26% 5.73% 9 0% 0.7
White Pine Capital
3432
White Pine Capital
Minnesota
USD 246 M +USD 9.9 M +4% 7.05% 155% 219 5.48% 4.5
Steel Grove Capital Advisors
3433
Steel Grove Capital Advisors
Tennessee
USD 246 M +USD 22.7 M +10% 8.78% 106% 119 11.76% 3
PDS Planning
3434
PDS Planning
Ohio
USD 246 M +USD 24.9 M +11% 9.29% 69.1% 145 11.72% 1.6
Summit Financial Strategies
3435
Summit Financial Strategies
Ohio
USD 245 M +USD 20.5 M +9% 7.75% 59.4% 75 12% 2.7
SF
3436
Symphony Financial
Texas
USD 245 M +USD 38.4 M +19% 7.59% 95.7% 162 33.33% 0.3
Henry James International Management
3437
Henry James International Management
New York
USD 245 M +USD 5.99 M +3% 6.25% 125% 128 7.03% 1.8
O'Brien Wealth Partners
3438
O'Brien Wealth Partners
Massachusetts
USD 245 M +USD 4.64 M +2% 8.11% 56.7% 38 26.32% 2
T
3439
TRUADVICE
Florida
USD 245 M – – 6.32% 21.6% 201 – 0
Farmers & Merchants Trust Company
3440
Farmers & Merchants Trust Company
California
USD 245 M +USD 23 M +10% 7.41% 79.8% 148 10.14% 1.4
Sensible Financial Planning & Management
3441
Sensible Financial Planning & Management
Massachusetts
USD 244 M +USD 11.5 M +5% 3.24% 24.5% 38 7.89% 3.9
TSP Capital Management Group
3442
TSP Capital Management Group
New Jersey
USD 244 M +USD 10.3 M +4% 10.5% 186% 54 0% 1.1
Perennial Advisors
3443
Perennial Advisors
New York
USD 244 M +USD 9.15 M +4% 11.4% – 230 67.83% 3.1
Blue Bell Private Wealth Management
3444
Blue Bell Private Wealth Management
Pennsylvania
USD 244 M +USD 29.1 M +14% 7.06% 68.2% 219 33.33% 3.9
Aspire Private Capital
3445
Aspire Private Capital
North Carolina
USD 244 M +USD 29.1 M +14% 5.68% 55.3% 529 51.98% 0.7
Argyle Capital Management
3446
Argyle Capital Management
Pennsylvania
USD 244 M +USD 5.75 M +2% 6.21% 106% 125 1.6% 5.9
CH
3447
Canton Hathaway
Rhode Island
USD 244 M +USD 90.8 M +59% 16.1% 87.8% 298 56.71% 0.7
Winmill & Co
3448
Winmill & Co
New Hampshire
USD 244 M -USD 5.28 M -2% 4.76% 146% 105 7.62% 0.8
Eos Management LP
3449
Eos Management LP
New York
USD 244 M -USD 41.8 M -15% 1.41% 149% 26 0% 4.4
HBW Advisory Services
3450
HBW Advisory Services
California
USD 244 M +USD 28.5 M +13% 9.18% 68.6% 242 43.8% 0.4