¡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)
O'Dell Group
3476
O'Dell Group
Ohio
USD 408 M +USD 25.8 M +7% 7.64% 72.2% 511 82.39% 2.7
Counterpoint Mutual Funds
3477
Counterpoint Mutual Funds
California
USD 408 M +USD 146 M +56% 2.86% 74.3% 229 81.66% 0.1
Turtle Creek Wealth Advisors
3478
Turtle Creek Wealth Advisors
Texas
USD 408 M +USD 68 M +20% 11.7% 112% 861 79.33% 0.2
CBTWT
3479
Community Bank & Trust (Waco, Texas)
Texas
USD 407 M +USD 40.5 M +11% 9.57% 124% 143 5.59% 5.3
Forest Avenue Capital Management
3480
Forest Avenue Capital Management
Florida
USD 407 M +USD 112 M +38% 18.3% 415% 27 51.85% 0.5
Cutter & Co Brokerage
3481
Cutter & Co Brokerage
Missouri
USD 407 M +USD 46.9 M +13% 10.9% 40.4% 218 13.3% 4
Martin Investment Management
3482
Martin Investment Management
Florida
USD 407 M +USD 71.4 M +21% 9.63% 50% 49 4.08% 4.8
Pier 88 Investment Partners
3483
Pier 88 Investment Partners
California
USD 407 M +USD 9.35 M +2% 3.77% 40.3% 108 21.3% 1.8
First National Corp
3484
First National Corp
Massachusetts
USD 407 M -USD 738 k -0.2% 5.04% 56.3% 154 0% 3.5
Towneley Capital Management
3485
Towneley Capital Management
California
USD 407 M +USD 16.5 M +4% 4.46% 50.2% 47 4.26% 0.2
WestHill Financial Advisors
3486
WestHill Financial Advisors
California
USD 407 M +USD 29.3 M +8% 6.82% 62.9% 79 8.86% 2.4
Fountainhead AM
3487
Fountainhead AM
New Jersey
USD 407 M +USD 42.4 M +12% 6.7% 80.4% 138 16.67% 1.4
Patten Group
3488
Patten Group
Tennessee
USD 406 M +USD 37.9 M +10% 11.6% 99% 246 8.13% 5.7
Liberty Capital Management
3489
Liberty Capital Management
Michigan
USD 406 M +USD 24.7 M +6% 10.3% – 157 3.18% 5.6
NAMP
3490
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 406 M +USD 26.3 M +7% 7.56% 90.2% 146 3.42% 6.2
Riversedge Advisors
3491
Riversedge Advisors
Delaware
USD 406 M +USD 40.7 M +11% 5.72% 71.3% 89 12.36% 2
Paradiem
3492
Paradiem
Louisiana
USD 405 M +USD 46.2 M +13% 11.2% 107% 94 10.64% 2.1
Farmers & Merchants Trust Company
3493
Farmers & Merchants Trust Company
California
USD 405 M +USD 26.3 M +7% 6.93% 79.8% 200 10.5% 3.5
Nicolet Bankshares
3494
Nicolet Bankshares
Wisconsin
USD 405 M +USD 33.2 M +9% 9.95% 75.5% 220 10% 5
Boston Research & Management
3495
Boston Research & Management
Massachusetts
USD 405 M +USD 27.9 M +7% 8.79% 53.2% 117 3.42% 7.5
Advanced Asset Management Advisors
3496
Advanced Asset Management Advisors
Ohio
USD 405 M -USD 16.3 M -4% 8.95% 93.6% 99 9.09% 4.3
Austin Wealth Management
3497
Austin Wealth Management
Texas
USD 404 M +USD 31 M +8% 5.68% 52.4% 129 20.93% 0.4
Hel Ved Capital Management
3498
Hel Ved Capital Management
Hong Kong
USD 404 M +USD 57.1 M +16% 25.9% 1,351% 76 60.53% 0.3
Harbour Capital Advisors
3499
Harbour Capital Advisors
Virginia
USD 404 M +USD 39.1 M +11% 11.3% 168% 301 21.59% 2.3
PI
3500
Pennant Investors
New Jersey
USD 404 M -USD 54.4 M -12% 19% 372% 46 6.52% 1