¡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)
Addison Capital
3526
Addison Capital
Pennsylvania
USD 123 M +USD 4.27 M +4% 1% 59.7% 105 26.67% 0.9
SF
3527
Schooner Foundation
Massachusetts
USD 123 M -USD 7.35 M -6% 5.64% 13.8% 1 0% 0.5
Quality Growth Management
3528
Quality Growth Management
California
USD 123 M -USD 3.62 M -3% 0.85% – 27 7.41% 1
Legg Mason Asset Management
3529
Legg Mason Asset Management
Japan
USD 123 M -USD 9.5 M -7% 5.57% – 149 26.85% 0.9
PC
3530
Palo Capital
California
USD 123 M +USD 3.62 M +3% 3.4% 34.6% 133 24.81% 0.2
Palladiem
3531
Palladiem
Pennsylvania
USD 123 M +USD 465 k +0.4% 1% – 219 17.81% 0.2
Seven Post Investment Office
3532
Seven Post Investment Office
California
USD 122 M +USD 9.6 M +9% 4.47% 52.6% 8 0% 1.4
BOC
3533
Barbara Oil Co
Illinois
USD 122 M -USD 1.18 M -1% 0.85% 76.9% 82 4.88% 1.2
Juncture Wealth Strategies
3534
Juncture Wealth Strategies
Arizona
USD 122 M -USD 86.7 M -42% 2.42% 76.5% 83 31.33% 0.2
Orbis Investment Management (US)
3535
Orbis Investment Management (US)
California
USD 122 M +USD 1.06 M +0.9% 1.19% 48.8% 29 24.14% 0.9
Punch Card Management
3536
Punch Card Management
Florida
USD 122 M -USD 6.8 M -5% 5.13% 41% 4 25% 0.2
Hamilton Point Investment Advisors
3537
Hamilton Point Investment Advisors
North Carolina
USD 122 M +USD 5.41 M +5% 2.22% 79.3% 67 5.97% 1.1
Fernwood Investment Management
3538
Fernwood Investment Management
Massachusetts
USD 122 M +USD 4.05 M +3% 6.33% 83.4% 117 11.97% 1
Investors Asset Management of Georgia
3539
Investors Asset Management of Georgia
Georgia
USD 122 M +USD 5.94 M +5% 6% 118% 142 4.23% 0.2
CWM
3540
Catamount Wealth Management
Connecticut
USD 121 M +USD 16.6 M +16% 3.65% 70.7% 188 35.11% 0.2
Trutina Financial
3541
Trutina Financial
Washington
USD 121 M -USD 3.61 M -3% 1.79% 20.5% 70 22.86% 1.2
EFEM
3542
Eos Focused Equity Management
New York
USD 121 M – – 5.12% 55.7% 35 – 0
Wills Financial Group
3543
Wills Financial Group
Virginia
USD 121 M -USD 1.94 M -2% 2.5% 57.5% 87 22.99% 1
FNY Managed Accounts
3544
FNY Managed Accounts
New York
USD 121 M +USD 36.2 M +43% 13.9% 14.7% 507 83.23% 0.1
Heritage Wealth Advisors
3545
Heritage Wealth Advisors
Virginia
USD 121 M +USD 9.25 M +8% 3.14% 65% 98 13.27% 0.9
Smithbridge Asset Management
3546
Smithbridge Asset Management
Pennsylvania
USD 121 M -USD 1.09 M -0.9% 0.63% – 53 5.66% 1.6
Osmium Partners
3547
Osmium Partners
California
USD 121 M -USD 15.6 M -11% 0.67% 28.4% 27 29.63% 1
Peddock Capital Advisors
3548
Peddock Capital Advisors
Massachusetts
USD 121 M -USD 2.45 M -2% 1.45% 113% 103 7.77% 1
GCMG
3549
Gyroscope Capital Management Group
Florida
USD 121 M -USD 803 k -0.7% 0.95% 24.8% 87 37.93% 0.2
AP
3550
Agilis Partners
Massachusetts
USD 121 M +USD 10.5 M +10% 3.31% 8.47% 15 26.67% 0.2