¡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)
Berkshire Bank
3526
Berkshire Bank
Massachusetts
USD 426 M +USD 28.5 M +7% 6.27% 76.2% 158 13.29% 2.8
Werba Rubin Papier Wealth Management
3527
Werba Rubin Papier Wealth Management
California
USD 426 M +USD 64 M +18% 6.28% 67% 197 16.75% 1
Elgethun Capital Management
3528
Elgethun Capital Management
South Dakota
USD 426 M +USD 29.3 M +7% 8.13% 61.5% 158 5.7% 4.2
Eldridge Investment Advisors
3529
Eldridge Investment Advisors
New Hampshire
USD 426 M +USD 28.9 M +7% 5.28% 50.9% 153 11.76% 3.6
Creekmur Asset Management
3530
Creekmur Asset Management
Illinois
USD 426 M +USD 38.2 M +10% 4.94% – 1,139 18.79% 0.5
CMH Wealth Management
3531
CMH Wealth Management
New Hampshire
USD 425 M +USD 18.8 M +5% 4.33% 88% 53 7.55% 3.8
Stamos Capital Partners
3532
Stamos Capital Partners
California
USD 425 M -USD 46.4 M -10% 3.38% 36.7% 138 8.7% 2.1
Martin & Co
3533
Martin & Co
Tennessee
USD 425 M +USD 27.4 M +7% 8.29% 67.8% 108 4.63% 8.6
CWM
3534
Compass Wealth Management
Connecticut
USD 425 M +USD 19.7 M +5% 7.83% 103% 406 4.19% 1.5
Long Run Wealth Advisors
3535
Long Run Wealth Advisors
New York
USD 425 M +USD 29.8 M +8% 5.35% 50.5% 110 13.64% 1.9
Safeguard Financial
3536
Safeguard Financial
Wisconsin
USD 424 M +USD 64.7 M +18% 5.86% 21.9% 131 28.24% 1.1
Paradiem
3537
Paradiem
Louisiana
USD 424 M +USD 25 M +6% 5.39% 107% 91 38.46% 2.5
Carderock Capital Management
3538
Carderock Capital Management
Maryland
USD 424 M +USD 41.4 M +11% 9.05% 97.6% 75 10.67% 5.1
Advisors Management Group
3539
Advisors Management Group
Wisconsin
USD 423 M +USD 23.1 M +6% 8.14% 125% 167 13.77% 4.1
DAFNA Capital Management
3540
DAFNA Capital Management
California
USD 423 M +USD 4.74 M +1% 9.27% 313% 89 12.36% 2.7
Benedict Financial Advisors
3541
Benedict Financial Advisors
Georgia
USD 423 M +USD 29.1 M +7% 8.74% 72.4% 129 4.65% 6
Kozak & Associates
3542
Kozak & Associates
Colorado
USD 423 M +USD 18 M +4% 3.7% 111% 416 12.5% 2.2
Dorsey Wright & Associates
3543
Dorsey Wright & Associates
California
USD 423 M +USD 37.4 M +10% 11.7% 311% 152 35.53% 1
Broadleaf Partners
3544
Broadleaf Partners
Ohio
USD 423 M +USD 9.38 M +2% 5.13% 180% 81 9.88% 3.7
Light Street Capital Management
3545
Light Street Capital Management
California
USD 423 M -USD 12.7 M -3% 0.44% 377% 28 28.57% 0.9
Corsair Capital Management
3546
Corsair Capital Management
New York
USD 422 M -USD 194 M -32% 9.98% 435% 134 35.82% 1.9
Pettinga Financial Advisors
3547
Pettinga Financial Advisors
Indiana
USD 422 M +USD 23.2 M +6% 5.63% 78.1% 127 14.96% 3.1
Chemistry Wealth Management
3548
Chemistry Wealth Management
New York
USD 422 M +USD 35.1 M +9% 7.62% 77.1% 183 8.74% 1.9
Decheng Capital
3549
Decheng Capital
California
USD 422 M +USD 95.9 M +29% 11.9% – 26 7.69% 0.5
Susquehanna International Securities
3550
Susquehanna International Securities
Ireland
USD 422 M +USD 7.28 M +2% 15% 2.8% 72 54.17% 0.8