¡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)
Vickerman & Driscoll Financial Advisors
3801
Vickerman & Driscoll Financial Advisors
Washington
USD 198 M +USD 15.6 M +9% 5.82% – 72 9.72% 1.7
Premier Fund Managers
3802
Premier Fund Managers
United Kingdom
USD 198 M -USD 8.67 M -4% 12.3% 56.6% 43 13.95% 2.1
Prism Advisors
3803
Prism Advisors
California
USD 198 M +USD 18.9 M +11% 7.94% 54.6% 66 13.64% 1.4
Parus Finance (UK)
3804
Parus Finance (UK)
United Kingdom
USD 198 M +USD 38.8 M +24% 17.8% 199% 20 0% 2.6
HCM
3805
Hudson Capital Management
New Jersey
USD 198 M +USD 17.9 M +10% 6.47% 66.8% 79 16.46% 1.6
HR
3806
Hayden Royal
North Carolina
USD 197 M +USD 83.9 M +74% 6.52% 100% 253 48.62% 0.5
Union Bancaire Privee Asset Management
3807
Union Bancaire Privee Asset Management
New York
USD 197 M +USD 42.1 M +27% 9.75% – 43 0% 0.9
Invus Financial Advisors
3808
Invus Financial Advisors
New York
USD 197 M – – 11.9% 29.5% 5 – 0
Nepsis Inc
3809
Nepsis Inc
Minnesota
USD 197 M +USD 23.7 M +14% 10% 131% 35 2.86% 3.2
Aull & Monroe Investment Management
3810
Aull & Monroe Investment Management
Alabama
USD 197 M +USD 7.99 M +4% 5.47% 98.3% 128 1.56% 4.9
O'Brien Greene & Co
3811
O'Brien Greene & Co
Pennsylvania
USD 197 M +USD 10.6 M +6% 8.31% 81.4% 111 9.91% 0.9
Chase Investment Counsel
3812
Chase Investment Counsel
Virginia
USD 197 M +USD 1.66 M +0.9% 11.1% 350% 126 38.1% 1.4
Column Capital Advisors
3813
Column Capital Advisors
Indiana
USD 197 M – – 6.73% 20.4% 758 – 0
NEPC LLC
3814
NEPC LLC
Massachusetts
USD 197 M – – 2.73% 21.3% 26 – 0
Bard Associates
3815
Bard Associates
Illinois
USD 197 M +USD 40 k +0% 5.26% 241% 170 4.71% 4.1
Cambridge Financial Group
3816
Cambridge Financial Group
Ohio
USD 196 M +USD 12.7 M +7% 11.2% – 32 6.25% 3
BT Wealth Management
3817
BT Wealth Management
Georgia
USD 196 M +USD 17.2 M +10% 8.1% 34.8% 66 21.21% 0.8
Schoolcraft Capital
3818
Schoolcraft Capital
Colorado
USD 196 M +USD 21.9 M +13% 6.48% 58.7% 66 15.15% 0.6
Pathway Capital Management
3819
Pathway Capital Management
California
USD 196 M – – 25.1% 629% 10 – 0
Essex Savings Bank
3820
Essex Savings Bank
Connecticut
USD 196 M +USD 7.09 M +4% 8.31% 95.2% 188 13.3% 0.9
Monument Capital Management
3821
Monument Capital Management
Virginia
USD 196 M +USD 11.7 M +6% 6.14% 170% 88 6.82% 1.5
III Capital Management
3822
III Capital Management
Florida
USD 196 M -USD 28.3 M -13% 3.07% 28.7% 60 41.67% 0.2
Wealth Enhancement & Preservation of GA
3823
Wealth Enhancement & Preservation of GA
Georgia
USD 196 M – – 8.02% 82.2% 51 – 0
Sitrin Capital Management
3824
Sitrin Capital Management
California
USD 196 M +USD 12.4 M +7% 7.85% 139% 37 0% 2.3
Peddock Capital Advisors
3825
Peddock Capital Advisors
Massachusetts
USD 195 M +USD 15.2 M +8% 5.96% 113% 249 55.42% 2