¡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)
JRM Investment Counsel
3926
JRM Investment Counsel
Nebraska
USD 235 M +USD 5.11 M +2% 5.16% 65.5% 23 26.09% 3.8
Smith & Howard Wealth Management
3927
Smith & Howard Wealth Management
Georgia
USD 235 M -USD 1.63 M -0.7% 6% 43.8% 73 19.18% 3.9
Corbyn Investment Management
3928
Corbyn Investment Management
Maryland
USD 235 M -USD 13.3 M -5% 3.31% 71.9% 81 8.64% 3.4
Thomas J. Herzfeld Advisors
3929
Thomas J. Herzfeld Advisors
Florida
USD 234 M -USD 7.02 M -3% 4.56% 17.7% 347 18.44% 2.7
WealthBridge Capital Management
3930
WealthBridge Capital Management
Ohio
USD 234 M USD 0 0% 4.86% 89.4% 197 0% 2.2
VM
3931
Venator Management
Pennsylvania
USD 234 M -USD 7.52 M -3% 1.13% 101% 31 19.35% 1.2
Forest Hill Capital
3932
Forest Hill Capital
Arkansas
USD 234 M -USD 7.03 M -3% 2.05% 112% 46 8.7% 4
HT Partners
3933
HT Partners
Connecticut
USD 234 M -USD 17.1 M -7% 6.26% 71.1% 48 6.25% 4.2
Trinity Legacy Partners
3934
Trinity Legacy Partners
Texas
USD 234 M -USD 23.3 M -9% 3.7% 63.3% 101 34.65% 2
High Net Worth Advisory Group
3935
High Net Worth Advisory Group
Florida
USD 234 M -USD 6.98 M -3% 5.65% 75.7% 738 14.36% 0.7
Green Court Capital Management
3936
Green Court Capital Management
Hong Kong
USD 234 M +USD 12.6 M +6% 12.5% 33.4% 2 50% 0.5
Clifford Capital Partners
3937
Clifford Capital Partners
Utah
USD 234 M -USD 16.3 M -7% 5.09% 77.3% 47 4.26% 2.6
Ellsworth Advisors
3938
Ellsworth Advisors
Ohio
USD 234 M -USD 14.1 M -6% 4.94% 131% 157 22.29% 1.1
Beck Capital Management
3939
Beck Capital Management
Texas
USD 233 M +USD 11.4 M +5% 0.6% 291% 149 41.61% 1.2
Selective Wealth Management
3940
Selective Wealth Management
Virginia
USD 233 M -USD 47.6 M -17% 7.27% 74.4% 849 14.61% 1.4
SRFM
3941
Shannon River Fund Management
New York
USD 233 M -USD 119 M -34% 5.56% 554% 40 37.5% 1
Winch Advisory Services
3942
Winch Advisory Services
Wisconsin
USD 233 M -USD 12.2 M -5% 3.16% 80.8% 467 9.85% 3.8
SCM
3943
Stormborn Capital Management
Connecticut
USD 232 M +USD 6.17 M +3% 1.63% 256% 36 50% 0.6
All Terrain Financial Advisors
3944
All Terrain Financial Advisors
Minnesota
USD 232 M -USD 2.6 M -1% 3.91% 71.1% 87 6.9% 3.1
Acuta Capital Partners
3945
Acuta Capital Partners
California
USD 232 M +USD 52.7 M +29% 37.6% 7,269% 59 47.46% 1
Levy Wealth Management Group
3946
Levy Wealth Management Group
Pennsylvania
USD 232 M +USD 13.7 M +6% 3.72% 21.1% 85 23.53% 1.2
Bridge Creek Capital Management
3947
Bridge Creek Capital Management
Massachusetts
USD 232 M -USD 13.3 M -5% 5.88% 76.5% 102 5.88% 4.8
Olympus Wealth Management
3948
Olympus Wealth Management
Utah
USD 232 M +USD 52.6 M +29% 7.86% 43.1% 16 25% 0.6
WealthOne
3949
WealthOne
New York
USD 232 M -USD 12.8 M -5% 4.29% 23.4% 121 11.57% 2.3
Pinnacle Bancorp
3950
Pinnacle Bancorp
Nebraska
USD 232 M -USD 11.5 M -5% 4.38% 72.9% 783 9.58% 3.4