¡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)
Broadleaf Partners
3976
Broadleaf Partners
Ohio
USD 429 M -USD 45.3 M -10% 4.05% 180% 84 2.38% 4.3
High Net Worth Advisory Group
3977
High Net Worth Advisory Group
Florida
USD 429 M -USD 5.11 M -1% 0.49% 75.7% 253 8.7% 3
Whitcomb & Hess
3978
Whitcomb & Hess
Ohio
USD 429 M +USD 4.71 M +1% 2.31% 54% 66 12.12% 2.9
VELA Investment Management
3979
VELA Investment Management
Ohio
USD 429 M +USD 8.15 M +2% 1.32% 58.8% 194 24.74% 1.8
Old Mission Investment Co
3980
Old Mission Investment Co
Michigan
USD 428 M +USD 10.1 M +2% 0.3% 82% 153 15.69% 3.5
Boston Research & Management
3981
Boston Research & Management
Massachusetts
USD 428 M -USD 11.6 M -3% 1.2% 53.2% 123 8.13% 8.9
Pinion Investment Advisors
3982
Pinion Investment Advisors
Kansas
USD 428 M +USD 18.4 M +4% 2.19% 81.7% 194 17.53% 3
CSNH
3983
Crow's Nest Holdings
Virginia
USD 428 M -USD 11.4 M -3% 1.42% 103% 11 18.18% 1.8
Genworth Financial
3984
Genworth Financial
Virginia
USD 428 M -USD 18.1 M -4% 4.06% 73.6% 2 0% 4.9
Navigation Group
3985
Navigation Group
California
USD 427 M – – 1.85% – 113 – 0
Oak Harbor Wealth Partners
3986
Oak Harbor Wealth Partners
North Carolina
USD 427 M +USD 10.6 M +3% 1.29% 73.9% 296 12.5% 2.7
Grandeur Peak Global Advisors
3987
Grandeur Peak Global Advisors
Utah
USD 427 M -USD 316 M -43% 8.44% 96% 111 30.63% 2.1
Brave Asset Management
3988
Brave Asset Management
New Jersey
USD 427 M +USD 1.91 M +0.4% 0.41% 76.3% 183 20.22% 5.4
Paulson Wealth Management
3989
Paulson Wealth Management
Illinois
USD 427 M -USD 6.22 M -1% 1.69% 62.6% 143 9.09% 3.9
Hunter Perkins Capital Management
3990
Hunter Perkins Capital Management
Illinois
USD 427 M -USD 5.89 M -1% 4.53% 58% 154 31.17% 2.1
Warther Private Wealth
3991
Warther Private Wealth
Ohio
USD 427 M +USD 8.17 M +2% 7.24% 94.1% 55 38.18% 2.2
Paradigm Asset Management
3992
Paradigm Asset Management
New York
USD 426 M -USD 6.63 M -2% 1.5% 79.2% 506 16.8% 3.3
Plan Group Financial
3993
Plan Group Financial
Oklahoma
USD 426 M +USD 41 M +11% 3.52% 63.4% 244 23.36% 1.2
Ipswich Investment Management
3994
Ipswich Investment Management
Massachusetts
USD 426 M -USD 5.96 M -1% 3.81% 104% 196 11.22% 6.5
Battery Management Corp
3995
Battery Management Corp
Massachusetts
USD 426 M -USD 197 M -32% 35.9% 45.1% 5 0% 3.2
Evergreen Advisors
3996
Evergreen Advisors
Tennessee
USD 426 M +USD 15.8 M +4% 0.04% – 168 85.71% 0.5
Total Clarity Wealth Management
3997
Total Clarity Wealth Management
Illinois
USD 426 M +USD 12.1 M +3% 0.51% 73.2% 343 21.87% 2
Farmers & Merchants Trust Company
3998
Farmers & Merchants Trust Company
California
USD 426 M -USD 12.2 M -3% 0.5% 79.8% 197 9.14% 4.8
AOUL
3999
ALL OPTIONS USA, LLC
Texas
USD 426 M +USD 73.1 M +21% 9.44% – 1,481 46.25% 0.2
All Terrain Financial Advisors
4000
All Terrain Financial Advisors
Minnesota
USD 425 M -USD 7.14 M -2% 2.28% 81% 158 25.95% 3.2