¡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)
Eidelman Virant Capital
4026
Eidelman Virant Capital
Missouri
USD 261 M +USD 1.44 M +0.6% 1.83% 46.2% 208 19.23% 1.6
BCM
4027
Birmingham Capital Management
Alabama
USD 261 M -USD 11.8 M -4% 3% 103% 106 0% 6.1
MWM
4028
MTC Wealth Management
Florida
USD 261 M +USD 145 M +125% 1.21% 30.5% 13 7.69% 0.5
Jacobs Asset Management
4029
Jacobs Asset Management
New York
USD 261 M -USD 7.14 M -3% 10.2% 114% 55 29.09% 1.3
Citizens & Northern Corp
4030
Citizens & Northern Corp
Pennsylvania
USD 261 M -USD 6.03 M -2% 0.02% 73.3% 104 1.92% 4.8
Retirement Capital Strategies
4031
Retirement Capital Strategies
California
USD 261 M -USD 1.73 M -0.7% 0.22% 59% 88 30.68% 2.1
Muhlenkamp & Co
4032
Muhlenkamp & Co
Pennsylvania
USD 260 M -USD 12.2 M -4% 2.07% 107% 34 8.82% 3.2
McLean Asset Management
4033
McLean Asset Management
Virginia
USD 260 M +USD 36.2 M +16% 0.66% 64.3% 136 16.18% 0.6
Brookside Equity Partners
4034
Brookside Equity Partners
Connecticut
USD 260 M -USD 120 M -32% 29.4% 87.4% 7 14.29% 0.8
Ovata Capital Management
4035
Ovata Capital Management
Hong Kong
USD 260 M +USD 52.3 M +25% 4.23% 69.1% 80 58.75% 0.3
Wittenberg Investment Management
4036
Wittenberg Investment Management
Massachusetts
USD 260 M +USD 12 M +5% 1.65% 89.9% 77 3.9% 3.5
Shakespeare Wealth Management
4037
Shakespeare Wealth Management
Wisconsin
USD 260 M +USD 683 k +0.3% 0.65% 55.5% 79 10.13% 2.2
SP
4038
StackLine Partners
New York
USD 260 M -USD 50.7 M -16% 9.97% 12.7% 16 31.25% 1.5
MilWealth Group
4039
MilWealth Group
Wisconsin
USD 260 M +USD 30.1 M +13% 1.22% 39.6% 176 67.05% 0.7
DCM Advisors
4040
DCM Advisors
New York
USD 260 M +USD 83.5 M +47% 1.73% 99.3% 322 37.27% 0.4
Measured Wealth Private Client Group
4041
Measured Wealth Private Client Group
New Hampshire
USD 260 M -USD 54.4 M -17% 0.64% 84.3% 176 17.05% 1.7
BDWCC
4042
B&D White Capital Company
Texas
USD 260 M +USD 34.9 M +16% 1.82% 44.2% 79 54.43% 0.3
Ford Financial Group
4043
Ford Financial Group
California
USD 260 M -USD 8.67 M -3% 0.54% 47.7% 622 83.28% 2.1
WT Wealth Management
4044
WT Wealth Management
Arizona
USD 259 M +USD 12.5 M +5% 0.94% 72% 132 13.64% 1.3
LJHT
4045
Laurie J. Hall Trustee
USD 259 M -USD 6.07 M -2% 0.01% 105% 339 6.49% 4.6
Frank Rimerman Advisors
4046
Frank Rimerman Advisors
California
USD 259 M +USD 2.93 M +1% 1.04% 149% 113 31.86% 0.5
FountainVest China Capital Partners GP3
4047
FountainVest China Capital Partners GP3
Cayman Islands
USD 259 M -USD 274 M -51% 51.4% 121% 1 0% 1.8
Horiko Capital Management
4048
Horiko Capital Management
New York
USD 258 M -USD 8.15 M -3% 0.69% 275% 27 7.41% 2
Cannon Financial Strategists
4049
Cannon Financial Strategists
Georgia
USD 258 M +USD 6.42 M +3% 1.04% 56.7% 65 7.69% 1.9
Whalerock Point Partners
4050
Whalerock Point Partners
Rhode Island
USD 258 M -USD 2.03 M -0.8% 0.54% 103% 159 14.47% 3.9