¡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)
Punch Card Management
4076
Punch Card Management
Florida
USD 335 M -USD 3.69 M -1% 9.5% 41% 4 0% 4.6
Hibernia Wealth Partners
4077
Hibernia Wealth Partners
Louisiana
USD 334 M +USD 47.1 M +16% 4.31% 40.6% 131 35.88% 0.4
Nikulski Financial
4078
Nikulski Financial
Iowa
USD 334 M +USD 19.8 M +6% 5.62% 95.8% 137 10.22% 3.8
Stempoint Capital
4079
Stempoint Capital
New York
USD 334 M -USD 6.26 M -2% 12.4% – 67 55.22% 0.3
Strategic Investment Solutions
4080
Strategic Investment Solutions
Illinois
USD 334 M +USD 24.1 M +8% 6.08% – 760 27.24% 0.9
Mokosak Advisory Group
4081
Mokosak Advisory Group
Iowa
USD 333 M +USD 30.9 M +10% 6.99% 59.2% 31 6.45% 3.8
Verde Capital Management
4082
Verde Capital Management
Michigan
USD 333 M +USD 18.3 M +6% 6.89% 80.3% 53 16.98% 2.5
Brady Family Wealth
4083
Brady Family Wealth
Missouri
USD 333 M +USD 23.2 M +7% 7.95% 74.7% 119 3.36% 1.6
Citizens & Northern Corp
4084
Citizens & Northern Corp
Pennsylvania
USD 333 M +USD 13.3 M +4% 6.38% 73.3% 134 17.91% 5.2
Susquehanna Foundation
4085
Susquehanna Foundation
Pennsylvania
USD 333 M +USD 6.02 M +2% 1.85% 36.7% 4 0% 6.5
Westmount Partners
4086
Westmount Partners
California
USD 333 M +USD 29.6 M +10% 7.99% 101% 236 9.75% 1.4
Frisch Financial Group
4087
Frisch Financial Group
New York
USD 333 M +USD 2.38 M +0.7% 5.39% 66.6% 147 17.01% 2.9
Seaview Investment Managers
4088
Seaview Investment Managers
Florida
USD 332 M +USD 207 k +0.1% 5.58% 148% 103 31.07% 1.5
Ironwood Wealth Management (Arizona)
4089
Ironwood Wealth Management (Arizona)
Arizona
USD 332 M +USD 26.1 M +9% 5.97% 34.2% 45 4.44% 5.3
Roman Butler Fullerton & Co
4090
Roman Butler Fullerton & Co
Missouri
USD 332 M +USD 23.1 M +7% 7.83% 134% 268 22.39% 2.8
Copperwynd Financial
4091
Copperwynd Financial
Arizona
USD 332 M +USD 26.1 M +9% 7.09% 90% 156 16.03% 3.3
KEB Asset Management
4092
KEB Asset Management
Illinois
USD 332 M +USD 34.6 M +12% 7.44% 68.9% 75 6.67% 1.9
Dow Chemical Company
4093
Dow Chemical Company
Michigan
USD 332 M -USD 136 M -29% 5.06% 29.4% 4 0% 2.1
Bridge Creek Capital Management
4094
Bridge Creek Capital Management
Massachusetts
USD 332 M +USD 21.3 M +7% 8.99% 76.5% 103 0.97% 6.3
McLean Asset Management
4095
McLean Asset Management
Virginia
USD 332 M +USD 22.5 M +7% 6.51% 64.3% 167 8.38% 2.4
Bank of Stockton
4096
Bank of Stockton
California
USD 332 M +USD 16.2 M +5% 6.14% 99.2% 146 10.27% 5.4
Palo Duro Investment Partners
4097
Palo Duro Investment Partners
Illinois
USD 332 M -USD 31.6 M -9% 10.9% 62.8% 17 47.06% 0.6
State of New Jersey Common Pension Fund E
4098
State of New Jersey Common Pension Fund E
New Jersey
USD 331 M -USD 18 M -5% 5.14% 26.4% 1 0% 5
West Michigan Advisors
4099
West Michigan Advisors
Michigan
USD 331 M +USD 17 M +5% 2.54% 86.6% 204 18.63% 1.5
AXQ Capital
4100
AXQ Capital
New Jersey
USD 331 M -USD 97 M -23% 4.56% 35.5% 640 69.38% 0.3