¡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)
Farmers National Bank
4101
Farmers National Bank
Kentucky
USD 251 M – – 0.89% – 142 – 4.7
Miramar Capital
4102
Miramar Capital
Illinois
USD 251 M +USD 2.99 M +1% 1.32% 47.3% 54 9.26% 1.9
Stordahl Capital Management
4103
Stordahl Capital Management
Colorado
USD 251 M +USD 4.01 M +2% 0.7% 54% 49 8.16% 3
Sovereign Investment Advisors
4104
Sovereign Investment Advisors
Arizona
USD 251 M -USD 14 M -5% 1.74% 46.6% 31 6.45% 1.4
Vickerman Investment Advisors
4105
Vickerman Investment Advisors
Washington
USD 250 M – – 0.77% 47.3% 80 – 0
Legacy Advisors
4106
Legacy Advisors
Pennsylvania
USD 250 M +USD 3.77 M +2% 1.5% – 133 11.28% 2.5
Pinnacle Bancorp
4107
Pinnacle Bancorp
Nebraska
USD 250 M +USD 30.9 M +14% 0.63% 72.9% 770 13.9% 2.9
Shaker Financial Services
4108
Shaker Financial Services
Virginia
USD 250 M -USD 19.9 M -7% 2.92% 12.9% 176 31.25% 1.4
Biltmore Wealth Management
4109
Biltmore Wealth Management
Arizona
USD 250 M +USD 4.5 M +2% 0.37% 59.8% 58 29.31% 1.8
HCM
4110
Hudson Capital Management
New Jersey
USD 250 M +USD 8.4 M +3% 1.22% 66.8% 69 13.04% 2.5
FVCM
4111
F&V Capital Management
Florida
USD 250 M -USD 22.5 M -8% 2.29% 123% 57 7.02% 4.5
Alpha Paradigm Partners
4112
Alpha Paradigm Partners
Illinois
USD 250 M -USD 15.6 M -6% 2.93% – 727 56.4% 0.3
ETF Portfolio Partners
4113
ETF Portfolio Partners
Kansas
USD 249 M +USD 2.3 M +0.9% 0.64% 50.2% 55 9.09% 3.2
Wambolt & Associates
4114
Wambolt & Associates
Colorado
USD 249 M +USD 14.2 M +6% 0.13% 62.2% 252 7.94% 1.8
EPG Wealth Management
4115
EPG Wealth Management
Georgia
USD 249 M +USD 13.5 M +6% 0.32% 108% 382 47.12% 0.6
NovaPoint Capital
4116
NovaPoint Capital
Georgia
USD 249 M +USD 7.63 M +3% 0.33% 94% 132 12.12% 1.2
Southport Capital Management
4117
Southport Capital Management
Tennessee
USD 249 M -USD 154 M -38% 0.33% 80% 327 32.11% 3.2
SG Capital Management
4118
SG Capital Management
Illinois
USD 249 M -USD 113 M -31% 0.73% 175% 87 67.82% 0.3
LSP Investment Advisors
4119
LSP Investment Advisors
New York
USD 249 M +USD 86.8 M +54% 8.07% 79.5% 29 82.76% 0.4
Courage Miller Partners
4120
Courage Miller Partners
Virginia
USD 249 M +USD 4.19 M +2% 1.42% 43.5% 84 0% 5.5
Carlton Hofferkamp & Jenks Wealth Management
4121
Carlton Hofferkamp & Jenks Wealth Management
Texas
USD 249 M +USD 16.6 M +7% 1.13% 63.9% 140 5.71% 3.6
Cincinnati Specialty Underwriters Insurance
4122
Cincinnati Specialty Underwriters Insurance
Ohio
USD 249 M +USD 3.17 M +1% 0.42% 137% 38 0% 5.4
FC
4123
Full18 Capital
Connecticut
USD 248 M +USD 7.98 M +3% 1.86% – 150 64.67% 0.3
Highside Global Management
4124
Highside Global Management
Texas
USD 248 M +USD 2.69 M +1% 4% 11.1% 17 23.53% 0.7
Bandera Partners
4125
Bandera Partners
New York
USD 248 M -USD 7.25 M -3% 0.71% 55.4% 20 10% 3.3