¡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)
Channel Wealth
4226
Channel Wealth
California
USD 374 M +USD 20.2 M +6% 6.83% 59.3% 191 17.28% 1.7
Patient Square Capital
4227
Patient Square Capital
California
USD 374 M +USD 96.5 M +35% 79.9% 329% 27 40.74% 0.6
Home Federal Bank of Tennessee
4228
Home Federal Bank of Tennessee
Tennessee
USD 374 M +USD 21.1 M +6% 6.88% 74% 78 2.56% 7.4
TSP Capital Management Group
4229
TSP Capital Management Group
New Jersey
USD 374 M +USD 55.1 M +17% 24.4% 186% 44 100% 5.7
KLCM
4230
KG&L Capital Management
Louisiana
USD 374 M +USD 34.9 M +10% 8.47% 91.9% 228 24.12% 2.8
MM
4231
Meridian Management
Arkansas
USD 374 M +USD 7.81 M +2% 4.76% 57.8% 83 10.84% 6.1
BankPlus Trust Department
4232
BankPlus Trust Department
Mississippi
USD 374 M +USD 35.7 M +11% 6.95% – 470 10.21% 0.7
Running Point Capital Advisors
4233
Running Point Capital Advisors
California
USD 373 M +USD 10.9 M +3% 4.99% 52.1% 199 11.06% 2.6
WA
4234
WealthTrust Axiom
Pennsylvania
USD 373 M +USD 33.2 M +10% 11.9% 125% 279 9.32% 6.1
PYA Waltman Capital
4235
PYA Waltman Capital
Tennessee
USD 373 M +USD 25.8 M +7% 5.86% 62.4% 81 7.41% 3.2
MSH Capital Advisors
4236
MSH Capital Advisors
Arizona
USD 373 M +USD 26 M +7% 6.28% 66.5% 255 9.8% 2.5
Gradient Capital Advisors
4237
Gradient Capital Advisors
California
USD 373 M +USD 34.6 M +10% 8.41% 78.5% 171 7.6% 4.5
First Washington Corp
4238
First Washington Corp
Washington
USD 373 M +USD 62.8 M +20% 9.97% 142% 57 8.77% 4.5
Triumph Capital Management
4239
Triumph Capital Management
Colorado
USD 373 M +USD 39.7 M +12% 5.84% 55.5% 342 23.1% 1.4
Princeton Capital Management
4240
Princeton Capital Management
New Jersey
USD 373 M +USD 35.9 M +11% 12.6% 206% 142 12.68% 3.8
Roman Butler Fullerton & Co
4241
Roman Butler Fullerton & Co
Missouri
USD 373 M +USD 33.4 M +10% 8.85% 134% 273 17.22% 3.2
Promethos Capital
4242
Promethos Capital
Massachusetts
USD 373 M +USD 76.3 M +26% 3.35% – 49 28.57% 1.3
Plan Group Financial
4243
Plan Group Financial
Oklahoma
USD 372 M +USD 68.4 M +22% 6.45% 63.4% 193 21.76% 1.1
Access Investment Management
4244
Access Investment Management
Georgia
USD 372 M +USD 20.9 M +6% 7.66% – 185 15.14% 0.9
BridgePort Financial Solutions
4245
BridgePort Financial Solutions
Iowa
USD 372 M +USD 71.2 M +24% 7.31% – 247 24.7% 0.5
Fortitude Family Office
4246
Fortitude Family Office
Arizona
USD 372 M +USD 67.2 M +22% 7.31% 81.1% 2,170 15.62% 0.8
Highline Wealth Partners
4247
Highline Wealth Partners
California
USD 372 M +USD 33.8 M +10% 8.15% 93.8% 1,140 27.11% 1.2
CSWG
4248
Cardinal Strategic Wealth Guidance
Kentucky
USD 372 M +USD 25.2 M +7% 7.5% 76% 64 12.5% 3.9
PI
4249
Pennant Investors
New Jersey
USD 372 M +USD 37.4 M +11% 42% 372% 16 6.25% 3
QCI
4250
Quaker Capital Investments
Pennsylvania
USD 372 M +USD 44.1 M +13% 31.9% 107% 21 19.05% 2.4