¡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)
ECM
4476
EII Capital Management
New York
USD 211 M -USD 1.29 M -0.6% 0.55% 46.9% 195 7.69% 3.3
Soditic Asset Management
4477
Soditic Asset Management
United Kingdom
USD 211 M +USD 13.1 M +7% 0.32% 23.4% 19 10.53% 0.7
Geneva Partners
4478
Geneva Partners
Wisconsin
USD 211 M -USD 7.28 M -3% 2.4% 417% 114 43.86% 1.5
DL
4479
DOHJ LLC
Washington
USD 211 M +USD 21 M +11% 0.05% 51.5% 116 25.86% 1.1
Kercheville Advisors
4480
Kercheville Advisors
Texas
USD 211 M -USD 4.88 M -2% 0.01% 261% 125 16% 0.6
Lowe Wealth Advisors
4481
Lowe Wealth Advisors
Maryland
USD 211 M +USD 2.02 M +1% 0.29% 63.3% 308 8.12% 4
Madrona Financial Services
4482
Madrona Financial Services
Washington
USD 211 M +USD 16 M +8% 0.85% 85.1% 68 20.59% 2.5
AAFMAA Wealth Management & Trust
4483
AAFMAA Wealth Management & Trust
North Carolina
USD 211 M -USD 7.18 M -3% 2.4% 62.3% 68 10.29% 0.6
Chartist Inc
4484
Chartist Inc
California
USD 211 M -USD 6.09 M -3% 0.21% – 36 8.33% 3.4
Venator Capital Management
4485
Venator Capital Management
Ontario, Canada
USD 210 M -USD 83.9 M -29% 2.89% 154% 72 26.39% 0.6
Paulson Wealth Management
4486
Paulson Wealth Management
Illinois
USD 210 M +USD 3.8 M +2% 1.26% 57.1% 97 13.4% 2.3
Boundary Creek Advisors
4487
Boundary Creek Advisors
New York
USD 210 M +USD 152 M +261% 5% 15% 27 44.44% 0.2
SCM
4488
Stonehill Capital Management
New York
USD 210 M +USD 4.7 M +2% 0.92% 117% 19 21.05% 0.9
Total Clarity Wealth Management
4489
Total Clarity Wealth Management
Illinois
USD 210 M +USD 31.2 M +17% 0.75% 73.2% 985 79.8% 0.2
Tiemann Investment Advisors
4490
Tiemann Investment Advisors
California
USD 210 M -USD 3.43 M -2% 0.29% 77% 215 4.19% 4.6
Benchmark Financial Wealth Advisors
4491
Benchmark Financial Wealth Advisors
Florida
USD 210 M +USD 882 k +0.4% 0.75% 81.6% 72 13.89% 1.6
Adirondack Trust Company
4492
Adirondack Trust Company
New York
USD 210 M +USD 12 M +6% 0.29% 96.7% 429 8.62% 4.7
Kestrel Investment Management
4493
Kestrel Investment Management
California
USD 210 M -USD 44.5 M -17% 0.11% 89.2% 44 11.36% 1.5
Keeler Thomas Management
4494
Keeler Thomas Management
Utah
USD 210 M +USD 5.51 M +3% 0.56% 52.1% 77 9.09% 2.1
CP
4495
Columbus Point
United Kingdom
USD 210 M -USD 14.4 M -6% 1.4% – 20 25% 0.5
Seaview Investment Managers
4496
Seaview Investment Managers
Florida
USD 210 M +USD 14.1 M +7% 2.82% 148% 128 64.06% 0.3
Omega Financial Group
4497
Omega Financial Group
California
USD 210 M +USD 2.79 M +1% 1.21% 47% 64 4.69% 2.2
Triton Wealth Management
4498
Triton Wealth Management
Arizona
USD 210 M +USD 34.8 M +20% 2.33% – 123 16.26% 1
PBMares Wealth Management
4499
PBMares Wealth Management
Virginia
USD 210 M +USD 26.2 M +14% 1.36% 67.7% 155 10.97% 1.2
Guardian Life Insurance
4500
Guardian Life Insurance
New York
USD 210 M – – 1.11% – 3 – 0.3