¡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)
Aevitas Wealth Management
4576
Aevitas Wealth Management
Massachusetts
USD 100 M +USD 421 k +0.4% 2.92% 36.4% 104 2.88% 1.7
Lingohr Asset Management
4577
Lingohr Asset Management
Germany
USD 100 M -USD 2.11 M -2% 2.42% 141% 124 18.55% 1.1
TMC
4578
Trellus Management Company
Florida
USD 100 M +USD 25.9 M +35% 2.87% 268% 87 48.28% 1.2
Mountaineer Partners Management
4579
Mountaineer Partners Management
New York
USD 99.3 M -USD 117 M -54% 5.08% 158% 16 31.25% 0.5
Grace Capital
4580
Grace Capital
Massachusetts
USD 99 M -USD 111 M -53% 1.35% 127% 195 38.46% 1.4
Progeny 3 Inc
4581
Progeny 3 Inc
Washington
USD 99 M +USD 3.84 M +4% 3.76% 96.8% 20 30% 1.2
Elmwood Wealth Management
4582
Elmwood Wealth Management
California
USD 98.9 M -USD 14.2 M -13% 0.19% 42.1% 293 8.53% 1.3
Sanctuary Wealth Management
4583
Sanctuary Wealth Management
Idaho
USD 98.9 M -USD 9.5 M -9% 0.63% – 30 16.67% 1.1
Coyle Financial Counsel
4584
Coyle Financial Counsel
Illinois
USD 98.4 M -USD 13.6 M -12% 1.75% 67.3% 60 13.33% 1.2
Signet Investment Advisory Group
4585
Signet Investment Advisory Group
Rhode Island
USD 98.3 M +USD 2.51 M +3% 2.29% 68.2% 75 6.67% 0.7
Performa Ltd (US)
4586
Performa Ltd (US)
South Carolina
USD 97.8 M USD 0 0% 1.28% 59.6% 7 0% 0.8
Steinberg Asset Management
4587
Steinberg Asset Management
New York
USD 97.8 M -USD 8.54 M -8% 2.26% 108% 36 8.33% 3.6
TRV GP IV
4588
TRV GP IV
Massachusetts
USD 97.7 M -USD 20.4 M -17% 33.7% 1,102% 2 50% 0.4
Hanseatic Management Services
4589
Hanseatic Management Services
New Mexico
USD 97.5 M -USD 506 k -0.5% 4.61% – 237 27.85% 0.7
Fairbanks Capital Management
4590
Fairbanks Capital Management
California
USD 97.1 M +USD 3.31 M +4% 0.94% 81.3% 57 12.28% 1.3
JPLA
4591
Joseph P. Lucia & Associates
New York
USD 97.1 M +USD 1.74 M +2% 0.47% 84% 488 6.15% 0.4
Lansing Management
4592
Lansing Management
New York
USD 97 M +USD 4.9 M +5% 3.69% 76.9% 9 0% 0.7
Dean Capital Management
4593
Dean Capital Management
Kansas
USD 96.8 M +USD 791 k +0.8% 0.3% 89.7% 151 31.13% 0.7
DIS
4594
Diversified Investment Strategies
Louisiana
USD 96.8 M -USD 7.15 M -7% 2.77% 93.8% 36 13.89% 3.3
Spectrum Asset Management (Connecticut)
4595
Spectrum Asset Management (Connecticut)
Connecticut
USD 96.7 M +USD 5.07 M +6% 9.59% 2.88% 4 0% 5.1
Solas Capital Management
4596
Solas Capital Management
Connecticut
USD 96.7 M -USD 1.21 M -1% 1.42% 62.5% 25 20% 0.5
Private Harbour Investment Management & Counsel
4597
Private Harbour Investment Management & Counsel
Ohio
USD 96.4 M -USD 660 k -0.7% 2.17% 82.6% 72 5.56% 3.7
SA
4598
Sunesis Advisors
Kansas
USD 96.4 M +USD 3.03 M +3% 2.14% – 29 6.9% 1
Rosenthal Henry Capital Advisors
4599
Rosenthal Henry Capital Advisors
Indiana
USD 96.3 M -USD 10 M -9% 0.64% 80.2% 72 18.06% 1.9
Castle Rock Wealth Management
4600
Castle Rock Wealth Management
California
USD 96.3 M +USD 6.17 M +7% 1.37% 115% 199 47.74% 0.3