¡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)
HA
4701
Hamel Associates
New Jersey
USD 332 M +USD 6.56 M +2% 4.8% 59.4% 88 18.18% 6.6
One Advisory Partners
4702
One Advisory Partners
Kansas
USD 332 M +USD 5.34 M +2% 0.6% 58.3% 74 12.16% 2
Intergy Private Wealth
4703
Intergy Private Wealth
Colorado
USD 331 M +USD 11.8 M +4% 2.26% 73.8% 122 15.57% 2.3
Creative Capital Management Investments
4704
Creative Capital Management Investments
California
USD 331 M +USD 18.5 M +6% 2.01% 53.6% 319 20.06% 1.7
ARP Global Capital
4705
ARP Global Capital
USD 331 M – – 3.48% – 28 – 0
Hobbs Group Advisors
4706
Hobbs Group Advisors
South Carolina
USD 331 M +USD 10.1 M +3% 2.55% – 180 21.67% 1.3
Comprehensive Financial Consultants Institutional
4707
Comprehensive Financial Consultants Institutional
Indiana
USD 331 M +USD 8.49 M +3% 2.27% 78% 197 9.14% 2.5
Keystone Financial Services (Colorado)
4708
Keystone Financial Services (Colorado)
Colorado
USD 331 M +USD 8.59 M +3% 2.3% 66% 136 16.91% 2.1
Baker Boyer National Bank
4709
Baker Boyer National Bank
Washington
USD 331 M +USD 30.2 M +10% 2.57% 49.3% 94 14.89% 4.9
PFW Advisors
4710
PFW Advisors
Georgia
USD 331 M -USD 7 M -2% 0.85% – 133 12.03% 5
Brigade Capital Management
4711
Brigade Capital Management
New York
USD 331 M -USD 484 M -59% 11% 42.7% 25 32% 1.5
360 Financial
4712
360 Financial
Minnesota
USD 331 M +USD 20 M +6% 1.62% 82.5% 94 27.66% 3.2
Gilliland Jeter Wealth Management
4713
Gilliland Jeter Wealth Management
Arkansas
USD 331 M +USD 6.83 M +2% 3.05% 128% 182 9.89% 1.7
Foresite Capital Management VI
4714
Foresite Capital Management VI
California
USD 331 M +USD 72 M +28% 25.2% – 15 40% 0.6
Glassy Mountain Advisors
4715
Glassy Mountain Advisors
Maryland
USD 331 M -USD 1.48 M -0.4% 3.01% 91.5% 83 12.05% 1.7
Harbor Advisory Corp
4716
Harbor Advisory Corp
New Hampshire
USD 331 M -USD 7.58 M -2% 3.91% 63.2% 83 9.64% 4.7
CCM
4717
Consolidated Capital Management
California
USD 331 M +USD 48.2 M +17% 2.48% 166% 86 46.51% 2
Riverview Capital Advisers
4718
Riverview Capital Advisers
Massachusetts
USD 330 M -USD 15.3 M -4% 1.29% 84.8% 101 12.87% 2.3
Squire Investment Management Company
4719
Squire Investment Management Company
Utah
USD 330 M +USD 23.5 M +8% 2.92% 62.4% 74 8.11% 1.6
Shayne & Jacobs LLC
4720
Shayne & Jacobs LLC
Tennessee
USD 330 M +USD 7.31 M +2% 3.35% 79.4% 97 3.09% 4
AFS
4721
Aft Forsyth & Sober
Florida
USD 330 M +USD 7.62 M +2% 1.45% 94.6% 59 6.78% 4.6
Carmel Capital Management
4722
Carmel Capital Management
California
USD 330 M +USD 1.04 M +0.3% 5.73% 247% 25 8% 3.9
Hixon Zuercher
4723
Hixon Zuercher
Ohio
USD 330 M +USD 1.27 M +0.4% 2.94% 101% 92 9.78% 3.3
YRHAM
4724
Yong Rong (HK) Asset Management
Hong Kong
USD 330 M -USD 159 M -32% 23.5% 2,310% 33 66.67% 0.3
Gill Capital Partners
4725
Gill Capital Partners
Colorado
USD 330 M +USD 2.46 M +0.8% 1.54% 59% 146 10.96% 3.8