¡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)
ICW Investment Advisors
4951
ICW Investment Advisors
Arizona
USD 205 M +USD 19.1 M +10% 9.22% 58.6% 139 3.6% 3.4
Eagle Capital Management (Louisiana)
4952
Eagle Capital Management (Louisiana)
Louisiana
USD 205 M +USD 23.5 M +13% 11.9% 103% 35 8.57% 4.9
IronBridge Private Wealth
4953
IronBridge Private Wealth
Texas
USD 205 M +USD 20.7 M +11% 9.32% 143% 54 48.15% 0.9
Sara-Bay Financial
4954
Sara-Bay Financial
Florida
USD 205 M +USD 7.87 M +4% 7.21% 233% 78 8.97% 2.4
Stonebridge Capital Management
4955
Stonebridge Capital Management
California
USD 205 M +USD 22 M +12% 9.37% – 77 3.9% 8.2
EWA LLC
4956
EWA LLC
Pennsylvania
USD 205 M +USD 50.7 M +33% 11.5% 102% 153 32.03% 0.4
Trinity Financial Advisors
4957
Trinity Financial Advisors
Ohio
USD 205 M +USD 16.8 M +9% 9.13% 74.5% 78 11.54% 1.3
Running Point Capital Advisors
4958
Running Point Capital Advisors
California
USD 205 M +USD 32.5 M +19% 9.92% 52.1% 172 20.35% 1.9
OPL
4959
Orland Properties Ltd
British Virgin Islands
USD 205 M +USD 15.9 M +8% 22.6% 77.6% 15 13.33% 1.2
Bank OZK
4960
Bank OZK
Arkansas
USD 205 M +USD 22.6 M +12% 12.2% 112% 149 10.74% 5.4
Hanover Advisors
4961
Hanover Advisors
South Carolina
USD 205 M – – 8.62% – 87 – 0
Lincoln Capital Corp
4962
Lincoln Capital Corp
Rhode Island
USD 205 M +USD 19.1 M +10% 12.3% 82% 82 17.07% 2.7
Strategic Value Bank Partners
4963
Strategic Value Bank Partners
Ohio
USD 205 M +USD 40.2 M +24% 26.1% 98.1% 25 4% 1.5
Newbridge Financial Services Group
4964
Newbridge Financial Services Group
Florida
USD 205 M +USD 5.73 M +3% 13.2% 189% 1,367 23.99% 2.2
Quantedge Capital
4965
Quantedge Capital
Singapore
USD 205 M +USD 21.3 M +12% 13% 110% 144 43.75% 1.1
Congress Park Capital
4966
Congress Park Capital
New York
USD 205 M +USD 12.4 M +6% 12.7% 99.9% 124 12.9% 3.4
Horizon Bancorp
4967
Horizon Bancorp
Indiana
USD 205 M +USD 48.3 M +31% 7.72% 33.4% 255 7.06% 2.1
CIA
4968
Cape Investment Advisory
Georgia
USD 205 M +USD 28.1 M +16% 10.2% 72.5% 1,232 32.71% 0.5
Soviero Asset Management
4969
Soviero Asset Management
New York
USD 204 M +USD 50.8 M +33% 17.8% 676% 47 59.57% 0.6
AFP
4970
Advus Financial Partners
Florida
USD 204 M +USD 17.9 M +10% 8.81% 56.5% 56 10.71% 1.6
Dupree Financial Group
4971
Dupree Financial Group
Kentucky
USD 204 M – – 6.36% 75.8% 56 – 0
Northeast Financial Group
4972
Northeast Financial Group
Pennsylvania
USD 204 M +USD 41.4 M +25% 8.66% 31.6% 74 17.57% 1.4
Henrickson Nauta Wealth Advisors
4973
Henrickson Nauta Wealth Advisors
Michigan
USD 204 M +USD 40.3 M +25% 11.5% 61.6% 74 22.97% 1.3
Kennicott Capital Management
4974
Kennicott Capital Management
California
USD 204 M +USD 28.4 M +16% 15.3% 98% 40 10% 2.2
IMS Capital Management
4975
IMS Capital Management
Oregon
USD 204 M +USD 36.1 M +22% 16.2% 119% 147 16.33% 4.5