¡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)
First National Bank Sioux Falls
5101
First National Bank Sioux Falls
South Dakota
USD 167 M +USD 9.9 M +6% 2.5% 70.3% 125 12% 3.7
Wela Strategies
5102
Wela Strategies
Georgia
USD 167 M +USD 37.3 M +29% 4.1% 51.3% 48 22.92% 3
United Bank (Georgia)
5103
United Bank (Georgia)
Georgia
USD 167 M -USD 8.36 M -5% 3.01% 81.2% 90 1.11% 4.6
EnCap Energy Capital Fund VIII
5104
EnCap Energy Capital Fund VIII
Texas
USD 167 M +USD 22.8 M +16% 17.5% 6.16% 3 0% 1.5
Hillman Company
5105
Hillman Company
Pennsylvania
USD 167 M -USD 10.3 M -6% 2.45% 118% 14 28.57% 1.6
Asset Allocation & Management Company
5106
Asset Allocation & Management Company
Illinois
USD 167 M -USD 84.5 M -34% 2.44% 58.5% 67 29.85% 2.5
Donald L. Hagan LLC
5107
Donald L. Hagan LLC
Florida
USD 167 M -USD 10.5 M -6% 4.02% 47.9% 100 14% 2.5
Access Financial Services
5108
Access Financial Services
Minnesota
USD 167 M -USD 4.52 M -3% 2.94% 44.8% 86 10.47% 3.6
Hubbell Strickland Wealth Management
5109
Hubbell Strickland Wealth Management
Louisiana
USD 167 M -USD 5.71 M -3% 3.81% 64.8% 73 6.85% 3.1
Tanglewood Legacy Advisors
5110
Tanglewood Legacy Advisors
Texas
USD 167 M -USD 6.15 M -4% 2.95% 61.1% 288 2.78% 0.7
Acute Investment Advisory
5111
Acute Investment Advisory
Arizona
USD 166 M +USD 131 k +0.1% 0.64% 15% 19 57.89% 0.7
Powell Investment Advisors
5112
Powell Investment Advisors
Florida
USD 166 M -USD 4.69 M -3% 3.71% 82.4% 147 15.65% 2.4
HIS
5113
Horizon Investment Services
Indiana
USD 166 M +USD 2.61 M +2% 0.53% 250% 113 17.7% 3.1
Eastover Investment Advisors
5114
Eastover Investment Advisors
North Carolina
USD 166 M -USD 21.1 M -11% 2.47% 105% 49 16.33% 2.5
Planned Solutions
5115
Planned Solutions
California
USD 166 M -USD 2.89 M -2% 2.93% 68.3% 84 9.52% 2.1
Kennedy Investment Group
5116
Kennedy Investment Group
New Jersey
USD 166 M -USD 4.58 M -3% 3.58% 95.4% 123 7.32% 0.7
SFMG
5117
Sage Financial Management Group
Virginia
USD 166 M +USD 150 M +898% 3.44% 47.3% 42 83.33% 0.2
Varde Management
5118
Varde Management
Minnesota
USD 166 M -USD 2.59 M -2% 5.05% 149% 7 28.57% 2
Lipe & Dalton
5119
Lipe & Dalton
New York
USD 166 M -USD 9.34 M -5% 4.12% 101% 105 7.62% 5.1
KCM
5120
Kempner Capital Management
Texas
USD 166 M +USD 10 M +6% 1.19% 60.9% 62 19.35% 4
Arisaig Partners (Asia)
5121
Arisaig Partners (Asia)
Singapore
USD 166 M -USD 42.7 M -20% 5.96% – 9 22.22% 1.5
Corepath Wealth Partners
5122
Corepath Wealth Partners
Arizona
USD 166 M -USD 4.54 M -3% 3.68% 62.1% 42 4.76% 2.5
Family Investment Center
5123
Family Investment Center
Missouri
USD 166 M +USD 9.31 M +6% 3.78% 53.1% 58 22.41% 0.6
Searcy Financial Services
5124
Searcy Financial Services
Kansas
USD 166 M -USD 6.69 M -4% 2.01% 60.2% 22 9.09% 2.3
Pacific Capital Partners
5125
Pacific Capital Partners
USD 165 M – – 5.36% 61.4% 59 – 0