¡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)
Thomas H. Lee (THL) Partners
5176
Thomas H. Lee (THL) Partners
Massachusetts
USD 209 M -USD 1011 M -83% 7.77% 37.2% 2 50% 3.8
Juniper Investment Company
5177
Juniper Investment Company
New York
USD 209 M +USD 7.61 M +4% 6.04% 358% 12 16.67% 2.8
Hillman Company
5178
Hillman Company
Pennsylvania
USD 209 M -USD 5.75 M -3% 3.42% 134% 13 15.38% 2
NERM
5179
New England Research & Management
Illinois
USD 208 M +USD 4.43 M +2% 0.26% 65% 182 23.08% 3.5
Altus Wealth Management
5180
Altus Wealth Management
Kentucky
USD 208 M +USD 18 M +9% 3.29% 73% 42 2.38% 2.7
Foresight Global Investors
5181
Foresight Global Investors
New York
USD 208 M +USD 4.9 M +2% 1.73% 69.9% 46 26.09% 0.8
BKM Wealth Management
5182
BKM Wealth Management
Wisconsin
USD 208 M -USD 24.6 M -11% 0.08% 69.6% 201 33.33% 0.5
AA
5183
Alta Advisers
United Kingdom
USD 208 M +USD 6.21 M +3% 4.04% 114% 402 3.23% 1.7
CNB Bank
5184
CNB Bank
Pennsylvania
USD 208 M +USD 2.81 M +1% 4.62% 91.6% 530 10.38% 3.7
Alpha Financial Advisors
5185
Alpha Financial Advisors
North Carolina
USD 208 M -USD 4.29 M -2% 1.1% 41.6% 45 8.89% 1.2
Crestmont Private Wealth
5186
Crestmont Private Wealth
Texas
USD 208 M +USD 6 M +3% 1.88% 54.8% 89 39.33% 0.9
Pettee Investors
5187
Pettee Investors
Connecticut
USD 207 M -USD 28.9 M -12% 0.59% 96.1% 119 4.2% 6.6
Findell Capital Management
5188
Findell Capital Management
New York
USD 207 M +USD 16.6 M +9% 8.73% – 23 39.13% 0.3
One Degree Advisors
5189
One Degree Advisors
California
USD 207 M +USD 6.48 M +3% 0.78% – 55 10.91% 0.5
Bull Street Advisors
5190
Bull Street Advisors
Georgia
USD 207 M -USD 1.64 M -0.8% 0.9% 48.5% 94 5.32% 4.4
Gainplan
5191
Gainplan
Michigan
USD 207 M +USD 277 k +0.1% 3.29% 103% 82 40.24% 1.4
Eads & Heald Wealth Management
5192
Eads & Heald Wealth Management
Georgia
USD 207 M -USD 7.46 M -3% 0.92% 84.4% 147 4.08% 7.3
Gen-Wealth Partners
5193
Gen-Wealth Partners
Michigan
USD 207 M +USD 5.27 M +3% 0.69% – 690 14.93% 0.2
Planned Solutions
5194
Planned Solutions
California
USD 207 M +USD 2.76 M +1% 0.75% 68.3% 112 16.96% 2.2
SC
5195
Slotnik Capital
Texas
USD 206 M +USD 43.7 M +27% 11.7% – 29 75.86% 0.1
Summa Corp
5196
Summa Corp
Texas
USD 206 M +USD 23.2 M +13% 18.1% – 62 8.06% 0.5
Decatur Capital Management
5197
Decatur Capital Management
Georgia
USD 206 M +USD 22.3 M +12% 11.5% 135% 51 11.76% 3.9
Smith Shellnut Wilson
5198
Smith Shellnut Wilson
Mississippi
USD 206 M +USD 17.4 M +9% 6.97% 98.6% 146 15.07% 4.5
Anfield Capital Management
5199
Anfield Capital Management
California
USD 206 M -USD 1.54 M -0.7% 3.45% 65.3% 546 62.82% 0.3
American Trust Investment Advisors
5200
American Trust Investment Advisors
New Hampshire
USD 206 M -USD 4 M -2% 1.19% 91% 89 8.99% 3.8