¡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)
Guinness Atkinson Asset Management
5376
Guinness Atkinson Asset Management
California
USD 206 M +USD 1.32 M +0.6% 4.39% 132% 101 1.98% 5.9
5th Street Advisors
5377
5th Street Advisors
Connecticut
USD 205 M +USD 13.2 M +7% 5.73% 47.5% 47 38.3% 1
Pettee Investors
5378
Pettee Investors
Connecticut
USD 205 M -USD 1.98 M -1% 8.63% 96.1% 121 6.61% 6.5
McNaughton Wealth Management
5379
McNaughton Wealth Management
California
USD 205 M +USD 16.8 M +9% 6.54% 55.6% 56 5.36% 3.6
Maltin Wealth Management
5380
Maltin Wealth Management
New Jersey
USD 205 M +USD 19.2 M +10% 5.56% 58.2% 129 10.85% 2.6
Ironwood Investment Management
5381
Ironwood Investment Management
Massachusetts
USD 205 M +USD 18.3 M +10% 8.75% 164% 179 8.38% 6.2
Keeler & Nadler Financial Planning & Wealth Management
5382
Keeler & Nadler Financial Planning & Wealth Management
Ohio
USD 205 M +USD 23.2 M +13% 6.24% 72.1% 74 17.57% 1.7
HI
5383
Hyundai Investments
South Korea
USD 205 M -USD 14.5 M -7% 6.61% 74.8% 1 0% 2.8
Deane Retirement Strategies
5384
Deane Retirement Strategies
Louisiana
USD 205 M +USD 10.3 M +5% 5.21% 73.4% 91 35.16% 2.7
Raelipskie Partnership
5385
Raelipskie Partnership
Ontario, Canada
USD 205 M +USD 17.7 M +9% 5.1% – 125 20% 0.6
Spider Management Company
5386
Spider Management Company
Virginia
USD 205 M -USD 22.5 M -10% 5.02% – 5 20% 0.6
Atlantic Investment Management
5387
Atlantic Investment Management
New York
USD 205 M -USD 17.1 M -8% 7.91% 28.8% 12 41.67% 1.3
LI
5388
Latigo Investments
Florida
USD 205 M +USD 9.41 M +5% 6.86% 62.6% 20 5% 2.3
WD Rutherford
5389
WD Rutherford
Oregon
USD 205 M +USD 5.55 M +3% 4.15% 189% 99 23.23% 2.7
May Barnhard Investments
5390
May Barnhard Investments
Maryland
USD 205 M +USD 11 M +6% 7.31% 65.4% 87 11.49% 0.7
Birch Capital Management
5391
Birch Capital Management
Texas
USD 205 M +USD 12.3 M +6% 6.05% 62% 88 5.68% 3.8
Wildcat Capital Management
5392
Wildcat Capital Management
New York
USD 205 M -USD 204 M -50% 5.15% 77.7% 17 64.71% 3.4
Freemont Management
5393
Freemont Management
Switzerland
USD 204 M -USD 7.6 M -4% 8.31% 113% 94 31.91% 1.7
SL
5394
SIB LLC
New York
USD 204 M +USD 16.7 M +9% 10.2% 29.2% 19 0% 8.6
WA1
5395
Wimmer Associates 1
California
USD 204 M +USD 9.19 M +5% 5.82% 78.9% 114 7.89% 6.4
Ironwood Wealth Management (West Virginia)
5396
Ironwood Wealth Management (West Virginia)
West Virginia
USD 204 M +USD 6.49 M +3% 5.25% 38.1% 23 8.7% 3
Union Savings Bank
5397
Union Savings Bank
Connecticut
USD 204 M +USD 13.6 M +7% 7.72% – 306 5.88% 1.2
HMS Capital Management
5398
HMS Capital Management
Tennessee
USD 204 M +USD 12.1 M +6% 6.14% 140% 113 8.85% 2.7
Catalyst Private Wealth
5399
Catalyst Private Wealth
California
USD 204 M +USD 14.9 M +8% 6.73% 120% 83 4.82% 2.6
Iams Wealth Management
5400
Iams Wealth Management
Nebraska
USD 204 M +USD 21.1 M +12% 4.57% 57.7% 160 22.5% 0.6