¡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)
RFMS
5451
RWQ Financial Management Services
Florida
USD 133 M +USD 7.17 M +6% 13.1% 446% 41 48.78% 0.5
Patron Partners
5452
Patron Partners
Texas
USD 133 M +USD 14.9 M +13% 6.32% 90.2% 190 19.47% 0.4
CCA
5453
Covey Capital Advisors
Georgia
USD 133 M +USD 12.3 M +10% 15.2% 118% 38 100% –
Broadview Financial Management
5454
Broadview Financial Management
Wisconsin
USD 133 M +USD 4.06 M +3% 5.61% 52.4% 47 6.38% 2.8
Caprin Asset Management
5455
Caprin Asset Management
Virginia
USD 133 M +USD 1.92 M +1% 0.76% 7.87% 18 0% 4.2
Greenstone Partners & Co
5456
Greenstone Partners & Co
California
USD 133 M +USD 14.1 M +12% 10.6% 527% 11 18.18% 0.5
Rain Capital Management
5457
Rain Capital Management
Oregon
USD 133 M +USD 8.48 M +7% 4.74% 18.2% 51 7.84% 2.6
Freedman Financial Associates
5458
Freedman Financial Associates
Massachusetts
USD 133 M +USD 11.6 M +10% 6.56% – 526 14.45% 0.5
PCC
5459
Park Circle Company
Maryland
USD 133 M +USD 14.5 M +12% 6.26% 70.5% 111 12.61% 2
High Pines Wealth Management
5460
High Pines Wealth Management
Massachusetts
USD 133 M +USD 19.4 M +17% 10% 28.3% 44 20.45% 0.4
CMG Global Holdings
5461
CMG Global Holdings
Texas
USD 133 M +USD 17.3 M +15% 6.83% 80.8% 87 6.9% 0.2
GFI
5462
Global Frontier Investments
South Carolina
USD 132 M +USD 16.3 M +14% 4.17% – 18 11.11% 0.9
Old North State Trust
5463
Old North State Trust
North Carolina
USD 132 M +USD 5.9 M +5% 5.05% – 363 7.99% 1.2
Regency Capital Management
5464
Regency Capital Management
Hawaii
USD 132 M +USD 37.3 M +39% 8.12% 92.1% 193 41.97% 0.2
Morris Capital Advisors
5465
Morris Capital Advisors
Pennsylvania
USD 132 M +USD 9.04 M +7% 8.42% 72.9% 61 6.56% 3.6
FCFC
5466
First Citizens Financial Corp
Iowa
USD 132 M +USD 9.6 M +8% 5.95% 72.9% 115 8.7% 1.1
Altai Capital Management
5467
Altai Capital Management
California
USD 132 M +USD 13.6 M +12% 10% 24.9% 10 20% 0.6
Renasant Bank
5468
Renasant Bank
Mississippi
USD 132 M +USD 7.73 M +6% 6.25% 65% 198 14.65% 0.4
UMC
5469
United Maritime Capital
New York
USD 132 M +USD 10.7 M +9% 12.2% – 88 20.45% 0.4
Merrion Investment Management
5470
Merrion Investment Management
New Jersey
USD 132 M +USD 12.1 M +10% 9.17% 161% 95 13.68% 0.4
ACT Advisors
5471
ACT Advisors
North Carolina
USD 132 M +USD 5.33 M +4% 5.13% 75.4% 32 3.13% 0.5
Ceera Investments
5472
Ceera Investments
Texas
USD 132 M +USD 9.04 M +7% 8.41% 47.9% 63 9.52% 0.2
MMA Asset Management
5473
MMA Asset Management
Pennsylvania
USD 132 M +USD 16.3 M +14% 5.42% 54.3% 106 25.47% 0.4
Vanguard Capital Wealth Advisors
5474
Vanguard Capital Wealth Advisors
Colorado
USD 132 M +USD 14.3 M +12% 7.76% 234% 179 39.66% 1.4
Pacifica Partners
5475
Pacifica Partners
Canada
USD 132 M +USD 10.3 M +8% 8.25% 127% 502 21.91% 1