¡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)
Parker Financial
5451
Parker Financial
Washington
USD 250 M +USD 3.72 M +2% 0.92% 49.7% 38 13.16% 2.7
VM
5452
VPR Management
Texas
USD 250 M +USD 25.7 M +11% 8.62% 54.5% 69 14.49% 3.5
EVR Research
5453
EVR Research
Virginia
USD 250 M +USD 64.7 M +35% 0.79% 155% 43 53.49% 0.5
TMT General Partner
5454
TMT General Partner
Hong Kong
USD 250 M +USD 3.88 M +2% 20.6% – 3 0% 1.1
BIA
5455
Bigelow Investment Advisors
Maine
USD 250 M -USD 6.22 M -2% 0.54% 75.7% 157 7.64% 5.1
Stonepine Capital Management
5456
Stonepine Capital Management
Oregon
USD 250 M +USD 113 M +82% 0.36% 321% 100 51% 0.5
Porter White Investment Advisors
5457
Porter White Investment Advisors
Alabama
USD 250 M +USD 5.87 M +2% 1.56% 58% 41 14.63% 2.4
Fidelity D&D Bancorp
5458
Fidelity D&D Bancorp
Pennsylvania
USD 249 M +USD 17.9 M +8% 1.93% 63.8% 112 8.04% 2.3
Emprise Bank
5459
Emprise Bank
Kansas
USD 249 M +USD 8.52 M +4% 0.61% – 114 12.28% 1.6
Step Capital Management
5460
Step Capital Management
USD 249 M +USD 30.7 M +14% 8.89% – 33 39.39% 0.2
Buska Wealth Management
5461
Buska Wealth Management
Wisconsin
USD 249 M -USD 21.7 M -8% 0.54% – 82 18.29% 1.4
Dopkins Wealth Management
5462
Dopkins Wealth Management
New York
USD 249 M +USD 4.11 M +2% 1.59% 68.8% 95 17.89% 1.9
Rosalind Advisors
5463
Rosalind Advisors
Ontario, Canada
USD 249 M -USD 35.6 M -13% 2.44% – 50 50% 0.9
Financial Guidance Group
5464
Financial Guidance Group
Florida
USD 249 M +USD 4.36 M +2% 1% 58.7% 90 2.22% 2.5
Tabor Asset Management
5465
Tabor Asset Management
New York
USD 249 M +USD 931 k +0.4% 4.39% 204% 49 53.06% 0.8
Tumwater Wealth Management
5466
Tumwater Wealth Management
Idaho
USD 249 M +USD 3.27 M +1% 2.1% – 37 13.51% 1
Deane Retirement Strategies
5467
Deane Retirement Strategies
Louisiana
USD 249 M +USD 6.9 M +3% 11.8% 73.4% 85 49.41% 2
Dupree Financial Group
5468
Dupree Financial Group
Kentucky
USD 248 M -USD 26 M -9% 8.02% 75.8% 86 24.42% 1.5
FSA Investment Group
5469
FSA Investment Group
Florida
USD 248 M +USD 84.4 M +51% 1.05% – 51 37.25% 0.6
Yarger Wealth Strategies
5470
Yarger Wealth Strategies
Ohio
USD 248 M +USD 15.8 M +7% 4.22% 58.1% 134 13.43% 2.1
Mount Capital
5471
Mount Capital
United Kingdom
USD 248 M +USD 641 k +0.3% 0.55% 66.1% 18 11.11% 3.5
Greykasell Wealth Strategies
5472
Greykasell Wealth Strategies
California
USD 248 M -USD 5.23 M -2% 1.17% – 573 15.18% 0.7
Segra Capital Management
5473
Segra Capital Management
Florida
USD 248 M +USD 107 M +76% 6.62% 19% 14 71.43% 0.4
AAG
5474
Avalon Advisory Group
Pennsylvania
USD 248 M +USD 2.79 M +1% 2.5% 46% 13 7.69% 4.4
Towerpoint Wealth
5475
Towerpoint Wealth
California
USD 248 M -USD 4.75 M -2% 1.27% 67.7% 98 11.22% 4.2