¡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)
ICM
5526
Indaba Capital Management
California
USD 208 M -USD 26.2 M -11% 5.5% 66.7% 10 20% 0.8
McNaughton Wealth Management
5527
McNaughton Wealth Management
California
USD 207 M +USD 2.09 M +1% 0.32% 55.6% 57 5.26% 3.8
Bull Street Advisors
5528
Bull Street Advisors
Georgia
USD 207 M -USD 8.04 M -4% 1.91% 48.5% 91 2.2% 4.9
Cora Capital Advisors
5529
Cora Capital Advisors
New Jersey
USD 207 M +USD 4.48 M +2% 0.72% 80.3% 113 16.81% 1.5
Ridgewood Investments
5530
Ridgewood Investments
New Jersey
USD 207 M +USD 7.06 M +4% 0.29% – 751 7.72% 1.4
Freedom Financial Partners
5531
Freedom Financial Partners
Minnesota
USD 207 M – – 0.49% – 69 – 0
WJ Interests
5532
WJ Interests
Texas
USD 207 M -USD 19.5 M -9% 3.56% 55.2% 22 31.82% 1.5
Obsidian Personal Planning Solutions
5533
Obsidian Personal Planning Solutions
Maryland
USD 207 M +USD 15.9 M +8% 1.2% 58.2% 107 7.48% 1.4
Gables Capital Management
5534
Gables Capital Management
Florida
USD 207 M +USD 8.91 M +4% 6.39% 173% 454 3.74% 3.9
HM
5535
Harvest Management
New York
USD 207 M +USD 10.4 M +5% 8.38% 610% 84 76.19% 0.3
Grunden Financial Advisory
5536
Grunden Financial Advisory
Texas
USD 207 M +USD 3.41 M +2% 2.24% – 29 24.14% 0.8
Hutner Capital Management
5537
Hutner Capital Management
Vermont
USD 207 M +USD 6.17 M +3% 1.78% 52.2% 45 0% 6.6
Uniting Wealth Partners
5538
Uniting Wealth Partners
Kansas
USD 207 M – – 6.89% – 110 – 0
Atlantic Investment Management
5539
Atlantic Investment Management
New York
USD 207 M +USD 2.17 M +1% 1.4% 28.8% 11 45.45% 1
HMS Capital Management
5540
HMS Capital Management
Tennessee
USD 207 M +USD 2.88 M +1% 3.26% 140% 111 6.31% 2.9
PCG
5541
PFC Capital Group
California
USD 207 M -USD 724 k -0.3% 2.5% 118% 72 9.72% 0.9
DA
5542
DCF Advisers
Connecticut
USD 207 M -USD 43.5 M -17% 2.52% 379% 113 37.17% 2
WA
5543
Win Advisors
Florida
USD 207 M -USD 6.42 M -3% 4.99% 266% 92 81.52% 0.3
Colonial River Investments
5544
Colonial River Investments
Virginia
USD 207 M +USD 5.08 M +3% 6.31% 156% 237 19.41% 1.7
NME
5545
Notis-McConarty Edward
USD 207 M -USD 14.3 M -6% 0.01% 91.2% 87 12.64% 7.8
Pinnacle Family Advisors
5546
Pinnacle Family Advisors
Missouri
USD 207 M +USD 13.6 M +7% 2.63% 85.8% 133 26.32% 2.2
Wolf Group Capital Advisors
5547
Wolf Group Capital Advisors
Virginia
USD 207 M -USD 3.85 M -2% 1.11% 28.2% 103 0.97% 3.9
Colorado Capital Management
5548
Colorado Capital Management
Colorado
USD 206 M +USD 3.97 M +2% 0.63% 60.4% 97 4.12% 5.1
BWIA
5549
Bryant Woods Investment Advisors
New York
USD 206 M +USD 10.1 M +5% 1.3% 74.4% 51 13.73% 2.1
Postrock Partners
5550
Postrock Partners
Oregon
USD 206 M – – 3.86% – 84 – 0