¡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)
Regents of the University of California
5551
Regents of the University of California
California
USD 183 M -USD 161 M -47% 5.07% 86.1% 26 73.08% 4.6
New Potomac Partners
5552
New Potomac Partners
Maryland
USD 183 M +USD 2.85 M +2% 2.62% 37.2% 87 5.75% 4
Solas Capital Management
5553
Solas Capital Management
Connecticut
USD 183 M +USD 27.4 M +18% 3.24% 62.5% 22 22.73% 2
Brookmont Capital Management
5554
Brookmont Capital Management
Texas
USD 183 M -USD 7.32 M -4% 2.8% 32.2% 56 12.5% 6.5
ACMC
5555
AyurMaya Capital Management Company
New Hampshire
USD 183 M +USD 120 M +190% 7.81% 32.2% 2 50% 0.5
Solano Wealth Management
5556
Solano Wealth Management
California
USD 183 M +USD 4.32 M +2% 0.49% – 33 12.12% 1
Iams Wealth Management
5557
Iams Wealth Management
Nebraska
USD 183 M +USD 19 M +12% 1.86% 57.7% 155 36.77% 0.5
Alhambra Investment Management
5558
Alhambra Investment Management
Florida
USD 183 M -USD 360 k -0.2% 1.94% 67.7% 181 17.68% 2.5
Tandem Capital Management
5559
Tandem Capital Management
New Jersey
USD 183 M +USD 6.27 M +4% 3.71% 128% 117 11.11% 2.7
Cincinnati Casualty Company
5560
Cincinnati Casualty Company
Ohio
USD 183 M -USD 299 k -0.2% 0.21% 56% 26 0% 8.2
QC
5561
Qalhat Capital
British Virgin Islands
USD 182 M +USD 62.9 M +53% 3.27% 90.3% 8 75% 1.5
Hutner Capital Management
5562
Hutner Capital Management
Vermont
USD 182 M -USD 2.02 M -1% 0.62% 52.2% 44 2.27% 6.2
Jackson Hill Advisors
5563
Jackson Hill Advisors
Texas
USD 182 M -USD 1.62 M -0.9% 0.38% 61.2% 13 7.69% 1.7
Daily Journal Corp
5564
Daily Journal Corp
California
USD 182 M +USD 5.05 M +3% 2.94% 108% 4 0% 8.7
PHM
5565
Prospect Hill Management
New Jersey
USD 182 M +USD 27 M +17% 18% 85.1% 15 0% 2.9
Trellis Wealth Advisors
5566
Trellis Wealth Advisors
California
USD 182 M +USD 5.21 M +3% 0.77% 62.2% 30 16.67% 1.1
Laidlaw Wealth Management
5567
Laidlaw Wealth Management
New York
USD 182 M +USD 2.91 M +2% 4.92% 150% 192 18.23% 2.3
MPM Asset Management
5568
MPM Asset Management
Massachusetts
USD 182 M -USD 63.1 M -26% 3.58% 5.89% 6 0% 3
Keeler & Nadler Financial Planning & Wealth Management
5569
Keeler & Nadler Financial Planning & Wealth Management
Ohio
USD 182 M +USD 15.6 M +9% 2.22% – 67 8.96% 1.6
Peninsula Asset Management
5570
Peninsula Asset Management
Florida
USD 182 M -USD 4.71 M -3% 1.56% 44.1% 43 2.33% 8.1
LWMI
5571
Landmark Wealth Management (Illinois)
Illinois
USD 182 M +USD 172 M +1,770% 0.35% – 41 85.37% 0.1
Strategic Financial Partners
5572
Strategic Financial Partners
Oregon
USD 182 M +USD 956 k +0.5% 1.6% 54.8% 75 14.67% 3.2
Kiely Wealth Advisory Group
5573
Kiely Wealth Advisory Group
North Carolina
USD 181 M +USD 5.81 M +3% 0.31% – 322 17.39% 0.4
Interactive Financial Advisors
5574
Interactive Financial Advisors
Illinois
USD 181 M +USD 577 k +0.3% 1.07% 47.6% 86 1.16% 6.3
Wealthspan Partners
5575
Wealthspan Partners
Iowa
USD 181 M +USD 11.5 M +7% 1.58% 65% 104 7.69% 1.5