¡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)
McLean Asset Management
5776
McLean Asset Management
Virginia
USD 135 M -USD 124 M -48% 3.03% 64.3% 139 13.67% 1
Econ Financial Services
5777
Econ Financial Services
Pennsylvania
USD 135 M -USD 586 k -0.4% 6.17% 16.9% 212 42.45% 0.5
PM
5778
Parametrica Management
Hong Kong
USD 135 M +USD 34.3 M +34% 10.6% 584% 256 87.5% 0.1
Broadview Financial Management
5779
Broadview Financial Management
Wisconsin
USD 135 M -USD 5.36 M -4% 5.42% 52.4% 50 6% 3.3
Arrow Investment Advisors
5780
Arrow Investment Advisors
Maryland
USD 135 M -USD 6.17 M -4% 3.27% 36.3% 103 37.86% 1.1
Ally Bridge Group
5781
Ally Bridge Group
New York
USD 135 M -USD 151 M -53% 10.5% 844% 31 35.48% 0.7
Riverview Trust Company
5782
Riverview Trust Company
Washington
USD 135 M -USD 35.6 M -21% 4.97% 87.6% 721 67.68% 0.9
General Equity Holdings
5783
General Equity Holdings
New York
USD 135 M -USD 32.8 M -20% 22.2% 775% 16 37.5% 0.6
Cahill Wealth Management
5784
Cahill Wealth Management
Michigan
USD 135 M – – 3.69% 24.7% 41 – 0
Prosperity Consulting Group
5785
Prosperity Consulting Group
Maryland
USD 135 M +USD 1.39 M +1% 3.64% 66.8% 101 10.89% 0.2
Buttonwood Financial Group
5786
Buttonwood Financial Group
Missouri
USD 135 M – – 1.98% 77.9% 19 – 0
Cohen Investment Advisors
5787
Cohen Investment Advisors
New Hampshire
USD 135 M -USD 5.75 M -4% 2.14% 90.6% 80 3.75% 1.2
Fairbanks Capital Management
5788
Fairbanks Capital Management
California
USD 134 M -USD 3.2 M -2% 1.24% 81.3% 52 5.77% 3.1
Davidson Trust Company
5789
Davidson Trust Company
Washington
USD 134 M -USD 11.1 M -8% 2.3% 77% 131 9.92% 1.8
Security National Bank of Sioux City Iowa
5790
Security National Bank of Sioux City Iowa
Iowa
USD 134 M -USD 11.1 M -8% 0.24% 61% 96 9.38% 4.5
Savior LLC
5791
Savior LLC
Massachusetts
USD 134 M -USD 2711 M -95% 2.38% 82.8% 207 20.77% 1.6
Aurora Investment Managers
5792
Aurora Investment Managers
Florida
USD 134 M +USD 29.9 M +29% 8.3% 74.4% 52 53.85% 0.8
Kellner Capital
5793
Kellner Capital
New York
USD 134 M -USD 84.2 M -39% 11.7% 390% 48 77.08% 0.2
IMPACTfolio
5794
IMPACTfolio
Colorado
USD 134 M +USD 20.2 M +18% 7.05% 51.2% 58 34.48% 0.2
Acute Investment Advisory
5795
Acute Investment Advisory
Arizona
USD 134 M -USD 3 M -2% 3.34% 15% 69 65.22% 0.1
Marlowe Partners
5796
Marlowe Partners
New York
USD 134 M -USD 42.4 M -24% 8.75% 16.3% 10 30% 1.7
TPWM
5797
Twelve Points Wealth Management
Massachusetts
USD 134 M +USD 10.4 M +8% 2.41% 50.7% 188 20.74% 0.2
Boyd Wealth Management
5798
Boyd Wealth Management
California
USD 134 M -USD 3.99 M -3% 5.41% 56.8% 43 16.28% 0.2
Tatro Capital
5799
Tatro Capital
Kentucky
USD 134 M -USD 5.54 M -4% 4.56% – 103 28.16% 1.4
Delphia (USA)
5800
Delphia (USA)
Ontario, Canada
USD 134 M +USD 39.4 M +42% 3.03% – 425 61.41% 0.1