¡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)
Objective Capital Management
5851
Objective Capital Management
Ohio
USD 130 M -USD 11.3 M -8% 4.54% – 127 13.39% 0.2
Arbor Capital Management (Alaska)
5852
Arbor Capital Management (Alaska)
Alaska
USD 130 M -USD 11.1 M -8% 3.49% 62.7% 111 14.41% 0.2
Swaine & Leidel Wealth Services
5853
Swaine & Leidel Wealth Services
Florida
USD 130 M – – 0.28% – 60 – 1.3
SHFP
5854
Second Half Financial Partners
Florida
USD 130 M – – 0.28% 36.8% 60 – 0
RHDIC
5855
R.H. Dinel Investment Counsel
California
USD 130 M -USD 15.4 M -11% 6.88% 55.9% 56 3.57% 6.2
BC
5856
Bowman & Company
Wisconsin
USD 130 M +USD 88 k +0.1% 3.48% 59.7% 86 10.47% 0.2
Richmond Brothers
5857
Richmond Brothers
Michigan
USD 130 M -USD 9.31 M -7% 5.54% 77.2% 25 12% 0.3
Stevard LLC
5858
Stevard LLC
Illinois
USD 130 M -USD 11 M -8% 9.25% – 54 14.81% 1.6
YAVAPFMC
5859
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
USD 130 M -USD 8.81 M -6% 6.09% 201% 57 5.26% 0.5
Level Financial Advisors
5860
Level Financial Advisors
New York
USD 130 M -USD 1.33 M -1% 3.9% 44% 295 22.71% 0.2
VCM
5861
Viewpoint Capital Management
Washington
USD 130 M -USD 8.16 M -6% 4.2% 127% 122 6.56% 0.2
Wealth Enhancement & Preservation of GA
5862
Wealth Enhancement & Preservation of GA
Georgia
USD 130 M -USD 18.6 M -13% 3.06% 82.2% 57 29.82% 1.5
Pring Turner Capital Group
5863
Pring Turner Capital Group
California
USD 130 M +USD 16.5 M +15% 1.49% 70.8% 60 5% 3.1
KCM
5864
Key Colony Management
Arkansas
USD 130 M -USD 3.28 M -2% 0.84% 113% 13 46.15% 0.9
Perseverance Asset Management International
5865
Perseverance Asset Management International
Cayman Islands
USD 130 M -USD 31.6 M -20% 24.5% 120% 11 36.36% 1.4
LifeGuide Financial Advisors
5866
LifeGuide Financial Advisors
Pennsylvania
USD 130 M -USD 4.53 M -3% 6.46% 35.4% 26 7.69% 0.2
Counterpoint Mutual Funds
5867
Counterpoint Mutual Funds
California
USD 130 M +USD 22.2 M +21% 0.94% 74.3% 338 86.69% 0.1
Mad River Investors
5868
Mad River Investors
Massachusetts
USD 130 M -USD 1.71 M -1% 7.94% 169% 31 12.9% 3.6
Center For Asset Management
5869
Center For Asset Management
Florida
USD 129 M -USD 5.63 M -4% 4.13% 66.6% 146 30.14% 0.7
FWG Holdings
5870
FWG Holdings
Florida
USD 129 M -USD 4.95 M -4% 2.67% 91.6% 98 10.2% 0.7
PI
5871
Pachira Investments
California
USD 129 M -USD 25.7 M -17% 3.66% 82.3% 32 18.75% 2.3
Petiole USA
5872
Petiole USA
New York
USD 129 M -USD 10.1 M -7% 0.48% 105% 52 34.62% 0.2
HAM
5873
Hedges Asset Management
Nevada
USD 129 M +USD 523 k +0.4% 2.17% – 128 19.53% 0.2
Kite Lake Capital Management (UK)
5874
Kite Lake Capital Management (UK)
United Kingdom
USD 129 M -USD 297 M -70% 13.9% 337% 14 71.43% 0.3
AIM
5875
Athena Investment Management
California
USD 129 M – – 1.71% 80.6% 119 – 0