¡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)
Enstar Group
5901
Enstar Group
Bermuda
USD 217 M -USD 41.2 M -16% 11.3% 29.5% 11 18.18% 4.1
GGM Financials
5902
GGM Financials
Ohio
USD 217 M +USD 11.5 M +6% 4.19% – 247 13.36% 0.7
M1 Capital Management
5903
M1 Capital Management
Michigan
USD 217 M -USD 22.6 M -9% 2.06% – 116 7.76% 1
Capital Square
5904
Capital Square
Tennessee
USD 217 M +USD 20.9 M +11% 0.59% 62.5% 259 27.41% 2.3
SFC
5905
Sprinkle Financial Consultants
Colorado
USD 217 M +USD 20 M +10% 1% 64.1% 102 15.69% 1.6
Mitchell Sinkler & Starr
5906
Mitchell Sinkler & Starr
Pennsylvania
USD 217 M -USD 4.72 M -2% 1.2% 85.6% 145 5.52% 5.4
Alhambra Investment Management
5907
Alhambra Investment Management
Florida
USD 217 M +USD 1.59 M +0.7% 1.27% 67.7% 183 8.2% 3.7
Old North State Wealth Management
5908
Old North State Wealth Management
North Carolina
USD 216 M +USD 3.39 M +2% 5.8% 91.5% 124 14.52% 2.5
Postrock Partners
5909
Postrock Partners
Oregon
USD 216 M -USD 14 M -6% 5.16% – 85 9.41% 1.1
Mader & Shannon Wealth Management
5910
Mader & Shannon Wealth Management
Missouri
USD 216 M +USD 12 M +6% 6.53% 62.5% 24 20.83% 3.1
State Insurance Fund
5911
State Insurance Fund
New York
USD 216 M -USD 11.3 M -5% 4.96% 77.9% 1 0% 2.3
Viewpoint Investment Partners
5912
Viewpoint Investment Partners
Alberta, Canada
USD 216 M +USD 5.82 M +3% 5.79% 38.4% 107 42.99% 0.6
BlueDoor Private Wealth
5913
BlueDoor Private Wealth
Massachusetts
USD 216 M -USD 809 k -0.4% 1.25% – 153 8.5% 0.2
Murphy Middleton Hinkle & Parker
5914
Murphy Middleton Hinkle & Parker
Georgia
USD 216 M +USD 9.09 M +4% 2.43% 66.8% 225 81.78% 2.1
1248 Management
5915
1248 Management
Missouri
USD 216 M +USD 28.8 M +15% 13% – 172 23.84% 0.9
Long Island Wealth Management
5916
Long Island Wealth Management
New York
USD 216 M +USD 4.15 M +2% 1.4% 58.2% 91 6.59% 1.8
SSA
5917
SSA Swiss Advisors
USD 216 M +USD 947 k +0.4% 1.67% – 106 15.09% 0.9
Hardin Capital Partners
5918
Hardin Capital Partners
South Carolina
USD 216 M +USD 3.88 M +2% 1.59% – 146 13.7% 1.3
Optima Capital
5919
Optima Capital
Oregon
USD 215 M -USD 15.5 M -7% 0.27% – 1,412 89.09% 0.9
NEXTBio Capital Management
5920
NEXTBio Capital Management
California
USD 215 M +USD 44.9 M +26% 20% – 24 4.17% 0.2
Econ Financial Services
5921
Econ Financial Services
Pennsylvania
USD 215 M +USD 15.9 M +8% 0.65% 16.9% 105 59.05% 0.7
Aull & Monroe Investment Management
5922
Aull & Monroe Investment Management
Alabama
USD 215 M +USD 15.7 M +8% 10.4% 98.3% 128 8.59% 8.8
Virtus ETF Advisers
5923
Virtus ETF Advisers
New York
USD 215 M +USD 3.66 M +2% 8.13% 177% 552 21.74% 0.7
Paul R. Ried Financial Group
5924
Paul R. Ried Financial Group
Washington
USD 215 M +USD 3.35 M +2% 0.02% – 44 13.64% 1
Core Wealth Partners
5925
Core Wealth Partners
California
USD 215 M -USD 7.06 M -3% 1.52% 75.7% 187 8.56% 2.1