¡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)
Highlander Partners
6076
Highlander Partners
Texas
USD 150 M +USD 6.05 M +4% 2.65% 241% 41 7.32% 1.1
Philip James Wealth Mangement
6077
Philip James Wealth Mangement
Georgia
USD 150 M +USD 9.07 M +6% 1.48% – 84 21.43% 0.4
SPI
6078
Sutton Place Investors
New York
USD 150 M -USD 51.8 M -26% 2.99% 84% 156 28.85% 1
WF
6079
Williams Financial
Vermont
USD 150 M -USD 26.6 k -0% 0.74% 33.1% 20 20% 1.1
Ravenstone Capital Management
6080
Ravenstone Capital Management
USD 150 M -USD 172 k -0.1% 1.95% 63% 36 8.33% 2.4
Godshalk Welsh Capital Management
6081
Godshalk Welsh Capital Management
Pennsylvania
USD 150 M +USD 1.17 M +0.8% 3.16% 61.1% 125 8% 6.3
MA
6082
Minerva Advisors
Pennsylvania
USD 150 M -USD 13.3 M -8% 0.12% 166% 60 6.67% 7.2
Soapstone Management
6083
Soapstone Management
Maryland
USD 150 M -USD 29.3 M -16% 8.4% 30.3% 19 21.05% 2.5
Antara Capital
6084
Antara Capital
New York
USD 150 M -USD 20.2 M -12% 14.1% 39.8% 45 51.11% 1.2
Northern Capital Management (Washington)
6085
Northern Capital Management (Washington)
Washington
USD 150 M +USD 6.52 M +5% 4.84% 80% 41 14.63% 2.3
Sivia Capital Partners
6086
Sivia Capital Partners
California
USD 150 M +USD 2.38 M +2% 7% – 213 20.19% 0.4
Quarry Hill Advisors
6087
Quarry Hill Advisors
Minnesota
USD 149 M +USD 13.6 M +10% 0.61% 62.5% 46 4.35% 1.4
William Allan Corp
6088
William Allan Corp
Colorado
USD 149 M -USD 1.08 M -0.7% 0.82% 94.2% 53 11.32% 2
Diamant Asset Management
6089
Diamant Asset Management
Connecticut
USD 149 M +USD 5.43 M +4% 5.65% 66.9% 74 4.05% 4.9
Tranquilli Financial Advisor
6090
Tranquilli Financial Advisor
New Jersey
USD 149 M -USD 581 k -0.4% 1.12% 55.1% 111 6.31% 1.7
C.M. Bidwell & Associates
6091
C.M. Bidwell & Associates
Hawaii
USD 149 M +USD 2.46 M +2% 1.53% 70.6% 537 22.16% 2.7
VFG
6092
V2 Financial group
Illinois
USD 149 M +USD 2.71 M +2% 0.35% 63.3% 82 13.41% 2.2
Mad River Investors
6093
Mad River Investors
Massachusetts
USD 149 M +USD 5.19 M +4% 11.9% 225% 27 0% 3.8
Members Wealth
6094
Members Wealth
Pennsylvania
USD 149 M – – 2.67% – 108 – 0
BCM
6095
BluePointe Capital Management
California
USD 149 M +USD 3.42 M +2% 3.94% – 88 3.41% 0.5
Palouse Capital Management
6096
Palouse Capital Management
Washington
USD 149 M -USD 2.48 M -2% 0.07% 67.8% 156 32.05% 2.1
Massachusetts Wealth Management
6097
Massachusetts Wealth Management
Massachusetts
USD 149 M +USD 7.06 M +5% 0.96% 110% 95 6.32% 1.3
Investments & Financial Planning LLC
6098
Investments & Financial Planning LLC
Kentucky
USD 149 M +USD 3.03 M +2% 1.39% 63.6% 34 5.88% 2.2
SMP
6099
Santa Monica Partners
Florida
USD 149 M +USD 4.27 M +3% 5.19% 135% 16 0% 5.8
FNY Investment Advisers
6100
FNY Investment Advisers
New York
USD 149 M -USD 5.3 M -3% 0.5% 386% 918 71.02% 0.6