¡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)
Sowa Financial Group
6376
Sowa Financial Group
Rhode Island
USD 152 M -USD 7.45 M -5% 1.21% 100% 31 9.68% 3.4
HAM
6377
Hedges Asset Management
Nevada
USD 152 M +USD 737 k +0.5% 3.87% – 113 7.08% 2.5
Claris Financial
6378
Claris Financial
Virginia
USD 152 M USD 0 0% 2.86% – 153 0% 0.3
Sebold Capital Management
6379
Sebold Capital Management
Illinois
USD 152 M +USD 2.95 M +2% 1.08% – 77 12.99% 1.8
Washburn Capital Management
6380
Washburn Capital Management
Florida
USD 152 M -USD 9.41 M -6% 4.55% 123% 60 23.33% 2.5
National Wealth Management Group
6381
National Wealth Management Group
Ohio
USD 152 M +USD 1.84 M +1% 2.05% 128% 186 43.55% 1.4
Pandora Wealth
6382
Pandora Wealth
Illinois
USD 152 M – – 1.9% – 266 – 0
Fidelity D&D Bancorp
6383
Fidelity D&D Bancorp
Pennsylvania
USD 152 M +USD 1.67 M +1% 0.8% 63.8% 110 8.18% 1.7
Avos Capital Management
6384
Avos Capital Management
Washington
USD 152 M +USD 25.3 M +20% 2.39% – 41 34.15% 0.2
LAMC
6385
Longview Asset Management (California)
California
USD 152 M +USD 2.67 M +2% 0.21% – 135 5.19% 0.2
First National Bank of Hutchinson
6386
First National Bank of Hutchinson
Kansas
USD 151 M -USD 13.9 M -8% 3.93% 121% 97 16.49% 4.4
Forthright Family Wealth Advisory
6387
Forthright Family Wealth Advisory
Texas
USD 151 M -USD 2.49 M -2% 0.71% 60.2% 60 8.33% 1
Avory & Company
6388
Avory & Company
Florida
USD 151 M -USD 27.1 M -15% 12.2% 74.9% 36 33.33% 1.9
McClarren Financial Advisors
6389
McClarren Financial Advisors
Pennsylvania
USD 151 M +USD 116 M +325% 3.48% 63% 380 64.74% 0.8
Pensionfund DSM Netherlands
6390
Pensionfund DSM Netherlands
Netherlands
USD 151 M -USD 9.8 M -6% 1.72% 36.9% 71 4.23% 7.5
RFMS
6391
RWQ Financial Management Services
Florida
USD 151 M -USD 104 M -41% 9.2% 446% 31 51.61% 1.4
Lakeside Advisors
6392
Lakeside Advisors
Washington
USD 151 M -USD 152 k -0.1% 1.89% 83.7% 64 3.13% 2.9
TI-Trust
6393
TI-Trust
Illinois
USD 151 M +USD 1.68 M +1% 2.23% 88.8% 127 2.36% 3.9
Renasant Bank
6394
Renasant Bank
Mississippi
USD 151 M -USD 3.35 M -2% 2.21% 72.3% 175 15.43% 2.5
Vernal Point Advisors
6395
Vernal Point Advisors
California
USD 151 M +USD 5.4 M +4% 0.16% – 19 0% 1.2
Everstar Asset Management
6396
Everstar Asset Management
North Carolina
USD 151 M +USD 9.6 M +7% 1.2% – 199 16.58% 0.4
Harper Investing
6397
Harper Investing
California
USD 151 M +USD 15.2 M +11% 5.15% 58.7% 53 20.75% 1.3
Motiv8 Investments
6398
Motiv8 Investments
Florida
USD 151 M +USD 8.22 M +6% 0.22% – 101 15.84% 0.9
Valley Financial Group
6399
Valley Financial Group
Pennsylvania
USD 151 M +USD 6.92 M +5% 0.33% – 60 6.67% 1.2
Legion Partners Asset Management
6400
Legion Partners Asset Management
California
USD 151 M -USD 20.8 M -12% 18.8% 206% 7 0% 3.3