¡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)
SHFC
7476
Safe Harbor Family Capital
North Carolina
USD 150 M +USD 21.8 M +17% 8.91% – 63 22.22% 0.4
AIM
7477
Axiom Investment Management
New York
USD 150 M +USD 18.2 M +14% 25.1% – 541 31.05% 0.7
Phillip James Consulting
7478
Phillip James Consulting
Minnesota
USD 150 M +USD 17.8 M +13% 11.3% – 476 52.52% 0.2
Black Cypress Capital Management
7479
Black Cypress Capital Management
Florida
USD 150 M +USD 10.3 M +7% 12.3% – 31 6.45% 1.8
CFG
7480
Compass Financial Group
Ohio
USD 150 M +USD 12.9 M +9% 10.5% – 48 6.25% 0.5
LTG Capital
7481
LTG Capital
Massachusetts
USD 150 M +USD 18.6 M +14% 14.1% 56% 24 4.17% 4.2
EJF Capital
7482
EJF Capital
Virginia
USD 150 M +USD 7.59 M +5% 15.3% 127% 74 9.46% 2.4
South Shore Capital Advisors
7483
South Shore Capital Advisors
Massachusetts
USD 149 M +USD 12.6 M +9% 20.1% – 172 29.65% 1.5
Platt Investment Counsel
7484
Platt Investment Counsel
Florida
USD 149 M +USD 19.4 M +15% 14.7% 62.9% 14 7.14% 2.7
Blodgett Wealth Advisors
7485
Blodgett Wealth Advisors
California
USD 149 M +USD 23.1 M +18% 20.1% 150% 74 16.22% 2.9
HRC
7486
Hoertkorn Richard Charles
USD 149 M +USD 27.3 M +22% 53% 172% 78 12.82% 8.5
Vennlight Capital Management
7487
Vennlight Capital Management
Connecticut
USD 149 M +USD 50.2 M +51% 14.4% – 38 68.42% 0.1
Cannell Capital
7488
Cannell Capital
Wyoming
USD 149 M -USD 13.7 M -8% 11.4% 127% 48 39.58% 2
Green Alpha Advisors
7489
Green Alpha Advisors
Colorado
USD 149 M +USD 47.5 M +47% 65.5% 316% 113 5.31% 3.5
Cravens & Co Advisors
7490
Cravens & Co Advisors
Tennessee
USD 149 M -USD 4.95 M -3% 9.33% 70.4% 73 20.55% 2.2
Seven Mile Advisory
7491
Seven Mile Advisory
New Jersey
USD 149 M +USD 10.4 M +7% 26.6% 146% 207 35.75% 1.8
Vested Financial Planning
7492
Vested Financial Planning
California
USD 149 M +USD 17.6 M +13% 10.4% – 30 13.33% 1.3
Oder Investment Management
7493
Oder Investment Management
California
USD 149 M +USD 18.7 M +14% 12.1% 97.5% 117 16.24% 3.1
Pine Haven Investment Counsel
7494
Pine Haven Investment Counsel
Massachusetts
USD 149 M +USD 12.8 M +9% 13.8% 72.1% 117 3.42% 3.4
J2 Capital Management
7495
J2 Capital Management
Michigan
USD 149 M +USD 2.89 M +2% 5.92% – 141 30.5% 1.9
CTA
7496
Camelot Technology Advisors
California
USD 149 M +USD 10.8 M +8% 10.9% 71% 62 6.45% 2
Sage Investment Advisers
7497
Sage Investment Advisers
New York
USD 149 M +USD 13.6 M +10% 7.89% – 100 13% 2.5
FTEA
7498
Forty-three Eighteen Advisors
Arkansas
USD 149 M +USD 15.8 M +12% 24.5% – 95 43.16% 0.3
Fiduciary Advisors Inc
7499
Fiduciary Advisors Inc
Missouri
USD 149 M +USD 15.5 M +12% 10.2% – 157 24.2% 0.9
Stewardship Concepts Financial Services
7500
Stewardship Concepts Financial Services
Washington
USD 149 M +USD 21 M +16% 9.68% – 72 16.67% 0.4