¡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)
WBH Advisory
2151
WBH Advisory
Maryland
USD 815 M -USD 61.9 M -7% 4.29% 57.6% 328 11.28% 4.7
Simplicity Solutions
2152
Simplicity Solutions
Minnesota
USD 814 M -USD 81.2 M -9% 3.08% 37.1% 657 35.46% 1.6
Bristlecone Advisors
2153
Bristlecone Advisors
Washington
USD 814 M -USD 18.8 M -2% 5.91% 103% 240 10% 3
Trust Asset Management
2154
Trust Asset Management
Texas
USD 813 M +USD 3.97 M +0.5% 4.06% 91.1% 218 11.47% 1.5
BTR Capital Management
2155
BTR Capital Management
California
USD 813 M -USD 73.2 M -8% 2.37% 35% 179 8.94% 5
Cypress Capital Group
2156
Cypress Capital Group
Florida
USD 812 M +USD 13.4 M +2% 2.62% 97.8% 347 21.04% 3.9
Montanaro Asset Management
2157
Montanaro Asset Management
United Kingdom
USD 811 M -USD 180 M -18% 16.5% 49.6% 49 10.2% 1
Lutz Financial Services
2158
Lutz Financial Services
Nebraska
USD 811 M -USD 3.18 M -0.4% 3.6% 35.3% 64 6.25% 3.4
Archon Capital Management
2159
Archon Capital Management
Washington
USD 811 M +USD 49.8 M +7% 12.8% 222% 37 16.22% 1.5
Community Bank
2160
Community Bank
New York
USD 810 M -USD 57 M -7% 1.69% 73.5% 462 7.79% 4.7
SpiderRock Advisors
2161
SpiderRock Advisors
Delaware
USD 810 M -USD 92.2 M -10% – – 171 0% 1.7
Prospector Partners
2162
Prospector Partners
Connecticut
USD 809 M -USD 56.2 M -6% 2.49% 53.6% 116 15.52% 3.9
Quantum Capital Management (New Jersey)
2163
Quantum Capital Management (New Jersey)
New Jersey
USD 808 M -USD 94.1 M -10% 12.6% 22.7% 34 5.88% 5.4
TFP
2164
Triple Frond Partners
California
USD 808 M -USD 79.6 M -9% 7.9% 92.9% 10 0% 3.5
Spearhead Capital Advisors
2165
Spearhead Capital Advisors
Florida
USD 808 M -USD 20.8 M -3% 5.97% 25.2% 237 43.88% 1.6
Marble Harbor Investment Counsel
2166
Marble Harbor Investment Counsel
Massachusetts
USD 805 M -USD 53.3 M -6% 3.35% 66.7% 199 7.04% 5.2
Blue Chip Partners
2167
Blue Chip Partners
Michigan
USD 804 M +USD 7.58 M +1% 1.79% 81.2% 187 16.04% 3.9
Pekin Hardy Strauss
2168
Pekin Hardy Strauss
Illinois
USD 804 M +USD 65.3 M +9% 8.48% 102% 373 21.98% 3.2
Clear Street
2169
Clear Street
New York
USD 804 M -USD 2830 M -78% 7.71% 297% 671 84.8% 0.1
Phocas Financial Corp
2170
Phocas Financial Corp
California
USD 804 M +USD 18 M +2% 1.35% – 227 22.91% 2.4
Cadence Bank
2171
Cadence Bank
Mississippi
USD 803 M +USD 1.04 M +0.1% 5.14% 70.9% 210 13.33% 2.9
SC
2172
Sasco Capital
Connecticut
USD 803 M -USD 67.7 M -8% 0.48% 15.5% 49 8.16% 3.7
Essex Investment Management
2173
Essex Investment Management
Massachusetts
USD 802 M -USD 70.9 M -8% 3.68% 370% 429 14.45% 2.7
Private Ocean
2174
Private Ocean
California
USD 802 M -USD 52.7 M -6% 5.85% 2.82% 767 27.25% 2.3
HSG Holding
2175
HSG Holding
Hong Kong
USD 801 M -USD 315 M -28% 31.7% 2.94% 22 9.09% 2.4