¡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)
Fairfield, Bush & Co
2401
Fairfield, Bush & Co
Connecticut
USD 280 M -USD 6.08 M -2% 1.5% 112% 145 13.1% 2.1
Morgan Dempsey Capital Management
2402
Morgan Dempsey Capital Management
Wisconsin
USD 279 M +USD 18.5 M +7% 5.56% 52.1% 192 20.31% 2.1
Pure Financial Advisors
2403
Pure Financial Advisors
California
USD 279 M +USD 48.6 M +21% 3.01% 47.2% 98 31.63% 1.3
Miracle Mile Advisors
2404
Miracle Mile Advisors
California
USD 279 M +USD 448 k +0.2% 0.73% 56% 66 33.33% 0.6
Intrust Bank
2405
Intrust Bank
Kansas
USD 279 M +USD 12.1 M +5% 1.9% 102% 282 14.18% 1.9
Klingman & Associates
2406
Klingman & Associates
New York
USD 279 M +USD 11.6 M +4% 0.83% 64.9% 432 14.81% 0.9
Krensavage Asset Management
2407
Krensavage Asset Management
New York
USD 279 M -USD 34.7 M -11% 10.4% 124% 22 0% 1.1
Great Point Partners
2408
Great Point Partners
Connecticut
USD 279 M +USD 40.4 M +17% 20.8% 710% 38 47.37% 0.7
Gibson Capital
2409
Gibson Capital
Pennsylvania
USD 279 M -USD 1.68 M -0.6% 3.29% 60.4% 34 17.65% 1.9
WA
2410
Wintergreen Advisers
New Jersey
USD 279 M -USD 106 M -28% 1.5% 25.4% 11 27.27% 1.9
Tortoise Investment Management
2411
Tortoise Investment Management
New York
USD 278 M -USD 1.08 M -0.4% 2.58% 40.2% 460 17.83% 2
Halbert Hargrove Global Advisors
2412
Halbert Hargrove Global Advisors
California
USD 278 M +USD 45.6 M +20% 2.38% 68.2% 101 24.75% 2.2
JNBA Financial Advisors
2413
JNBA Financial Advisors
Minnesota
USD 278 M +USD 16.9 M +6% 3.08% 61.8% 591 13.87% 2
RCM
2414
Rockshelter Capital Management
Pennsylvania
USD 278 M -USD 23.8 M -8% 0.15% 31.2% 35 8.57% 1.5
Clearfield Capital Management
2415
Clearfield Capital Management
New York
USD 278 M +USD 10.6 M +4% 1.65% 421% 13 23.08% 0.2
J.P. Marvel Investment Advisors
2416
J.P. Marvel Investment Advisors
Massachusetts
USD 278 M -USD 9.7 M -3% 1.63% 183% 88 4.55% 2.2
Monarch Capital Management
2417
Monarch Capital Management
Indiana
USD 277 M +USD 17 M +7% 4.74% 77% 105 11.43% 2.3
RC
2418
Reik & Co
New York
USD 277 M +USD 2.41 M +0.9% 5.46% 38.6% 52 9.62% 2.3
GC
2419
Gratia Capital
California
USD 276 M -USD 269 M -49% 7.95% 42.4% 49 61.22% 0.7
CenturyLink Investment Management
2420
CenturyLink Investment Management
Colorado
USD 276 M -USD 7.64 M -3% 1.36% – 298 28.19% 1.5
Adirondack Research & Management
2421
Adirondack Research & Management
New York
USD 276 M -USD 438 k -0.2% 0.83% 47.8% 116 18.97% 1.8
BTS Asset Management
2422
BTS Asset Management
Massachusetts
USD 276 M – – 1.18% 8.8% 6 – 0.8
Well Done LLC
2423
Well Done LLC
Michigan
USD 276 M -USD 7.29 M -3% 2.81% 80.4% 104 35.58% 0.2
Carlson Capital Management
2424
Carlson Capital Management
Minnesota
USD 276 M +USD 12.4 M +5% 1.41% 9.85% 57 1.75% 2.5
Hanseatic Management Services
2425
Hanseatic Management Services
New Mexico
USD 276 M -USD 12.4 M -4% 6.46% – 363 54.55% 0.5