¡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)
Ulysses Management
2751
Ulysses Management
New York
USD 484 M +USD 69.2 M +17% 10.4% 51.8% 63 55.56% 1.6
Personal CFO Solutions
2752
Personal CFO Solutions
New Jersey
USD 484 M +USD 11.8 M +3% 4.78% 98.9% 516 19.96% 1.7
Bernzott Capital Advisors
2753
Bernzott Capital Advisors
California
USD 484 M -USD 289 M -37% 2.85% 46.2% 54 12.96% 3.5
Samsara BioCapital
2754
Samsara BioCapital
California
USD 484 M +USD 19.2 M +4% 5.92% 1,580% 59 11.86% 1.9
Live Oak Private Wealth
2755
Live Oak Private Wealth
North Carolina
USD 484 M +USD 278 k +0.1% 2.86% 74.6% 174 8.05% 2.3
HUB Investment Partners
2756
HUB Investment Partners
Texas
USD 484 M +USD 25.6 M +6% 6.6% 109% 248 56.05% 0.8
BlueSky Wealth Advisors
2757
BlueSky Wealth Advisors
North Carolina
USD 484 M +USD 31.3 M +7% 5% 45.9% 71 5.63% 3.5
Adventist Health System West
2758
Adventist Health System West
California
USD 483 M +USD 26.3 M +6% 5.81% 60.2% 5 0% 2.6
Destiny Wealth Partners
2759
Destiny Wealth Partners
Florida
USD 483 M +USD 21.3 M +5% 5.39% 70.4% 685 74.45% 1.6
GWSG
2760
GPS Wealth Strategies Group
Colorado
USD 483 M +USD 150 M +45% 10.2% 118% 1,252 90.58% 0.2
Wexford Capital
2761
Wexford Capital
Florida
USD 483 M -USD 3.25 M -0.7% 6.5% 128% 242 73.14% 0.4
Polunin Capital Partners
2762
Polunin Capital Partners
United Kingdom
USD 483 M +USD 82.2 M +21% 10.1% 268% 25 12% 0.7
SlateStone Wealth
2763
SlateStone Wealth
Florida
USD 483 M +USD 68.4 M +16% 8.08% 79.1% 220 15% 2.2
Cardinal Capital Management Inc (North Carolina)
2764
Cardinal Capital Management Inc (North Carolina)
North Carolina
USD 482 M +USD 12.2 M +3% 3.24% 86.4% 143 6.99% 6.7
HFG Wealth Management
2765
HFG Wealth Management
Texas
USD 482 M – – 5.97% 45.9% 76 – 0
Intrua Financial
2766
Intrua Financial
Texas
USD 482 M +USD 49.2 M +11% 5.59% 77.4% 357 14.85% 1.7
Arkansas Financial Group
2767
Arkansas Financial Group
Arkansas
USD 481 M +USD 25.1 M +6% 2.74% 41.4% 64 1.56% 3.5
Fort Baker Capital Management
2768
Fort Baker Capital Management
California
USD 481 M +USD 151 M +46% 4.47% 46.3% 119 41.18% 0.7
Bluescape Energy Partners
2769
Bluescape Energy Partners
Texas
USD 481 M +USD 53.9 M +13% 12.7% 57.9% 4 25% 2.3
Towercrest Capital Management
2770
Towercrest Capital Management
Pennsylvania
USD 481 M +USD 29.1 M +6% 4.92% 42.6% 95 5.26% 4.2
PM Capital
2771
PM Capital
Australia
USD 481 M +USD 5.3 M +1% 2.81% 105% 10 0% 6.5
Edenbrook Capital
2772
Edenbrook Capital
New York
USD 480 M +USD 56.7 M +13% 5.82% 267% 14 7.14% 2.8
Advantage Alpha Capital Partners
2773
Advantage Alpha Capital Partners
California
USD 480 M -USD 13.3 M -3% 11.4% 79.2% 127 30.71% 1.6
World Investment Advisors
2774
World Investment Advisors
California
USD 480 M +USD 43.9 M +10% 5.87% 65.4% 270 22.59% 2.2
Seven Eight Capital
2775
Seven Eight Capital
New York
USD 480 M +USD 96.7 M +25% 7.98% 13.6% 645 75.81% 0.2