¡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)
WESCAP Management Group
3026
WESCAP Management Group
California
USD 196 M +USD 3.96 M +2% 4.61% 45.7% 56 0% 0.9
RIM
3027
Regent Investment Management
Kentucky
USD 195 M +USD 3 M +2% 4.64% 44% 195 9.74% 2.7
Ritholtz Wealth Management
3028
Ritholtz Wealth Management
New York
USD 195 M – – 0.17% 93% 70 – 0
Crestone Asset Management
3029
Crestone Asset Management
Colorado
USD 195 M +USD 18.6 M +11% 0.81% 6.65% 40 52.5% 0.5
SIG
3030
Schaller Investment Group
North Carolina
USD 195 M +USD 62.4 M +47% 19.5% 21.9% 43 18.6% 2.5
Gould Asset Management
3031
Gould Asset Management
California
USD 195 M +USD 9.44 M +5% 1.08% 42.8% 117 13.68% 2.3
JGP Global Gestao de Recursos
3032
JGP Global Gestao de Recursos
Brazil
USD 195 M -USD 837 M -81% 7.39% 261% 45 26.67% 0.8
Iowa State Bank
3033
Iowa State Bank
Iowa
USD 195 M +USD 8.13 M +4% 3.86% 85.7% 92 9.78% 2.5
Highland Private Wealth Management
3034
Highland Private Wealth Management
Washington
USD 195 M -USD 733 k -0.4% 0.3% 19% 85 16.47% 0.7
Arkansas Financial Group
3035
Arkansas Financial Group
Arkansas
USD 195 M +USD 11 M +6% 3.76% 39.1% 22 18.18% 2.3
Gramercy Funds Management
3036
Gramercy Funds Management
Connecticut
USD 195 M -USD 93.3 M -32% 0.39% 87.6% 60 23.33% 2.2
Phoenix Investment Adviser
3037
Phoenix Investment Adviser
New York
USD 195 M +USD 72.4 M +59% 15.6% 25% 70 42.86% 0.7
EnCap Energy Capital Fund IX
3038
EnCap Energy Capital Fund IX
Texas
USD 195 M – – 18.8% 69.2% 1 – 0
Rock Point Advisors
3039
Rock Point Advisors
Vermont
USD 194 M +USD 3.01 M +2% 2.97% 82.8% 88 17.05% 2
Schnieders Capital Management
3040
Schnieders Capital Management
California
USD 194 M +USD 16.2 M +9% 2.54% 103% 155 13.55% 2.1
HA
3041
Hamel Associates
New Jersey
USD 194 M +USD 5.09 M +3% 3.86% 50.6% 84 4.76% 2.4
Technology Crossover Management VIII
3042
Technology Crossover Management VIII
California
USD 194 M – – 17.1% 77.9% 2 – 0
AlphaMark Advisors
3043
AlphaMark Advisors
Kentucky
USD 194 M -USD 4.44 M -2% 3.02% 26.4% 489 34.36% 1.5
AJ Wealth Strategies
3044
AJ Wealth Strategies
New York
USD 194 M – – 1.39% 32.2% 67 – 0
Stillwater Investment Management (Minnesota)
3045
Stillwater Investment Management (Minnesota)
Minnesota
USD 194 M +USD 9.23 M +5% 4.9% 72.3% 76 2.63% 2.6
TIFF Advisory Services
3046
TIFF Advisory Services
Pennsylvania
USD 194 M +USD 97 M +101% 9.58% 85.9% 3 33.33% 1.3
Sustainable Insight Capital Management
3047
Sustainable Insight Capital Management
New York
USD 194 M – – 3.16% 150% 45 – 0
Corsair Capital
3048
Corsair Capital
New York
USD 193 M -USD 26.6 M -12% 15.7% 17.1% 3 0% 1.7
Financial Enhancement Group
3049
Financial Enhancement Group
Indiana
USD 193 M +USD 9.19 M +5% 0.3% 62.2% 70 34.29% 0.8
KSA
3050
Ken Stern & Associates
California
USD 193 M +USD 48.3 M +33% 1.9% 39.4% 119 35.29% 0.9