¡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)
JCP
3126
JB Capital Partners
New York
USD 522 M +USD 68.6 M +15% 14% 142% 78 2.56% 3
First National Bank & Trust Co of Newtown
3127
First National Bank & Trust Co of Newtown
Pennsylvania
USD 522 M +USD 29.8 M +6% 6.63% 55.7% 140 7.14% 8.3
Capital Advantage
3128
Capital Advantage
California
USD 522 M +USD 34.1 M +7% 7.51% 49.2% 50 6% 4.5
AdvisorShares Investments
3129
AdvisorShares Investments
Maryland
USD 522 M -USD 52.5 M -9% 6.68% 110% 316 28.8% 1.4
Ramirez Asset Management
3130
Ramirez Asset Management
New York
USD 521 M +USD 29.9 M +6% 3.3% 86.8% 421 13.54% 0.8
Strategy Asset Managers
3131
Strategy Asset Managers
California
USD 521 M +USD 70.4 M +16% 7.64% 115% 319 47.02% 2.8
Bellwether Advisors
3132
Bellwether Advisors
Nebraska
USD 521 M +USD 43.8 M +9% 6.29% 128% 149 36.24% 2
Westover Capital Advisors
3133
Westover Capital Advisors
Delaware
USD 520 M +USD 132 M +34% 5.72% 144% 255 21.18% 2.3
Samsara BioCapital
3134
Samsara BioCapital
California
USD 520 M +USD 42.5 M +9% 8.32% 1,580% 43 9.3% 2.5
Opes Wealth Management
3135
Opes Wealth Management
California
USD 520 M +USD 40.9 M +9% 7.68% 54.1% 141 6.38% 2.9
Oakmont Corp
3136
Oakmont Corp
California
USD 520 M +USD 65.5 M +14% 5.18% 70.2% 33 6.06% 3.1
Legacy Financial Group (Iowa)
3137
Legacy Financial Group (Iowa)
Iowa
USD 520 M +USD 11.5 M +2% 5.61% 44.3% 108 49.07% 1.4
Bourgeon Capital Management
3138
Bourgeon Capital Management
Connecticut
USD 520 M +USD 9.6 M +2% 4.44% 121% 119 20.17% 4.4
Summit Wealth Partners
3139
Summit Wealth Partners
Florida
USD 519 M +USD 37.6 M +8% 5.89% 44.9% 247 14.17% 2.6
SevenBridge Financial Group
3140
SevenBridge Financial Group
Pennsylvania
USD 519 M +USD 67 M +15% 5.84% 93.2% 223 7.17% 4.2
Sentinel Pension Advisors
3141
Sentinel Pension Advisors
Massachusetts
USD 519 M +USD 37 M +8% 5.3% 52.1% 116 9.48% 2.5
Sentry LLC
3142
Sentry LLC
Tennessee
USD 519 M -USD 24.1 M -4% 2.26% 52.6% 129 3.88% 1.3
West Financial Advisors
3143
West Financial Advisors
Iowa
USD 519 M +USD 36.9 M +8% 5.53% 49.1% 195 21.54% 2.1
Blue Owl Capital Holdings
3144
Blue Owl Capital Holdings
New York
USD 518 M +USD 159 M +44% 13.9% 145% 140 72.14% 0.3
Core Alternative Capital
3145
Core Alternative Capital
Georgia
USD 517 M +USD 17.1 M +3% 8% 74.5% 367 2.72% 2.8
Genesis Investment Management
3146
Genesis Investment Management
United Kingdom
USD 517 M +USD 8.59 M +2% 6.3% 47.4% 15 0% 3.3
Affinity Capital Advisors
3147
Affinity Capital Advisors
California
USD 516 M +USD 40.1 M +8% 5.79% 72.7% 152 5.26% 2.9
Regatta Capital Group
3148
Regatta Capital Group
California
USD 515 M +USD 51 M +11% 7.12% 78.1% 193 7.25% 2.1
Stanley Capital Management
3149
Stanley Capital Management
Texas
USD 515 M +USD 25.5 M +5% 7.27% 158% 38 2.63% 3.8
Financial Enhancement Group
3150
Financial Enhancement Group
Indiana
USD 515 M -USD 106 M -17% 4.53% 62.2% 150 46.67% 3.2