¡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)
Harber Asset Management
3351
Harber Asset Management
North Carolina
USD 391 M -USD 63.7 M -14% 7.04% 63.6% 45 51.11% 1.1
NAMP
3352
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 391 M -USD 34.8 M -8% 6.04% 90.2% 156 10.9% 4.9
Wildcat Capital Management
3353
Wildcat Capital Management
New York
USD 391 M -USD 223 M -36% 30.5% 77.7% 29 31.03% 1.4
Rosenblum Silverman Sutton
3354
Rosenblum Silverman Sutton
California
USD 391 M -USD 53.6 M -12% 9.47% 107% 73 6.85% 4.1
Punch Card Management
3355
Punch Card Management
Florida
USD 390 M -USD 492 k -0.1% 0.57% 41% 3 0% 4.1
Bulldog Investors
3356
Bulldog Investors
New Jersey
USD 389 M +USD 15.1 M +4% 1.29% 22.5% 410 48.54% 0.6
BCA
3357
Bray Capital Advisors
Florida
USD 389 M -USD 19.6 M -5% 3.59% 36.6% 287 6.62% 4
Jackson Thornton Wealth Management
3358
Jackson Thornton Wealth Management
Alabama
USD 389 M +USD 40.1 M +11% 2.85% 64.4% 25 32% 0.2
Blueprint Investment Partners
3359
Blueprint Investment Partners
North Carolina
USD 389 M -USD 18 M -4% 2.64% 91.9% 270 35.19% 0.7
Hamilton Point Investment Advisors
3360
Hamilton Point Investment Advisors
North Carolina
USD 388 M -USD 31.9 M -8% 6.25% 86.8% 82 9.76% 4.8
Wescott Financial Advisory Group
3361
Wescott Financial Advisory Group
Pennsylvania
USD 388 M +USD 194 M +100% 4.35% 61.1% 130 46.15% 0.6
Johnson Bixby & Associates
3362
Johnson Bixby & Associates
Washington
USD 388 M +USD 10.6 M +3% 3.3% 48.7% 95 16.84% 1
TC
3363
Teilinger Capital
Texas
USD 388 M -USD 94.9 M -20% 14.9% 30.2% 58 62.07% 0.3
PL Capital Advisors
3364
PL Capital Advisors
Florida
USD 388 M -USD 21.2 M -5% 2.73% 86.4% 45 20% 3.4
Kingfisher Capital
3365
Kingfisher Capital
North Carolina
USD 388 M -USD 44.6 M -10% 2.14% 58.5% 205 20% 3
WCMN
3366
Westchester Capital Management (Nebraska)
Nebraska
USD 388 M -USD 3.92 M -1% 0.14% 121% 52 7.69% 4.8
Capco Asset Management
3367
Capco Asset Management
Florida
USD 388 M +USD 25.2 M +7% 0.54% 47.9% 27 11.11% 3.4
Shah Capital Management
3368
Shah Capital Management
North Carolina
USD 387 M +USD 12 M +3% 14.6% 287% 12 16.67% 3.3
Sicart Associates
3369
Sicart Associates
New York
USD 386 M +USD 3.33 M +0.9% 4.6% 113% 107 14.02% 2.7
Concord Wealth Partners
3370
Concord Wealth Partners
Virginia
USD 386 M -USD 22.2 M -5% 4.47% 71.1% 1,436 14.21% 0.8
Olympus Peak Asset Management
3371
Olympus Peak Asset Management
Connecticut
USD 386 M +USD 28.7 M +8% 0.74% – 11 54.55% 0.3
Goldstein Munger & Associates
3372
Goldstein Munger & Associates
California
USD 386 M -USD 11 M -3% 4.78% 11.9% 37 13.51% 5.7
Cedar Brook Financial Partners
3373
Cedar Brook Financial Partners
Ohio
USD 385 M -USD 4.78 M -1% 4.33% 47% 401 10.72% 1.9
Jeneq Management
3374
Jeneq Management
New York
USD 385 M -USD 112 M -23% 21.9% 21.7% 91 91.21% 0.1
Jacobson & Schmitt Advisors
3375
Jacobson & Schmitt Advisors
Wisconsin
USD 385 M -USD 28.2 M -7% 7.32% 64.8% 67 14.93% 2.4