¡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)
JPC
3451
Jackson Park Capital
Utah
USD 115 M -USD 7.71 M -6% 9.76% – 38 31.58% 0.5
New Leaf Venture Partners
3452
New Leaf Venture Partners
New York
USD 115 M -USD 35.6 M -24% 15.4% 3.91% 15 20% 0.6
WAM
3453
Westport Asset Management
Connecticut
USD 115 M -USD 18 M -14% 9.81% 64.2% 42 19.05% 2.1
Seven Eight Capital
3454
Seven Eight Capital
New York
USD 115 M +USD 30.1 M +35% 12.5% 13.6% 792 67.17% 0.2
Hedeker Wealth
3455
Hedeker Wealth
Illinois
USD 115 M -USD 9.29 M -7% 8.34% 161% 188 54.79% 0.6
Financial Consulate
3456
Financial Consulate
Maryland
USD 115 M -USD 20.6 M -15% 6.94% 61.4% 65 21.54% 0.6
Shanda Asset Management Holdings
3457
Shanda Asset Management Holdings
British Virgin Islands
USD 115 M -USD 106 M -48% 20.7% 125% 37 75.68% 0.2
PC
3458
Palo Capital
California
USD 115 M -USD 12.9 M -10% 6.94% 34.6% 157 33.76% 0.5
RK Asset Management
3459
RK Asset Management
Michigan
USD 115 M -USD 12.2 M -10% 6.92% 47.6% 16 12.5% 1.3
AMI Investment Management
3460
AMI Investment Management
Indiana
USD 115 M -USD 6.24 M -5% 6.19% 52% 45 11.11% 1.5
Peloton Wealth Strategists
3461
Peloton Wealth Strategists
Indiana
USD 114 M -USD 11.1 M -9% 9.64% 58.1% 79 13.92% 1.4
Fernwood Investment Management
3462
Fernwood Investment Management
Massachusetts
USD 114 M -USD 13.3 M -10% 9.84% 83.4% 125 14.4% 1.4
Mark Sheptoff Financial Planning
3463
Mark Sheptoff Financial Planning
Connecticut
USD 114 M -USD 9.6 M -8% 4.78% 92.4% 486 33.95% 1
CIA
3464
CSat Investment Advisory
Michigan
USD 114 M -USD 100 M -47% 1.09% 87.4% 22 13.64% 0.6
Western Asset Management Company
3465
Western Asset Management Company
California
USD 114 M -USD 10.1 M -8% 9.86% 2.29% 35 62.86% 0.7
ASA Gold & Precious Metals
3466
ASA Gold & Precious Metals
Maine
USD 114 M -USD 34 M -23% 22% 7.34% 21 4.76% 1.9
Archon Capital Management
3467
Archon Capital Management
Washington
USD 114 M +USD 11.6 M +11% 16.3% 222% 30 63.33% 0.6
Cornerstone Advisors (Washington)
3468
Cornerstone Advisors (Washington)
Washington
USD 114 M -USD 8.47 M -7% 6.03% 24.3% 955 26.81% 1.2
Boardman Bay Capital Management
3469
Boardman Bay Capital Management
New York
USD 113 M -USD 18.4 M -14% 9.68% 145% 68 58.82% 0.4
Trees Investment Counsel
3470
Trees Investment Counsel
Illinois
USD 113 M -USD 12.3 M -10% 8.38% – 55 0% 2
Seven Post Investment Office
3471
Seven Post Investment Office
California
USD 113 M -USD 13.7 M -11% 15.8% 44.4% 8 12.5% 1.9
Valentine Capital Asset Management
3472
Valentine Capital Asset Management
California
USD 113 M -USD 35.5 M -24% 12.4% – 92 33.7% 0.9
Park Avenue Institutional Advisers
3473
Park Avenue Institutional Advisers
New York
USD 113 M -USD 11.2 M -9% 5.76% – 518 5.21% 0.2
BOC
3474
Barbara Oil Co
Illinois
USD 113 M -USD 7.22 M -6% 7.15% 76.9% 84 8.33% 1.5
Terra Nova Asset Management
3475
Terra Nova Asset Management
New York
USD 113 M -USD 9.23 M -8% 3.35% 172% 132 24.24% 0.4