¡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)
Terra Nova Asset Management
3551
Terra Nova Asset Management
New York
USD 121 M – – 2.87% 172% 117 – 0
Penn Mutual Life Insurance
3552
Penn Mutual Life Insurance
Pennsylvania
USD 121 M +USD 36.5 M +43% 2.38% 1.64% 19 10.53% 0.5
Hedeker Wealth
3553
Hedeker Wealth
Illinois
USD 120 M -USD 3.38 M -3% 1.8% 141% 174 53.45% 0.2
Willingdon Wealth Management
3554
Willingdon Wealth Management
North Carolina
USD 120 M -USD 38.5 M -24% 0.17% 15.3% 95 25.26% 0.9
TSBJ
3555
Trevor, Stewart, Burton & Jacobsen
New York
USD 120 M -USD 4.96 M -4% 0.28% – 60 56.67% 1
Jolley Asset Management
3556
Jolley Asset Management
North Carolina
USD 120 M -USD 369 k -0.3% 2.56% 3.47% 129 13.95% 1.5
Genesis Wealth Advisors
3557
Genesis Wealth Advisors
Massachusetts
USD 120 M -USD 5.73 M -5% 1.67% – 516 10.85% 0.2
NGP MR Management
3558
NGP MR Management
Texas
USD 120 M -USD 2.22 M -2% 1.8% 21.9% 2 0% 0.9
CFO4Life
3559
CFO4Life
Texas
USD 120 M -USD 1.1 M -0.9% 1.87% – 94 25.53% 0.2
Polaris Venture Management Co IV
3560
Polaris Venture Management Co IV
Massachusetts
USD 120 M -USD 6.98 M -5% 1.83% 52.2% 3 0% 1.1
Mark Sheptoff Financial Planning
3561
Mark Sheptoff Financial Planning
Connecticut
USD 120 M +USD 6.82 M +6% 3.2% 92.4% 364 12.36% 0.9
CK
3562
Carnick & Kubik
Colorado
USD 120 M +USD 2.39 M +2% 3.8% 45.1% 124 11.29% 1.1
Horan Capital Advisors
3563
Horan Capital Advisors
Ohio
USD 120 M -USD 1.25 M -1% 1.65% 26.6% 62 19.35% 1.3
Opus Point Partners Management
3564
Opus Point Partners Management
New York
USD 119 M +USD 18.2 M +18% 16.5% 85.2% 75 36% 0.2
RCM
3565
Rotella Capital Management
Washington
USD 119 M +USD 3.99 M +3% 7.12% 26.6% 696 75.43% 0.2
Perkins Capital Management
3566
Perkins Capital Management
Minnesota
USD 119 M +USD 2.77 M +2% 6.63% 303% 144 13.89% 1.2
Catterton Management Company
3567
Catterton Management Company
Connecticut
USD 119 M -USD 60.9 M -34% 33.8% 13.2% 1 0% 1.8
Bennicas & Associates
3568
Bennicas & Associates
California
USD 119 M -USD 6.32 M -5% 2% 40.3% 90 5.56% 1.5
MG
3569
Meditor Group
Bermuda
USD 119 M +USD 22.8 M +24% 33.6% 41.1% 3 0% 1.8
Tactical Allocation Group
3570
Tactical Allocation Group
Michigan
USD 119 M -USD 38.6 M -25% 3.39% 15.2% 22 22.73% 0.9
Acuta Capital Partners
3571
Acuta Capital Partners
California
USD 119 M -USD 29.2 M -20% 16% 7,269% 88 69.32% 0.1
Oppenheimer & Close
3572
Oppenheimer & Close
New York
USD 119 M -USD 551 k -0.5% 0.07% 149% 55 12.73% 1.4
Financial Consulate
3573
Financial Consulate
Maryland
USD 119 M -USD 33.2 M -22% 1.03% 53.3% 70 27.14% 0.2
Amica Retiree Medical Trust
3574
Amica Retiree Medical Trust
Rhode Island
USD 119 M -USD 5.2 M -4% 0.81% – 396 12.37% 1.1
JCM
3575
JD Capital Management
Connecticut
USD 119 M -USD 474 M -80% 0.25% 47.8% 153 92.16% 0.9