¡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)
Burt Wealth Advisors
3576
Burt Wealth Advisors
Maryland
USD 332 M +USD 10.1 M +3% 3.96% 57.3% 110 8.18% 4.8
Elgethun Capital Management
3577
Elgethun Capital Management
South Dakota
USD 332 M +USD 15.8 M +5% 6.72% 61.5% 160 19.38% 3.1
Equitec Proprietary Markets
3578
Equitec Proprietary Markets
Illinois
USD 331 M +USD 119 M +56% 33.1% 526% 182 56.04% 1
First Beijing Investment Ltd
3579
First Beijing Investment Ltd
Hong Kong
USD 331 M – – 6.46% 81.8% 8 – 0
CSC
3580
Cook Street Consulting
Colorado
USD 331 M -USD 4.54 M -1% 2.32% – 2 0% 1.5
CWM
3581
Compass Wealth Management
Connecticut
USD 331 M +USD 16.4 M +5% 6.64% 103% 435 11.72% 0.5
Perseverance Asset Management International
3582
Perseverance Asset Management International
Cayman Islands
USD 331 M +USD 29.2 M +10% 7.42% 120% 16 37.5% 1.2
Univest Financial
3583
Univest Financial
Pennsylvania
USD 331 M +USD 10.2 M +3% 5.95% 82.6% 123 18.7% 4.1
Monarch Capital Management
3584
Monarch Capital Management
Indiana
USD 330 M +USD 3.99 M +1% 3.25% 77% 113 3.54% 7.3
CHI Advisors
3585
CHI Advisors
New York
USD 330 M -USD 47.1 M -13% 14.4% 88.2% 32 43.75% 1.7
IFS
3586
Ifrah Financial Services
Arkansas
USD 330 M +USD 14.4 M +5% 5.06% 64.1% 215 11.16% 4
Seafarer Capital Partners
3587
Seafarer Capital Partners
California
USD 329 M +USD 62.5 M +23% 29.7% 43% 6 0% 1.9
Secure Asset Management
3588
Secure Asset Management
Michigan
USD 329 M +USD 29.3 M +10% 7.24% 97.2% 206 19.9% 1.7
Grace & Mercy Foundation
3589
Grace & Mercy Foundation
New York
USD 329 M +USD 51.1 M +18% 22.2% 67.6% 14 14.29% 0.5
MAM
3590
Morse Asset Management
Connecticut
USD 329 M +USD 32.9 M +11% 13.6% 222% 152 21.71% 3
IBT
3591
International Biotechnology Trust
United Kingdom
USD 329 M -USD 29.9 M -8% 4.48% 11.1% 77 37.66% 1.7
Doliver Advisors
3592
Doliver Advisors
Texas
USD 328 M +USD 9.8 M +3% 4.37% 92.3% 175 12% 2.7
H2CM
3593
H/2 Credit Manager
Connecticut
USD 328 M +USD 47.6 M +17% 10.2% 97.4% 14 7.14% 1.6
Seven Post Investment Office
3594
Seven Post Investment Office
California
USD 328 M +USD 51.1 M +18% 11% 44.4% 60 18.33% 2.8
WAM
3595
WT Asset Management
Hong Kong
USD 328 M +USD 52.7 M +19% 15.7% 2,788% 24 50% 0.6
Redhawk Wealth Advisors
3596
Redhawk Wealth Advisors
Minnesota
USD 327 M +USD 30.3 M +10% 9.64% 116% 240 43.33% 1.4
Moller Wealth Partners
3597
Moller Wealth Partners
USD 327 M +USD 3.13 M +1% 1.87% 44.1% 51 7.84% 6.2
McDonald Partners
3598
McDonald Partners
Ohio
USD 327 M +USD 18.6 M +6% 6.14% 90.7% 248 7.66% 1.4
LMG Wealth Partners
3599
LMG Wealth Partners
Louisiana
USD 327 M +USD 17.2 M +6% 6.53% 88.9% 107 3.74% 0.5
Fiducient Advisors
3600
Fiducient Advisors
Illinois
USD 327 M +USD 18.2 M +6% 4.25% 52.3% 56 23.21% 2.1