¡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)
Nine Masts Capital
3626
Nine Masts Capital
Hong Kong
USD 383 M +USD 249 M +185% 10.7% 88.1% 80 62.5% 0.3
Horizon Wealth Management
3627
Horizon Wealth Management
Illinois
USD 383 M +USD 23.7 M +7% 9.12% 109% 96 22.92% 1.5
Mithaq Capital SPC
3628
Mithaq Capital SPC
Saudi Arabia
USD 383 M +USD 11.6 M +3% 8.99% 27.4% 4 0% 0.8
Systelligence LLC
3629
Systelligence LLC
Minnesota
USD 382 M +USD 15.9 M +4% 5.94% 58.3% 42 0% 1.3
Clearstead Trust
3630
Clearstead Trust
Maine
USD 382 M +USD 16.6 M +5% 10.6% 124% 450 13.11% 2.2
HIG
3631
Herr Investment Group
Texas
USD 382 M -USD 1339 M -78% 4.48% – 94 45.74% 0.5
Waypoint Capital Advisors
3632
Waypoint Capital Advisors
Minnesota
USD 382 M +USD 38.4 M +11% 7.13% 50.3% 120 5.83% 1.8
WESPAC Advisors SoCal
3633
WESPAC Advisors SoCal
California
USD 382 M +USD 39 M +11% 13.7% 135% 98 13.27% 2.9
ESL Trust Services
3634
ESL Trust Services
New York
USD 382 M +USD 35.5 M +10% 6.04% 53.9% 134 84.33% 0.5
Peddock Capital Advisors
3635
Peddock Capital Advisors
Massachusetts
USD 382 M +USD 53.5 M +16% 17.5% 113% 156 5.77% 5.6
Blankinship & Foster
3636
Blankinship & Foster
California
USD 382 M +USD 30.3 M +9% 7.9% 67.1% 71 9.86% 3.9
CPRC
3637
Consolidated Portfolio Review Corp
New York
USD 381 M -USD 56.3 M -13% 11.8% 65.4% 336 30.06% 0.8
AWAM
3638
Appian Way Asset Management
New York
USD 381 M -USD 94.4 M -20% 5.72% 49.4% 60 73.33% 0.4
Fortis Capital Management
3639
Fortis Capital Management
Washington
USD 381 M -USD 9.7 M -2% 9.6% 82% 148 27.7% 1.9
RB Capital Management
3640
RB Capital Management
Nevada
USD 381 M +USD 31.4 M +9% 8.28% 79.4% 183 6.01% 4.2
Bank of New Hampshire
3641
Bank of New Hampshire
New Hampshire
USD 380 M +USD 28 M +8% 9.24% 96.5% 500 5.4% 2.1
MFA Wealth Advisors
3642
MFA Wealth Advisors
Pennsylvania
USD 380 M +USD 24.7 M +7% 7.71% 68.6% 99 24.24% 1.6
CA
3643
Crumly & Associates
Illinois
USD 380 M +USD 36.7 M +11% 6.77% 58.1% 133 6.02% 1.9
Intellectus Partners
3644
Intellectus Partners
California
USD 380 M +USD 33.8 M +10% 9.98% 157% 278 17.99% 3.4
Concord Asset Management (Virginia)
3645
Concord Asset Management (Virginia)
Virginia
USD 380 M +USD 40 M +12% 8.1% 69% 144 15.28% 1
Long Run Wealth Advisors
3646
Long Run Wealth Advisors
New York
USD 380 M +USD 33.6 M +10% 7.08% 50.5% 98 8.16% 1.7
Aspire Private Capital
3647
Aspire Private Capital
North Carolina
USD 380 M +USD 42.1 M +12% 6.23% 55.3% 763 12.45% 2.8
West Paces Advisors
3648
West Paces Advisors
Georgia
USD 379 M +USD 23.6 M +7% 6.13% 57.7% 670 22.54% 4.3
SeaBridge Investment Advisors
3649
SeaBridge Investment Advisors
New Jersey
USD 379 M +USD 35.6 M +10% 9.94% 139% 152 6.58% 4.4
Harbor Group
3650
Harbor Group
New Hampshire
USD 379 M +USD 30.3 M +9% 5.71% 43% 87 13.79% 1.8