¡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)
Financial Security Advisor
3676
Financial Security Advisor
Virginia
USD 470 M +USD 36 M +8% 7.34% 83.5% 147 12.24% 1.4
Canal Insurance Company
3677
Canal Insurance Company
South Carolina
USD 470 M +USD 22.9 M +5% 12.2% 114% 75 14.67% 6.5
Grace & Mercy Foundation
3678
Grace & Mercy Foundation
New York
USD 470 M -USD 12.8 M -3% 7.73% 67.6% 18 5.56% 2.3
Element Pointe Advisors
3679
Element Pointe Advisors
Florida
USD 469 M +USD 55.9 M +14% 7.6% 75.1% 76 13.16% 3.2
CMH Wealth Management
3680
CMH Wealth Management
New Hampshire
USD 469 M +USD 39.6 M +9% 5.76% 88% 59 15.25% 4
Ellsworth Advisors
3681
Ellsworth Advisors
Ohio
USD 469 M +USD 57.9 M +14% 12.2% 131% 197 37.56% 1.6
Harvey Capital Management
3682
Harvey Capital Management
Florida
USD 469 M +USD 41.7 M +10% 15.2% 147% 88 13.64% 4
First Reserve GP XIII
3683
First Reserve GP XIII
Connecticut
USD 468 M -USD 19.3 M -4% 3.83% 5.56% 2 0% 1.1
OPL
3684
Orland Properties Ltd
British Virgin Islands
USD 468 M +USD 231 M +98% 7.49% 77.6% 13 69.23% 0.9
CenterStar Asset Management
3685
CenterStar Asset Management
Illinois
USD 467 M +USD 46.8 M +11% 6.4% 104% 372 73.39% 0.3
SIM
3686
SW Investment Management
Colorado
USD 467 M +USD 48.6 M +12% 32.4% 143% 8 0% 2.5
Adams Wealth Management
3687
Adams Wealth Management
Utah
USD 467 M -USD 58.6 M -11% 8.37% 105% 196 14.29% 1.8
Valicenti Advisory Services
3688
Valicenti Advisory Services
New York
USD 466 M +USD 38.2 M +9% 9.97% 134% 80 12.5% 5.4
Maytus Capital Management
3689
Maytus Capital Management
New York
USD 466 M -USD 76.7 M -14% 16% 442% 96 64.58% 0.3
AW
3690
Avion Wealth
Texas
USD 466 M +USD 27.5 M +6% 5.55% 48.8% 1,616 14.23% 1.9
NAMP
3691
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 466 M +USD 31.4 M +7% 9.35% 90.2% 149 7.38% 7.3
O'Dell Group
3692
O'Dell Group
Ohio
USD 466 M +USD 65.2 M +16% 7.37% 72.2% 42 42.86% 2.6
Burke & Herbert Bank & Trust
3693
Burke & Herbert Bank & Trust
Virginia
USD 465 M +USD 19 M +4% 6.97% 81.5% 247 6.48% 4.9
Symmetry Peak Management
3694
Symmetry Peak Management
Pennsylvania
USD 465 M +USD 255 M +122% 61.7% 320% 195 81.54% 0.1
WCMN
3695
Westchester Capital Management (Nebraska)
Nebraska
USD 465 M +USD 40.2 M +9% 11.8% 121% 43 9.3% 8.1
Solidarity Wealth
3696
Solidarity Wealth
Utah
USD 465 M +USD 37.4 M +9% 7.59% 85.9% 87 11.49% 2.2
Raub Brock Capital Management
3697
Raub Brock Capital Management
California
USD 465 M +USD 5.8 M +1% 3.8% 54.7% 41 12.2% 3.3
Berkshire Bank
3698
Berkshire Bank
Massachusetts
USD 464 M +USD 26.4 M +6% 7.07% 76.2% 170 8.82% 3.4
Richard P. Slaughter Associates
3699
Richard P. Slaughter Associates
Texas
USD 464 M -USD 26.3 M -5% 6.71% 55.7% 128 24.22% 2.4
Peddock Capital Advisors
3700
Peddock Capital Advisors
Massachusetts
USD 464 M +USD 31.5 M +7% 9.05% 113% 163 5.52% 6.4