¡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)
Simplicity Solutions
3876
Simplicity Solutions
Minnesota
USD 84.3 M – – 5.37% 37.1% 89 – 0
Penn Mutual Life Insurance
3877
Penn Mutual Life Insurance
Pennsylvania
USD 84.2 M +USD 74.8 M +795% 1.58% 1.64% 17 76.47% 0.3
IWC
3878
Integrated Wealth Counsel
California
USD 83.1 M -USD 14.3 M -15% 5.19% 8.52% 81 3.7% 1.4
Coyle Financial Counsel
3879
Coyle Financial Counsel
Illinois
USD 82.7 M +USD 2.71 M +3% 2.31% 62.4% 44 13.64% 0.9
Appleton Group
3880
Appleton Group
Wisconsin
USD 82.6 M +USD 3.43 M +4% 4.67% 58.3% 29 41.38% 0.8
HMC
3881
Higher Moment Capital
Massachusetts
USD 82.6 M -USD 12.7 M -13% 3.35% 11.8% 6 16.67% 0.6
NV
3882
Nair Vinay
USD 82 M – – 4.58% – 229 – 0
Valley National Bancorp
3883
Valley National Bancorp
New York
USD 81.9 M -USD 4.3 M -5% 1.62% – 245 28.57% 0.7
Portfolio Strategies (Washington)
3884
Portfolio Strategies (Washington)
Washington
USD 81.6 M -USD 6.09 M -7% 3.02% – 48 66.67% 0.3
Lime Rock Management
3885
Lime Rock Management
Connecticut
USD 81.5 M -USD 81 M -50% 47.1% 40.2% 3 0% 1.1
PCM
3886
Pyrrho Capital Management
New York
USD 81.3 M – – 4.07% – 27 – 0
Ramsey Asset Management
3887
Ramsey Asset Management
Virginia
USD 81.2 M +USD 4.12 M +5% 10.5% 30.6% 44 18.18% 1.3
SST
3888
S Squared Technology
New York
USD 81.2 M +USD 955 k +1% 8.02% 223% 54 20.37% 1
WAM
3889
Wavelength Asset Management
New York
USD 80.9 M – – 3.9% – 14 – 0
Bain Capital Credit
3890
Bain Capital Credit
Massachusetts
USD 80.7 M -USD 18.6 M -19% 3.51% 14.4% 14 21.43% 0.2
Marshall & Sullivan
3891
Marshall & Sullivan
Washington
USD 80.5 M +USD 9.31 M +13% 9.51% 82% 58 22.41% 1
Context Capital Management
3892
Context Capital Management
California
USD 80.5 M – – 1.34% 3.38% 38 – 0
Whippoorwill Associates
3893
Whippoorwill Associates
New York
USD 80.3 M -USD 6.53 M -8% 7.8% – 7 14.29% 1
AF
3894
Aristotle Fund
Maine
USD 80 M -USD 90.6 M -53% 13.6% 3.11% 8 62.5% 0.3
McCarthy Capital
3895
McCarthy Capital
Nebraska
USD 79.8 M -USD 9.37 M -11% 10.5% – 1 0% 1.5
Gator Capital Management
3896
Gator Capital Management
Florida
USD 79.8 M – – 5.44% 245% 58 – 0
Concorde Asset Management
3897
Concorde Asset Management
Michigan
USD 79.7 M – – 4.68% – 96 – 0
AC
3898
Andromeda Capital
New York
USD 79.6 M -USD 1617 M -95% 14.3% – 359 99.16% 0.1
RAM
3899
Roumell Asset Management
Maryland
USD 79.1 M -USD 10 M -11% 4.57% 46.9% 19 15.79% 0.8
New Harbor Financial Group
3900
New Harbor Financial Group
Massachusetts
USD 79 M +USD 2.68 M +4% 3.54% 94.6% 142 85.21% 0.2