¡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)
NovaPoint Capital
4101
NovaPoint Capital
Georgia
USD 252 M -USD 16.4 M -6% 3.38% 94% 143 12.59% 2.5
Hill Island Financial
4102
Hill Island Financial
Michigan
USD 252 M -USD 12.3 M -5% 4.16% 78.3% 58 10.34% 1.4
272 Capital
4103
272 Capital
Texas
USD 252 M -USD 20.7 M -8% 5.11% 222% 93 52.69% 0.5
Lantz Financial
4104
Lantz Financial
Illinois
USD 251 M -USD 4.07 M -2% 2.72% 74.3% 194 6.19% 2.7
Weybosset Research & Management
4105
Weybosset Research & Management
Rhode Island
USD 251 M -USD 21.9 M -8% 6.04% 74.8% 47 17.02% 4.6
EnCap Energy Capital Fund X
4106
EnCap Energy Capital Fund X
Texas
USD 251 M -USD 129 M -34% 25% – 1 0% 0.3
Scott Capital Advisors
4107
Scott Capital Advisors
Oregon
USD 251 M +USD 18.6 M +8% 3.71% 50.9% 48 10.42% 1.3
Ballast Inc
4108
Ballast Inc
Kentucky
USD 251 M -USD 10.3 M -4% 3.52% 71.3% 120 8.33% 3.8
HCM
4109
Hudson Capital Management
New Jersey
USD 251 M -USD 9.18 M -4% 2.06% 66.8% 71 12.68% 3.3
Hartree Partners
4110
Hartree Partners
New York
USD 251 M +USD 49.9 M +25% 9.76% 138% 73 58.9% 0.4
Knuff & Co
4111
Knuff & Co
California
USD 251 M -USD 16 M -6% 6.04% 85.8% 125 4.8% 3.6
Fairhaven Wealth Management
4112
Fairhaven Wealth Management
Illinois
USD 251 M -USD 10.8 M -4% 4.32% – 127 11.81% 2.8
Trust Company of Oklahoma
4113
Trust Company of Oklahoma
Oklahoma
USD 251 M -USD 19.7 M -7% 3.35% 101% 152 11.84% 5.1
Ballast Advisors
4114
Ballast Advisors
Minnesota
USD 251 M -USD 14.8 M -6% 3% 66.7% 193 14.51% 3
Silver Heights Capital Management
4115
Silver Heights Capital Management
Ontario, Canada
USD 251 M -USD 66.7 M -21% 17.3% 39.8% 5 0% 6.1
Pivotal bioVenture Partners Investment Advisor
4116
Pivotal bioVenture Partners Investment Advisor
California
USD 251 M -USD 52.6 M -17% 19% 667% 13 15.38% 1.9
Empower Annuity Insurance Company
4117
Empower Annuity Insurance Company
Connecticut
USD 251 M -USD 15 M -6% 5.66% 0.86% 1 0% 0.8
Birinyi Associates
4118
Birinyi Associates
Connecticut
USD 251 M -USD 23.3 M -9% 2.88% 133% 57 14.04% 6.4
Kaydan Wealth Management
4119
Kaydan Wealth Management
Michigan
USD 251 M +USD 11.9 M +5% 0.66% 58% 98 13.27% 1.5
Cornerstone Advisors Asset Management
4120
Cornerstone Advisors Asset Management
Pennsylvania
USD 250 M +USD 18.7 M +8% 3.55% 41.2% 97 12.37% 1.2
Brown University
4121
Brown University
Rhode Island
USD 250 M -USD 19.2 M -7% 5.31% 37.9% 7 14.29% 1.5
PL Capital Advisors
4122
PL Capital Advisors
Florida
USD 250 M -USD 564 k -0.2% 1.84% 100% 35 5.71% 4.2
Semmax Financial Advisors
4123
Semmax Financial Advisors
North Carolina
USD 250 M – – 3.24% – 368 – 2.8
Whitener Capital Management
4124
Whitener Capital Management
North Carolina
USD 250 M -USD 11 M -4% 3.7% 113% 152 8.55% 4
High Net Worth Advisory Group
4125
High Net Worth Advisory Group
Florida
USD 250 M -USD 8.2 M -3% 2.85% 75.7% 202 9.41% 1.6