¡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)
Crestview Partners IV
4276
Crestview Partners IV
New York
USD 310 M -USD 59.8 M -16% 15.3% 106% 2 0% 2.6
Blue Owl Capital Holdings
4277
Blue Owl Capital Holdings
New York
USD 310 M -USD 124 M -29% 13.9% 145% 86 24.42% 0.7
KDA
4278
Kraft Davis & Associates
Missouri
USD 310 M -USD 40.2 M -11% 1.77% 81.8% 151 25.83% 1.5
RCM
4279
Ratan Capital Management
Florida
USD 310 M -USD 342 M -52% 15.5% 616% 42 30.95% 2.5
Northcape Wealth Management
4280
Northcape Wealth Management
New York
USD 310 M +USD 230 k +0.1% 3.3% 74% 147 12.93% 2.2
Ayalon Insurance Company
4281
Ayalon Insurance Company
Israel
USD 310 M -USD 14 M -4% 3.22% 99.6% 63 7.94% 5
D.B. Root & Company
4282
D.B. Root & Company
Pennsylvania
USD 310 M -USD 4.7 M -1% 1.95% 63% 202 19.31% 3.8
QCI
4283
Quaker Capital Investments
Pennsylvania
USD 310 M +USD 40.6 M +15% 12% 107% 16 12.5% 2.8
Birinyi Associates
4284
Birinyi Associates
Connecticut
USD 310 M -USD 53.8 M -15% 6.78% 134% 62 16.13% 6.6
Legacy CG
4285
Legacy CG
Texas
USD 310 M -USD 16.5 M -5% 2.81% 62.6% 60 35% 1.1
DI
4286
DAGCO Inc
Ohio
USD 309 M +USD 7.26 M +2% 2.66% 75% 357 76.75% 0.6
Covenant Partners
4287
Covenant Partners
Tennessee
USD 309 M -USD 15.4 M -5% 1.69% 70.3% 166 20.48% 3.5
One Charles Private Wealth Services
4288
One Charles Private Wealth Services
Massachusetts
USD 309 M +USD 11.5 M +4% 1.81% 99.7% 157 8.28% 2.6
Tucker Asset Management
4289
Tucker Asset Management
Colorado
USD 309 M -USD 630 M -67% 2.34% 71.6% 1,579 81.44% 2.3
Long Walk Management
4290
Long Walk Management
Connecticut
USD 309 M +USD 29.3 M +11% 0.16% 302% 12 16.67% 1.4
Seafarer Capital Partners
4291
Seafarer Capital Partners
California
USD 309 M +USD 45.7 M +17% 18.3% 61.3% 7 0% 3.2
KLCM
4292
KG&L Capital Management
Louisiana
USD 309 M -USD 2.42 M -0.8% 3.33% 91.9% 213 22.54% 2.8
ADW Capital Management
4293
ADW Capital Management
Florida
USD 308 M -USD 17.2 M -5% 10.5% 78.2% 6 16.67% 4.2
ShankerValleau Wealth Advisors
4294
ShankerValleau Wealth Advisors
Illinois
USD 308 M -USD 3.49 M -1% 1.77% 60.3% 41 14.63% 1.7
WT Wealth Management
4295
WT Wealth Management
Arizona
USD 308 M -USD 10.8 M -3% 0.38% 72% 147 24.49% 2.2
Snider Financial Group
4296
Snider Financial Group
Washington
USD 308 M -USD 15.1 M -5% 2.52% 87% 114 6.14% 1.3
Cerro Pacific Wealth Advisors
4297
Cerro Pacific Wealth Advisors
California
USD 308 M +USD 5.56 M +2% 2.92% – 170 8.82% 2.8
SFA
4298
Spectrum Financial Alliance
Kentucky
USD 308 M +USD 19.5 M +7% 0.11% 187% 21 9.52% 3.2
Strategic Family Wealth Counselors
4299
Strategic Family Wealth Counselors
New Jersey
USD 308 M +USD 445 k +0.1% 1.86% 83.8% 147 12.24% 3.1
Jackson Square Capital
4300
Jackson Square Capital
California
USD 308 M -USD 107 M -26% 1.61% 423% 168 37.5% 2.4