¡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)
EC
4401
Euclidean Capital
New York
USD 369 M +USD 131 M +55% 2.42% 79.7% 12 8.33% 3.5
Werba Rubin Papier Wealth Management
4402
Werba Rubin Papier Wealth Management
California
USD 369 M -USD 250 M -40% 1.66% 73.5% 275 28% 1.5
ShankerValleau Wealth Advisors
4403
ShankerValleau Wealth Advisors
Illinois
USD 369 M -USD 20.6 M -5% 3.24% 60.3% 43 6.98% 2.3
Stone Summit Wealth
4404
Stone Summit Wealth
Florida
USD 369 M +USD 16.1 M +5% 3.33% 67% 148 8.11% 3.2
Pensionfund Sabic
4405
Pensionfund Sabic
Netherlands
USD 369 M +USD 2.13 M +0.6% 0.99% 63.6% 222 8.56% 5.2
Wakefield Asset Management
4406
Wakefield Asset Management
Colorado
USD 369 M +USD 2.24 M +0.6% 5.71% 147% 239 35.15% 1.3
Charles-Lim Capital
4407
Charles-Lim Capital
Hong Kong
USD 369 M -USD 23.4 M -6% 7.42% 21.5% 8 25% 3.4
AIP LLC
4408
AIP LLC
New York
USD 369 M -USD 213 M -37% 3.7% 54.9% 3 33.33% 1.7
CWS Financial Advisors
4409
CWS Financial Advisors
Michigan
USD 368 M +USD 8.06 M +2% 0.21% 55.7% 154 11.69% 3.4
PA
4410
Paragon Advisors
Texas
USD 368 M -USD 18.9 M -5% 1.65% 138% 84 11.9% 2.3
Freedom Day Solutions
4411
Freedom Day Solutions
Texas
USD 368 M -USD 471 k -0.1% 0.95% 86.6% 99 9.09% 3.9
Virtus Investment Advisers
4412
Virtus Investment Advisers
Connecticut
USD 368 M +USD 18.7 M +5% 6.98% 195% 553 37.07% 0.6
FFA
4413
Florida Financial Advisors
Florida
USD 368 M +USD 44.3 M +14% 5.04% 159% 304 22.7% 1
Cape Ann Asset Management
4414
Cape Ann Asset Management
United Kingdom
USD 368 M +USD 70.8 M +24% 27.7% 244% 11 9.09% 2.5
MJP
4415
Michael J. Puzo
USD 367 M +USD 731 k +0.2% 5.54% 104% 72 2.78% 7.2
Elite Wealth Management
4416
Elite Wealth Management
Washington
USD 367 M -USD 19.1 M -5% 2.3% 182% 60 30% 2.7
Morton Brown Family Wealth
4417
Morton Brown Family Wealth
Pennsylvania
USD 367 M +USD 18.8 M +5% 1.84% 54.5% 309 19.42% 2.2
Pacifica Capital Investments
4418
Pacifica Capital Investments
Texas
USD 367 M -USD 1.02 M -0.3% 6.38% 69.8% 15 6.67% 7.2
Running Point Capital Advisors
4419
Running Point Capital Advisors
California
USD 367 M -USD 6.36 M -2% 1.43% 52.1% 196 5.1% 2.8
EnRich Financial Partners
4420
EnRich Financial Partners
Wisconsin
USD 367 M +USD 15.4 M +4% 2.56% 50.7% 65 6.15% 1.7
Promethos Capital
4421
Promethos Capital
Massachusetts
USD 367 M -USD 5.72 M -2% 3.63% 106% 47 19.15% 1.3
Proathlete Wealth Management
4422
Proathlete Wealth Management
Florida
USD 367 M +USD 19.3 M +6% 1.42% 73.9% 325 31.38% 0.7
Advanced Asset Management Advisors
4423
Advanced Asset Management Advisors
Ohio
USD 366 M -USD 7.75 M -2% 4.36% 93.6% 89 13.48% 5.3
Morgan Creek Capital Management
4424
Morgan Creek Capital Management
North Carolina
USD 366 M – – 5.08% – 14 – 0
Elevatus Welath Management
4425
Elevatus Welath Management
New York
USD 366 M +USD 19.3 M +6% 4.45% 270% 165 27.88% 1.1