¡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)
Boone Capital Management
4701
Boone Capital Management
Georgia
USD 326 M +USD 7.8 M +2% 3.12% 278% 19 52.63% 0.8
Alpha Financial Advisors
4702
Alpha Financial Advisors
North Carolina
USD 326 M -USD 645 k -0.2% 1.15% 46.6% 67 7.46% 2
Core Wealth Management
4703
Core Wealth Management
Florida
USD 326 M +USD 5.29 M +2% 0.26% 44.5% 42 7.14% 1.9
ECH
4704
ER Collective Holdings
District of Columbia
USD 326 M -USD 138 M -30% 29.8% – 1 0% 0.3
DG Capital Management
4705
DG Capital Management
New York
USD 326 M +USD 98.3 M +43% 5.74% 76.7% 28 35.71% 0.8
Veery Capital
4706
Veery Capital
Delaware
USD 326 M +USD 267 k +0.1% 1.66% 63.4% 102 13.73% 3.2
Somerset Trust
4707
Somerset Trust
Pennsylvania
USD 326 M -USD 814 k -0.2% 1.47% 80.5% 185 8.65% 5.5
Ceeto Capital Group
4708
Ceeto Capital Group
Florida
USD 326 M -USD 16.8 M -5% 2.9% 94.4% 190 15.79% 5
NorthStar Asset Management (Massachusetts)
4709
NorthStar Asset Management (Massachusetts)
Massachusetts
USD 326 M -USD 61.4 M -16% 4.81% 66.3% 90 6.67% 2.7
TFR Capital
4710
TFR Capital
Texas
USD 326 M +USD 23.9 M +8% 1.67% – 171 10.53% 1
Congress Park Capital
4711
Congress Park Capital
New York
USD 326 M -USD 9.21 M -3% 4.08% 99.9% 139 13.67% 3.7
Chesapeake Wealth Management
4712
Chesapeake Wealth Management
Virginia
USD 326 M -USD 10 M -3% 1.29% 74.9% 168 11.31% 5.7
Boyd Watterson Asset Management
4713
Boyd Watterson Asset Management
Ohio
USD 326 M -USD 20.8 M -6% 1.77% 116% 425 9.18% 4.8
SFMG
4714
Sage Financial Management Group
Virginia
USD 325 M -USD 2.03 M -0.6% 1.24% 51.6% 59 5.08% 1.7
Morling Financial Advisors
4715
Morling Financial Advisors
California
USD 325 M +USD 7.11 M +2% 2.1% 97.6% 114 14.91% 2.5
Knox Lane
4716
Knox Lane
California
USD 325 M USD 0 0% 7.71% – 1 0% 0.3
DSC Meridian Capital
4717
DSC Meridian Capital
New York
USD 325 M -USD 55 M -14% 7.47% – 22 50% 0.4
Wellington Group
4718
Wellington Group
Indiana
USD 325 M +USD 24.2 M +8% 0.67% – 458 27.29% 0.2
Taylor Hoffman Capital Management
4719
Taylor Hoffman Capital Management
Virginia
USD 325 M -USD 4.63 M -1% 1.32% – 120 5.83% 1.4
25 LLC
4720
25 LLC
Missouri
USD 324 M +USD 9.32 M +3% 0.44% 48.7% 74 10.81% 2
One Advisory Partners
4721
One Advisory Partners
Kansas
USD 324 M -USD 7.19 M -2% 2.37% 58.3% 79 17.72% 2.1
Grey Rock Energy Management
4722
Grey Rock Energy Management
Texas
USD 324 M +USD 64.7 M +25% 24.9% – 1 0% 1.3
AC
4723
Athos Capital
Hong Kong
USD 324 M +USD 63.4 M +24% 1.7% 110% 50 38% 0.9
ITIM
4724
Indiana Trust & Investment Management
Indiana
USD 324 M -USD 15.3 M -4% 1.4% 114% 510 10.98% 3.5
Quantum Private Wealth
4725
Quantum Private Wealth
Florida
USD 324 M -USD 18.7 M -5% 1.5% 240% 180 14.44% 2.8