¡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)
SCM
4951
Soros Capital Management
New York
USD 183 M -USD 6.81 M -4% 12.3% 732% 36 25% 1.4
Bouvel Investment Partners
4952
Bouvel Investment Partners
Pennsylvania
USD 183 M +USD 11.4 M +7% 12.1% 199% 76 14.47% 1.9
Prevail Innovative Wealth Advisors
4953
Prevail Innovative Wealth Advisors
Kansas
USD 182 M – – 0.5% 31.3% 107 – 0
Wealth Advisors of Tampa Bay
4954
Wealth Advisors of Tampa Bay
Florida
USD 182 M +USD 7.68 M +4% 5.12% 86.2% 82 13.41% 3.6
Deane Retirement Strategies
4955
Deane Retirement Strategies
Louisiana
USD 182 M +USD 976 k +0.5% 1.73% 73.4% 74 20.27% 2.7
Alaethes Wealth
4956
Alaethes Wealth
Nevada
USD 182 M +USD 11.6 M +7% 8.17% 96.4% 113 8.85% 1.6
Bracebridge Capital LLC
4957
Bracebridge Capital LLC
Massachusetts
USD 182 M -USD 193 M -51% 12.4% 156% 96 57.29% 0.6
Sittner & Nelson
4958
Sittner & Nelson
Oregon
USD 182 M +USD 7.8 M +4% 9.62% 88.1% 525 13.71% 2
Sapphire Ventures
4959
Sapphire Ventures
Texas
USD 182 M -USD 57.1 M -24% 25.2% 27.9% 9 11.11% 1.9
ShankerValleau Wealth Advisors
4960
ShankerValleau Wealth Advisors
Illinois
USD 182 M +USD 9.7 M +6% 5.17% 60.3% 25 16% 1
Burrus Financial Services
4961
Burrus Financial Services
Utah
USD 182 M +USD 6.76 M +4% 3.26% 31.3% 9 22.22% 1.1
Providence First Trust
4962
Providence First Trust
Arizona
USD 182 M +USD 8.04 M +5% 3.64% 64.1% 100 22% 2.9
Consilio Wealth Advisors
4963
Consilio Wealth Advisors
Washington
USD 182 M +USD 4.94 M +3% 6.92% 66.4% 53 20.75% 0.9
Accel Wealth Management
4964
Accel Wealth Management
Iowa
USD 182 M -USD 62.9 M -26% 3.44% 82.4% 970 83.4% 2.2
Weinberger Asset Management
4965
Weinberger Asset Management
California
USD 182 M +USD 9.7 M +6% 6.15% 80% 78 3.85% 1.1
Leisure Capital Management
4966
Leisure Capital Management
California
USD 182 M +USD 7.03 M +4% 7.45% 98% 135 2.96% 4.5
NewGen Asset Management
4967
NewGen Asset Management
Ontario, Canada
USD 182 M -USD 77.5 M -30% 2.45% 402% 38 68.42% 0.4
Mountaineer Partners Management
4968
Mountaineer Partners Management
New York
USD 181 M +USD 43.7 M +32% 13.3% 158% 15 20% 0.7
LAM
4969
Lountzis Asset Management
Pennsylvania
USD 181 M +USD 12.4 M +7% 10% 144% 53 24.53% 1.9
Kestrel Investment Management
4970
Kestrel Investment Management
California
USD 181 M +USD 3.23 M +2% 10.2% 89.2% 41 14.63% 1.6
Harbor Group
4971
Harbor Group
New Hampshire
USD 181 M +USD 12.9 M +8% 6.76% 43% 70 15.71% 1.7
25 LLC
4972
25 LLC
Missouri
USD 181 M +USD 18.8 M +12% 3.26% 48.7% 716 42.46% 0.2
Cabot-Wellington
4973
Cabot-Wellington
Massachusetts
USD 181 M +USD 9.7 M +6% 5.64% 65% 4 0% 4.8
ACM
4974
Aquilo Capital Management
California
USD 180 M -USD 60.8 M -25% 20.5% 6.84% 15 33.33% 1.9
Sea Otter Advisors
4975
Sea Otter Advisors
Florida
USD 180 M -USD 15.5 M -8% 0.72% – 351 48.43% 0.2