¡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)
Spider Management Company
5001
Spider Management Company
Virginia
USD 264 M +USD 32.1 M +14% 9.14% – 4 50% 1.4
AGUR Provident & Training Funds Management
5002
AGUR Provident & Training Funds Management
Israel
USD 264 M +USD 14.6 M +6% 13.6% – 23 13.04% 2.4
Palo Alto Wealth Advisors
5003
Palo Alto Wealth Advisors
California
USD 264 M +USD 7.94 M +3% 13.8% 108% 57 12.28% 1.6
IP
5004
Investment Partners
Ohio
USD 264 M +USD 23 M +10% 9.6% 83.2% 160 8.75% 5.5
Doma Perpetual Capital Management
5005
Doma Perpetual Capital Management
Florida
USD 264 M +USD 9.6 M +4% 6.98% – 10 0% 1.2
BIMC
5006
Benson Investment Management Company
Virginia
USD 264 M +USD 34.2 M +15% 13.3% 99.8% 63 41.27% 1.6
Sensible Money
5007
Sensible Money
Arizona
USD 264 M +USD 30.4 M +13% 8.96% 69.1% 90 11.11% 2
Theory Financial
5008
Theory Financial
Colorado
USD 264 M +USD 26.5 M +11% 7.2% 54.5% 94 24.47% 1.5
StrongBox Wealth
5009
StrongBox Wealth
Missouri
USD 264 M +USD 23.6 M +10% 8.47% 57.8% 88 3.41% 3.3
Retirement Guys Formula
5010
Retirement Guys Formula
Ohio
USD 263 M +USD 62 M +31% 7.83% 75.7% 155 18.06% 1.6
Sharper & Granite
5011
Sharper & Granite
California
USD 263 M +USD 21.1 M +9% 5.33% 47.1% 108 8.33% 2.2
Stelac Advisory Services
5012
Stelac Advisory Services
New York
USD 263 M +USD 20.5 M +8% 10.4% 84.9% 111 16.22% 4.6
Tiller Private Wealth
5013
Tiller Private Wealth
Pennsylvania
USD 263 M +USD 23 M +10% 8.29% 60.2% 62 16.13% 3.5
Commonwealth Retirement Investments
5014
Commonwealth Retirement Investments
Virginia
USD 263 M +USD 17 M +7% 7.08% 96.7% 116 23.28% 1.5
Hillman Company
5015
Hillman Company
Pennsylvania
USD 263 M -USD 1.59 M -0.6% 14.9% 118% 15 13.33% 2.3
Orion Capital Management
5016
Orion Capital Management
California
USD 263 M +USD 25.5 M +11% 8.53% 75.3% 492 8.94% 1.3
Planned Solutions
5017
Planned Solutions
California
USD 263 M +USD 15.9 M +6% 8.15% 68.3% 132 21.21% 2.4
CL
5018
COWA LLC
Oklahoma
USD 263 M +USD 28.5 M +12% 4.37% 65.5% 145 23.45% 2.6
SC
5019
Slotnik Capital
Texas
USD 262 M +USD 55.3 M +27% 15.5% – 33 66.67% 0.3
Georgetown University
5020
Georgetown University
District of Columbia
USD 262 M +USD 12.6 M +5% 6.77% 79.9% 17 5.88% 3.2
Boothe Investment Group
5021
Boothe Investment Group
Delaware
USD 262 M +USD 43.1 M +20% 8.29% 75.6% 44 36.36% 1.6
Silver Heights Capital Management
5022
Silver Heights Capital Management
Ontario, Canada
USD 262 M +USD 42.1 M +19% 9.75% 39.8% 4 0% 7.6
Peachtree Investment Partners
5023
Peachtree Investment Partners
Florida
USD 262 M +USD 8.98 M +4% 9.33% 92.2% 135 14.07% 3.3
Sio Capital Management
5024
Sio Capital Management
New York
USD 262 M -USD 74 M -22% 1.1% 564% 64 34.38% 0.8
Red Lighthouse Investment Management
5025
Red Lighthouse Investment Management
New York
USD 262 M +USD 16.4 M +7% 8.3% 63.4% 119 15.13% 2.1