¡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)
Lavaca Capital
5026
Lavaca Capital
Texas
USD 235 M +USD 40.2 M +21% 6.32% 46.5% 118 30.51% 2.1
Weinberger Asset Management
5027
Weinberger Asset Management
California
USD 235 M +USD 22.5 M +11% 7.77% 89.6% 82 2.44% 2.1
Oxbow Capital Management (HK)
5028
Oxbow Capital Management (HK)
Hong Kong
USD 235 M -USD 61.2 M -21% 5.53% 2,244% 9 11.11% 0.6
LifeGuide Financial Advisors
5029
LifeGuide Financial Advisors
Pennsylvania
USD 234 M +USD 28.6 M +14% 8.76% 35.4% 42 4.76% 2
SST
5030
S Squared Technology
New York
USD 234 M +USD 7.83 M +3% 3.68% 223% 36 11.11% 3.4
INCA Investments
5031
INCA Investments
Florida
USD 234 M -USD 2.11 M -0.9% 15.3% 128% 10 0% 4.7
Solitude Financial Services
5032
Solitude Financial Services
Virginia
USD 234 M +USD 19.1 M +9% 7.15% 62.4% 36 8.33% 2.6
Power Wealth Management
5033
Power Wealth Management
Georgia
USD 234 M +USD 24.9 M +12% 5.47% 41.8% 104 16.35% 0.7
HIS
5034
Horizon Investment Services
Indiana
USD 234 M +USD 21.9 M +10% 7.43% 250% 137 31.39% 2.9
Rule One Partners
5035
Rule One Partners
Georgia
USD 234 M – – 6.5% – 11 – 0
Sterling Financial Group
5036
Sterling Financial Group
California
USD 234 M +USD 13.7 M +6% 4.78% 49.6% 67 5.97% 1.3
Leisure Capital Management
5037
Leisure Capital Management
California
USD 234 M +USD 19.4 M +9% 6.83% 98% 148 12.16% 4.9
Bond & Devick Financial Network
5038
Bond & Devick Financial Network
Minnesota
USD 234 M +USD 47.4 M +25% 7.34% 46.9% 160 10% 2.5
Altus Wealth Group
5039
Altus Wealth Group
Colorado
USD 234 M +USD 34.2 M +17% 7.15% 76.7% 146 10.27% 2.2
Lazari Capital Management
5040
Lazari Capital Management
California
USD 234 M +USD 12 M +5% 5.31% 145% 163 14.11% 0.9
ICM
5041
Indaba Capital Management
California
USD 234 M +USD 78.8 M +51% 1.23% 66.7% 10 10% 0.8
Intrepid Financial Planning Group
5042
Intrepid Financial Planning Group
Indiana
USD 234 M +USD 439 k +0.2% 5.75% 92.5% 135 11.85% 1.7
American Financial Group
5043
American Financial Group
Ohio
USD 233 M +USD 509 k +0.2% 5.86% 32.5% 68 2.94% 5.7
StrongBox Wealth
5044
StrongBox Wealth
Missouri
USD 233 M +USD 21.6 M +10% 5.69% 57.8% 94 14.89% 2.8
CWM
5045
Capital Wealth Management
Rhode Island
USD 233 M +USD 15 M +7% 5.62% 51.3% 42 9.52% 2.9
Omnia Family Wealth
5046
Omnia Family Wealth
Florida
USD 233 M -USD 2.89 M -1% 7.04% 80.6% 89 23.6% 4
Brick & Kyle Associates
5047
Brick & Kyle Associates
Pennsylvania
USD 233 M -USD 8.93 M -4% 2.95% 97.4% 62 12.9% 5.5
University of Massachusetts Foundation
5048
University of Massachusetts Foundation
Massachusetts
USD 233 M -USD 5.76 M -2% 6.19% 53.6% 4 0% 4.4
Fusion Capital
5049
Fusion Capital
South Carolina
USD 233 M +USD 13.9 M +6% 5.25% 108% 77 6.49% 3.3
Lind Value II ApS
5050
Lind Value II ApS
Denmark
USD 233 M -USD 17.8 M -7% 3.45% – 5 40% 0.3