¡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)
Capital Square
5301
Capital Square
Tennessee
USD 141 M +USD 5.55 M +4% 1.26% 62.5% 165 17.58% 1.2
Tru Independence Asset Management 2
5302
Tru Independence Asset Management 2
Oregon
USD 141 M -USD 5.47 M -4% 0.68% – 129 32.56% 0.6
Kessler Investment Group
5303
Kessler Investment Group
Indiana
USD 141 M +USD 15 M +12% 1.04% 251% 167 29.94% 1.8
Loudon Investment Management
5304
Loudon Investment Management
New Hampshire
USD 141 M -USD 6.09 M -4% 2.74% 72.5% 89 8.99% 4.2
PI
5305
Pachira Investments
California
USD 141 M -USD 1.8 M -1% 0.41% 82.3% 32 15.63% 1.6
Royal Harbor Partners
5306
Royal Harbor Partners
Texas
USD 141 M -USD 9.7 M -6% 0.23% 54.6% 86 18.6% 1
Black Maple Capital Management
5307
Black Maple Capital Management
Wisconsin
USD 140 M -USD 44.5 M -24% 5.34% 35.7% 107 41.12% 0.4
Sandbox Financial Partners
5308
Sandbox Financial Partners
Maryland
USD 140 M +USD 5.95 M +4% 0.07% 69.6% 123 40.65% 0.5
Plaisance Capital
5309
Plaisance Capital
Colorado
USD 140 M -USD 60.6 M -30% 2.95% – 64 73.44% 0.3
Pacific Financial Group
5310
Pacific Financial Group
Washington
USD 140 M -USD 4.59 M -3% 0.88% 61.1% 70 10% 3.6
Cypress Point Wealth Management
5311
Cypress Point Wealth Management
Texas
USD 140 M -USD 492 k -0.3% 4.77% 255% 239 43.93% 0.4
Doheny Asset Management
5312
Doheny Asset Management
California
USD 140 M -USD 15.5 M -10% 1.3% 135% 102 9.8% 4.5
MAS
5313
Madden Advisory Services
Florida
USD 140 M +USD 4.61 M +3% 0.38% 58.4% 75 9.33% 4.5
Brightline Capital Management
5314
Brightline Capital Management
Florida
USD 140 M -USD 8.76 M -6% 2.18% 810% 14 35.71% 0.6
F/M Investments
5315
F/M Investments
District of Columbia
USD 140 M +USD 13.3 M +10% 2.72% 101% 106 62.26% 0.3
GCM
5316
Garland Capital Management
Washington
USD 140 M -USD 2.3 M -2% 0.96% 55.7% 31 0% 5.2
Ramiah Investment Group
5317
Ramiah Investment Group
Wisconsin
USD 139 M -USD 173 k -0.1% 1.23% 62.2% 99 31.31% 1
RCM
5318
RVB Capital Management
New York
USD 139 M +USD 19.5 M +16% 0.68% 10.4% 54 44.44% 0.6
PL
5319
Portman Ltd
Cayman Islands
USD 139 M – – 24.6% – 8 – 0
Range Financial Group
5320
Range Financial Group
Oregon
USD 139 M +USD 3.53 M +3% 1.01% 195% 193 26.94% 0.4
Cerro Pacific Wealth Advisors
5321
Cerro Pacific Wealth Advisors
California
USD 139 M +USD 4.17 M +3% 0.75% – 122 5.74% 0.6
McGinn Penninger Investment Management
5322
McGinn Penninger Investment Management
Virginia
USD 139 M -USD 944 k -0.7% 1.71% 71.6% 42 19.05% 0.6
Mitchell & Pahl Private Wealth
5323
Mitchell & Pahl Private Wealth
Oklahoma
USD 139 M -USD 1.09 M -0.8% 1.41% 82.3% 162 6.79% 0.7
North Run Capital
5324
North Run Capital
Massachusetts
USD 139 M -USD 8 M -5% 1.37% 19.4% 21 9.52% 1.6
One Plus One Wealth Management
5325
One Plus One Wealth Management
Florida
USD 139 M -USD 6.27 M -4% 4.19% 71.9% 91 13.19% 0.4