¡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)
NCM
5326
NCM Capital Management
New Jersey
USD 270 M +USD 11.8 M +5% 2.93% 105% 186 7.53% 3.1
BOC
5327
Barbara Oil Co
Illinois
USD 269 M +USD 923 k +0.3% 1.42% 84.2% 78 6.41% 8.8
BNMT
5328
Bawa N Mallick Trust
New York
USD 269 M +USD 5.01 M +2% 2.02% – 75 4% 0.9
Invenio Wealth Partners
5329
Invenio Wealth Partners
Florida
USD 269 M -USD 5.62 M -2% 1.85% 55.5% 97 7.22% 1.7
Agate Pass Investment Management
5330
Agate Pass Investment Management
Washington
USD 269 M +USD 6.35 M +2% 2.83% 76% 107 4.67% 3.1
BVC
5331
Bright Valley Capital
Hong Kong
USD 269 M +USD 100 M +59% 3.26% 732% 19 52.63% 0.5
Thomas Story & Son
5332
Thomas Story & Son
Indiana
USD 269 M -USD 2.9 M -1% 2% 101% 52 3.85% 7.4
EOFM
5333
Eschaton Opportunities Fund Management
Florida
USD 269 M – – 35.8% – 11 – 0
LI
5334
LHM Inc
Utah
USD 269 M -USD 33.5 M -11% 3.11% 82.5% 25 24% 1.1
Arcadia Wealth Management (New Hampshire)
5335
Arcadia Wealth Management (New Hampshire)
New Hampshire
USD 269 M +USD 16.7 M +7% 1.66% 55.5% 64 6.25% 2
Crux Wealth Advisors
5336
Crux Wealth Advisors
California
USD 269 M +USD 16.5 M +7% 2.1% – 190 19.47% 0.8
First Dallas Securities
5337
First Dallas Securities
Texas
USD 269 M +USD 1.81 M +0.7% 3.7% 160% 119 15.13% 3.3
Quartz Partners
5338
Quartz Partners
New York
USD 269 M -USD 7.4 M -3% 3.09% – 193 20.73% 0.8
DLK Investment Management
5339
DLK Investment Management
California
USD 269 M +USD 3.25 M +1% 3.74% 80.4% 95 12.63% 1.5
Strait & Sound Wealth Management
5340
Strait & Sound Wealth Management
California
USD 269 M +USD 8.1 M +3% 3.4% 74% 154 7.14% 2
Alexis Investment Partners
5341
Alexis Investment Partners
Texas
USD 269 M -USD 902 M -77% 2.98% – 103 10.68% 0.5
TAGStone Capital
5342
TAGStone Capital
North Carolina
USD 268 M +USD 16.1 M +6% 2.12% 62% 120 5.83% 2.5
OMC Financial Services
5343
OMC Financial Services
New York
USD 268 M -USD 1.13 M -0.4% 3.72% – 69 7.25% 1.5
Monte Financial Group
5344
Monte Financial Group
Connecticut
USD 268 M -USD 3.59 M -1% 1.77% 66.7% 95 5.26% 3.8
Wind River Trust Company
5345
Wind River Trust Company
Wyoming
USD 268 M -USD 2.64 M -1% 2.56% 70.6% 10 0% 9.4
Visualize Group
5346
Visualize Group
New York
USD 268 M -USD 30.9 M -10% 5.38% – 13 38.46% 0.5
All-Stars Investment
5347
All-Stars Investment
Hong Kong
USD 268 M -USD 59.6 M -18% 18.1% 30.1% 4 0% 2.2
Firethorn Wealth Partners
5348
Firethorn Wealth Partners
Georgia
USD 267 M +USD 13.5 M +5% 2.54% 75.1% 199 11.06% 2.4
Seneca House Advisors
5349
Seneca House Advisors
Virginia
USD 267 M +USD 19.7 M +8% 2.4% 58.2% 104 15.38% 3.9
GKV Capital Management
5350
GKV Capital Management
California
USD 267 M +USD 14 M +6% 5.3% – 90 6.67% 0.9