¡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)
Agate Pass Investment Management
5351
Agate Pass Investment Management
Washington
USD 160 M -USD 609 k -0.4% 2.2% 76% 99 6.06% 0.3
Moser Wealth Advisors
5352
Moser Wealth Advisors
Washington
USD 160 M -USD 5.38 M -3% 3.97% – 146 10.96% 1.7
Solitude Financial Services
5353
Solitude Financial Services
Virginia
USD 160 M +USD 9.7 M +6% 1.66% 62.4% 44 22.73% 1
Stone House Capital Management
5354
Stone House Capital Management
Florida
USD 160 M -USD 20.5 M -11% 12.1% 151% 2 50% 0.3
Ewing Morris & Co Investment Partners
5355
Ewing Morris & Co Investment Partners
Ontario, Canada
USD 160 M +USD 13.5 M +9% 6.67% 63.5% 19 21.05% 0.2
Financial Avengers
5356
Financial Avengers
California
USD 160 M -USD 3.21 M -2% 1.79% 108% 168 9.52% 1.1
Jupiter Wealth Management
5357
Jupiter Wealth Management
Colorado
USD 160 M -USD 33 M -17% 4.26% 99.2% 95 24.21% 1.8
Trinity Financial Advisors
5358
Trinity Financial Advisors
Ohio
USD 160 M -USD 9.47 M -6% 2.79% 74.5% 70 22.86% 0.9
Integral Investment Advisors
5359
Integral Investment Advisors
California
USD 160 M +USD 20.6 M +15% 5.14% 69% 101 16.83% 0.2
Avory & Company
5360
Avory & Company
Florida
USD 160 M -USD 6.75 M -4% 17.7% 74.9% 25 24% 0.6
Oxinas Partners Wealth Management
5361
Oxinas Partners Wealth Management
Indiana
USD 160 M -USD 15.5 M -9% 2.94% 91.4% 160 35% 0.9
Investment Research & Advisory Group
5362
Investment Research & Advisory Group
Georgia
USD 160 M -USD 5.2 M -3% 5.44% 105% 202 13.37% 1.5
Juniper Investment Company
5363
Juniper Investment Company
New York
USD 159 M +USD 11.3 M +8% 2.26% 358% 10 10% 1.8
Rutabaga Capital Management
5364
Rutabaga Capital Management
Massachusetts
USD 159 M +USD 8.48 M +6% 0.34% 57% 52 3.85% 3.4
Bluestem Financial Advisors
5365
Bluestem Financial Advisors
Illinois
USD 159 M -USD 1.49 M -0.9% 5.37% 42.2% 28 14.29% 1.8
Gables Capital Management
5366
Gables Capital Management
Florida
USD 159 M -USD 8.68 M -5% 3.05% 173% 362 5.52% 3
Accretive Wealth Partners
5367
Accretive Wealth Partners
New Jersey
USD 159 M +USD 2.32 M +1% 4.39% 64.4% 121 19.83% 1
KCM
5368
Knoll Capital Management
Florida
USD 159 M -USD 22.6 M -12% 9.28% 258% 43 16.28% 1.8
VELA Investment Management
5369
VELA Investment Management
Ohio
USD 159 M +USD 10.5 M +7% 2.38% 58.8% 124 16.13% 0.2
Quaero Capital
5370
Quaero Capital
Switzerland
USD 159 M +USD 13.5 M +9% 2.3% 62.4% 93 30.11% 0.5
Industry Ventures
5371
Industry Ventures
California
USD 159 M -USD 72 M -31% 28.4% 77.4% 11 36.36% 0.2
Cox Capital Management
5372
Cox Capital Management
Massachusetts
USD 159 M -USD 10.1 M -6% 2.72% 106% 78 10.26% 2.9
NCM
5373
NCM Capital Management
New Jersey
USD 159 M +USD 46.2 M +41% 3.33% 105% 190 26.84% 0.2
Morgens Waterfall Vintiadis & Co
5374
Morgens Waterfall Vintiadis & Co
New York
USD 159 M -USD 27 M -15% 6.56% 594% 37 56.76% 1.8
Cheyne Capital Management (UK)
5375
Cheyne Capital Management (UK)
United Kingdom
USD 159 M +USD 5.32 M +3% 5.26% 35.6% 201 67.16% 0.4