¡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)
Clarus Wealth Advisors
5476
Clarus Wealth Advisors
Arizona
USD 188 M +USD 11.6 M +7% 2.65% 89.7% 144 19.44% 2.2
Sitrin Capital Management
5477
Sitrin Capital Management
California
USD 188 M +USD 5.2 M +3% 5.49% 139% 44 9.09% 3.5
Ballentine Capital Advisors
5478
Ballentine Capital Advisors
South Carolina
USD 188 M +USD 6.15 M +3% 0.19% 48.8% 33 18.18% 0.5
Pensionfund DSM Netherlands
5479
Pensionfund DSM Netherlands
Netherlands
USD 188 M +USD 1.2 M +0.6% 0.75% 36.9% 70 2.86% 7.3
Agate Pass Investment Management
5480
Agate Pass Investment Management
Washington
USD 188 M +USD 1.62 M +0.9% 0.73% 76% 97 5.15% 2.1
Harbourvest Partners
5481
Harbourvest Partners
Massachusetts
USD 188 M -USD 31.4 M -14% 5.37% 8.96% 48 16.67% 2.9
DI
5482
Disciplined Investments
Oklahoma
USD 188 M +USD 4.5 M +2% 0.39% 51.4% 129 14.73% 3.1
Fogel Capital Management
5483
Fogel Capital Management
Florida
USD 188 M +USD 17.7 M +10% 5.39% – 42 16.67% 0.4
Leicht Financial Planning & Wealth Management
5484
Leicht Financial Planning & Wealth Management
New Jersey
USD 188 M +USD 5.33 M +3% 1.67% 46.3% 20 5% 2.4
Mill Road Capital Management
5485
Mill Road Capital Management
Connecticut
USD 188 M -USD 42.4 M -18% 12% 85.1% 24 16.67% 3.1
Benchmark Wealth Management
5486
Benchmark Wealth Management
Connecticut
USD 188 M +USD 4.21 M +2% 1.29% 42.7% 51 3.92% 3.3
SL
5487
SIB LLC
New York
USD 188 M -USD 24.5 M -12% 9.54% 29.2% 19 0% 8.4
Investmark Advisory Group
5488
Investmark Advisory Group
Connecticut
USD 188 M +USD 5.16 M +3% 2.5% 65.1% 121 9.09% 1.8
CL
5489
COWA LLC
Oklahoma
USD 187 M +USD 17.8 M +10% 0.32% 65.5% 137 21.17% 2.2
Holowesko Partners
5490
Holowesko Partners
Bahamas
USD 187 M -USD 81.1 M -30% 1.6% 51.1% 30 23.33% 3.4
Raelipskie Partnership
5491
Raelipskie Partnership
Ontario, Canada
USD 187 M +USD 11.9 M +7% 1.8% – 106 7.55% 0.5
Lindenwold Advisors
5492
Lindenwold Advisors
Pennsylvania
USD 187 M +USD 371 k +0.2% 2.04% 75% 123 13.82% 1.9
My Personal CFO LLC
5493
My Personal CFO LLC
Washington
USD 187 M +USD 13.8 M +8% 2.65% 83.4% 103 7.77% 1.6
New Perspectives Inc
5494
New Perspectives Inc
Mississippi
USD 187 M +USD 6.73 M +4% 2.18% – 32 9.38% 1.9
Ironwood Investment Management
5495
Ironwood Investment Management
Massachusetts
USD 187 M -USD 17.9 M -9% 0.44% 164% 182 11.54% 6.2
Oakcliff Capital Partners
5496
Oakcliff Capital Partners
New York
USD 187 M +USD 20.1 M +12% 5.48% 133% 11 18.18% 4.1
Brightlight Capital Management
5497
Brightlight Capital Management
Connecticut
USD 187 M +USD 10 M +6% 7.18% 202% 12 0% 1.8
Acuitas Investments
5498
Acuitas Investments
Washington
USD 187 M -USD 11.4 M -6% 2.08% 145% 134 20.15% 1
CAM
5499
CPA Asset Management
Florida
USD 187 M +USD 8.13 M +5% 0.71% 48.8% 79 6.33% 1.3
Granite Bay Wealth Management
5500
Granite Bay Wealth Management
New Hampshire
USD 187 M +USD 10.9 M +6% 0.83% – 84 32.14% 0.9