¡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)
Mork Capital Management
5601
Mork Capital Management
California
USD 163 M +USD 34.5 M +27% 11.7% 61.9% 145 28.97% 2.5
Ergawealth Advisors
5602
Ergawealth Advisors
Illinois
USD 163 M +USD 17.7 M +12% 8.91% 50% 55 16.36% 0.8
AJ Advisors
5603
AJ Advisors
Tennessee
USD 163 M +USD 29.6 M +22% 10.2% 64.6% 44 22.73% 0.7
DFS
5604
Dixon Fnancial Services
California
USD 163 M +USD 14.4 M +10% 9.82% 76.6% 29 24.14% 1.6
MA
5605
Menlo Advisors
California
USD 163 M +USD 10.3 M +7% 8.87% 108% 32 18.75% 6.3
Jackson Hill Advisors
5606
Jackson Hill Advisors
Texas
USD 162 M +USD 22.8 M +16% 17.8% 61.2% 12 8.33% 1.4
Hapanowicz & Associates Financial Services
5607
Hapanowicz & Associates Financial Services
Pennsylvania
USD 162 M +USD 21.6 M +15% 11.8% 65% 32 12.5% 3
EnCap Energy Capital Fund IX
5608
EnCap Energy Capital Fund IX
Texas
USD 162 M -USD 104 M -39% 2.55% 69.2% 2 0% 1.8
CIS
5609
Custom Index Systems
New York
USD 162 M – – 11.2% – 237 – 0
Medina Value Partners
5610
Medina Value Partners
California
USD 162 M +USD 7.53 M +5% 15.9% 80% 21 47.62% 0.5
RWG
5611
Regal Wealth Group
California
USD 162 M +USD 15.7 M +11% 11.1% 17% 43 2.33% 5.9
Genesee Capital Advisors
5612
Genesee Capital Advisors
New York
USD 162 M +USD 23 M +17% 11.6% 107% 124 33.87% 1
Powers Advisory Group
5613
Powers Advisory Group
Illinois
USD 162 M +USD 14.9 M +10% 8.59% 49.8% 92 5.43% 1.8
Murphy Middleton Hinkle & Parker
5614
Murphy Middleton Hinkle & Parker
Georgia
USD 162 M +USD 6.4 M +4% 8.45% 66.8% 139 7.19% 4.9
Dean Capital Management
5615
Dean Capital Management
Kansas
USD 162 M +USD 28.4 M +21% 10.4% 89.7% 133 15.04% 1.1
ETH
5616
Exos TFP Holdings
New York
USD 162 M -USD 23.1 M -13% 1.13% – 250 34% 0.7
O'Connor Financial Group
5617
O'Connor Financial Group
Illinois
USD 162 M +USD 15.8 M +11% 8.73% 48.4% 52 5.77% 0.7
DG Capital Management
5618
DG Capital Management
New York
USD 162 M -USD 21 M -11% 5.05% 76.7% 28 14.29% 1.9
Quad-Cities Investment Group
5619
Quad-Cities Investment Group
Iowa
USD 162 M +USD 12.8 M +9% 9.57% 67.3% 190 16.32% 3.2
Emory University
5620
Emory University
Georgia
USD 162 M – – 4.54% 60.2% 7 – 1.3
Loudon Investment Management
5621
Loudon Investment Management
New Hampshire
USD 162 M +USD 16.3 M +11% 12.6% 72.5% 96 4.17% 5.5
Choice Wealth Advisors
5622
Choice Wealth Advisors
Maine
USD 161 M +USD 19.9 M +14% 9.6% 60.3% 28 17.86% 1.2
CEDRUS
5623
CEDRUS
Colorado
USD 161 M +USD 20.8 M +15% 9.67% 19.8% 159 18.24% 1.4
Shore Point Advisors
5624
Shore Point Advisors
New Jersey
USD 161 M +USD 23.3 M +17% 8.76% 54.6% 57 15.79% 1.3
5th Street Advisors
5625
5th Street Advisors
Connecticut
USD 161 M +USD 10 M +7% 8.95% 52.2% 24 8.33% 1.3