¡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)
Charter Research & Investment Group
5751
Charter Research & Investment Group
Connecticut
USD 110 M -USD 13.3 M -11% 8.7% 82.3% 85 12.94% 5.7
J.H. Whitney Equity Partners VII
5752
J.H. Whitney Equity Partners VII
Connecticut
USD 110 M -USD 56 M -34% 33.7% 407% 1 0% 0.5
Piper Sandler & Co
5753
Piper Sandler & Co
Minnesota
USD 110 M -USD 22.2 M -17% 0.23% 0.04% 54 37.04% 0.2
TIM
5754
Timelo Investment Management
Ontario, Canada
USD 110 M -USD 27.6 M -20% 8.24% 104% 107 43.93% 0.4
Dalton Investments
5755
Dalton Investments
Nevada
USD 110 M -USD 32.3 M -23% 8.98% 95.1% 32 46.88% 2.3
Odey Asset Management Group
5756
Odey Asset Management Group
United Kingdom
USD 110 M -USD 221 M -67% 20.1% 259% 42 76.19% 1.7
SWM Advisors
5757
SWM Advisors
Florida
USD 110 M -USD 17.7 M -14% 13.4% – 31 19.35% 0.5
Jupiter Wealth Management
5758
Jupiter Wealth Management
Colorado
USD 110 M -USD 50.1 M -31% 14.7% 99.2% 81 24.69% 2.2
Ally Bridge Group
5759
Ally Bridge Group
New York
USD 110 M -USD 25.2 M -19% 9.85% 844% 26 34.62% 0.7
Finer Wealth Management
5760
Finer Wealth Management
Massachusetts
USD 110 M -USD 12.9 M -11% 9.57% 175% 85 12.94% 0.5
PACK Private Wealth
5761
PACK Private Wealth
Minnesota
USD 110 M -USD 11.6 M -10% 13.8% 52.8% 39 12.82% 0.5
Ballew Advisors
5762
Ballew Advisors
Mississippi
USD 110 M -USD 21.4 M -16% 13.1% 68% 117 23.93% 2.9
Hickory Lane Capital Management
5763
Hickory Lane Capital Management
New York
USD 110 M -USD 54.2 M -33% 14.7% – 36 19.44% 1
LifeGuide Financial Advisors
5764
LifeGuide Financial Advisors
Pennsylvania
USD 110 M -USD 20 M -15% 12.6% 35.4% 27 7.41% 0.5
Drive Wealth Management
5765
Drive Wealth Management
Utah
USD 109 M -USD 9.11 M -8% 14.5% 94.4% 192 26.56% 0.4
FAG
5766
Fortitude Advisory Group
Washington
USD 109 M -USD 78.5 M -42% 14.3% 142% 1,547 86.81% 0.5
Henrickson Nauta Wealth Advisors
5767
Henrickson Nauta Wealth Advisors
Michigan
USD 109 M -USD 10.9 M -9% 14.3% 61.6% 52 25% 0.4
Apricus Wealth
5768
Apricus Wealth
South Carolina
USD 109 M -USD 13.4 M -11% 9.26% 78.8% 90 13.33% 0.5
Mork Capital Management
5769
Mork Capital Management
California
USD 109 M -USD 1.67 M -2% 10.6% 61.9% 105 9.52% 2.4
Hazlett, Burt & Watson
5770
Hazlett, Burt & Watson
West Virginia
USD 109 M -USD 17 M -13% 13.4% 97.1% 620 6.94% 0.2
VeriStar Capital Management
5771
VeriStar Capital Management
New York
USD 109 M -USD 7.09 M -6% 8.48% 41% 11 9.09% 0.4
Cherrydale Wealth Management
5772
Cherrydale Wealth Management
New Jersey
USD 109 M -USD 27.2 M -20% 16.9% 80.8% 47 44.68% 0.4
Savior LLC
5773
Savior LLC
Massachusetts
USD 109 M -USD 25.3 M -19% 15.3% 82.8% 228 46.93% 1.3
ICMP
5774
Integrated Capital Management (Pennsylvania)
Pennsylvania
USD 109 M -USD 12.6 M -10% 9.45% 39.7% 74 10.81% 1.7
Symetra Investment Management
5775
Symetra Investment Management
Connecticut
USD 109 M +USD 17.8 M +20% 17.2% 37.3% 3 0% 0.8