¡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)
Provident Wealth Management
5776
Provident Wealth Management
Tennessee
USD 90.4 M +USD 4.26 M +5% 8.16% 61.1% 77 32.47% 0.8
Lesa Sroufe & Co
5777
Lesa Sroufe & Co
Washington
USD 90 M +USD 6.36 M +8% 11.3% – 75 17.33% 3.4
Boundary Creek Advisors
5778
Boundary Creek Advisors
New York
USD 90 M – – 12.3% 15% 13 – 0
GBA
5779
Garrison Bradford & Associates
New York
USD 89.7 M +USD 7.62 M +9% 6.13% 62.2% 55 9.09% 4.2
W.L. Ross & Co
5780
W.L. Ross & Co
Texas
USD 89.7 M +USD 30.1 M +51% 50.6% – 1 0% 1.3
Riverview Trust Company
5781
Riverview Trust Company
Washington
USD 89.6 M -USD 797 k -0.9% 6.69% 87.6% 225 1.33% 2.1
Lead Edge Capital Management
5782
Lead Edge Capital Management
New York
USD 89.6 M +USD 9 M +11% 7.59% 20.2% 4 75% 0.2
Credit Capital Investments
5783
Credit Capital Investments
New Jersey
USD 89.1 M +USD 11.7 M +15% 13.6% 500% 32 28.13% 1.1
Oppenheimer & Close
5784
Oppenheimer & Close
New York
USD 88.8 M -USD 3.5 M -4% 11.4% 148% 52 15.38% 3.6
Penn Mutual Asset Management
5785
Penn Mutual Asset Management
Pennsylvania
USD 88.5 M -USD 24.7 M -22% 6.75% 32% 87 28.74% 0.6
TI
5786
Telemetry Investments
New York
USD 88.5 M +USD 29.3 M +49% 7.48% 77.4% 152 58.55% 0.5
Indie Asset Partners
5787
Indie Asset Partners
Indiana
USD 87.9 M +USD 1.96 M +2% 6.7% 119% 128 21.88% 0.8
Mayar Capital
5788
Mayar Capital
United Kingdom
USD 87.8 M – – 11.6% 14.7% 13 – 0
Relaxing Retirement Coach
5789
Relaxing Retirement Coach
Massachusetts
USD 87.5 M -USD 4.01 M -4% 6.88% 28.6% 46 10.87% 2.8
MU Investments Company
5790
MU Investments Company
Japan
USD 87.4 M -USD 24.7 M -22% 5.84% 40.4% 24 0% 4.2
Alpha DNA Investment Management
5791
Alpha DNA Investment Management
Maryland
USD 87 M -USD 6.82 M -7% 13.6% 134% 838 33.65% 0.2
Future Financial Wealth Management
5792
Future Financial Wealth Management
Ohio
USD 87 M +USD 292 k +0.3% 6.84% 65.2% 133 22.56% 0.2
Mayo Clinic
5793
Mayo Clinic
Minnesota
USD 86.9 M +USD 3.74 M +5% 17.1% – 10 30% 0.9
ARIS
5794
Advanced Research Investment Solutions
California
USD 86.4 M +USD 19.6 M +29% 4.08% 13.1% 71 7.04% 0.5
Marathon Asset Management (New York)
5795
Marathon Asset Management (New York)
New York
USD 86.1 M +USD 35.4 M +70% 4.04% 490% 26 76.92% 0.5
DCM Hybrid RMB Fund International
5796
DCM Hybrid RMB Fund International
California
USD 85.8 M – – 14.2% – 2 – 4.3
Freestate Advisors
5797
Freestate Advisors
Kansas
USD 85.7 M -USD 8.16 M -9% 3.45% – 12 75% 0.2
Steinberg Asset Management
5798
Steinberg Asset Management
New York
USD 85.3 M +USD 3.79 M +5% 7.39% 108% 34 14.71% 3.4
Goodwin Investment Advisory
5799
Goodwin Investment Advisory
Georgia
USD 85 M +USD 3.25 M +4% 6.52% 60.8% 153 47.06% 0.1
WGA
5800
Weather Gauge Advisory
Virginia
USD 84.8 M -USD 1.36 M -2% 7.9% 39.9% 82 6.1% 2.1