¡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)
Spearhead Capital Advisors
5976
Spearhead Capital Advisors
Florida
USD 92.3 M -USD 578 M -86% 4.8% 25.2% 182 46.15% 2.3
ASFA
5977
All Season Financial Advisors
Colorado
USD 92.1 M -USD 24.8 M -21% 4.68% 33.8% 139 47.48% 0.6
TrueWealth Financial Partners
5978
TrueWealth Financial Partners
Washington
USD 92.1 M -USD 3.3 M -3% 5.94% 36.4% 14 7.14% 0.8
Jacob Asset Management of New York
5979
Jacob Asset Management of New York
California
USD 92.1 M -USD 6.88 M -7% 2.62% 22.7% 71 7.04% 1.8
Cook Wealth
5980
Cook Wealth
North Carolina
USD 92 M -USD 5.34 M -5% 8.88% 7.36% 50 20% 0.6
Unconventional Investor
5981
Unconventional Investor
New Hampshire
USD 91.9 M -USD 5.55 M -6% 5.63% 62.7% 35 17.14% 0.7
Defined Wealth Management
5982
Defined Wealth Management
Oregon
USD 91.8 M -USD 5.77 M -6% 5.84% 78.1% 95 10.53% 1.6
Mader & Shannon Wealth Management
5983
Mader & Shannon Wealth Management
Missouri
USD 91.8 M -USD 75.6 M -45% 4.95% 53.1% 22 50% 2.9
Bullseye Investment Management
5984
Bullseye Investment Management
Ohio
USD 91.8 M -USD 20 M -18% 1.44% 36.2% 60 71.67% 0.3
Avondale Wealth Management
5985
Avondale Wealth Management
Texas
USD 91.7 M +USD 5.49 M +6% 5.27% 83.8% 121 11.57% 2.3
Empirical Asset Management
5986
Empirical Asset Management
Massachusetts
USD 91.7 M -USD 3.17 M -3% 3.82% 94.5% 183 36.07% 0.5
Joseph Group Capital Management
5987
Joseph Group Capital Management
Ohio
USD 91.6 M -USD 8.17 M -8% 6.39% 58.4% 88 14.77% 0.6
Lynwood Capital Management
5988
Lynwood Capital Management
Ontario, Canada
USD 91.6 M +USD 2.06 M +2% 3.12% – 165 24.24% 0.4
Valley Brook Capital Group
5989
Valley Brook Capital Group
Pennsylvania
USD 91.6 M -USD 5.42 M -6% 5.01% 106% 106 5.66% 1.7
Terra Nova Asset Management
5990
Terra Nova Asset Management
New York
USD 91.5 M +USD 1.67 M +2% 3.14% 172% 83 8.43% 2.6
Ulland Investment Advisors
5991
Ulland Investment Advisors
Minnesota
USD 91.5 M -USD 6.11 M -6% 0.27% 161% 257 13.62% 0.7
River Oaks Capital
5992
River Oaks Capital
Minnesota
USD 91.5 M -USD 1.65 M -2% 0.51% – 51 0% 3.2
Paces Ferry Wealth Advisors
5993
Paces Ferry Wealth Advisors
Georgia
USD 91.5 M -USD 10.1 M -10% 3.78% 72% 103 10.68% 1.8
Azarias Capital Management
5994
Azarias Capital Management
Pennsylvania
USD 91.4 M -USD 442 k -0.5% 0.64% 58.2% 18 0% 0.8
Lakehouse Capital
5995
Lakehouse Capital
Australia
USD 91.3 M -USD 11.2 M -11% 1.63% 87.4% 16 25% 1.7
YC
5996
Yunqi Capital
Hong Kong
USD 91.3 M -USD 24.1 M -21% 21.2% 71.4% 5 40% 0.8
Morgens Waterfall Vintiadis & Co
5997
Morgens Waterfall Vintiadis & Co
New York
USD 91.3 M -USD 15.2 M -14% 7.57% 594% 40 52.5% 1.4
Kopion Asset Management
5998
Kopion Asset Management
Texas
USD 91.2 M -USD 2.63 M -3% 3.13% 80.5% 18 5.56% 2.4
SC
5999
Settian Capital
New York
USD 91.2 M +USD 27.6 M +43% 0.1% 62.5% 31 35.48% 0.4
Convergence Financial
6000
Convergence Financial
Missouri
USD 91.2 M -USD 5.64 M -6% 4.7% 62.3% 24 20.83% 0.6