¡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)
Owen LaRue
6376
Owen LaRue
Kentucky
USD 92.5 M – – 7.1% 126% 72 – 0
BFAM Partners
6377
BFAM Partners
Hong Kong
USD 92.4 M -USD 63.2 M -41% 10.3% 36.4% 14 71.43% 0.3
Erickson Financial Group
6378
Erickson Financial Group
Pennsylvania
USD 92.4 M +USD 2.48 M +3% 4.72% 63.3% 26 26.92% 0.8
Olistico Wealth
6379
Olistico Wealth
Oklahoma
USD 92.4 M – – 7.95% 108% 97 – 0
325 Capital
6380
325 Capital
New York
USD 92.3 M +USD 6.66 M +8% 14.8% 226% 8 12.5% 0.9
TM
6381
Titan Managers
Arizona
USD 92.3 M -USD 4.61 M -5% 0.08% 2.57% 7 0% 1.2
Steinberg Asset Management
6382
Steinberg Asset Management
New York
USD 92.3 M -USD 1.59 M -2% 6.18% 130% 36 25% 4
KCM
6383
Key Colony Management
Arkansas
USD 92.2 M +USD 4.91 M +6% 5.5% 113% 14 35.71% 1.4
Magnolia Wealth Management
6384
Magnolia Wealth Management
Alabama
USD 92.2 M – – 4.39% 48.7% 10 – 0.8
MA
6385
McBroom & Associates
Nevada
USD 92.2 M +USD 3.5 M +4% 13.7% 133% 37 10.81% 0.8
SFI Advisors
6386
SFI Advisors
New Jersey
USD 92.1 M +USD 6.02 M +7% 6.8% 82.9% 89 32.58% 0.6
Kraematon Investment Advisors
6387
Kraematon Investment Advisors
Massachusetts
USD 92.1 M +USD 14.4 M +19% 8.73% 80.5% 270 70.74% 0.3
Tree Line Advisors
6388
Tree Line Advisors
Hong Kong
USD 91.9 M -USD 23.1 M -20% 9.88% 670% 6 33.33% 2.4
Prentice Capital Management
6389
Prentice Capital Management
Connecticut
USD 91.8 M -USD 42.9 M -32% 0.89% 128% 29 34.48% 0.9
Pring Turner Capital Group
6390
Pring Turner Capital Group
California
USD 91.7 M -USD 7.56 M -8% 11.8% 70.8% 63 20.63% 3.5
BG Investment Services
6391
BG Investment Services
Guam
USD 91.7 M +USD 9.49 M +12% 7.92% – 11 0% 0.9
Absolute Capital Management
6392
Absolute Capital Management
Pennsylvania
USD 91.7 M +USD 15.4 M +20% 7.08% 98.2% 543 89.87% 0.5
Strait & Sound Wealth Management
6393
Strait & Sound Wealth Management
California
USD 91.6 M – – 5.48% 74% 110 – 0
Broadcrest Asset Management
6394
Broadcrest Asset Management
Florida
USD 91.6 M +USD 4.02 M +5% 5.86% 54.1% 8 25% 0.8
Trevian Wealth Management
6395
Trevian Wealth Management
Massachusetts
USD 91.5 M +USD 2.86 M +3% 7.02% 94.1% 37 13.51% 0.9
Sheets Smith Investment Management
6396
Sheets Smith Investment Management
Texas
USD 91.3 M – – 7.61% – 28 – 0.5
Indie Asset Partners
6397
Indie Asset Partners
Indiana
USD 91.2 M -USD 6.34 M -6% 7.49% 119% 94 15.96% 2.1
BC
6398
Breakline Capital
New York
USD 91.1 M +USD 8.14 M +10% 12.6% – 34 44.12% 0.6
Pine Haven Investment Counsel
6399
Pine Haven Investment Counsel
Massachusetts
USD 91 M +USD 9.02 M +11% 11.6% 72.1% 102 4.9% 0.9
HFAS
6400
Hummer Financial Advisory Services
Illinois
USD 90.9 M +USD 5.82 M +7% 7.71% 71.8% 91 6.59% 2.6