¡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)
Blodgett Wealth Advisors
6526
Blodgett Wealth Advisors
California
USD 82.3 M -USD 1.14 M -1% 5.14% 150% 69 13.04% 0.9
AH Equity Partners LSV II
6527
AH Equity Partners LSV II
California
USD 82.2 M -USD 29.9 M -27% 24.3% – 4 0% 1
Jacob Asset Management of New York
6528
Jacob Asset Management of New York
California
USD 82.2 M -USD 9.9 M -11% 4.12% 22.7% 72 13.89% 1.8
Bradley & Co Private Wealth Management
6529
Bradley & Co Private Wealth Management
Florida
USD 82.1 M -USD 1.75 M -2% 3.91% – 191 13.09% 1.4
3G Capital Partners
6530
3G Capital Partners
New York
USD 82.1 M +USD 34.7 M +73% 4.44% 351% 12 58.33% 0.5
NPAM
6531
Noble Path Asset Management
New York
USD 82 M -USD 2.77 M -3% 9.39% – 22 18.18% 0.8
Yorktown Management & Research Company
6532
Yorktown Management & Research Company
Virginia
USD 81.8 M +USD 4.64 M +6% 9.69% 223% 229 37.55% 1.5
Tinicum
6533
Tinicum
New York
USD 81.7 M +USD 11.8 M +17% 16.9% 21.1% 1 0% 7.8
Avant Capital
6534
Avant Capital
Louisiana
USD 81.5 M +USD 7.4 M +10% 10% – 56 10.71% 0.9
Verum Partners
6535
Verum Partners
North Carolina
USD 81.4 M – – 9.39% 57.7% 69 – 0
Udine Wealth Management
6536
Udine Wealth Management
Florida
USD 81.3 M +USD 18 M +28% 12.3% 141% 20 55% 0.8
Pin Oak Investment Advisors
6537
Pin Oak Investment Advisors
Texas
USD 81.1 M +USD 1.44 M +2% 9.5% 62.7% 441 13.38% 3.1
SIA
6538
Schear Investment Advisers
Ohio
USD 81.1 M – – 10.7% 241% 90 – 0
Harper Investing
6539
Harper Investing
California
USD 81 M -USD 16.6 M -17% 2.53% 58.7% 49 14.29% 0.7
SFG Wealth Management
6540
SFG Wealth Management
Maryland
USD 81 M +USD 7.04 M +10% 9.12% 86.3% 90 27.78% 0.8
A
6541
Atomvest
Hong Kong
USD 80.9 M -USD 15.1 M -16% 11.5% 90% 5 40% 1.1
Yarger Wealth Strategies
6542
Yarger Wealth Strategies
Ohio
USD 80.7 M +USD 5.33 M +7% 4.38% 55.1% 51 17.65% 0.8
Soditic Asset Management
6543
Soditic Asset Management
United Kingdom
USD 80.7 M +USD 502 k +0.6% 8.16% 23.4% 11 18.18% 1.9
Pariax
6544
Pariax
California
USD 80.7 M -USD 6.45 M -7% 4.98% – 31 22.58% 0.8
EnCap Energy Capital Fund IX
6545
EnCap Energy Capital Fund IX
Texas
USD 80.5 M -USD 11.9 M -13% 4.41% 69.2% 2 50% 2
Blue Investment Partners
6546
Blue Investment Partners
California
USD 80.5 M – – 3.53% – 27 – 0
Oder Investment Management
6547
Oder Investment Management
California
USD 80.5 M -USD 4.74 M -6% 2.84% 97.5% 101 26.73% 1.2
Bluegrass Capital Partners
6548
Bluegrass Capital Partners
Florida
USD 80.4 M -USD 20.9 M -21% 10.3% 60.1% 12 0% 1.5
AWH Capital
6549
AWH Capital
Texas
USD 80.4 M +USD 11.7 M +17% 8.52% 183% 25 16% 2.3
Cypress Capital Management (Wyoming)
6550
Cypress Capital Management (Wyoming)
Wyoming
USD 80.3 M +USD 10 M +14% 3.74% 161% 170 7.06% 3.6