¡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)
Eight 31 Financial
6626
Eight 31 Financial
Texas
USD 151 M -USD 4.74 M -3% 0.92% – 69 13.04% 1
English Capital Management
6627
English Capital Management
Michigan
USD 151 M +USD 17.3 M +13% 11.6% – 36 19.44% 1.2
Mountaineer Partners Management
6628
Mountaineer Partners Management
New York
USD 151 M +USD 46.8 M +45% 25.1% 158% 17 23.53% 1.8
Green Court Capital Management
6629
Green Court Capital Management
Hong Kong
USD 151 M -USD 18.3 M -11% 0.43% 33.4% 5 60% 0.6
Starwood Capital Group Management
6630
Starwood Capital Group Management
Florida
USD 151 M -USD 16.4 M -10% 10.1% 16.2% 8 12.5% 1.1
Cadence Wealth Management
6631
Cadence Wealth Management
Massachusetts
USD 151 M +USD 15.9 M +12% 3.26% 56.4% 52 15.38% 2.1
Lederer & Associates Investment Counsel
6632
Lederer & Associates Investment Counsel
California
USD 151 M +USD 14.6 M +11% 10.9% 92.7% 88 13.64% 5.6
Bain Capital Public Equity
6633
Bain Capital Public Equity
Massachusetts
USD 151 M +USD 59.6 M +65% 22.1% 169% 33 63.64% 0.4
Papamarkou Wellner Asset Management
6634
Papamarkou Wellner Asset Management
New York
USD 151 M +USD 7.55 M +5% 12.1% – 91 19.78% 0.4
Catalina Capital Group
6635
Catalina Capital Group
California
USD 151 M -USD 1.88 M -1% 9.44% – 207 32.85% 1.1
PTM Wealth Management
6636
PTM Wealth Management
United States
USD 151 M +USD 56 M +59% 8.24% – 50 24% 0.2
Sterling Investment Management
6637
Sterling Investment Management
Arizona
USD 151 M +USD 10.6 M +8% 4.49% 45.3% 57 7.02% 5.2
Byrne Asset Management
6638
Byrne Asset Management
New Jersey
USD 151 M +USD 15.5 M +11% 13.5% 126% 611 35.19% 1.5
Myriad Asset Management US
6639
Myriad Asset Management US
Florida
USD 151 M -USD 86.7 M -36% 12% – 36 75% 0.1
GatePass Capital
6640
GatePass Capital
Ohio
USD 151 M +USD 17.3 M +13% 13% – 131 16.79% 0.4
Kure Advisory
6641
Kure Advisory
Minnesota
USD 151 M +USD 18.4 M +14% 6.44% – 49 18.37% 1.3
BankPlus Wealth Management
6642
BankPlus Wealth Management
Mississippi
USD 151 M +USD 14.6 M +11% 7.12% – 102 4.9% 0.5
Soapstone Management
6643
Soapstone Management
Maryland
USD 151 M +USD 22.7 M +18% 6.45% 30.3% 18 38.89% 2.5
Beckerman Institutional
6644
Beckerman Institutional
New Jersey
USD 151 M +USD 12.5 M +9% 5.21% – 109 7.34% 0.7
Dougherty Wealth Advisers
6645
Dougherty Wealth Advisers
Minnesota
USD 151 M +USD 15.3 M +11% 9.12% 67.5% 111 1.8% 5.3
Legend Financial Advisors
6646
Legend Financial Advisors
Pennsylvania
USD 151 M +USD 14.4 M +11% 9.43% 117% 172 79.07% 0.6
Sky-Mountain Capital Management
6647
Sky-Mountain Capital Management
Idaho
USD 151 M +USD 32.4 M +27% 11.7% – 36 11.11% 0.2
Lee-Kelleher Wealth Management
6648
Lee-Kelleher Wealth Management
Maryland
USD 151 M +USD 14.6 M +11% 8.01% – 39 7.69% 0.5
Sarver Vrooman Wealth Advisors
6649
Sarver Vrooman Wealth Advisors
Missouri
USD 150 M +USD 162 k +0.1% 0.67% – 139 14.39% 0.2
OIM
6650
Opus Investment Management
Massachusetts
USD 150 M +USD 10.2 M +7% 2.9% 52.8% 30 3.33% 9.7