¡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)
Foresite Capital Management V
7776
Foresite Capital Management V
California
USD 80.7 M -USD 6.89 M -8% 3.72% 401% 6 0% 2
MJT & Associates Financial Advisory
7777
MJT & Associates Financial Advisory
Minnesota
USD 80.6 M -USD 23.5 M -23% 6.39% – 498 9.24% 0.2
Riverview Trust Company
7778
Riverview Trust Company
Washington
USD 80.3 M -USD 21 M -21% 7.73% 87.6% 603 64.34% 2.7
Ursa Fund Management
7779
Ursa Fund Management
California
USD 80.2 M +USD 41.2 M +106% 12.2% 93.5% 46 86.96% 0.1
Elser Financial Planning
7780
Elser Financial Planning
Indiana
USD 80.2 M +USD 7.93 M +11% 4.11% – 69 5.8% 0.9
Teachers Insurance & Annuity Association of America
7781
Teachers Insurance & Annuity Association of America
New York
USD 80.1 M +USD 5.13 M +7% 6.84% – 79 20.25% 0.7
BG Investment Services
7782
BG Investment Services
Guam
USD 80 M -USD 12.8 M -14% 10.2% – 42 19.05% 1.1
Indus Capital Partners
7783
Indus Capital Partners
New York
USD 79.9 M -USD 26 M -25% 9.78% 117% 6 50% 2.4
Quaero Capital
7784
Quaero Capital
Switzerland
USD 79.8 M +USD 9.6 M +14% 9.8% 62.4% 71 23.94% 0.9
TTA
7785
Thor Trading Advisors
Pennsylvania
USD 79.8 M -USD 168 M -68% 7.96% – 16 81.25% 0.1
Fortress Financial Solutions
7786
Fortress Financial Solutions
Arizona
USD 79.7 M +USD 10.6 M +15% 10.4% – 64 12.5% 0.4
Irth Capital Management
7787
Irth Capital Management
New York
USD 79.7 M +USD 12.8 M +19% 19.1% – 1 0% 0.5
Clear Investment Research
7788
Clear Investment Research
Georgia
USD 79.3 M +USD 4.41 M +6% 5.16% 48.5% 231 2.6% 4.3
Mallini Complete Financial Planning
7789
Mallini Complete Financial Planning
Florida
USD 79.1 M -USD 25.6 M -24% 3.6% – 62 4.84% 0.5
Corre Partners Management
7790
Corre Partners Management
New York
USD 78.9 M -USD 9.38 M -11% 3.01% 109% 4 0% 2.4
Siemens Pension Trust
7791
Siemens Pension Trust
Germany
USD 78.9 M +USD 21.9 M +38% 38.4% 25.4% 1 0% 2.5
LL
7792
LMDAGG LLC
California
USD 78.8 M +USD 49.2 M +166% 209% – 2 50% 1.4
Miller Financial Services
7793
Miller Financial Services
Michigan
USD 78.4 M +USD 8.85 M +13% 11.4% – 111 16.22% 0.4
CC
7794
CF Capital
Massachusetts
USD 78.4 M -USD 19.9 M -20% 0.31% – 44 18.18% 0.4
Virtus Family Office
7795
Virtus Family Office
Texas
USD 78.1 M +USD 168 k +0.2% 5.82% 48.4% 51 37.25% 1.4
FSR Wealth Management
7796
FSR Wealth Management
Illinois
USD 77.9 M +USD 2.1 M +3% 6.49% – 44 31.82% 0.4
Chan Zuckerberg Initiative
7797
Chan Zuckerberg Initiative
California
USD 77.7 M -USD 40.7 M -34% 7.67% 59% 2 0% 1.8
OWMIAS
7798
One Wealth Management Investment & Advisory Services
Florida
USD 77.6 M +USD 17.2 M +29% 18.5% – 49 6.12% 1.3
Tepp RIA
7799
Tepp RIA
New Jersey
USD 77.5 M +USD 3.84 M +5% 9.27% – 31 25.81% 0.4
LDR Capital Management
7800
LDR Capital Management
New York
USD 77.3 M -USD 5.58 M -7% 1.44% 28.4% 35 34.29% 1.5