¡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)
nVerses Capital
7976
nVerses Capital
Florida
USD 110 M +USD 65.4 M +146% 0.85% – 496 89.72% 0.1
Forefront Analytics
7977
Forefront Analytics
Pennsylvania
USD 110 M -USD 3.31 M -3% 1% 50.9% 47 25.53% 3.7
TWM
7978
Todd Wealth Management
Florida
USD 110 M -USD 593 k -0.5% 2.21% – 109 11.01% 0.2
Peak XV Partners Operations
7979
Peak XV Partners Operations
Mauritius
USD 110 M -USD 57.7 M -34% 34.4% – 1 0% 2.3
OakTrust Wealth Advisors
7980
OakTrust Wealth Advisors
Connecticut
USD 110 M +USD 1.47 M +1% 0.55% – 72 11.11% 0.2
BCG
7981
BRIA Capital Group
Florida
USD 110 M +USD 780 k +0.7% 7.49% – 70 34.29% 0.2
Masterton Capital Management
7982
Masterton Capital Management
New York
USD 110 M -USD 33.6 M -23% 0.17% 1.94% 28 53.57% 1
NWM Advisors
7983
NWM Advisors
California
USD 110 M -USD 5.15 M -4% 4.66% – 25 8% 0.3
New Mountain Capital
7984
New Mountain Capital
New York
USD 110 M -USD 50.7 M -32% 31.6% 64.8% 1 0% 3.5
Bond Capital Management
7985
Bond Capital Management
California
USD 110 M -USD 7.62 M -6% 4.19% 47.5% 4 0% 3.1
Beryl Capital Management
7986
Beryl Capital Management
California
USD 110 M -USD 877 M -89% 44.7% 3,932% 23 95.65% 0
Belleair Asset Management
7987
Belleair Asset Management
Florida
USD 110 M +USD 4.66 M +4% 1.44% – 83 12.05% 0.2
S Harris Financial Group
7988
S Harris Financial Group
Texas
USD 110 M +USD 5.22 M +5% 1.53% – 114 21.93% 0.2
Heronetta Management
7989
Heronetta Management
New York
USD 110 M -USD 63.4 M -37% 16.9% 59.7% 25 36% 8
DAM
7990
Directional Asset Management
Illinois
USD 109 M -USD 4.62 M -4% 0.96% – 97 11.34% 0.2
Searchlight Capital Partners
7991
Searchlight Capital Partners
New York
USD 109 M +USD 1.1 M +1% 18.3% 38.5% 3 33.33% 7.4
Twin Cities Retirement Group
7992
Twin Cities Retirement Group
Minnesota
USD 109 M +USD 5.74 M +6% 0.7% – 24 0% 0.3
Bretton Capital Management
7993
Bretton Capital Management
California
USD 109 M -USD 10.2 M -9% 8.63% – 18 0% 1.5
KDK Private Wealth Management
7994
KDK Private Wealth Management
Texas
USD 109 M -USD 5.25 M -5% 3.13% – 73 19.18% 1.1
OIA
7995
Oakmont Investment Advisors
Pennsylvania
USD 109 M -USD 27.2 M -20% 7.14% – 138 43.48% 0.2
PCMN
7996
Paradigm Capital Management (Nevada)
Nevada
USD 109 M +USD 1.55 M +1% 3.92% – 66 15.15% 2.9
Value Investment Professionals
7997
Value Investment Professionals
New York
USD 109 M +USD 13.7 M +14% 2.06% – 103 66.02% 0.1
Miller Global Investments
7998
Miller Global Investments
Texas
USD 109 M -USD 1.41 M -1% 5.59% – 309 30.1% 0.2
Torrey-Payne Wealth Management
7999
Torrey-Payne Wealth Management
California
USD 109 M -USD 2.57 M -2% 0.93% – 41 7.32% 0.2
Elevation Wealth Management
8000
Elevation Wealth Management
Minnesota
USD 109 M +USD 4.78 M +5% 4.27% – 149 18.79% 0.2