¡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)
Lattice Capital Management
8551
Lattice Capital Management
Washington
USD 71.3 M -USD 33 M -32% 6.73% 242% 23 8.7% 2.1
IA
8552
Incentive AS
Norway
USD 71.3 M -USD 14.8 M -17% 9.16% – 1 0% 1.3
Pursuit Wealth Strategies
8553
Pursuit Wealth Strategies
North Carolina
USD 71.3 M – – 1.04% – 100 – 0
Abdiel Capital Advisors
8554
Abdiel Capital Advisors
New York
USD 71 M -USD 260 M -79% 7.35% 43.7% 7 14.29% 2.6
26North Partners
8555
26North Partners
New York
USD 70.9 M +USD 1.77 M +3% 2.34% 77.8% 1 0% 3
MA
8556
McGrath & Associates
North Carolina
USD 70.4 M +USD 3.16 M +5% 2.34% – 43 2.33% 0.9
Texas County & District Retirement System
8557
Texas County & District Retirement System
Texas
USD 70.3 M -USD 1.05 M -1% 1.47% 27.9% 1 0% 3
Wise Wealth Partners
8558
Wise Wealth Partners
Arizona
USD 69.7 M +USD 4.15 M +6% 3.78% – 56 19.64% 0.8
SM
8559
Sabby Management
Florida
USD 69.5 M -USD 16.9 M -20% 46.9% 95.5% 53 62.26% 0.6
IC
8560
Immersion Capital
United Kingdom
USD 69.1 M -USD 28.1 M -29% 3.46% 63.4% 11 9.09% 1.7
Mowery & Schoenfeld Wealth Management
8561
Mowery & Schoenfeld Wealth Management
Illinois
USD 69 M +USD 10.7 M +18% 4.55% 96.9% 506 30.43% 1
Fidelis Wealth Advisors
8562
Fidelis Wealth Advisors
Colorado
USD 69 M – – 2.05% – 11 – 0
Deuterium Capital Management
8563
Deuterium Capital Management
Florida
USD 68.9 M -USD 146 k -0.2% 1.4% 262% 20 10% 2.1
Yost Capital Management
8564
Yost Capital Management
Texas
USD 68.9 M -USD 13.4 M -16% 2.77% 125% 16 37.5% 1.3
Angel Oak Capital Advisors
8565
Angel Oak Capital Advisors
Georgia
USD 68.8 M -USD 58.5 M -46% 5.18% – 36 11.11% 0.8
Blue Barn Wealth
8566
Blue Barn Wealth
Utah
USD 68.7 M -USD 159 M -70% 1.97% 46.4% 173 74.57% 3
Charles Schwab Trust Bank
8567
Charles Schwab Trust Bank
Nevada
USD 68.5 M +USD 13.4 M +24% 0.48% – 1 0% 1.8
CMANY
8568
Capital Management Associates (New York)
New York
USD 68.2 M +USD 1.16 M +2% 6.33% 215% 47 27.66% 3.1
Charis Legacy Partners
8569
Charis Legacy Partners
Texas
USD 67.8 M +USD 728 k +1% 2.32% – 31 22.58% 0.8
Stronghold Wealth Management
8570
Stronghold Wealth Management
Florida
USD 67.7 M – – 1.82% – 119 – 0
QSV Equity Investors
8571
QSV Equity Investors
Illinois
USD 67.6 M -USD 30.3 M -31% 1.36% – 97 13.4% 1.5
Fountainhead AM
8572
Fountainhead AM
New Jersey
USD 67.5 M -USD 695 M -91% 2.53% 80.4% 251 44.22% 2.1
China-UAE Investment Cooperation
8573
China-UAE Investment Cooperation
USD 67.4 M – – 12.3% – 1 – 0
Navigation Wealth Management
8574
Navigation Wealth Management
Colorado
USD 67.3 M -USD 742 k -1% 1.95% 46.5% 34 5.88% 0.6
Van Diest Capital
8575
Van Diest Capital
Iowa
USD 67 M – – 3.77% – 138 – 0