¡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)
CVA Family Office
2401
CVA Family Office
Colorado
USD 1104 M +USD 155 M +16% 14.4% 71.6% 1,894 7.81% 1.9
OM
2402
Opaleye Management
Massachusetts
USD 1104 M +USD 345 M +45% 50.8% 748% 67 32.84% 1.6
Premier Fund Managers
2403
Premier Fund Managers
United Kingdom
USD 1104 M -USD 309 M -22% 10.6% 56.6% 201 30.85% 2.2
Heron Bay Capital Management
2404
Heron Bay Capital Management
Michigan
USD 1104 M +USD 18.8 M +2% 14.4% 58.9% 109 39.45% 2
Trivium Point Advisory
2405
Trivium Point Advisory
Connecticut
USD 1103 M +USD 549 M +99% 17.3% 106% 363 28.1% 2.6
Zweig-DiMenna Associates
2406
Zweig-DiMenna Associates
New York
USD 1102 M +USD 380 M +53% 78.8% 561% 82 40.24% 1.7
Naviter Wealth
2407
Naviter Wealth
Arkansas
USD 1102 M +USD 302 M +38% 17.8% 87.1% 315 16.83% 2.3
Teamwork Financial Advisors
2408
Teamwork Financial Advisors
Texas
USD 1102 M +USD 156 M +16% 21.7% 126% 243 22.63% 2.3
Rodgers & Associates
2409
Rodgers & Associates
Pennsylvania
USD 1102 M +USD 120 M +12% 13.4% 53.7% 110 10% 3.9
Silver Point Capital
2410
Silver Point Capital
Connecticut
USD 1102 M -USD 200 M -15% 5.92% 108% 18 38.89% 1.7
DUMAC Inc
2411
DUMAC Inc
North Carolina
USD 1100 M +USD 280 M +34% 13.9% – 17 47.06% 0.9
Ullmann Wealth Partners Group
2412
Ullmann Wealth Partners Group
Florida
USD 1100 M +USD 137 M +14% 13.3% 62.2% 178 14.61% 3.6
Beacon Financial Group
2413
Beacon Financial Group
Texas
USD 1100 M +USD 97.8 M +10% 12.2% 60.3% 389 13.62% 4.4
Arch Venture Management
2414
Arch Venture Management
Illinois
USD 1100 M +USD 423 M +62% 14.3% 228% 13 30.77% 1.3
BI
2415
BBFIT Investments
USD 1099 M +USD 257 M +31% 54.2% – 7 0% 0.5
Taikang Asset Management (HK)
2416
Taikang Asset Management (HK)
Hong Kong
USD 1099 M +USD 94.2 M +9% 30.3% 172% 87 25.29% 2
Three Seasons Wealth
2417
Three Seasons Wealth
Utah
USD 1099 M +USD 837 M +319% 19.3% 156% 229 39.74% 1.1
Swiss Re
2418
Swiss Re
Switzerland
USD 1099 M +USD 1082 M +6,613% 16.5% – 286 33.57% 0.4
Golden State Wealth Management
2419
Golden State Wealth Management
California
USD 1096 M +USD 182 M +20% 17.8% – 1,720 12.27% 1.9
Red Door Wealth Management
2420
Red Door Wealth Management
Tennessee
USD 1096 M +USD 134 M +14% 19.1% 100% 341 16.13% 2.8
Wellesley Asset Management
2421
Wellesley Asset Management
New Hampshire
USD 1095 M +USD 143 M +15% 0% 0% 64 0% 0.9
J.V. Bruni & Co
2422
J.V. Bruni & Co
Colorado
USD 1095 M +USD 138 M +14% 24.4% 97.9% 33 6.06% 5.8
Vivo Capital
2423
Vivo Capital
California
USD 1095 M -USD 108 M -9% 17.5% 7,491% 53 24.53% 1.5
Miller Investment Management
2424
Miller Investment Management
Pennsylvania
USD 1095 M +USD 87.7 M +9% 11.6% 60.2% 89 10.11% 7.3
Goldstein Advisors
2425
Goldstein Advisors
Wisconsin
USD 1094 M +USD 194 M +22% 14.6% 62.6% 275 22.55% 1.9