¡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)
Harvey Partners
2751
Harvey Partners
New York
USD 455 M +USD 49.2 M +12% 17.4% 174% 38 21.05% 1.9
Well Done LLC
2752
Well Done LLC
Michigan
USD 455 M -USD 45.6 M -9% 13.5% 80.4% 203 20.2% 3
Procyon Advisors
2753
Procyon Advisors
Connecticut
USD 455 M -USD 30.9 M -6% 13% 92.3% 366 20.49% 1.6
TenCore Partners
2754
TenCore Partners
New York
USD 454 M -USD 148 M -25% 27.5% 50.4% 14 7.14% 1.6
Biondo Investment Advisors
2755
Biondo Investment Advisors
Pennsylvania
USD 454 M -USD 113 M -20% 17.8% 83.4% 80 6.25% 4.7
Destiny Wealth Partners
2756
Destiny Wealth Partners
Florida
USD 454 M -USD 60 M -12% 11.2% 63.7% 668 27.54% 0.7
Capital Advantage
2757
Capital Advantage
California
USD 454 M +USD 18.9 M +4% 8.91% 49.2% 46 13.04% 4.1
ECP ControlCo
2758
ECP ControlCo
New Jersey
USD 454 M -USD 134 M -23% 24% 42.5% 8 12.5% 1
Capricorn Investment Group
2759
Capricorn Investment Group
California
USD 453 M -USD 400 M -47% 36% 95.9% 14 7.14% 0.4
Oslo Pensjonsforsikring
2760
Oslo Pensjonsforsikring
USD 453 M -USD 55.8 M -11% 11.7% 79% 16 6.25% 3.7
Crewe Advisors
2761
Crewe Advisors
Utah
USD 453 M -USD 59.7 M -12% 16.4% 96.1% 1,172 57.59% 0.8
TrinityPoint Wealth
2762
TrinityPoint Wealth
Connecticut
USD 453 M -USD 100 M -18% 14.1% 28.4% 322 18.32% 2.1
Kohmann Bosshard Financial Services
2763
Kohmann Bosshard Financial Services
Ohio
USD 452 M -USD 57.2 M -11% 12.4% 42.8% 153 21.57% 2.9
Austin Private Wealth
2764
Austin Private Wealth
Texas
USD 452 M -USD 48.9 M -10% 14.4% 62.3% 175 31.43% 1.5
Amarillo National Bank
2765
Amarillo National Bank
Texas
USD 452 M -USD 64.8 M -13% 13.5% 63.5% 111 10.81% 4.8
BlueSky Wealth Advisors
2766
BlueSky Wealth Advisors
North Carolina
USD 451 M -USD 64.2 M -12% 11.4% 42.9% 69 11.59% 3.4
Searchlight Capital Partners
2767
Searchlight Capital Partners
New York
USD 450 M -USD 10.5 M -2% 3.26% 38.5% 7 0% 3.1
KLCM Advisors
2768
KLCM Advisors
Wisconsin
USD 449 M -USD 23 M -5% 11.4% 122% 128 17.97% 4.1
HeadInvest LLC
2769
HeadInvest LLC
Maine
USD 449 M -USD 73.9 M -14% 11.3% 59.1% 229 5.68% 4.5
Aviance Capital Partners
2770
Aviance Capital Partners
Florida
USD 449 M -USD 95.4 M -18% 13.9% 98.2% 280 16.43% 4.2
Strategic Wealth Partners Group
2771
Strategic Wealth Partners Group
Illinois
USD 449 M -USD 76 M -14% 16.3% – 55 3.64% 3.4
Certified Advisory Corp
2772
Certified Advisory Corp
Florida
USD 449 M -USD 22.1 M -5% 12.4% 58.2% 261 14.18% 3.1
Arcadia Investment Management
2773
Arcadia Investment Management
Michigan
USD 448 M -USD 80.8 M -15% 14.1% 83.5% 302 9.27% 4.4
Peavine Capital
2774
Peavine Capital
Nevada
USD 448 M -USD 64.4 M -13% 9.32% 30.8% 16 31.25% 3.9
B. Riley Financial
2775
B. Riley Financial
California
USD 448 M -USD 131 M -23% 27.6% 682% 77 48.05% 0.5