¡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)
Bornite Capital Management
2951
Bornite Capital Management
New York
USD 795 M +USD 200 M +34% 19.8% 208% 28 67.86% 0.4
Cornerstone Planning Group
2952
Cornerstone Planning Group
New Jersey
USD 794 M +USD 44.9 M +6% 13.2% 60% 1,964 12.37% 1.8
TS Financial Group (TSFG)
2953
TS Financial Group (TSFG)
Illinois
USD 794 M +USD 135 M +20% 15.5% 72.9% 928 10.67% 4.4
Seilern Investment Management
2954
Seilern Investment Management
United Kingdom
USD 794 M -USD 44.7 M -5% 4.71% – 24 0% 1.4
Resources Management Corp
2955
Resources Management Corp
Connecticut
USD 794 M +USD 40.1 M +5% 13.8% 78.5% 417 55.4% 6.6
Raffa Wealth Management
2956
Raffa Wealth Management
District of Columbia
USD 793 M +USD 153 M +24% 7.54% 35.8% 1,691 16.14% 3.7
Glen Eagle Advisors
2957
Glen Eagle Advisors
New Jersey
USD 793 M +USD 79 M +11% 11.1% 68.5% 1,103 9.43% 5.1
BBES
2958
Buffalo Business & Estate Services
New York
USD 793 M +USD 104 M +15% 14.9% – 110 79.09% 0
GUB
2959
Golden Unicorn BVI
USD 792 M +USD 95.2 M +14% 33.1% – 7 42.86% 0.7
KAS
2960
Kemnay Advisory Services
New York
USD 791 M +USD 169 M +27% 22.9% 167% 1,385 29.68% 0.4
Diadema Partners
2961
Diadema Partners
New Jersey
USD 791 M +USD 204 M +35% 23.3% – 211 61.61% 0.3
Financial Solutions Advisory Group
2962
Financial Solutions Advisory Group
Illinois
USD 791 M +USD 67.5 M +9% 11.4% – 185 10.27% 0.2
KPP Advisory Services
2963
KPP Advisory Services
Kentucky
USD 791 M +USD 102 M +15% 17.3% 77.9% 380 12.89% 1.7
Baron Silver Stevens Financial Advisors
2964
Baron Silver Stevens Financial Advisors
Florida
USD 791 M +USD 101 M +15% 11.3% 52.1% 148 16.22% 3
Enclave Advisors
2965
Enclave Advisors
Texas
USD 790 M +USD 60.9 M +8% 11.5% – 146 18.49% 1.3
Colonial Trust
2966
Colonial Trust
South Carolina
USD 790 M +USD 54.5 M +7% 16.8% 75.5% 1,200 11% 2.5
First Hawaiian Bank
2967
First Hawaiian Bank
Hawaii
USD 790 M +USD 74.5 M +10% 11.9% 72.7% 92 8.7% 8.2
Titan Global Capital Management USA
2968
Titan Global Capital Management USA
New York
USD 790 M +USD 118 M +18% 25% 191% 79 26.58% 2.2
Wellington Shields Capital Management
2969
Wellington Shields Capital Management
New York
USD 788 M +USD 122 M +18% 32.3% 137% 352 12.78% 5.4
IFC Advisors
2970
IFC Advisors
California
USD 788 M +USD 88.7 M +13% 12.1% – 189 21.69% 1.1
Arlington Financial Advisors
2971
Arlington Financial Advisors
California
USD 787 M +USD 85.5 M +12% 11.7% 60.7% 112 19.64% 3.3
Tobias Financial Advisors
2972
Tobias Financial Advisors
Florida
USD 787 M +USD 69.1 M +10% 9.66% 44.5% 158 15.82% 2.6
Thrive Wealth Management
2973
Thrive Wealth Management
Pennsylvania
USD 787 M +USD 116 M +17% 15% 84.1% 271 18.82% 2.5
Pasadena Private Wealth
2974
Pasadena Private Wealth
California
USD 786 M +USD 62.8 M +9% 9.69% 53% 327 20.8% 1.7
Madison Wealth Partners
2975
Madison Wealth Partners
Wisconsin
USD 786 M +USD 159 M +25% 14.9% 66.9% 295 26.44% 1.9