¡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)
Confluence Wealth Services
3076
Confluence Wealth Services
Pennsylvania
USD 385 M +USD 148 M +63% 11.6% 64.5% 244 12.3% 0.8
LHC
3077
Lodge Hill Capital
New York
USD 385 M +USD 114 M +42% 12.4% 17.9% 33 39.39% 0.8
Oak Harvest Investment Services
3078
Oak Harvest Investment Services
Texas
USD 384 M +USD 9.5 M +3% 10.4% 120% 102 15.69% 1.5
Bornite Capital Management
3079
Bornite Capital Management
New York
USD 384 M +USD 30.6 M +9% 10% 208% 45 73.33% 0.2
Systelligence LLC
3080
Systelligence LLC
Minnesota
USD 384 M +USD 56.8 M +17% 8.64% 57.3% 48 22.92% 0.9
American Financial Group Inc 401(K) Retirement & Savings Plan
3081
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 384 M +USD 36.7 M +11% 11.7% 17.8% 1 0% 9.5
Prestige Wealth Management Group
3082
Prestige Wealth Management Group
New Jersey
USD 384 M +USD 27.8 M +8% 6.37% 55.8% 1,202 15.89% 2.4
Matthew Goff Investment Advisor
3083
Matthew Goff Investment Advisor
Texas
USD 384 M +USD 33.8 M +10% 10.2% 89.6% 89 15.73% 3.3
Peak Asset Management
3084
Peak Asset Management
Colorado
USD 384 M +USD 32.4 M +9% 11.2% 70.1% 142 7.04% 4.7
Seven Eight Capital
3085
Seven Eight Capital
New York
USD 383 M -USD 117 M -23% 4.49% 13.6% 686 75.8% 0.2
LA
3086
Lynch & Associates
Indiana
USD 383 M +USD 40.7 M +12% 13.8% 73.5% 107 4.67% 7
Resource Consulting Group
3087
Resource Consulting Group
Florida
USD 382 M +USD 31.6 M +9% 13.1% – 49 32.65% 0.9
Horst & Graben Wealth Management
3088
Horst & Graben Wealth Management
Oregon
USD 382 M +USD 29.6 M +8% 6.21% 55.1% 133 12.78% 2
Bedell Frazier Investment Counselling
3089
Bedell Frazier Investment Counselling
California
USD 382 M +USD 26.3 M +7% 7.87% 72.5% 104 12.5% 2.4
TAP Consulting
3090
TAP Consulting
Missouri
USD 382 M +USD 8.13 M +2% 3.65% 3.08% 135 18.52% 1.9
Miramar Capital
3091
Miramar Capital
Illinois
USD 381 M +USD 18.2 M +5% 13.5% 47.3% 91 7.69% 2
JCP
3092
JB Capital Partners
New York
USD 381 M +USD 41.3 M +12% 17.4% 142% 80 6.25% 1.6
Howard Financial Services
3093
Howard Financial Services
Texas
USD 381 M +USD 72.2 M +23% 9.04% 55.9% 151 20.53% 2.1
Fourthstone LLC
3094
Fourthstone LLC
Missouri
USD 381 M +USD 69.1 M +22% 11.6% 104% 66 43.94% 1.1
Benjamin Edwards Inc
3095
Benjamin Edwards Inc
Missouri
USD 380 M +USD 47.3 M +14% 8.7% 66.5% 775 13.03% 1.7
Wilkins Investment Counsel
3096
Wilkins Investment Counsel
Massachusetts
USD 380 M +USD 38.4 M +11% 13.1% 56.2% 76 2.63% 7.2
HBW Advisory Services
3097
HBW Advisory Services
California
USD 380 M +USD 21.3 M +6% 6.49% 68.6% 278 24.46% 1.5
PPP
3098
Private Portfolio Partners
New Jersey
USD 380 M +USD 28.5 M +8% 8.15% 16.9% 279 9.68% 2.5
JCM
3099
JS Capital Management
New York
USD 379 M -USD 31.4 M -8% 33.2% 52.4% 27 55.56% 1.3
Bay Colony Advisors
3100
Bay Colony Advisors
Massachusetts
USD 379 M +USD 42.3 M +13% 8.29% 91.8% 373 20.64% 2.1