¡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)
Bullseye Asset Management
3701
Bullseye Asset Management
Colorado
USD 268 M +USD 48.6 M +22% 28.4% 115% 111 23.42% 0.7
59 North Capital Management
3702
59 North Capital Management
Texas
USD 268 M – – 31.8% 81.4% 13 – 0
Inspire Advisors
3703
Inspire Advisors
Idaho
USD 268 M – – 12.2% 60.2% 833 – 0
ACM
3704
Altium Capital Management
New York
USD 268 M – – 47.5% – 94 – 0
Windsor Capital Management
3705
Windsor Capital Management
Arizona
USD 268 M +USD 28.5 M +12% 11% 49.1% 120 9.17% 4.5
Rice Partnership
3706
Rice Partnership
Hawaii
USD 268 M +USD 37.2 M +16% 12.6% 135% 112 19.64% 1.5
Journey Advisory Group
3707
Journey Advisory Group
Kentucky
USD 267 M – – 10.9% 74.9% 180 – 0
Ironwood Financial
3708
Ironwood Financial
Arizona
USD 267 M +USD 68.2 M +34% 10.8% 54.1% 515 13.4% 2.8
Greenlea Lane Capital Management
3709
Greenlea Lane Capital Management
Connecticut
USD 267 M +USD 7.14 M +3% 24.2% 99.7% 11 27.27% 1.4
JT Stratford LLC
3710
JT Stratford LLC
Georgia
USD 267 M +USD 34.8 M +15% 11% 113% 193 24.35% 1.5
Parkside Advisors
3711
Parkside Advisors
California
USD 267 M +USD 39.6 M +17% 11.2% 36.7% 72 19.44% 2.6
Lawson Kroeker Investment Management
3712
Lawson Kroeker Investment Management
Nebraska
USD 267 M +USD 42.5 M +19% 23.6% 69.7% 62 8.06% 5.8
Peninsula Wealth
3713
Peninsula Wealth
California
USD 266 M +USD 33 M +14% 13.1% 30% 54 66.67% 1.9
Silver Heights Capital Management
3714
Silver Heights Capital Management
Ontario, Canada
USD 266 M +USD 52.3 M +24% 28.5% 62.9% 7 28.57% 2.8
Cloverfields Capital Group
3715
Cloverfields Capital Group
Minnesota
USD 266 M – – 13.6% 96.1% 56 – 0
Highside Global Management
3716
Highside Global Management
Texas
USD 266 M +USD 53.4 M +25% 26% 11.1% 20 35% 0.5
Arbor Wealth Management (Florida)
3717
Arbor Wealth Management (Florida)
Florida
USD 266 M +USD 14.1 M +6% 15.7% 101% 45 15.56% 1.8
Peak Financial Management
3718
Peak Financial Management
Massachusetts
USD 266 M +USD 33.9 M +15% 11% 58.2% 68 16.18% 2.5
Integrated Investment Consultants
3719
Integrated Investment Consultants
Michigan
USD 266 M +USD 51.9 M +24% 16.5% 70.2% 247 21.05% 2
Willow Creek Wealth Management
3720
Willow Creek Wealth Management
California
USD 266 M +USD 23.1 M +10% 2.75% – 92 10.87% 2.2
Verdad Advisers
3721
Verdad Advisers
Massachusetts
USD 265 M – – 33.4% – 39 – 0
Canal Capital Management
3722
Canal Capital Management
Virginia
USD 265 M +USD 36.9 M +16% 14.2% 69.5% 128 15.63% 2.6
Community Bank of Raymore
3723
Community Bank of Raymore
Missouri
USD 265 M +USD 40.8 M +18% 21.5% 91.9% 59 8.47% 4.1
Pasadena Private Wealth
3724
Pasadena Private Wealth
California
USD 265 M +USD 6.92 M +3% 9.56% 60.8% 94 30.85% 1
Prism Advisors
3725
Prism Advisors
California
USD 265 M +USD 27.3 M +12% 11.5% 54.6% 53 11.32% 1.7