¡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)
Empire Financial Management Company
3826
Empire Financial Management Company
New York
USD 460 M +USD 23.5 M +5% 7.03% 78.3% 223 13.45% 2
NVWM LLC
3827
NVWM LLC
Pennsylvania
USD 460 M +USD 14.9 M +3% 2.7% 119% 767 14.47% 2.9
Liquid Strategies
3828
Liquid Strategies
Georgia
USD 459 M -USD 26.2 M -5% 1.73% 52.4% 8 12.5% 4.3
Foyston, Gordon, & Payne
3829
Foyston, Gordon, & Payne
Ontario, Canada
USD 459 M +USD 1.45 M +0.3% 2.27% 75.1% 60 11.67% 5.4
one8zero8 LLC
3830
one8zero8 LLC
North Carolina
USD 459 M -USD 4.24 M -0.9% 1.74% – 280 17.14% 0.8
111 Capital
3831
111 Capital
France
USD 458 M -USD 69.2 M -13% 3.32% – 568 66.2% 0.3
Cypress Point Wealth Management
3832
Cypress Point Wealth Management
Texas
USD 458 M -USD 36 M -7% 0.61% 255% 95 18.95% 1.9
Miramar Capital
3833
Miramar Capital
Illinois
USD 458 M +USD 6.82 M +2% 1.22% 47.3% 60 10% 4
CWAG
3834
Compton Wealth Advisory Group
Virginia
USD 458 M +USD 25.5 M +6% 3.22% 76.1% 85 2.35% 4.6
FNBOMD
3835
First National Bank of Mount Dora
Florida
USD 458 M +USD 5.53 M +1% 2.07% 96.2% 129 4.65% 6.3
Raab & Moskowitz Asset Management
3836
Raab & Moskowitz Asset Management
New Jersey
USD 457 M +USD 10 M +2% 3.04% 84.7% 192 3.65% 6.6
Boxer Capital Management
3837
Boxer Capital Management
California
USD 457 M +USD 143 M +46% 76.9% – 49 38.78% 0.4
DI
3838
DDFG Inc
California
USD 457 M +USD 23.8 M +6% 2.13% 56.3% 89 6.74% 2.3
AA
3839
Ashford Advisors
New York
USD 457 M +USD 4.65 M +1% 2.41% 75.4% 20 0% 3.5
H2CM
3840
H/2 Credit Manager
Connecticut
USD 457 M +USD 53.1 M +13% 0.71% 97.4% 19 10.53% 2.7
Centurion Wealth Management
3841
Centurion Wealth Management
Virginia
USD 457 M +USD 17.4 M +4% 2.23% – 335 14.03% 1.6
New York Life Insurance Company
3842
New York Life Insurance Company
New York
USD 456 M +USD 50.1 M +12% 0.39% 71% 6 16.67% 3.3
Decker Wealth Management LLC
3843
Decker Wealth Management LLC
Tennessee
USD 456 M – – 3.86% – 105 – 0
Alliance Wealth Management Group
3844
Alliance Wealth Management Group
New Jersey
USD 456 M +USD 6.06 M +1% 1.26% 43.4% 98 7.14% 5.4
Pacific Ridge Capital Partners
3845
Pacific Ridge Capital Partners
Oregon
USD 456 M +USD 575 k +0.1% 1.46% 149% 144 10.42% 5.5
WCM
3846
Westerly Capital Management
California
USD 455 M +USD 136 M +43% 1.95% 116% 50 32% 1.6
Crusonia Wealth Advisors
3847
Crusonia Wealth Advisors
Colorado
USD 455 M – – 2.19% – 178 – 0
SA
3848
SoftVest Advisors
Texas
USD 455 M -USD 36.7 M -7% 7.53% 178% 3 0% 4.3
Eagle Health Investments
3849
Eagle Health Investments
Connecticut
USD 455 M +USD 74.1 M +19% 41.7% 241% 34 44.12% 1.1
Halter Ferguson Financial
3850
Halter Ferguson Financial
Indiana
USD 455 M +USD 17.6 M +4% 7.8% 131% 37 10.81% 1.4