¡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)
L2 Asset Management
3851
L2 Asset Management
Massachusetts
USD 368 M +USD 36.1 M +11% 8.39% 128% 248 20.56% 1.4
Second Line Capital
3852
Second Line Capital
Louisiana
USD 367 M +USD 40.1 M +12% 6.54% – 139 19.42% 0.5
FDx Advisors
3853
FDx Advisors
Illinois
USD 367 M +USD 5.14 M +1% 6.44% 66.2% 212 13.68% 6.2
Artia Global Partners
3854
Artia Global Partners
Florida
USD 367 M -USD 150 M -29% 3.01% 725% 53 28.3% 0.7
Rock Point Advisors
3855
Rock Point Advisors
Vermont
USD 366 M +USD 32.8 M +10% 11.5% 82.8% 110 6.36% 4.6
Wambolt & Associates
3856
Wambolt & Associates
Colorado
USD 366 M +USD 21.6 M +6% 6.48% 62.2% 212 12.74% 3.8
Riggs Asset Management
3857
Riggs Asset Management
Pennsylvania
USD 366 M +USD 30.3 M +9% 8.71% 207% 722 22.02% 2.2
Crestview Partners III
3858
Crestview Partners III
New York
USD 366 M +USD 10.1 M +3% 3.33% 51.2% 3 0% 3.4
HST Ventures
3859
HST Ventures
Utah
USD 366 M +USD 144 M +65% 9.29% 8.24% 74 60.81% 0.5
IBEX Wealth Advisors
3860
IBEX Wealth Advisors
New Jersey
USD 365 M -USD 276 M -43% 12.1% 221% 286 76.92% 1.4
Boyd Watterson Asset Management
3861
Boyd Watterson Asset Management
Ohio
USD 365 M +USD 14.9 M +4% 4.84% 101% 448 3.79% 3.2
High Net Worth Advisory Group
3862
High Net Worth Advisory Group
Florida
USD 365 M +USD 34.9 M +11% 6.76% 75.7% 231 9.09% 2.1
Sunflower Bank
3863
Sunflower Bank
Texas
USD 365 M -USD 58.8 M -14% 5.43% 42.7% 133 9.77% 2.9
JFG Wealth Management
3864
JFG Wealth Management
Colorado
USD 365 M +USD 13.3 M +4% 5.69% 65.2% 76 30.26% 1.4
Darwin Wealth Management
3865
Darwin Wealth Management
Florida
USD 364 M +USD 163 M +81% 4.42% 56.8% 648 87.81% 0.4
Doliver Advisors
3866
Doliver Advisors
Texas
USD 364 M +USD 6.19 M +2% 4.1% 92.3% 157 9.55% 3.5
White Pine Investment Company
3867
White Pine Investment Company
Michigan
USD 364 M +USD 24.1 M +7% 6.75% 73.3% 66 7.58% 4.9
Semmax Financial Advisors
3868
Semmax Financial Advisors
North Carolina
USD 364 M +USD 31.2 M +9% 6.53% – 421 12.83% 3.3
Bridge City Capital
3869
Bridge City Capital
Oregon
USD 364 M +USD 66.3 M +22% 9.87% 120% 117 10.26% 3.9
Aries Wealth Management
3870
Aries Wealth Management
Maine
USD 364 M +USD 46.4 M +15% 7.42% 87.7% 234 13.25% 1.9
Turim 21 Investimentos
3871
Turim 21 Investimentos
Brazil
USD 363 M -USD 28.6 M -7% 5.46% 62.1% 80 8.75% 2.2
Wealth Advisory Solutions
3872
Wealth Advisory Solutions
Indiana
USD 363 M -USD 5.65 M -2% 5.53% 60.5% 135 17.78% 1.6
Inspire Trust Company
3873
Inspire Trust Company
Nevada
USD 363 M +USD 60.2 M +20% 8.76% – 114 8.77% 0.7
BigSur Wealth Management
3874
BigSur Wealth Management
Florida
USD 363 M +USD 36.4 M +11% 7.22% 94.8% 164 8.54% 3.4
Thurston Springer Miller Herd & Titak
3875
Thurston Springer Miller Herd & Titak
Indiana
USD 363 M +USD 41.4 M +13% 7.57% – 1,680 16.37% 0.2