¡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)
Blue Zone Wealth Advisors
3876
Blue Zone Wealth Advisors
California
USD 400 M +USD 40.5 M +11% 8% 91.1% 115 12.17% 2.8
Gardner Lewis Asset Management
3877
Gardner Lewis Asset Management
Pennsylvania
USD 400 M -USD 14.7 M -4% 24.6% 240% 102 46.08% 2.5
Marion Wealth Management
3878
Marion Wealth Management
Pennsylvania
USD 399 M +USD 25.1 M +7% 6.44% 51.7% 140 15% 2.2
Camrose Capital Investment Partners
3879
Camrose Capital Investment Partners
United Kingdom
USD 399 M +USD 121 M +43% 7.9% – 9 0% 0.5
Wiser Wealth Management
3880
Wiser Wealth Management
Georgia
USD 399 M +USD 42.9 M +12% 8.1% 53% 53 13.21% 2.2
Little House Capital
3881
Little House Capital
Massachusetts
USD 399 M +USD 35.4 M +10% 13.4% 108% 141 21.28% 2.4
Oak Hill Advisors
3882
Oak Hill Advisors
New York
USD 399 M -USD 73.1 M -15% 3.54% 42.4% 13 7.69% 4.8
Silver Rock Financial
3883
Silver Rock Financial
California
USD 399 M +USD 16.8 M +4% 4.54% 2.58% 31 9.68% 1.9
MSA Advisors
3884
MSA Advisors
California
USD 399 M +USD 8.21 M +2% 9.81% – 34 29.41% 1.2
Founders Grove Wealth Partners
3885
Founders Grove Wealth Partners
Virginia
USD 399 M +USD 39.6 M +11% 7.99% – 135 14.07% 0.4
Delta Air Lines
3886
Delta Air Lines
Georgia
USD 398 M +USD 65.8 M +20% 26.2% 5.3% 2 0% 3
Summit Wealth Group (Colorado)
3887
Summit Wealth Group (Colorado)
Colorado
USD 398 M – – 8.56% – 236 – 0
B.O.S.S. Retirement Advisors
3888
B.O.S.S. Retirement Advisors
Utah
USD 398 M +USD 53.4 M +15% 9.96% 78.2% 212 30.19% 0.7
Mason & Associates (Virginia)
3889
Mason & Associates (Virginia)
Virginia
USD 398 M +USD 51.1 M +15% 6.59% – 44 18.18% 0.9
Curtis Advisory Group
3890
Curtis Advisory Group
California
USD 398 M +USD 57.5 M +17% 12.9% 67.6% 113 18.58% 3
Tradewinds Capital Management
3891
Tradewinds Capital Management
Washington
USD 398 M +USD 24.6 M +7% 10.4% 96.9% 706 14.59% 4.2
DI
3892
DDFG Inc
California
USD 398 M +USD 36.7 M +10% 7.24% 56.3% 81 7.41% 2
Childress Capital Advisors
3893
Childress Capital Advisors
Texas
USD 397 M +USD 52.3 M +15% 9.06% 101% 260 17.69% 1.7
Perseverance Asset Management International
3894
Perseverance Asset Management International
Cayman Islands
USD 397 M -USD 368 M -48% 5.64% 120% 22 59.09% 1.8
Bedell Frazier Investment Counselling
3895
Bedell Frazier Investment Counselling
California
USD 397 M +USD 4.42 M +1% 8.3% 72.5% 117 18.8% 3.1
Magnolia Capital Advisors
3896
Magnolia Capital Advisors
Mississippi
USD 397 M +USD 29.1 M +8% 8.92% 78.7% 245 9.39% 1.1
NetEase Inc
3897
NetEase Inc
China
USD 397 M +USD 375 M +1,695% 10% 464% 2 50% 1.5
Whitaker-Myers Wealth Managers
3898
Whitaker-Myers Wealth Managers
Ohio
USD 397 M +USD 40.4 M +11% 9.95% 75.2% 122 18.03% 1.5
Garden State Investment Advisory Services
3899
Garden State Investment Advisory Services
New Jersey
USD 397 M +USD 84.2 M +27% 14.4% 94% 339 26.25% 1.4
Almitas Capital
3900
Almitas Capital
California
USD 396 M +USD 95 M +32% 17.9% 86.1% 101 38.61% 0.8