¡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)
Addison Advisors
3901
Addison Advisors
Vermont
USD 445 M +USD 13.9 M +3% 1.82% 54.5% 946 11.42% 2.9
GR Financial Group
3902
GR Financial Group
Arizona
USD 445 M +USD 12.5 M +3% 1.63% 75.4% 30 16.67% 1.4
AMI Investment Management
3903
AMI Investment Management
Indiana
USD 445 M +USD 14 M +3% 1.6% 52% 75 6.67% 5.7
Financial & Tax Architects
3904
Financial & Tax Architects
Missouri
USD 445 M -USD 8.12 M -2% 1.05% 50.2% 120 27.5% 2.1
Bank of New Hampshire
3905
Bank of New Hampshire
New Hampshire
USD 445 M +USD 10.6 M +2% 3.34% 96.5% 473 5.07% 3.4
Smith & Howard Wealth Management
3906
Smith & Howard Wealth Management
Georgia
USD 445 M +USD 11 M +3% 1.24% 43.8% 94 7.45% 4.4
Wolff Financial Management
3907
Wolff Financial Management
Michigan
USD 445 M +USD 13.9 M +3% 2.08% 56.7% 102 1.96% 2.8
Founders Grove Wealth Partners
3908
Founders Grove Wealth Partners
Virginia
USD 445 M +USD 19.1 M +4% 3.32% – 157 15.92% 0.8
MIO Partners
3909
MIO Partners
New York
USD 444 M – – 2.36% – 8 – 0
TPWM
3910
Twelve Points Wealth Management
Massachusetts
USD 444 M +USD 42.9 M +11% 4.73% 56.8% 206 12.14% 2.7
VM
3911
Venator Management
Pennsylvania
USD 444 M +USD 24 M +6% 4.92% 101% 30 26.67% 2.5
AXQ Capital
3912
AXQ Capital
New Jersey
USD 443 M +USD 182 M +70% 1.78% 35.5% 973 71.33% 0.2
Archer Investment Corporation
3913
Archer Investment Corporation
Indiana
USD 443 M +USD 281 k +0.1% 2.75% 76.1% 1,272 11.79% 3.3
Longfellow Investment Management
3914
Longfellow Investment Management
Massachusetts
USD 443 M +USD 21.5 M +5% 1.23% 45.9% 279 23.66% 2.4
Delta Air Lines
3915
Delta Air Lines
Georgia
USD 443 M -USD 220 M -33% 32.7% 5.3% 3 33.33% 2.3
Grace & Mercy Foundation
3916
Grace & Mercy Foundation
New York
USD 443 M -USD 27 M -6% 2.53% 67.6% 18 5.56% 2.4
CM Wealth Advisors
3917
CM Wealth Advisors
Ohio
USD 443 M +USD 63.3 M +17% 3.15% 64.7% 144 42.36% 1.4
GWM
3918
GSB Wealth Management
Connecticut
USD 442 M +USD 896 k +0.2% 3.01% 69.8% 243 5.76% 3.5
Outlook Wealth Advisors
3919
Outlook Wealth Advisors
Texas
USD 442 M +USD 40.8 M +10% 1.97% 76% 313 12.14% 2.2
Northeast Financial Group
3920
Northeast Financial Group
Pennsylvania
USD 442 M +USD 40.6 M +10% 0.96% 31.6% 100 18% 2
AA
3921
Ancient Art
Texas
USD 442 M +USD 26 M +6% 13.1% 168% 12 8.33% 3.5
Waterway Wealth Management
3922
Waterway Wealth Management
Texas
USD 442 M +USD 22.6 M +5% 1.57% 52.2% 95 27.37% 1
MAM
3923
Mystic Asset Management
Rhode Island
USD 442 M -USD 1.05 M -0.2% 2.37% 114% 229 6.99% 2.7
Park Edge Advisors
3924
Park Edge Advisors
Ohio
USD 442 M +USD 8.76 M +2% 2.43% 61.1% 162 16.67% 1.9
Compton Financial Group
3925
Compton Financial Group
Maryland
USD 442 M +USD 26.3 M +6% 1.39% 37.7% 69 34.78% 2.1