¡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)
NC
3976
Nokomis Capital
Texas
USD 228 M -USD 20.4 M -8% 1.81% 145% 76 22.37% 1.7
Optas LLC
3977
Optas LLC
Texas
USD 228 M -USD 16.4 M -7% 6.38% 118% 146 11.64% 2.2
Whalerock Point Partners
3978
Whalerock Point Partners
Rhode Island
USD 228 M -USD 8.98 M -4% 4.99% 103% 143 7.69% 5
Weybosset Research & Management
3979
Weybosset Research & Management
Rhode Island
USD 227 M +USD 24.9 M +12% 0.5% 74.8% 56 19.64% 3.8
Balboa Wealth Partners
3980
Balboa Wealth Partners
Arizona
USD 227 M – – 0.83% 214% 259 – 0
DG Capital Management
3981
DG Capital Management
New York
USD 227 M -USD 51 M -18% 4.36% 76.7% 72 15.28% 1.4
SFO
3982
Standard Family Office
South Dakota
USD 227 M +USD 217 M +2,152% 5.91% 67.6% 495 56.36% 0.1
TLWM Financial
3983
TLWM Financial
Texas
USD 227 M -USD 33.8 M -13% 4.24% 53.9% 64 25% 2.9
Wealth Alliance Advisory Group
3984
Wealth Alliance Advisory Group
Kansas
USD 227 M +USD 15.2 M +7% 4.83% 72.7% 168 19.64% 2.9
Measured Wealth Private Client Group
3985
Measured Wealth Private Client Group
New Hampshire
USD 226 M -USD 140 k -0.1% 4.41% 84.3% 192 32.29% 1.9
Northwest Wealth Management
3986
Northwest Wealth Management
Iowa
USD 226 M -USD 4.28 M -2% 5.2% 63.4% 149 10.74% 3
ETF Portfolio Partners
3987
ETF Portfolio Partners
Kansas
USD 226 M -USD 5.59 M -2% 4.91% 50.2% 53 13.21% 3.5
Aries Wealth Management
3988
Aries Wealth Management
Maine
USD 226 M +USD 5.7 M +3% 4.68% 87.7% 191 10.99% 0.5
Raffa Wealth Management
3989
Raffa Wealth Management
District of Columbia
USD 226 M +USD 6.24 M +3% 5.86% 35.8% 1,206 9.62% 2.3
GJCM
3990
Grand Jean Capital Management
California
USD 226 M -USD 24.1 M -10% 6.23% 61.4% 44 13.64% 4.6
BCM
3991
Birmingham Capital Management
Alabama
USD 226 M -USD 25.1 M -10% 5.84% 103% 101 3.96% 7.3
Schwarz Dygos Wheeler Investment Advisors
3992
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 226 M -USD 23.5 M -9% 5.19% 74% 131 12.98% 2.5
Corsair Capital Management
3993
Corsair Capital Management
New York
USD 225 M -USD 57.7 M -20% 0.64% 435% 123 35.77% 1.7
Quantum Financial Advisors
3994
Quantum Financial Advisors
California
USD 225 M -USD 41.2 M -15% 6.82% 61.1% 96 13.54% 0.3
Baker Boyer National Bank
3995
Baker Boyer National Bank
Washington
USD 225 M +USD 28.1 M +14% 5.77% 44.7% 81 2.47% 4.6
James J. Burns & Company
3996
James J. Burns & Company
New York
USD 225 M – – 5.67% 70.2% 79 – 0
CIM
3997
CIM Investment Management
Pennsylvania
USD 225 M -USD 15.8 M -7% 3.43% 123% 245 13.88% 3
Meridian Investment Counsel
3998
Meridian Investment Counsel
California
USD 225 M -USD 18.5 M -8% 6.42% 116% 209 4.31% 5.6
HWC
3999
Hill Winds Capital
New York
USD 225 M +USD 17.3 M +8% 10.2% 8.52% 51 52.94% 0.6
Nishkama Capital LLC
4000
Nishkama Capital LLC
Puerto Rico
USD 224 M -USD 22.1 M -9% 6.12% 723% 42 66.67% 0.5