¡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)
Redwood Grove Capital
4126
Redwood Grove Capital
California
USD 249 M +USD 13.2 M +6% 3.67% 79.8% 28 7.14% 2
CWS Financial Advisors
4127
CWS Financial Advisors
Michigan
USD 249 M -USD 14.3 M -5% 5.88% 55.7% 179 20.11% 2.4
White Pine Capital
4128
White Pine Capital
Minnesota
USD 249 M -USD 18.9 M -7% 4.46% 143% 213 7.98% 5.9
Jackson Square Capital
4129
Jackson Square Capital
California
USD 249 M +USD 94.4 k +0% 0.31% 423% 126 26.19% 2.1
Citizens & Northern Corp
4130
Citizens & Northern Corp
Pennsylvania
USD 249 M -USD 15.6 M -6% 3.8% 73.3% 99 4.04% 5.9
Wildcat Capital Management
4131
Wildcat Capital Management
New York
USD 249 M -USD 13.8 M -5% 3.23% 77.7% 23 39.13% 1.8
Horizon Wealth Management
4132
Horizon Wealth Management
Illinois
USD 249 M -USD 4.66 M -2% 3.91% 97.2% 87 14.94% 1.4
Grant Street Asset Management
4133
Grant Street Asset Management
Pennsylvania
USD 249 M -USD 15.3 M -6% 2.71% 47.2% 70 24.29% 1.8
Endeavour Capital Advisors
4134
Endeavour Capital Advisors
Connecticut
USD 249 M +USD 20.2 M +9% 9.58% 105% 47 42.55% 3.1
Buck Wealth Strategies
4135
Buck Wealth Strategies
Colorado
USD 249 M +USD 18.1 M +8% 2.34% 48.4% 401 39.15% 0.3
INCA Investments
4136
INCA Investments
Florida
USD 249 M -USD 37.4 M -13% 5.74% 128% 12 16.67% 3.8
Measured Wealth Private Client Group
4137
Measured Wealth Private Client Group
New Hampshire
USD 249 M -USD 14.6 M -6% 3.12% 84.3% 188 20.21% 2.2
Summit Wealth & Retirement Planning
4138
Summit Wealth & Retirement Planning
California
USD 249 M -USD 5.63 M -2% 3.13% 67.6% 60 6.67% 2.7
Horan Capital Advisors
4139
Horan Capital Advisors
Ohio
USD 249 M -USD 7.42 M -3% 3.02% 26.6% 118 16.1% 4.1
NAH
4140
Neumann Advisory (HK)
Hong Kong
USD 249 M -USD 13.4 M -5% 4.48% 77.3% 14 0% 3.7
Windham Capital Management
4141
Windham Capital Management
Massachusetts
USD 249 M -USD 11.2 M -4% 3.22% 8.3% 89 7.87% 3.6
Diana Davis Spencer Foundation
4142
Diana Davis Spencer Foundation
Maryland
USD 248 M -USD 12 M -5% 4.58% 13.4% 3 0% 8.8
BetterWealth
4143
BetterWealth
California
USD 248 M -USD 8.6 M -3% 3.94% 63.3% 50 12% 1.1
Steadview Capital Management
4144
Steadview Capital Management
United Kingdom
USD 248 M -USD 157 M -39% 6.79% 839% 9 11.11% 2.1
DA
4145
Dash Acquisitions
California
USD 248 M -USD 3.97 M -2% 1.3% 52% 46 13.04% 1.9
Hendley & Co
4146
Hendley & Co
Ohio
USD 248 M +USD 6.94 M +3% 2.82% 64.9% 53 3.77% 6
True Wind Capital Management
4147
True Wind Capital Management
California
USD 248 M +USD 1.47 M +0.6% 5.85% 59.6% 3 0% 1.8
FAP
4148
Financial Advisory Partners
Florida
USD 248 M -USD 11.8 M -5% 4.91% 52.9% 65 3.08% 1.5
Rather & Kittrell
4149
Rather & Kittrell
Tennessee
USD 248 M +USD 8.59 M +4% 3.49% 41.1% 64 6.25% 1.4
Sanchez Wealth Management Group
4150
Sanchez Wealth Management Group
Florida
USD 248 M +USD 919 k +0.4% 3.17% 56.9% 36 5.56% 3.5