¡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)
Brady Family Wealth
4226
Brady Family Wealth
Missouri
USD 326 M -USD 7.19 M -2% 1.31% 74.7% 119 4.2% 1.9
General Pension Society PZU Joint Stock
4227
General Pension Society PZU Joint Stock
Poland
USD 326 M -USD 18.8 M -5% 1.29% 116% 18 0% 8.4
Hollow Brook Wealth Management
4228
Hollow Brook Wealth Management
New York
USD 326 M -USD 11.7 M -3% 0.11% 97.8% 94 11.7% 3.8
L1 Capital International
4229
L1 Capital International
Australia
USD 325 M +USD 12.9 M +4% 1.36% – 19 5.26% 0.9
ADW Capital Management
4230
ADW Capital Management
Florida
USD 325 M +USD 8.09 M +3% 30.2% 78.2% 6 16.67% 4.8
Pantera Capital Partners
4231
Pantera Capital Partners
California
USD 325 M – – 42.2% – 2 – 0
US Financial Advisors
4232
US Financial Advisors
Massachusetts
USD 325 M +USD 4.05 M +1% 1.07% 12.6% 92 7.61% 3.1
PFW Advisors
4233
PFW Advisors
Georgia
USD 325 M – – 1.48% – 125 – 4.3
Weaver Consulting Group
4234
Weaver Consulting Group
California
USD 325 M +USD 10.4 M +3% 0.71% 56.4% 235 11.49% 3.2
Bridge Creek Capital Management
4235
Bridge Creek Capital Management
Massachusetts
USD 325 M -USD 6.7 M -2% 0.11% 76.5% 112 9.82% 6.1
Ballast Advisors
4236
Ballast Advisors
Minnesota
USD 325 M +USD 941 k +0.3% 0.96% 66.7% 167 5.99% 4
Covenant Partners
4237
Covenant Partners
Tennessee
USD 324 M -USD 19.1 M -6% 0.23% 70.3% 184 20.11% 3.5
ORG Wealth Partners
4238
ORG Wealth Partners
Texas
USD 324 M +USD 23.2 M +8% 10.3% – 563 24.51% 0.2
Whitcomb & Hess
4239
Whitcomb & Hess
Ohio
USD 324 M -USD 12.4 M -4% 3.61% 54% 60 13.33% 2.2
Ayalon Insurance Company
4240
Ayalon Insurance Company
Israel
USD 324 M +USD 2.72 M +0.8% 1.05% 99.6% 63 1.59% 4.9
Steamboat Capital Partners
4241
Steamboat Capital Partners
New York
USD 324 M +USD 6.53 M +2% 6.36% 280% 61 27.87% 1.6
Montis Financial
4242
Montis Financial
Massachusetts
USD 324 M +USD 42.3 M +15% 1.48% 53.8% 139 25.9% 1.5
O'Keefe Stevens Advisory
4243
O'Keefe Stevens Advisory
New York
USD 323 M -USD 7.19 M -2% 2.09% 208% 75 6.67% 3.1
American Assets Inc
4244
American Assets Inc
California
USD 323 M +USD 18.6 M +6% 7.34% 49.9% 25 52% 3.1
Atlantic Edge Private Wealth Management
4245
Atlantic Edge Private Wealth Management
Florida
USD 323 M -USD 5.39 M -2% 1.25% 84.4% 518 10.42% 0.9
Summit Wealth & Retirement Planning
4246
Summit Wealth & Retirement Planning
California
USD 323 M +USD 9.8 M +3% 0.13% 67.6% 76 11.84% 2.6
Princeton Capital Management
4247
Princeton Capital Management
New Jersey
USD 323 M +USD 5.56 M +2% 6.78% 206% 129 13.95% 3.9
Permanent Capital Management
4248
Permanent Capital Management
Illinois
USD 323 M – – 1.29% – 74 – 0.5
Redwood Grove Capital
4249
Redwood Grove Capital
California
USD 323 M -USD 45.3 M -12% 8.26% 79.8% 24 12.5% 2.4
AWA
4250
Aquire Wealth Advisors
Utah
USD 323 M +USD 4.37 M +1% 1.17% 60.2% 51 11.76% 2.2