¡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)
Prudent Man Advisors
4251
Prudent Man Advisors
Illinois
USD 438 M +USD 104 M +31% 22.1% 92.5% 149 15.44% 3.7
Fairway Wealth
4252
Fairway Wealth
Ohio
USD 437 M +USD 58.4 M +15% 12.8% 51.5% 258 33.72% 1.2
Strategic Investment Solutions
4253
Strategic Investment Solutions
Illinois
USD 437 M +USD 23.3 M +6% 15.3% – 759 16.21% 1.9
Westend Capital Management
4254
Westend Capital Management
California
USD 437 M +USD 104 M +31% 21.9% – 309 40.13% 1.6
IDG-Accel China Capital II Associates
4255
IDG-Accel China Capital II Associates
California
USD 437 M -USD 231 M -35% 34.4% – 1 0% 0.5
City State Bank
4256
City State Bank
Iowa
USD 436 M +USD 51.1 M +13% 19.8% 79.1% 821 5.97% 3.3
Boltwood Capital Management
4257
Boltwood Capital Management
California
USD 436 M +USD 44.3 M +11% 13.4% 63% 195 7.18% 6.5
AWA
4258
Aquire Wealth Advisors
Utah
USD 436 M +USD 55.8 M +15% 11.9% 60.2% 55 12.73% 2.9
Prosperity Planning
4259
Prosperity Planning
Missouri
USD 436 M +USD 41.6 M +11% 7.89% 43.5% 120 8.33% 3.2
Monarch Capital Management
4260
Monarch Capital Management
Indiana
USD 436 M +USD 27.6 M +7% 12.9% 77% 132 5.3% 8.4
Bare Financial Services
4261
Bare Financial Services
Pennsylvania
USD 436 M +USD 57.5 M +15% 11.3% 53.6% 1,946 19.42% 0.8
Able Wealth Management
4262
Able Wealth Management
New Jersey
USD 436 M +USD 61.8 M +17% 13.2% 58.1% 206 44.66% 1
Peak Financial Management
4263
Peak Financial Management
Massachusetts
USD 436 M +USD 41.6 M +11% 10.3% 58.2% 120 21.67% 4.2
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
4264
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
USD 435 M +USD 4 M +0.9% 10.2% – 2 0% 1.3
Goodman Advisory Group
4265
Goodman Advisory Group
Massachusetts
USD 435 M +USD 49.6 M +13% 20.4% 101% 185 63.78% 1.6
LCM
4266
Lionstone Capital Management
New York
USD 435 M +USD 22 M +5% 5.77% 74.1% 12 8.33% 4.8
MPS Loria Financial Planners
4267
MPS Loria Financial Planners
Illinois
USD 435 M +USD 56 M +15% 14.6% 80% 98 16.33% 5.1
One Charles Private Wealth Services
4268
One Charles Private Wealth Services
Massachusetts
USD 434 M +USD 34.8 M +9% 11.8% 99.7% 180 13.89% 2.9
Cape Ann Asset Management
4269
Cape Ann Asset Management
United Kingdom
USD 434 M -USD 5.9 M -1% 2.09% 199% 12 8.33% 2.5
Carr Financial Group
4270
Carr Financial Group
Massachusetts
USD 434 M +USD 55.3 M +15% 15.1% 71.6% 190 12.63% 2.4
New Republic Capital
4271
New Republic Capital
North Carolina
USD 434 M +USD 137 M +46% 18.2% 91.4% 372 21.51% 1.8
NICM
4272
Neo Ivy Capital Management
New York
USD 434 M +USD 55 M +14% 22% – 520 73.08% 0.3
Hussman Strategic Advisors
4273
Hussman Strategic Advisors
Maryland
USD 434 M -USD 28.5 M -6% 8.02% 43.1% 334 50.6% 2
DCM
4274
Divisar Capital Management
California
USD 434 M +USD 41.6 M +11% 48.4% 194% 28 7.14% 3.5
Seafarer Capital Partners
4275
Seafarer Capital Partners
California
USD 434 M -USD 1.86 M -0.4% 5.28% 61.3% 9 0% 3.6