¡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)
Modus Advisors
4276
Modus Advisors
Minnesota
USD 368 M +USD 31 M +9% 9.25% 89.5% 118 7.63% 3.5
DCM
4277
Divisar Capital Management
California
USD 368 M -USD 64.7 M -15% 24.6% 194% 28 17.86% 3.6
United Wealth Management
4278
United Wealth Management
Virginia
USD 367 M +USD 23.1 M +7% 5.57% – 24 4.17% 0.7
Teramo Advisors
4279
Teramo Advisors
Florida
USD 367 M +USD 15.9 M +5% 7.69% 72.1% 26 57.69% 1.3
CLG LLC
4280
CLG LLC
California
USD 367 M +USD 46.5 M +15% 13.9% – 139 11.51% 0.6
Beam Wealth Advisors
4281
Beam Wealth Advisors
Louisiana
USD 367 M +USD 31.4 M +9% 8.29% 59.7% 114 10.53% 2.3
Mindset Wealth Management
4282
Mindset Wealth Management
Indiana
USD 367 M +USD 61.4 M +20% 16.5% – 183 19.67% 0.7
Snider Financial Group
4283
Snider Financial Group
Washington
USD 367 M +USD 20 M +6% 6.64% 87% 119 5.88% 1.6
MJP
4284
Michael J. Puzo
USD 367 M +USD 15.6 M +4% 6.75% 90.3% 73 5.48% 7.2
Pensionfund Sabic
4285
Pensionfund Sabic
Netherlands
USD 367 M +USD 13.7 M +4% 6.31% 63.6% 214 0.47% 5.1
Sovereign Investment Advisors
4286
Sovereign Investment Advisors
Arizona
USD 367 M +USD 2.91 M +0.8% 2.47% 43.7% 36 2.78% 4
Wakefield Asset Management
4287
Wakefield Asset Management
Colorado
USD 366 M +USD 8.34 M +2% 8.44% 139% 220 19.09% 1.3
Physicians Financial Services
4288
Physicians Financial Services
North Carolina
USD 366 M +USD 30.6 M +9% 11.1% 100% 110 4.55% 6.7
Cooper Investors
4289
Cooper Investors
Australia
USD 366 M -USD 183 M -33% 0.85% 57.5% 55 43.64% 1.8
One River Asset Management
4290
One River Asset Management
Connecticut
USD 366 M +USD 321 M +707% 6.49% 27% 185 85.41% 0.2
Pinion Investment Advisors
4291
Pinion Investment Advisors
Kansas
USD 366 M +USD 76 M +26% 8.13% 75.4% 179 15.08% 3.1
Bell Asset Management
4292
Bell Asset Management
Australia
USD 366 M -USD 87.7 M -19% 6.44% 45.3% 70 21.43% 3.6
Roberts, Glore & Co
4293
Roberts, Glore & Co
Illinois
USD 366 M +USD 23.4 M +7% 8.97% 72.3% 222 9.46% 6.4
Narus Financial Partners
4294
Narus Financial Partners
Utah
USD 366 M +USD 45.1 M +14% 6.72% 85.3% 174 13.22% 3.4
Portland Investment Counsel
4295
Portland Investment Counsel
Ontario, Canada
USD 365 M +USD 25.4 M +7% 28.8% 108% 53 11.32% 2.7
Buckley Wealth Management
4296
Buckley Wealth Management
Nevada
USD 365 M +USD 31.1 M +9% 10.2% 88% 109 7.34% 4.8
Cerro Pacific Wealth Advisors
4297
Cerro Pacific Wealth Advisors
California
USD 365 M +USD 5.1 M +1% 7.48% – 165 7.27% 3.2
Sollinda Capital Management
4298
Sollinda Capital Management
Florida
USD 365 M -USD 19 M -5% 5.48% – 100 37% 1.3
LFGO
4299
Legacy Financial Group (Oklahoma)
Oklahoma
USD 365 M +USD 26.5 M +8% 6.84% 64.2% 96 15.63% 1.8
Selkirk Management
4300
Selkirk Management
New Jersey
USD 365 M +USD 26.6 M +8% 13.1% 245% 14 14.29% 6.2