¡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)
SimpliFi Inc
4326
SimpliFi Inc
California
USD 193 M -USD 9.43 M -5% 3.82% 26.7% 31 3.23% 2.4
Blue Zone Wealth Advisors
4327
Blue Zone Wealth Advisors
California
USD 193 M -USD 27.5 M -12% 3.68% 91.1% 90 6.67% 1.8
GAMC
4328
Garner Asset Management Corp
Texas
USD 193 M -USD 41.7 M -18% 8.68% 95.3% 178 10.67% 3.9
Newport Capital Group
4329
Newport Capital Group
New Jersey
USD 193 M +USD 96.2 M +99% 4.13% – 63 30.16% 1.2
Affinity Investment Advisors
4330
Affinity Investment Advisors
California
USD 193 M -USD 12.3 M -6% 3.24% 189% 199 12.06% 2.4
JHCM
4331
Juniper Hill Capital Management
California
USD 193 M -USD 35.1 M -15% 3.55% 33.6% 5 20% 1.6
Scissortail Wealth Management
4332
Scissortail Wealth Management
Oklahoma
USD 193 M -USD 67.2 M -26% 3.63% 65% 149 61.07% 0.5
Littlejohn & Co
4333
Littlejohn & Co
Connecticut
USD 192 M -USD 84.2 M -30% 5.23% 56.2% 167 55.69% 1
Mass General Brigham
4334
Mass General Brigham
Massachusetts
USD 192 M -USD 21.5 M -10% 3.5% – 3 0% 2
Enterprise Bank & Trust
4335
Enterprise Bank & Trust
Massachusetts
USD 192 M -USD 28.5 M -13% 5.17% 65.9% 92 9.78% 2.6
BWCP LP
4336
BWCP LP
Texas
USD 192 M +USD 6.46 M +3% 4.33% 198% 22 22.73% 0.6
Lantz Financial
4337
Lantz Financial
Illinois
USD 192 M -USD 29.4 M -13% 6.11% 74.3% 176 10.8% 2.3
DeDora Capital
4338
DeDora Capital
California
USD 192 M -USD 6.32 M -3% 4.83% 91.2% 103 9.71% 1.4
Peloton Wealth Strategists
4339
Peloton Wealth Strategists
Indiana
USD 192 M -USD 12.9 M -6% 6.4% 51.3% 87 2.3% 3
SC
4340
Schulhoff & Co
Ohio
USD 192 M -USD 22.2 M -10% 8.2% 51.8% 118 6.78% 6.7
Taylor Frigon Capital Management
4341
Taylor Frigon Capital Management
Arizona
USD 192 M -USD 280 k -0.1% 4.61% 152% 89 6.74% 3.4
Fifth Lane Capital
4342
Fifth Lane Capital
Texas
USD 192 M +USD 33.1 M +21% 11.9% 80.4% 475 76.63% 0.3
Strengthening Families & Communities LLC
4343
Strengthening Families & Communities LLC
Massachusetts
USD 192 M +USD 26.9 M +16% 3.67% 116% 567 43.03% 0.4
Hillman Company
4344
Hillman Company
Pennsylvania
USD 192 M -USD 12.2 M -6% 1.4% 134% 18 33.33% 1.3
Global Trust Asset Management
4345
Global Trust Asset Management
Florida
USD 192 M -USD 11.6 M -6% 4.88% 178% 457 12.69% 2.8
Prosperity Planning
4346
Prosperity Planning
Missouri
USD 191 M -USD 4.2 M -2% 5.92% 43.5% 83 9.64% 1.3
Eagle Strategies
4347
Eagle Strategies
New York
USD 191 M -USD 82.9 M -30% 5.77% 77.7% 150 45.33% 0.5
Wiser Wealth Management
4348
Wiser Wealth Management
Georgia
USD 191 M -USD 1.65 M -0.9% 5.3% 53% 39 20.51% 1.2
Jackson Grant Investment Advisers
4349
Jackson Grant Investment Advisers
Connecticut
USD 191 M -USD 10.6 M -5% 5.32% 54.3% 356 3.93% 3.1
Gill Capital Partners
4350
Gill Capital Partners
Colorado
USD 191 M -USD 36.2 M -16% 4.94% 59% 129 17.05% 2.5