¡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)
Aristides Capital
4326
Aristides Capital
Kentucky
USD 230 M -USD 15.8 M -6% 1.23% 126% 221 32.58% 1.4
MBM Wealth Consultants
4327
MBM Wealth Consultants
Missouri
USD 230 M -USD 3.54 M -2% 2.2% 57.1% 111 11.71% 3.1
Hurlow Wealth Management Group
4328
Hurlow Wealth Management Group
Indiana
USD 230 M -USD 4.2 M -2% 3.89% 60.7% 112 9.82% 3.6
Safeguard Investment Advisory Group
4329
Safeguard Investment Advisory Group
California
USD 230 M -USD 4.98 M -2% 3.78% 84.3% 105 10.48% 2
Quattro Financial Advisors
4330
Quattro Financial Advisors
Texas
USD 230 M -USD 22.1 M -9% 3.82% 77.6% 95 27.37% 1.6
Cornell Pochily Investment Advisors
4331
Cornell Pochily Investment Advisors
New York
USD 230 M -USD 13.6 M -6% 3.12% 97% 177 11.3% 4.1
Empire Financial Management Company
4332
Empire Financial Management Company
New York
USD 229 M -USD 21.7 M -9% 2.82% 78.3% 200 11% 0.5
Altrafin AG
4333
Altrafin AG
USD 229 M +USD 6.63 M +3% 3.52% 97.6% 75 16% 1.4
Neumann Capital Management
4334
Neumann Capital Management
California
USD 229 M -USD 12.1 M -5% 3.97% 89.9% 93 1.08% 6.2
Curran Financial Partners
4335
Curran Financial Partners
South Carolina
USD 229 M -USD 752 k -0.3% 2.88% 49.4% 90 27.78% 1.6
WealthBridge Investment Counsel
4336
WealthBridge Investment Counsel
Alberta, Canada
USD 229 M -USD 8.2 M -3% 2.88% 106% 43 2.33% 3.2
Modus Advisors
4337
Modus Advisors
Minnesota
USD 229 M -USD 3.64 M -2% 2.08% 89.5% 102 6.86% 2.7
West Wealth Group
4338
West Wealth Group
California
USD 229 M -USD 7.23 M -3% 4.01% 79.8% 85 23.53% 1
Founders Financial Alliance
4339
Founders Financial Alliance
North Carolina
USD 229 M -USD 25.1 M -10% 3.77% 84.9% 523 12.05% 2.3
Boyd Watterson Asset Management
4340
Boyd Watterson Asset Management
Ohio
USD 229 M -USD 22.5 M -9% 2.23% 101% 427 2.58% 2.4
FC
4341
Fore Capital
New York
USD 229 M +USD 9.48 M +4% 0.27% 25.4% 40 37.5% 0.7
LWA
4342
LWS Wealth Advisors
New Jersey
USD 229 M -USD 8.62 M -4% 3.57% 8.87% 61 11.48% 3
Murphy Pohlad Asset Management
4343
Murphy Pohlad Asset Management
Minnesota
USD 228 M -USD 4.14 M -2% 0.62% 83% 115 4.35% 5.7
Gemsstock Ltd
4344
Gemsstock Ltd
United Kingdom
USD 228 M +USD 79.8 M +54% 0.86% 149% 9 22.22% 0.8
Freedom Day Solutions
4345
Freedom Day Solutions
Texas
USD 228 M +USD 2.91 M +1% 0.78% 86.6% 108 20.37% 2.8
Blue Zone Wealth Advisors
4346
Blue Zone Wealth Advisors
California
USD 228 M +USD 11.2 M +5% 2.11% 91.1% 84 9.52% 2.3
Highland Peak Capital
4347
Highland Peak Capital
Connecticut
USD 228 M +USD 1.19 M +0.5% 2.17% 260% 29 44.83% 0.4
VELA Investment Management
4348
VELA Investment Management
Ohio
USD 228 M +USD 11 M +5% 0.38% 56.8% 150 18.67% 1.3
EJF Capital
4349
EJF Capital
Virginia
USD 228 M +USD 8.53 M +4% 9.52% 127% 104 19.23% 1.8
NICM
4350
Neo Ivy Capital Management
New York
USD 228 M +USD 37.8 M +20% 6.06% – 490 80.61% 0.2