¡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)
Founders Financial Alliance
4426
Founders Financial Alliance
North Carolina
USD 249 M +USD 34.7 M +16% 10.6% 84.9% 491 9.16% 1
Bay Harbor Wealth Management
4427
Bay Harbor Wealth Management
Maryland
USD 249 M +USD 11.5 M +5% 3.42% 52.9% 223 34.98% 1.9
Freedom Day Solutions
4428
Freedom Day Solutions
Texas
USD 248 M +USD 34.4 M +16% 13.4% 86.6% 127 14.96% 2
Camelot Portfolios
4429
Camelot Portfolios
Ohio
USD 248 M +USD 53.3 M +27% 4.09% 47.2% 278 29.86% 2.4
Humankind Investments
4430
Humankind Investments
New York
USD 248 M +USD 28.3 M +13% 9.66% 62.5% 120 10% 0.6
Pacific Center for Financial Services
4431
Pacific Center for Financial Services
California
USD 248 M +USD 18.9 M +8% 9.33% 60.1% 436 13.76% 3.4
SCA
4432
Sander Capital Advisors
Washington
USD 248 M +USD 20.5 M +9% 14.2% 113% 18 22.22% 1.9
KLCM
4433
KG&L Capital Management
Louisiana
USD 248 M +USD 20.1 M +9% 8.64% 91.9% 156 18.59% 1.7
AMI Investment Management
4434
AMI Investment Management
Indiana
USD 248 M +USD 9.17 M +4% 7.48% 52% 72 1.39% 4.5
Recurrent Investment Advisors
4435
Recurrent Investment Advisors
Texas
USD 248 M +USD 20.2 M +9% 3.94% 99.7% 42 2.38% 1.7
Kayak Investment Partners
4436
Kayak Investment Partners
California
USD 248 M -USD 459 M -65% 6.81% 27% 32 43.75% 1.7
Vickerman Investment Advisors
4437
Vickerman Investment Advisors
Washington
USD 248 M -USD 2.38 M -1% 6.44% 47.3% 83 7.23% 0.2
Excalibur Management
4438
Excalibur Management
Massachusetts
USD 248 M +USD 19.5 M +9% 10.4% 93% 170 10.59% 3.4
CWM
4439
Cedar Wealth Management
California
USD 248 M +USD 22.7 M +10% 6.35% 68.1% 376 30.59% 1.7
CPFP
4440
Clear Perspectives Financial Planning
Ohio
USD 247 M +USD 26.6 M +12% 5.4% – 239 9.21% 0.8
Lebenthal Global Advisors
4441
Lebenthal Global Advisors
New York
USD 247 M +USD 88.1 M +55% 7.45% 57.2% 187 43.85% 0.5
Morton Capital Management
4442
Morton Capital Management
California
USD 247 M – – 6.74% 75.4% 92 – 0
HRC
4443
Hoertkorn Richard Charles
USD 247 M +USD 24.5 M +11% 13.5% 182% 83 1.2% 6
Secure Asset Management
4444
Secure Asset Management
Michigan
USD 247 M +USD 44.4 M +22% 10.9% 97.2% 227 28.19% 1.1
Silverarc Capital Management
4445
Silverarc Capital Management
Massachusetts
USD 247 M +USD 69.9 M +40% 7.72% 2,765% 96 40.63% 0.6
DA
4446
DCF Advisers
Connecticut
USD 247 M +USD 20.1 M +9% 13.2% 379% 90 27.78% 1.3
Harbor Advisory Corp
4447
Harbor Advisory Corp
New Hampshire
USD 247 M +USD 16.1 M +7% 8.01% 63.2% 85 10.59% 2
Keystone Wealth Services
4448
Keystone Wealth Services
California
USD 246 M – – 8.4% 91.1% 171 – 0
Shorepoint Capital Partners
4449
Shorepoint Capital Partners
Massachusetts
USD 246 M +USD 23.8 M +11% 9.85% – 81 6.17% 2.1
Harvey Partners
4450
Harvey Partners
New York
USD 246 M +USD 112 M +84% 6.13% 174% 39 35.9% 1.6