¡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)
CWM
4451
CCG Wealth Management
California
USD 103 M – – 12.5% 82.6% 55 – 0
Pointe Capital Management
4452
Pointe Capital Management
Michigan
USD 103 M -USD 24 M -19% 13.1% 62.6% 159 16.35% 1.8
Wolff Financial Management
4453
Wolff Financial Management
Michigan
USD 103 M – – 9.88% 56.7% 77 – 0
RPg Family Wealth Advisory
4454
RPg Family Wealth Advisory
Massachusetts
USD 103 M -USD 30.1 M -23% 13.2% 117% 284 30.99% 1.4
Greenlea Lane Capital Management
4455
Greenlea Lane Capital Management
Connecticut
USD 103 M – – 26.2% 99.7% 8 – 0
Sterneck Capital Management
4456
Sterneck Capital Management
Missouri
USD 103 M -USD 36 M -26% 14.4% 61.5% 101 25.74% 3.5
Elite Wealth Management
4457
Elite Wealth Management
Washington
USD 103 M -USD 366 M -78% 17.2% 182% 51 9.8% 2.7
MBM Wealth Consultants
4458
MBM Wealth Consultants
Missouri
USD 103 M – – 10.7% 57.1% 239 – 0
Kopp Investment Advisors
4459
Kopp Investment Advisors
Minnesota
USD 103 M -USD 16.3 M -14% 8.2% 109% 63 11.11% 3.1
MACRO Consulting Group
4460
MACRO Consulting Group
New Jersey
USD 102 M – – 7.74% – 57 – 0
HAM
4461
Hammer Asset Management
California
USD 102 M -USD 19.8 M -16% 13.7% – 49 10.2% 0.4
Global Strategic Management
4462
Global Strategic Management
Puerto Rico
USD 102 M – – 8.45% – 28 – 0
Gainplan
4463
Gainplan
Michigan
USD 102 M -USD 82.2 M -45% 23.5% 103% 32 71.88% 0.4
First National Bank of South Miami
4464
First National Bank of South Miami
Florida
USD 102 M – – 11.3% 35.2% 275 – 0
Kathryn A. Hall
4465
Kathryn A. Hall
USD 102 M -USD 15.4 M -13% 12.8% 95.2% 7 14.29% 2.5
Acima Private Wealth
4466
Acima Private Wealth
Virginia
USD 102 M – – 9.21% 51.1% 297 – 0
Broadmark Asset Management
4467
Broadmark Asset Management
California
USD 102 M -USD 131 M -56% 14% 39.6% 5 80% 5.5
Hamilton Wealth
4468
Hamilton Wealth
California
USD 102 M – – 10.2% 108% 49 – 0
Arabesque Asset Management
4469
Arabesque Asset Management
United Kingdom
USD 102 M – – 3.64% 122% 69 – 0
Norway Savings Bank
4470
Norway Savings Bank
Maine
USD 102 M -USD 12.7 M -11% 9.88% 117% 267 8.99% 1.7
Private Wealth Group
4471
Private Wealth Group
Florida
USD 102 M +USD 4.84 M +5% 1.15% 52.9% 27 33.33% 0.7
Beaton Management Company
4472
Beaton Management Company
Massachusetts
USD 102 M -USD 19.2 M -16% 11.1% 95.9% 126 13.49% 1.4
Knuff & Co
4473
Knuff & Co
California
USD 102 M – – 10.6% 108% 132 – 0
Fairhaven Wealth Management
4474
Fairhaven Wealth Management
Illinois
USD 102 M – – 13% – 78 – 0
AM
4475
Account Management
Massachusetts
USD 102 M -USD 28.3 M -22% 11.4% 88.3% 27 22.22% 3.5