¡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)
Kaye Capital Management
4451
Kaye Capital Management
California
USD 218 M +USD 12.4 M +6% 2.84% – 36 16.67% 0.6
Wynnefield Capital
4452
Wynnefield Capital
New York
USD 218 M +USD 17.9 M +9% 6.29% 52.1% 24 29.17% 3.5
Kelly Financial Services
4453
Kelly Financial Services
Massachusetts
USD 218 M +USD 6.78 M +3% 3.76% 64.3% 788 11.04% 2.9
Deepwater Asset Management
4454
Deepwater Asset Management
Minnesota
USD 218 M -USD 17.4 M -7% 8.02% 142% 35 22.86% 0.5
Caligan Partners
4455
Caligan Partners
New York
USD 218 M +USD 39.9 M +22% 1.33% 2,628% 15 26.67% 0.6
BCGM Wealth Management
4456
BCGM Wealth Management
Indiana
USD 218 M -USD 9.4 M -4% 2.48% 58.3% 124 9.68% 1.7
Prosperity Consulting Group
4457
Prosperity Consulting Group
Maryland
USD 218 M +USD 54.8 M +34% 3.25% 66.8% 152 34.21% 1
Rench Wealth Management
4458
Rench Wealth Management
Texas
USD 218 M -USD 10.5 M -5% 4.66% 106% 44 2.27% 7.1
Portland Investment Counsel
4459
Portland Investment Counsel
Ontario, Canada
USD 218 M +USD 15.3 M +8% 5.59% 108% 41 19.51% 3.4
Westbourne Investment Advisors
4460
Westbourne Investment Advisors
Maryland
USD 218 M -USD 5.82 M -3% 0.78% 107% 92 8.7% 3.3
Financial Security Advisor
4461
Financial Security Advisor
Virginia
USD 218 M – – 2.7% 83.5% 95 – 0
Garden State Investment Advisory Services
4462
Garden State Investment Advisory Services
New Jersey
USD 217 M -USD 36.8 M -14% 3.51% 94% 256 21.09% 0.6
BHK Investment Advisors
4463
BHK Investment Advisors
Alabama
USD 217 M -USD 16.1 M -7% 3.79% 58.8% 61 16.39% 4.3
CHA
4464
Carmichael Hill & Associates
Maryland
USD 217 M -USD 6.4 M -3% 3.86% 39.7% 810 3.83% 2.9
Selway Asset Management
4465
Selway Asset Management
USD 217 M -USD 10.5 M -5% 2.55% 36.5% 79 6.33% 5
Princeton Capital Management
4466
Princeton Capital Management
New Jersey
USD 217 M -USD 23.7 M -10% 1.9% 206% 99 17.17% 5
Stableford Capital II
4467
Stableford Capital II
Arizona
USD 217 M -USD 8.73 M -4% 0.3% 66.9% 111 5.41% 0.5
AMJ Financial Wealth Management
4468
AMJ Financial Wealth Management
Virginia
USD 217 M -USD 10.6 M -5% 0.67% 167% 77 23.38% 1
Front Row Advisors
4469
Front Row Advisors
California
USD 217 M -USD 7.82 M -3% 3.5% 142% 944 3.18% 4
Peloton Wealth Strategists
4470
Peloton Wealth Strategists
Indiana
USD 217 M -USD 9.16 M -4% 2.45% 58.1% 94 12.77% 3.2
Rovin Capital
4471
Rovin Capital
Arizona
USD 217 M -USD 6.76 M -3% 3.03% 63.8% 143 16.08% 1.5
PCJ Investment Counsel
4472
PCJ Investment Counsel
Ontario, Canada
USD 217 M -USD 19.3 M -8% 1.15% 178% 78 25.64% 2.4
Asset Allocation Strategies
4473
Asset Allocation Strategies
Michigan
USD 217 M +USD 4.89 M +2% 3.39% 58.1% 66 9.09% 0.5
Malaga Cove Capital
4474
Malaga Cove Capital
California
USD 217 M +USD 167 k +0.1% 2.7% 97.3% 176 15.91% 2.3
Augustine Asset Management
4475
Augustine Asset Management
Florida
USD 217 M +USD 78.4 k +0% 4.85% 316% 109 7.34% 3.5