¡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)
Mirsky Financial Management
4501
Mirsky Financial Management
New York
USD 242 M +USD 18.2 M +8% 4.95% 39.3% 54 16.67% 1.7
Childress Capital Advisors
4502
Childress Capital Advisors
Texas
USD 242 M -USD 3.85 M -2% 8% 107% 190 16.84% 0.8
Legacy Capital Wealth Partners
4503
Legacy Capital Wealth Partners
Arkansas
USD 242 M -USD 13.5 M -5% 4.07% 70.4% 44 9.09% 0.5
PWP
4504
Personal Wealth Partners
Minnesota
USD 242 M +USD 4.98 M +2% 7.07% 37.2% 83 16.87% 1.9
LA
4505
LFL Advisers
Illinois
USD 242 M +USD 23.9 M +11% 12.9% 83% 11 0% 3.5
Bishop & Co Investment Management
4506
Bishop & Co Investment Management
Pennsylvania
USD 242 M +USD 36.2 M +18% 3.89% 53.7% 22 0% 4.5
Venator Capital Management
4507
Venator Capital Management
Ontario, Canada
USD 242 M +USD 31.2 M +15% 4.67% 154% 70 27.14% 0.7
Oxler Private Wealth
4508
Oxler Private Wealth
New York
USD 241 M +USD 14.4 M +6% 9.42% 119% 128 8.59% 0.9
MBM Wealth Consultants
4509
MBM Wealth Consultants
Missouri
USD 241 M +USD 21.9 M +10% 4.71% 57.1% 314 10.51% 1.9
Wealth Effects
4510
Wealth Effects
Massachusetts
USD 241 M – – 5.44% 235% 215 – 0
Sweet Financial Partners
4511
Sweet Financial Partners
Minnesota
USD 241 M – – 6.19% 22.4% 156 – 0
Game Creek Capital
4512
Game Creek Capital
Massachusetts
USD 241 M +USD 8.21 M +4% 8.4% 176% 84 25% 1.7
Gradient Capital Advisors
4513
Gradient Capital Advisors
California
USD 240 M +USD 22.1 M +10% 8.2% 78.5% 125 5.6% 2.7
OFCM
4514
One Fin Capital Management
California
USD 240 M +USD 24.2 M +11% 14.5% 92% 31 67.74% 0.6
WA
4515
WP Advisors
California
USD 240 M -USD 3.84 M -2% 8.6% 113% 111 9.01% 2.1
Autumn Glory Partners
4516
Autumn Glory Partners
Texas
USD 240 M – – 9.02% 76% 218 – 0
Affiance Financial
4517
Affiance Financial
Minnesota
USD 240 M +USD 9.6 M +4% 7% 57.8% 157 8.28% 3.5
FSB Premier Wealth Management
4518
FSB Premier Wealth Management
Iowa
USD 240 M +USD 39.9 M +20% 5.3% 53.9% 536 80.78% 0.2
DFPG Investments
4519
DFPG Investments
Utah
USD 239 M -USD 24.8 M -9% 6.53% 38.2% 199 19.1% 1.7
Ceeto Capital Group
4520
Ceeto Capital Group
Florida
USD 239 M +USD 25.6 M +12% 12.6% 94.4% 159 7.55% 2.9
FC Advisory
4521
FC Advisory
Pennsylvania
USD 239 M +USD 15.2 M +7% 4.16% 46.6% 69 7.25% 4.1
Benchmark Financial Wealth Advisors
4522
Benchmark Financial Wealth Advisors
Florida
USD 239 M +USD 28.9 M +14% 6.85% 81.6% 80 20% 1.5
Aprio Wealth Management
4523
Aprio Wealth Management
Georgia
USD 239 M +USD 19.8 M +9% 5% 66.1% 82 20.73% 1.1
Audent Global Asset Management
4524
Audent Global Asset Management
California
USD 239 M – – 10.1% 112% 46 – 0
Pivotal bioVenture Partners Investment Advisor
4525
Pivotal bioVenture Partners Investment Advisor
California
USD 239 M -USD 43.8 M -15% 12.2% 667% 10 10% 0.8