¡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)
Westend Capital Management
4501
Westend Capital Management
California
USD 357 M +USD 13.6 M +4% 10.3% – 281 24.91% 1.7
Haverford Financial Services
4502
Haverford Financial Services
Pennsylvania
USD 357 M +USD 464 k +0.1% 2.96% 57.9% 48 6.25% 5.9
Peak Planning Group
4503
Peak Planning Group
Colorado
USD 357 M +USD 165 M +86% 3.45% 105% 127 31.5% 1.9
OLIO Financial Planning
4504
OLIO Financial Planning
Virginia
USD 356 M +USD 15.6 M +5% 2.16% 52.9% 75 16% 2.3
Wood Tarver Financial Group
4505
Wood Tarver Financial Group
Idaho
USD 356 M +USD 17.2 M +5% 2.21% – 153 2.61% 1
DCM
4506
Divisar Capital Management
California
USD 356 M -USD 11.6 M -3% 17% 194% 28 17.86% 3.5
Leeward Financial Partners
4507
Leeward Financial Partners
Washington
USD 356 M +USD 4.28 M +1% 1.76% 97.9% 104 10.58% 2.5
McMill Wealth Management
4508
McMill Wealth Management
Nebraska
USD 356 M +USD 4.69 M +1% 2.33% – 59 6.78% 0.8
Doma Perpetual Capital Management
4509
Doma Perpetual Capital Management
Florida
USD 356 M +USD 57.8 M +19% 1.12% – 13 15.38% 1.4
Fusion Capital
4510
Fusion Capital
South Carolina
USD 356 M +USD 11.9 M +3% 4.39% 108% 101 2.97% 3.3
Naman Capital
4511
Naman Capital
Brazil
USD 356 M -USD 764 k -0.2% 1.66% 89.9% 12 0% 3.4
Highline Wealth Partners
4512
Highline Wealth Partners
California
USD 355 M -USD 16.4 M -4% 1.61% 93.8% 1,176 17.18% 1.4
Crossingbridge Advisors
4513
Crossingbridge Advisors
New York
USD 355 M +USD 160 M +82% 0.52% – 133 60.15% 0.3
Rooted Wealth Advisors
4514
Rooted Wealth Advisors
Illinois
USD 355 M +USD 27.5 M +8% 1.73% 57.3% 144 15.28% 1.5
CenterStar Asset Management
4515
CenterStar Asset Management
Illinois
USD 355 M -USD 112 M -24% 9.3% 104% 435 77.24% 0.3
Alaethes Wealth
4516
Alaethes Wealth
Nevada
USD 355 M +USD 2.6 M +0.7% 2.36% 96.4% 121 11.57% 2.5
Bond & Devick Financial Network
4517
Bond & Devick Financial Network
Minnesota
USD 355 M +USD 22.6 M +7% 2.2% 46.9% 193 8.29% 3
Night Squared
4518
Night Squared
New York
USD 355 M +USD 77.7 M +28% 5.83% – 88 64.77% 0.2
SWK
4519
Stephen W. Kidder
USD 355 M +USD 5.8 M +2% 5.31% 94.7% 77 10.39% 7.1
FAP
4520
Financial Advisory Partners
Florida
USD 355 M +USD 12.2 M +4% 1.25% 52.9% 70 7.14% 3
Empirical Asset Management
4521
Empirical Asset Management
Massachusetts
USD 355 M -USD 5.58 M -2% 3.7% 94.5% 387 12.92% 1.5
Northcape Wealth Management
4522
Northcape Wealth Management
New York
USD 354 M +USD 12 M +4% 3.58% 74% 146 10.27% 2.7
FNY Investment Advisers
4523
FNY Investment Advisers
New York
USD 354 M +USD 43.2 M +14% 17.3% 386% 1,674 65.65% 0.6
Peregrine Asset Advisers
4524
Peregrine Asset Advisers
Oregon
USD 354 M +USD 20.8 M +6% 4.89% 182% 196 20.41% 2.6
FCA Corp
4525
FCA Corp
Texas
USD 354 M -USD 5.87 M -2% 2% 57.4% 201 6.47% 5