¡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)
Waterfront Wealth
4526
Waterfront Wealth
Kansas
USD 207 M -USD 4.5 M -2% 1.73% 71.8% 184 7.61% 0.6
Prentice Wealth Management
4527
Prentice Wealth Management
New York
USD 207 M +USD 12 M +6% 0.64% 47.8% 364 12.09% 0.5
Quantedge Capital
4528
Quantedge Capital
Singapore
USD 207 M -USD 2.59 M -1% 0.23% 110% 207 13.53% 0.4
Lorne Steinberg Wealth Management
4529
Lorne Steinberg Wealth Management
Canada
USD 207 M +USD 3.1 M +2% 1.37% 83.4% 65 9.23% 0.7
Fountainhead AM
4530
Fountainhead AM
New Jersey
USD 207 M +USD 18.6 M +10% 0.76% 65.6% 72 22.22% 0.6
TFG Advisers
4531
TFG Advisers
Michigan
USD 206 M -USD 651 k -0.3% 0.93% 61.8% 197 2.54% 2.1
Rutabaga Capital Management
4532
Rutabaga Capital Management
Massachusetts
USD 206 M -USD 23.8 M -10% 2.12% 57% 54 5.56% 3.1
SA
4533
SAM Advisors
California
USD 206 M – – 2.16% 57.5% 25 – 0
DI
4534
Disciplined Investments
Oklahoma
USD 206 M +USD 11.4 M +6% 1.21% 51.4% 461 9.98% 1.3
Karani Asset Management
4535
Karani Asset Management
New York
USD 206 M +USD 12.8 M +7% 2.71% – 47 17.02% 1.3
Abacus FCF Advisors
4536
Abacus FCF Advisors
Florida
USD 206 M +USD 10.3 M +5% 2.47% 197% 155 22.58% 1
PA
4537
Paragon Advisors
Texas
USD 206 M -USD 7.42 M -3% 1.51% 109% 70 12.86% 1.1
WAM
4538
Westport Asset Management
Connecticut
USD 206 M -USD 21.9 M -10% 3.68% 64.2% 76 2.63% 4.4
EC
4539
Euclidean Capital
New York
USD 206 M -USD 102 M -33% 2.51% 79.7% 16 50% 0.6
Wealth Alliance Advisory Group
4540
Wealth Alliance Advisory Group
Kansas
USD 206 M +USD 167 k +0.1% 0.67% 72.7% 155 7.74% 2.5
Bishop & Co Investment Management
4541
Bishop & Co Investment Management
Pennsylvania
USD 206 M +USD 1.98 M +1% 1.68% 47.6% 22 0% 4.3
Pacific Edge Advisors
4542
Pacific Edge Advisors
California
USD 206 M +USD 13.2 M +7% 0.93% 31.3% 39 2.56% 2.7
SCF Partners
4543
SCF Partners
Texas
USD 205 M -USD 36.4 M -15% 14.2% 2.1% 4 0% 4.7
Peachtree Investment Partners
4544
Peachtree Investment Partners
Florida
USD 204 M -USD 390 k -0.2% 0.76% 92.2% 95 5.26% 1.7
Davis Rea
4545
Davis Rea
Ontario, Canada
USD 204 M +USD 2.91 M +1% 0.95% 66.9% 60 13.33% 4.5
Stonebridge Financial Planning Group
4546
Stonebridge Financial Planning Group
Florida
USD 204 M +USD 15.9 M +8% 0.17% 67.2% 443 9.93% 1.4
SV Health Investors
4547
SV Health Investors
Massachusetts
USD 204 M -USD 25.2 M -11% 10.8% 97.4% 8 12.5% 2.8
Seven Springs Wealth Group
4548
Seven Springs Wealth Group
Tennessee
USD 204 M -USD 26.9 M -12% 4.05% 59.2% 81 11.11% 1.3
Aquamarine Capital Management
4549
Aquamarine Capital Management
New York
USD 204 M -USD 9.18 M -4% 3.39% 23% 13 0% 4.3
Walkner Condon Financial Advisors
4550
Walkner Condon Financial Advisors
Wisconsin
USD 203 M -USD 69.6 M -26% 0.82% 56.8% 183 32.79% 0.9