¡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)
Capstone Financial Group
4576
Capstone Financial Group
Oklahoma
USD 122 M +USD 24.4 M +25% 28.1% – 166 24.7% 0.4
Amia Capital
4577
Amia Capital
United Kingdom
USD 122 M +USD 9.23 M +8% 22.3% 30.1% 43 18.6% 0.4
CVA Family Office
4578
CVA Family Office
Colorado
USD 122 M +USD 23.1 M +23% 17.3% 71.6% 338 14.79% 0.3
Investors Financial Group
4579
Investors Financial Group
Minnesota
USD 122 M +USD 22.5 M +23% 18.7% – 158 27.22% 0.4
PYA Waltman Capital
4580
PYA Waltman Capital
Tennessee
USD 121 M +USD 27 M +29% 16.6% 62.4% 37 13.51% 0.4
PBF
4581
Petix & Botte Financial
California
USD 121 M +USD 18.7 M +18% 15% 51.2% 84 19.05% 0.4
RWG
4582
Regal Wealth Group
California
USD 121 M +USD 19 M +19% 19.7% 17% 220 17.27% 2.8
Affinia Financial Group
4583
Affinia Financial Group
Massachusetts
USD 121 M +USD 13.4 M +12% 15.6% 37.5% 20 20% 0.3
OmniStar Financial Group
4584
OmniStar Financial Group
North Carolina
USD 121 M +USD 19.4 M +19% 17% 75.6% 335 70.15% 1.5
Eastover Investment Advisors
4585
Eastover Investment Advisors
North Carolina
USD 121 M +USD 17.9 M +17% 17.9% 105% 50 14% 0.2
Harborview Advisors
4586
Harborview Advisors
Maine
USD 121 M +USD 20.5 M +20% 16.6% 27.1% 90 10% 1.6
KMWM
4587
Keudell/Morrison Wealth Management
Oregon
USD 121 M +USD 18.7 M +18% 18.7% – 152 17.76% 1
Calixto Global Investors
4588
Calixto Global Investors
Florida
USD 121 M +USD 23.3 M +24% 46.4% 180% 19 52.63% 0.6
Ridgewood Investments
4589
Ridgewood Investments
New Jersey
USD 121 M +USD 22.2 M +23% 16.6% – 185 24.32% 2.1
KCS Wealth Advisory
4590
KCS Wealth Advisory
California
USD 121 M +USD 22.5 M +23% 19.9% 45.3% 154 18.18% 1.8
RCA
4591
Rex Capital Advisors
Rhode Island
USD 121 M +USD 12.2 M +11% 22.4% 7.31% 15 20% 4
Cribstone Capital Management
4592
Cribstone Capital Management
Maine
USD 121 M +USD 26.3 M +28% 17.4% 22.4% 416 27.4% 2.7
HighVista Strategies
4593
HighVista Strategies
Massachusetts
USD 121 M +USD 12.8 M +12% 24.9% 561% 125 68% 0.3
HC Advisors
4594
HC Advisors
Georgia
USD 121 M +USD 97.8 M +426% 16.7% 70.7% 103 95.15% 0
Selective Wealth Management
4595
Selective Wealth Management
Virginia
USD 121 M +USD 56.8 M +89% 24.8% 74.4% 438 26.48% 0.6
Client 1st Advisory Group
4596
Client 1st Advisory Group
Florida
USD 121 M +USD 25.9 M +27% 14.2% 64.5% 71 47.89% 0.3
Strategic Financial Partners
4597
Strategic Financial Partners
Oregon
USD 121 M +USD 26.6 M +28% 13.6% 59.6% 68 23.53% 0.4
Birch Grove Capital
4598
Birch Grove Capital
New York
USD 121 M +USD 50.7 M +73% 5.21% 2.66% 45 68.89% 0.2
InterWest Venture Management
4599
InterWest Venture Management
California
USD 121 M +USD 25.9 M +27% 61.5% 57.6% 12 8.33% 2.8
Fullen Financial Group
4600
Fullen Financial Group
Ohio
USD 121 M – – 13.6% 28.4% 51 – 0