¡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)
Wela Strategies
4601
Wela Strategies
Georgia
USD 186 M +USD 12.3 M +7% 3.91% 51.3% 47 21.28% 1.9
Landmark Financial Advisors
4602
Landmark Financial Advisors
Kentucky
USD 186 M +USD 8.4 M +5% 6.05% 11.8% 71 8.45% 4.1
Okabena Investment Services
4603
Okabena Investment Services
Minnesota
USD 186 M +USD 14.3 M +8% 6.96% 83.9% 82 25.61% 0.8
Deane Retirement Strategies
4604
Deane Retirement Strategies
Louisiana
USD 186 M +USD 21.6 M +13% 13.1% 73.4% 87 50.57% 1.7
Millrace Asset Group
4605
Millrace Asset Group
Pennsylvania
USD 186 M +USD 42 M +29% 23.1% 113% 98 33.67% 0.7
FSB Premier Wealth Management
4606
FSB Premier Wealth Management
Iowa
USD 186 M -USD 1.19 M -0.6% 4.69% 61% 105 9.52% 0.2
Kemper Corp Master Retirement Trust
4607
Kemper Corp Master Retirement Trust
Illinois
USD 186 M +USD 25.5 M +16% 8.78% 21.9% 36 94.44% 2.1
Oak Asset Management
4608
Oak Asset Management
California
USD 186 M -USD 19.8 M -10% 5.81% 91.8% 93 48.39% 3
Rainey & Randall Wealth Advisors
4609
Rainey & Randall Wealth Advisors
Florida
USD 185 M +USD 17 M +10% 4.99% 52.3% 55 18.18% 1.1
EisnerAmper Wealth Management Corporate Benefits
4610
EisnerAmper Wealth Management Corporate Benefits
New Jersey
USD 185 M +USD 10.7 M +6% 5.56% 13% 52 19.23% 3.1
Stonepine Capital Management
4611
Stonepine Capital Management
Oregon
USD 185 M +USD 54.5 M +42% 11.1% 321% 35 57.14% 0.7
MACRO Consulting Group
4612
MACRO Consulting Group
New Jersey
USD 185 M +USD 12.6 M +7% 5.4% – 108 11.11% 1.3
NIA Impact Advisors
4613
NIA Impact Advisors
California
USD 185 M -USD 7.02 M -4% 0.21% – 55 5.45% 0.2
GDS
4614
Gimbel Daniel Scott
USD 185 M +USD 20.4 M +12% 2.2% 57.1% 3 0% 0.3
ShoreHaven Wealth Partners
4615
ShoreHaven Wealth Partners
New Jersey
USD 185 M +USD 5.88 M +3% 2.21% 72.4% 305 22.3% 0.2
LBC
4616
Lawrence B. Cohen
USD 184 M +USD 4.36 M +2% 4.3% 41.8% 75 1.33% 4.7
Interchange Capital Partners
4617
Interchange Capital Partners
Pennsylvania
USD 184 M +USD 50 k +0% 6.94% 106% 1,250 82.08% 0.2
KRC
4618
Kehrs Ridge Capital
New Jersey
USD 184 M -USD 90.9 M -33% 9.45% – 51 86.27% 0.2
Peoples Bank (Ohio)
4619
Peoples Bank (Ohio)
Ohio
USD 184 M +USD 14.6 M +9% 9.03% 78.9% 115 13.91% 3.1
MBE Wealth Management
4620
MBE Wealth Management
Wisconsin
USD 184 M +USD 36.4 M +25% 4.19% 66.5% 64 17.19% 0.9
Crystal Rock Capital Management
4621
Crystal Rock Capital Management
Illinois
USD 184 M +USD 9.05 M +5% 10.7% 164% 39 20.51% 2.4
Stonehearth Capital Management
4622
Stonehearth Capital Management
Massachusetts
USD 184 M +USD 6.77 M +4% 4.92% 87.5% 68 19.12% 2.1
Lloyd Advisory Services
4623
Lloyd Advisory Services
Georgia
USD 184 M +USD 1.07 M +0.6% 2.5% 51.1% 425 22.12% 0.8
Baron Silver Stevens Financial Advisors
4624
Baron Silver Stevens Financial Advisors
Florida
USD 184 M -USD 108 M -37% 5.68% 58.1% 540 90.74% 0.3
Ararat Capital Management
4625
Ararat Capital Management
Connecticut
USD 184 M +USD 11.1 M +6% 19.8% 99.2% 21 19.05% 0.2