¡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)
Enzi Wealth
4626
Enzi Wealth
Texas
USD 195 M -USD 14.6 M -7% 6.67% 77% 72 13.89% 0.5
Horan Securities
4627
Horan Securities
United States
USD 195 M +USD 16.9 M +9% 5.19% 50.1% 847 19.95% 1.8
EdgeRock Capital
4628
EdgeRock Capital
Colorado
USD 195 M +USD 15.6 M +9% 6.93% 79.7% 67 13.43% 0.6
MTM Investment Management
4629
MTM Investment Management
South Carolina
USD 195 M +USD 2.15 M +1% 3.16% 87.7% 276 8.33% 1.9
American Securities
4630
American Securities
New York
USD 195 M +USD 92.6 M +91% 90.8% – 1 0% 6.3
Monterey Private Wealth
4631
Monterey Private Wealth
California
USD 195 M +USD 9.41 M +5% 7.75% 29.8% 104 7.69% 2.3
ECM
4632
Endurant Capital Management
California
USD 195 M -USD 51.6 M -21% 2.69% 18.4% 72 54.17% 0.6
Benchmark Financial Wealth Advisors
4633
Benchmark Financial Wealth Advisors
Florida
USD 195 M +USD 10.8 M +6% 6.15% 81.6% 73 9.59% 2.4
MWM
4634
MTC Wealth Management
Florida
USD 195 M +USD 6.46 M +3% 3.5% 30.5% 13 15.38% 1.7
Mill Road Capital Management
4635
Mill Road Capital Management
Connecticut
USD 194 M +USD 11.3 M +6% 3.59% 85.1% 29 27.59% 2.2
Peterson Wealth Services
4636
Peterson Wealth Services
Utah
USD 194 M +USD 19.7 M +11% 10.7% 160% 95 10.53% 1
Magnolia Capital Advisors
4637
Magnolia Capital Advisors
Mississippi
USD 194 M +USD 43.8 M +29% 5.78% 78.7% 153 13.07% 1.6
Radcliff Management
4638
Radcliff Management
New York
USD 194 M +USD 23.9 M +14% 14.6% 47.6% 2 0% 1.3
Forza Wealth Management
4639
Forza Wealth Management
Florida
USD 194 M +USD 43.5 M +29% 3.09% 69.8% 179 21.79% 0.2
Bordeaux Wealth Advisors
4640
Bordeaux Wealth Advisors
California
USD 194 M +USD 11.8 M +6% 15.3% 141% 103 22.33% 1.3
Forefront Analytics
4641
Forefront Analytics
Pennsylvania
USD 194 M +USD 6.3 M +3% 3.91% 50.9% 81 9.88% 2.7
Global Financial Private Client
4642
Global Financial Private Client
Florida
USD 194 M +USD 15.3 M +9% 4.94% 100% 699 4.72% 2.3
Gavilan Investment Partners
4643
Gavilan Investment Partners
California
USD 194 M +USD 96.5 M +99% 29.9% 109% 14 0% 0.3
O'Neil Global Advisors
4644
O'Neil Global Advisors
California
USD 194 M +USD 172 M +795% 46.4% 1,841% 88 88.64% 0.1
Strata Wealth Advisors
4645
Strata Wealth Advisors
Texas
USD 194 M +USD 13.4 M +7% 7.99% 73.6% 57 22.81% 0.2
Global Wealth Strategies & Associates
4646
Global Wealth Strategies & Associates
Colorado
USD 194 M +USD 21.4 M +12% 5.68% 68.7% 395 21.77% 0.2
Income Research & Management
4647
Income Research & Management
Massachusetts
USD 194 M -USD 18.3 M -9% 0% 1.19% 22 27.27% 1.5
HRC
4648
Hoertkorn Richard Charles
USD 194 M +USD 5.12 M +3% 7.63% 182% 87 3.45% 6.3
EFM
4649
Eley Financial Management
Vermont
USD 193 M +USD 7.87 M +4% 6.29% 74.9% 71 4.23% 0.2
Oldfather Financial Services
4650
Oldfather Financial Services
Nebraska
USD 193 M +USD 17.9 M +10% 4.7% 60.8% 67 17.91% 2.5