¡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)
Three Bridge Wealth Advisors
4651
Three Bridge Wealth Advisors
California
USD 252 M -USD 1.43 M -0.6% 0.91% 169% 96 9.38% 1.8
Long Path Partners
4652
Long Path Partners
Connecticut
USD 252 M +USD 62.3 M +33% 11.5% 9.18% 10 10% 1.6
All Terrain Financial Advisors
4653
All Terrain Financial Advisors
Minnesota
USD 252 M -USD 2.21 M -0.9% 1.85% 71.1% 94 13.83% 3.9
KFG Wealth Management
4654
KFG Wealth Management
Indiana
USD 252 M +USD 8.8 M +4% 3.28% 55.9% 162 6.79% 1
Valtinson Bruner Financial Planning
4655
Valtinson Bruner Financial Planning
Minnesota
USD 252 M +USD 17.4 M +7% 1.75% 36.2% 129 8.53% 2.7
Strategic Advocates
4656
Strategic Advocates
Utah
USD 252 M -USD 7.65 M -3% 2.92% 103% 140 25% 0.5
Harvest Investment Services
4657
Harvest Investment Services
Illinois
USD 252 M +USD 3.13 M +1% 4.02% 282% 214 35.98% 1.5
Millstreet Capital Management
4658
Millstreet Capital Management
Massachusetts
USD 252 M -USD 7.52 M -3% 8.88% – 4 25% 0.5
Argent Advisors
4659
Argent Advisors
Louisiana
USD 252 M -USD 1.1 M -0.4% 0.25% 63.1% 140 7.14% 3.2
SC
4660
Sawyer & Company
Massachusetts
USD 252 M +USD 1.35 M +0.5% 2.88% 111% 187 12.3% 4.2
Magnitude Capital
4661
Magnitude Capital
New York
USD 251 M +USD 41.1 M +20% 19.5% – 1 0% 0.5
OWMIAS
4662
One Wealth Management Investment & Advisory Services
Florida
USD 251 M +USD 6.97 M +3% 5.7% – 150 14% 0.4
Orion Investment Company
4663
Orion Investment Company
Missouri
USD 251 M – – 2.97% – 64 – 0
Cadent Capital Advisors
4664
Cadent Capital Advisors
Oklahoma
USD 251 M -USD 420 k -0.2% 0.72% 106% 154 19.48% 1.9
Truvestments Capital
4665
Truvestments Capital
Florida
USD 251 M -USD 8.86 M -3% 2.92% 131% 730 70% 2.8
Entrust Global Partners
4666
Entrust Global Partners
New York
USD 251 M +USD 36.8 M +17% 5.04% 82.3% 8 25% 1.8
Vert Asset Management
4667
Vert Asset Management
California
USD 251 M +USD 13.1 M +6% 1.26% 43.6% 46 17.39% 2.1
Divergent Planning
4668
Divergent Planning
Maryland
USD 251 M +USD 14.2 M +6% 0.57% 43.3% 29 6.9% 2
Buska Wealth Management
4669
Buska Wealth Management
Wisconsin
USD 251 M +USD 22.8 M +10% 2.56% – 58 15.52% 0.2
SAMT
4670
Select Asset Management & Trust
Pennsylvania
USD 251 M +USD 10.2 M +4% 1.66% 68.4% 68 8.82% 3.9
Lind Value II ApS
4671
Lind Value II ApS
Denmark
USD 251 M +USD 106 M +73% 3.97% – 4 50% 0.1
Denver PWM
4672
Denver PWM
Colorado
USD 251 M -USD 8.07 M -3% 0.52% 48.6% 274 79.93% 0.7
DMKJ
4673
David M. Knott Jr
USD 251 M -USD 32.1 M -11% 1.58% 169% 112 16.96% 1.6
RGREA
4674
Ranger Global Real Estate Advisors
Colorado
USD 251 M -USD 250 M -50% 0.6% 18% 33 72.73% 1.5
Custos Family Office
4675
Custos Family Office
Texas
USD 250 M +USD 56.6 M +29% 2.25% 57.4% 57 22.81% 1.2