¡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)
Pure Portfolios Holdings
4651
Pure Portfolios Holdings
Oregon
USD 320 M +USD 24.7 M +8% 7.92% – 107 8.41% 0.9
JCIC Asset Management
4652
JCIC Asset Management
Ontario, Canada
USD 320 M – – 12.4% – 111 – 4.2
Intergy Private Wealth
4653
Intergy Private Wealth
Colorado
USD 320 M +USD 26.6 M +9% 7.27% 73.8% 109 7.34% 2.2
Cloverfields Capital Group
4654
Cloverfields Capital Group
Minnesota
USD 319 M -USD 17.1 M -5% 7.31% 101% 99 4.04% 2.3
Retirement Financial Solutions
4655
Retirement Financial Solutions
Tennessee
USD 319 M +USD 35.4 M +12% 6.35% 52.5% 54 46.3% 1.1
Gunma Bank
4656
Gunma Bank
Japan
USD 319 M +USD 13.1 M +4% 2.04% 24.5% 35 25.71% 1.3
Acima Private Wealth
4657
Acima Private Wealth
Virginia
USD 319 M +USD 25.9 M +9% 5.72% 51.1% 190 11.05% 5.4
WCM
4658
Westerly Capital Management
California
USD 319 M +USD 49.6 M +18% 26.4% 116% 54 42.59% 1.4
Acorn Wealth Advisors
4659
Acorn Wealth Advisors
Michigan
USD 319 M +USD 50.3 M +19% 6.41% 58.8% 290 16.55% 3
Permit Capital
4660
Permit Capital
Pennsylvania
USD 319 M +USD 10.3 M +3% 17.6% 121% 20 0% 4.8
AIA
4661
AIMZ Investment Advisors
California
USD 319 M +USD 20 M +7% 8.67% 81.3% 131 3.05% 7.2
Left Brain Wealth Management
4662
Left Brain Wealth Management
Illinois
USD 319 M +USD 34.8 M +12% 15.2% 376% 110 23.64% 1.2
Cherrydale Wealth Management
4663
Cherrydale Wealth Management
New Jersey
USD 318 M +USD 30.9 M +11% 8.1% 80.8% 83 13.25% 1.9
Sustainable Insight Capital Management
4664
Sustainable Insight Capital Management
New York
USD 318 M +USD 97.3 M +44% 9.58% 168% 83 40.96% 1.6
KKM Financial
4665
KKM Financial
Illinois
USD 318 M +USD 30.4 M +11% 7.98% – 158 15.19% 1.4
IPA
4666
Investment Planning Advisors
Georgia
USD 318 M +USD 35 M +12% 6.18% – 91 16.48% 0.9
Solari Capital
4667
Solari Capital
Florida
USD 318 M – – 53% – 1 – 0
Sphera Management Technology Funds
4668
Sphera Management Technology Funds
Israel
USD 318 M +USD 119 M +60% 14.1% – 85 43.53% 0.4
Taylor Hoffman Capital Management
4669
Taylor Hoffman Capital Management
Virginia
USD 317 M +USD 24.8 M +8% 10.2% – 122 5.74% 0.9
IAS
4670
Investment Advisory Services
Texas
USD 317 M +USD 17.6 M +6% 6.86% 74.9% 134 8.21% 3.7
Aquamarine Zurich
4671
Aquamarine Zurich
Switzerland
USD 317 M +USD 7.53 M +2% 7.08% 80.4% 14 0% 2.7
AXS Investments
4672
AXS Investments
New York
USD 317 M +USD 73.6 M +30% 7.58% 107% 226 49.56% 1.4
Vectors Research Management
4673
Vectors Research Management
New York
USD 317 M +USD 25.6 M +9% 6.53% 71.4% 134 13.43% 4.1
Pension & Wealth Management Advisors
4674
Pension & Wealth Management Advisors
Massachusetts
USD 317 M +USD 18.9 M +6% 5.87% 49.9% 582 21.82% 1.4
Aubrey Capital Management
4675
Aubrey Capital Management
United Kingdom
USD 317 M +USD 41.7 M +15% 15.6% 319% 64 46.88% 1.2