¡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)
Peninsula Asset Management
4676
Peninsula Asset Management
Florida
USD 180 M +USD 15.7 M +10% 6.06% 54.2% 46 4.35% 5.6
Venrock Management VI
4677
Venrock Management VI
California
USD 180 M -USD 92.6 M -34% 27.5% – 2 0% 0.6
Addison Capital
4678
Addison Capital
Pennsylvania
USD 180 M +USD 14.4 M +9% 7.2% 71.4% 115 10.43% 3.4
Secure Asset Management
4679
Secure Asset Management
Michigan
USD 180 M +USD 9.9 M +6% 3.83% 97.2% 189 25.93% 0.7
Seascape Capital Management
4680
Seascape Capital Management
New Hampshire
USD 180 M +USD 8.48 M +5% 4.87% 111% 91 8.79% 0.9
Pacific Capital Wealth Advisors
4681
Pacific Capital Wealth Advisors
California
USD 180 M +USD 3.73 M +2% 2.84% 54.1% 69 11.59% 1
Geo Capital Gestora de Recursos
4682
Geo Capital Gestora de Recursos
Brazil
USD 180 M +USD 16.7 M +10% 2.54% 30.7% 43 9.3% 0.7
Prentice Wealth Management
4683
Prentice Wealth Management
New York
USD 180 M – – 4.67% 47.8% 336 – 0
Wealth Advisors of Iowa
4684
Wealth Advisors of Iowa
Iowa
USD 179 M +USD 18 M +11% 7.19% 60.9% 55 30.91% 0.6
JFG Wealth Management
4685
JFG Wealth Management
Colorado
USD 179 M -USD 4.84 M -3% 5.27% 65.2% 46 52.17% 1.2
Vontobel Swiss Wealth Advisors
4686
Vontobel Swiss Wealth Advisors
Switzerland
USD 179 M +USD 3.58 M +2% 3.92% 70.1% 77 15.58% 1.9
Aspen Investment Management
4687
Aspen Investment Management
Michigan
USD 179 M +USD 10.5 M +6% 7.85% 92.6% 155 21.94% 4.6
Waycross Partners
4688
Waycross Partners
Kentucky
USD 179 M +USD 18.9 M +12% 8.2% 98.4% 116 36.21% 0.2
Atlas Private Wealth Advisors
4689
Atlas Private Wealth Advisors
New Jersey
USD 179 M +USD 30.1 M +20% 5.11% 57.8% 931 21.05% 0.6
VAM
4690
Velanne Asset Management
United Kingdom
USD 179 M +USD 10.5 M +6% 6.26% 29.6% 20 15% 1.7
Colton Groome Financial Advisors
4691
Colton Groome Financial Advisors
North Carolina
USD 179 M +USD 23.9 M +15% 5.23% 65.8% 75 28% 1
Congress Park Capital
4692
Congress Park Capital
New York
USD 179 M +USD 10.1 M +6% 4.38% 99.9% 137 24.82% 1.6
BOCM
4693
Bontempo Ohly Capital Management
Maryland
USD 179 M +USD 12 M +7% 8.23% 49.6% 39 30.77% 2.9
Mountain Lake Investment Management
4694
Mountain Lake Investment Management
Florida
USD 179 M +USD 26.9 M +18% 34.3% 64% 30 23.33% 1.7
Trellis Advisors
4695
Trellis Advisors
Washington
USD 178 M +USD 12.5 M +8% 4.87% 23.3% 80 11.25% 1.9
Game Creek Capital
4696
Game Creek Capital
Massachusetts
USD 178 M +USD 8.61 M +5% 13.3% 177% 74 35.14% 1.4
Financial & Tax Architects
4697
Financial & Tax Architects
Missouri
USD 178 M – – 5.19% 50.2% 97 – 0
Vantage Financial Partners (Illinois)
4698
Vantage Financial Partners (Illinois)
Illinois
USD 178 M +USD 5.15 M +3% 7.14% 13.1% 79 11.39% 2.1
NEGWA
4699
New England Guild Wealth Advisors
Connecticut
USD 178 M +USD 9.27 M +5% 4.55% 6.04% 70 14.29% 2.1
360 Financial
4700
360 Financial
Minnesota
USD 178 M +USD 9.47 M +6% 4.51% 86.1% 89 17.98% 0.9