¡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)
Martin Capital Partners
4701
Martin Capital Partners
Oregon
USD 248 M -USD 13.2 M -5% 1.97% 42.3% 71 2.82% 4.1
MAM
4702
Mystic Asset Management
Rhode Island
USD 248 M +USD 5.99 M +2% 3.96% 114% 171 6.43% 2
VR Advisory Services
4703
VR Advisory Services
Cayman Islands
USD 248 M +USD 36.3 M +17% 0.58% 89.7% 47 17.02% 2.8
United Community Bank
4704
United Community Bank
South Carolina
USD 248 M -USD 10 M -4% 0.48% 66.2% 395 11.65% 1.5
BCH
4705
Berkshire Capital Holdings
California
USD 247 M -USD 3.18 M -1% 16.3% 2,748% 100 24% 2.5
Shaker Financial Services
4706
Shaker Financial Services
Virginia
USD 247 M -USD 11.1 M -4% 0% 12.9% 182 27.47% 1.9
SMART Wealth
4707
SMART Wealth
Nebraska
USD 247 M +USD 25.3 M +11% 2.14% 77.7% 130 13.08% 0.7
Robinswood Financial
4708
Robinswood Financial
Washington
USD 247 M +USD 13.1 M +6% 0.31% 43.2% 368 32.61% 0.6
GWM
4709
Gibbs Wealth Management
Georgia
USD 247 M +USD 73.1 M +42% 0.89% – 251 31.08% 0.2
Omega Financial Group
4710
Omega Financial Group
California
USD 247 M +USD 2.59 M +1% 0.39% 45.2% 82 2.44% 3.9
Windward Private Wealth Management
4711
Windward Private Wealth Management
Kansas
USD 247 M +USD 2.32 M +0.9% 0.57% 35.5% 47 2.13% 3.1
Vista Investment Management
4712
Vista Investment Management
Pennsylvania
USD 247 M +USD 1.29 M +0.5% 0.51% 54.4% 186 10.75% 4.2
Veery Capital
4713
Veery Capital
Delaware
USD 247 M +USD 2.84 M +1% 1.43% 63.4% 98 4.08% 2.4
Mudrick Capital Management
4714
Mudrick Capital Management
New York
USD 247 M -USD 1.31 M -0.5% 3.55% 212% 10 40% 2.3
Wind River Trust Company
4715
Wind River Trust Company
Wyoming
USD 247 M -USD 28.1 M -10% 1.5% 62.1% 9 0% 8.9
Sara-Bay Financial
4716
Sara-Bay Financial
Florida
USD 246 M +USD 23.6 M +11% 8.84% 233% 89 15.73% 2.5
Core Wealth Management
4717
Core Wealth Management
Florida
USD 246 M +USD 15.9 M +7% 0.34% 44.5% 28 17.86% 1
Sterling Financial Planning
4718
Sterling Financial Planning
New Jersey
USD 246 M -USD 365 k -0.1% 0.14% 55.5% 108 4.63% 2.7
Graybill Wealth Management
4719
Graybill Wealth Management
Illinois
USD 246 M +USD 9.06 M +4% 1.75% – 58 5.17% 5.5
Financial Life Advisors
4720
Financial Life Advisors
Texas
USD 246 M +USD 7.32 M +3% 1.91% 47% 62 11.29% 2.7
Leeward Financial Partners
4721
Leeward Financial Partners
Washington
USD 246 M +USD 9.9 M +4% 4.72% 97.9% 96 16.67% 1.6
Malaga Cove Capital
4722
Malaga Cove Capital
California
USD 246 M +USD 818 k +0.3% 1.12% 97.3% 191 16.23% 2.5
Cassady Schiller Wealth Management
4723
Cassady Schiller Wealth Management
Ohio
USD 246 M +USD 22.2 M +10% 0.88% 21.8% 503 8.95% 1.4
Sectoral Asset Management
4724
Sectoral Asset Management
Quebec, Canada
USD 246 M -USD 8.32 M -3% 1.72% 168% 106 21.7% 2.3
PH
4725
Pinnacle Holdings
Oklahoma
USD 246 M -USD 2.85 M -1% 1.02% 79.6% 253 26.88% 5