¡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)
Bain Capital Credit
4876
Bain Capital Credit
Massachusetts
USD 303 M -USD 79.3 M -21% 6.95% 14.4% 6 0% 3
Brick & Kyle Associates
4877
Brick & Kyle Associates
Pennsylvania
USD 303 M +USD 20.8 M +7% 0.84% 116% 101 45.54% 3.2
Slagle Financial
4878
Slagle Financial
Illinois
USD 303 M +USD 16.3 M +6% 3.55% 77.9% 129 14.73% 1.8
Arrowroot Family Office
4879
Arrowroot Family Office
California
USD 302 M +USD 27.6 M +10% 0.44% – 163 18.4% 1.9
L.K. Benson & Company
4880
L.K. Benson & Company
Maryland
USD 302 M +USD 103 M +52% 4.56% – 115 4.35% 1.1
Norman Fields Gottscho Capital Management
4881
Norman Fields Gottscho Capital Management
New York
USD 302 M -USD 7.8 M -3% 0.59% 96.9% 67 11.94% 6
OneAscent Wealth Management
4882
OneAscent Wealth Management
Alabama
USD 302 M +USD 2.02 M +0.7% 1.11% 50.6% 180 18.33% 1.7
Wealth Advisors of Tampa Bay
4883
Wealth Advisors of Tampa Bay
Florida
USD 302 M +USD 12.6 M +4% 3.44% 86.2% 97 9.28% 4
American Financial Group Inc 401(K) Retirement & Savings Plan
4884
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 302 M -USD 24.6 M -8% 6.56% 17.8% 1 0% 12.8
Cora Capital Advisors
4885
Cora Capital Advisors
New Jersey
USD 302 M +USD 45.3 M +18% 2.91% 80.3% 149 19.46% 1.9
Greenbush Financial Group
4886
Greenbush Financial Group
New York
USD 302 M +USD 7.96 M +3% 2.3% – 36 5.56% 1.1
Wheelhouse Advisory Group
4887
Wheelhouse Advisory Group
Missouri
USD 302 M +USD 38.9 M +15% 3.28% 67.9% 54 14.81% 1.6
DHJJ Financial Advisors
4888
DHJJ Financial Advisors
Illinois
USD 302 M +USD 671 k +0.2% 0.87% 62.5% 1,095 6.39% 2.2
GR Financial Group
4889
GR Financial Group
Arizona
USD 301 M -USD 144 M -32% 2.27% 75.4% 31 38.71% 1.8
Precision Wealth Strategies
4890
Precision Wealth Strategies
Missouri
USD 301 M -USD 7.24 M -2% 1.02% 106% 187 31.02% 1
Tred Avon Family Wealth
4891
Tred Avon Family Wealth
Maryland
USD 301 M -USD 6.08 M -2% 0.4% – 275 11.64% 0.4
Charles-Lim Capital
4892
Charles-Lim Capital
Hong Kong
USD 301 M -USD 67.3 M -18% 23.5% 4.44% 8 50% 4.2
Pacifica Partners
4893
Pacifica Partners
Canada
USD 301 M +USD 76.1 M +34% 6.15% 127% 488 18.65% 3.5
Matthew 25 Management Corp
4894
Matthew 25 Management Corp
Pennsylvania
USD 301 M -USD 25.9 M -8% 4.34% 141% 23 21.74% 5.5
USAdvisors Wealth Management
4895
USAdvisors Wealth Management
Minnesota
USD 301 M -USD 2.46 M -0.8% 0.84% 59.6% 144 10.42% 3
Absolute Capital Management
4896
Absolute Capital Management
Pennsylvania
USD 301 M +USD 26.5 M +10% 0.84% 98.2% 160 25.63% 1.4
Game Creek Capital
4897
Game Creek Capital
Massachusetts
USD 301 M -USD 2 M -0.7% 6.06% 176% 108 28.7% 3.1
CIA
4898
Cape Investment Advisory
Georgia
USD 301 M -USD 24.5 M -8% 1.37% 72.5% 1,312 83% 2.2
United Bank (Georgia)
4899
United Bank (Georgia)
Georgia
USD 301 M +USD 5.71 M +2% 0.17% 93.7% 130 9.23% 4.9
Vista Investment Management
4900
Vista Investment Management
Pennsylvania
USD 301 M -USD 2.45 M -0.8% 0.1% 54.4% 180 3.33% 5.5