¡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)
Wealth Advisors of Tampa Bay
4901
Wealth Advisors of Tampa Bay
Florida
USD 175 M +USD 13.3 M +8% 5.61% 86.2% 77 6.49% 3.5
SCF Partners
4902
SCF Partners
Texas
USD 175 M -USD 123 M -41% 35.3% 2.1% 3 0% 5
Towerpoint Wealth
4903
Towerpoint Wealth
California
USD 175 M +USD 1.36 M +0.8% 5.91% 67.7% 90 20% 3.1
Brick & Kyle Associates
4904
Brick & Kyle Associates
Pennsylvania
USD 175 M +USD 2.71 M +2% 8.71% 116% 57 3.51% 5.3
Lipe & Dalton
4905
Lipe & Dalton
New York
USD 175 M +USD 752 k +0.4% 5.39% 101% 105 7.62% 4.8
ARIS
4906
Advanced Research Investment Solutions
California
USD 175 M +USD 15.5 M +10% 5.13% 13.1% 24 12.5% 1.8
Leisure Capital Management
4907
Leisure Capital Management
California
USD 174 M -USD 19.1 M -10% 5.86% 111% 149 12.75% 4.3
Wick Capital Partners
4908
Wick Capital Partners
Pennsylvania
USD 174 M -USD 3.74 M -2% 5.71% 60% 74 35.14% 0.7
Phraction Management
4909
Phraction Management
Connecticut
USD 174 M +USD 22 M +14% 7.23% 106% 47 6.38% 1.1
TPWM
4910
Twelve Points Wealth Management
Massachusetts
USD 174 M +USD 27.3 M +19% 5.08% 56.8% 171 9.36% 1.1
Sittner & Nelson
4911
Sittner & Nelson
Oregon
USD 174 M +USD 10.7 M +7% 8.53% 88.1% 498 8.43% 1.8
Greenhaven Road Investment Management
4912
Greenhaven Road Investment Management
Connecticut
USD 174 M +USD 19.2 M +12% 20.1% 70.2% 39 20.51% 1.4
Benedetti & Gucer
4913
Benedetti & Gucer
Georgia
USD 174 M +USD 37.6 M +28% 8.58% 42.7% 168 50% 0.7
IDG China Venture Capital Fund V Associates
4914
IDG China Venture Capital Fund V Associates
Hong Kong
USD 174 M +USD 36 M +26% 26.1% 12.6% 1 0% 1.3
CWM
4915
Capital Wealth Management
Rhode Island
USD 174 M +USD 26.3 M +18% 5.29% 51.3% 65 53.85% 1.9
CMG
4916
Cavalry Management Group
California
USD 174 M -USD 73.9 M -30% 42.3% 59.6% 35 80% 0.3
Investment Advisory Group
4917
Investment Advisory Group
Massachusetts
USD 174 M +USD 10.9 M +7% 5.63% 61.6% 141 7.09% 1
Wealth Management Solutions
4918
Wealth Management Solutions
Pennsylvania
USD 174 M -USD 16.6 M -9% 2.06% – 99 19.19% 1
Providence First Trust
4919
Providence First Trust
Arizona
USD 174 M +USD 3.39 M +2% 3.39% 68.4% 100 18% 3
BIA
4920
Bigelow Investment Advisors
Maine
USD 174 M +USD 1.32 M +0.8% 5.56% 75.7% 152 23.03% 3.7
UID
4921
Union Investments & Development
Israel
USD 174 M +USD 3.36 M +2% 13.6% 17% 55 21.82% 0.9
Adamsbrown Wealth Consultants
4922
Adamsbrown Wealth Consultants
Kansas
USD 173 M +USD 8.74 M +5% 3.77% 60.6% 83 16.87% 1
Black Diamond Capital Management
4923
Black Diamond Capital Management
Connecticut
USD 173 M +USD 10.5 M +6% 10.5% 28.3% 12 0% 2.6
Pale Fire Capital SE
4924
Pale Fire Capital SE
Czech Republic
USD 173 M +USD 14.5 M +9% 9.62% 223% 18 55.56% 0.1
Independent Family Office
4925
Independent Family Office
New York
USD 173 M +USD 6.88 M +4% 5.88% 68.4% 71 5.63% 2.2