¡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)
IAMH
5051
IvyRock Asset Management (HK)
Hong Kong
USD 215 M +USD 14.3 M +7% 6.78% 64.5% 24 41.67% 1
FSB Premier Wealth Management
5052
FSB Premier Wealth Management
Iowa
USD 215 M +USD 15.2 M +8% 5.6% 53.9% 187 10.16% 2
California First Leasing Corp
5053
California First Leasing Corp
California
USD 215 M +USD 26.6 M +14% 15.6% 352% 39 2.56% 1.7
Goepper Burkhardt
5054
Goepper Burkhardt
South Carolina
USD 215 M +USD 13.8 M +7% 6.85% 50.4% 83 7.23% 2.1
Lowe Wealth Advisors
5055
Lowe Wealth Advisors
Maryland
USD 215 M +USD 12.6 M +6% 6.96% 63.3% 323 7.43% 5.1
Horizon Advisory Services
5056
Horizon Advisory Services
New York
USD 215 M – – 6.25% – 46 – 0
GWA
5057
GGM Wealth Advisors
Maryland
USD 215 M -USD 27 M -11% 7.42% 25.9% 151 23.18% 1.3
Ameraudi Asset Management
5058
Ameraudi Asset Management
New York
USD 215 M -USD 12.6 M -6% 6.54% 51.5% 55 14.55% 2.4
Gibraltar Capital Management
5059
Gibraltar Capital Management
Oklahoma
USD 215 M -USD 19.9 M -8% 7.81% 65% 74 41.89% 4.2
Eads & Heald Wealth Management
5060
Eads & Heald Wealth Management
Georgia
USD 214 M +USD 6.66 M +3% 11.7% 93.3% 151 8.61% 7.1
Bennett Selby Investments
5061
Bennett Selby Investments
Maine
USD 214 M +USD 19.1 M +10% 9.88% 82.1% 67 10.45% 2.2
Hillman Company
5062
Hillman Company
Pennsylvania
USD 214 M +USD 1.63 M +0.8% 12% 118% 14 14.29% 2.1
Entrust Global Partners
5063
Entrust Global Partners
New York
USD 214 M -USD 49 M -19% 0.1% 82.3% 6 0% 2.2
CIA
5064
Cape Investment Advisory
Georgia
USD 214 M +USD 9.38 M +5% 8.11% 72.5% 1,210 29.01% 0.8
Once Capital Management
5065
Once Capital Management
New York
USD 214 M +USD 74.7 M +54% 28.7% 627% 27 22.22% 1.8
Cherrydale Wealth Management
5066
Cherrydale Wealth Management
New Jersey
USD 214 M +USD 22.2 M +12% 8.66% 80.8% 64 25% 1.2
Altai Capital Management
5067
Altai Capital Management
California
USD 214 M -USD 3.81 M -2% 8.29% 24.9% 7 0% 2.4
CCP
5068
Camelot Capital Partners
California
USD 214 M +USD 71.9 M +51% 57.8% – 3 0% 1.4
Consilio Wealth Advisors
5069
Consilio Wealth Advisors
Washington
USD 213 M +USD 16.4 M +8% 9.1% 66.4% 65 20% 1.1
Omnia Family Wealth
5070
Omnia Family Wealth
Florida
USD 213 M +USD 18.4 M +9% 8.4% 80.6% 77 20.78% 4.1
IWN
5071
Independent Wealth Network
Iowa
USD 213 M +USD 23.3 M +12% 7.84% 78.2% 241 17.84% 1.7
NWK Group
5072
NWK Group
California
USD 213 M +USD 19 M +10% 18.1% 268% 70 22.86% 2.8
Zullo Investment Group
5073
Zullo Investment Group
Pennsylvania
USD 213 M +USD 18.2 M +9% 11.7% 143% 158 7.59% 1.9
Absoluto Partners Gestao de Recursos
5074
Absoluto Partners Gestao de Recursos
Brazil
USD 213 M -USD 20.1 M -9% 19.3% 78.7% 31 45.16% 1.6
Reliant Investment Management
5075
Reliant Investment Management
Tennessee
USD 213 M +USD 16.9 M +9% 12% 129% 67 16.42% 2.8