¡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)
DB Wealth Management Group
5076
DB Wealth Management Group
California
USD 147 M -USD 19.2 M -12% 13.3% 19% 329 16.72% 1.3
Retirement Planning Company of New England
5077
Retirement Planning Company of New England
Rhode Island
USD 147 M -USD 30.2 M -17% 14.2% 125% 234 10.68% 0.5
IGYL
5078
I.G.Y. Ltd
United Kingdom
USD 147 M -USD 55.1 M -27% 25% 80.5% 3 0% 2.3
Cox Capital Management
5079
Cox Capital Management
Massachusetts
USD 147 M -USD 12.4 M -8% 8.64% 106% 72 8.33% 3.1
WMA
5080
Wealth Management Associates
New Jersey
USD 147 M -USD 29.7 M -17% 11.7% 111% 196 15.31% 2.2
CC
5081
Coann Capital
Connecticut
USD 146 M +USD 3.12 M +2% 4.37% – 24 75% 0.2
Atlas Private Wealth Management
5082
Atlas Private Wealth Management
New York
USD 146 M -USD 25.7 M -15% 10.5% 19.8% 127 12.6% 2.1
Royal Harbor Partners
5083
Royal Harbor Partners
Texas
USD 146 M -USD 9.7 M -6% 10.3% 49.5% 91 41.76% 1.5
Worth Asset Management
5084
Worth Asset Management
Texas
USD 146 M -USD 7.06 M -5% 2.24% 115% 603 16.09% 0.2
Applied Capital
5085
Applied Capital
Arkansas
USD 146 M -USD 10.3 M -7% 12.9% 52.6% 67 29.85% 0.7
Aristides Capital
5086
Aristides Capital
Kentucky
USD 146 M -USD 17.5 M -11% 9.87% 126% 218 40.83% 1
EdgeRock Capital
5087
EdgeRock Capital
Colorado
USD 146 M – – 13.1% 71.3% 52 – 0
MQS Management
5088
MQS Management
New York
USD 146 M +USD 23.1 M +19% 17.1% 6.42% 588 81.63% 0.1
FOCUS Wealth Advisors
5089
FOCUS Wealth Advisors
Texas
USD 146 M -USD 21.9 M -13% 12.5% 68.7% 54 38.89% 1
Oak Management Corp
5090
Oak Management Corp
Connecticut
USD 146 M -USD 65.8 M -31% 14.6% 96.4% 4 0% 0.6
Pinz Capital Management
5091
Pinz Capital Management
New York
USD 146 M -USD 14.3 M -9% 6.02% 199% 271 70.85% 0.2
Highland Financial Advisors
5092
Highland Financial Advisors
New Jersey
USD 146 M – – 14.9% 70% 48 – 0
Cypress Financial Planning
5093
Cypress Financial Planning
New Jersey
USD 146 M – – 11.6% 41.2% 54 – 0
Zimmermann Investment Management & Planning
5094
Zimmermann Investment Management & Planning
Pennsylvania
USD 146 M -USD 22.7 M -13% 16.2% 31.6% 93 20.43% 0.4
First Capital Advisors Group
5095
First Capital Advisors Group
New Jersey
USD 146 M -USD 6.5 M -4% 12.7% – 179 70.95% 0.8
MGM
5096
Miura Global Management
New York
USD 146 M -USD 162 M -53% 14.7% 375% 31 61.29% 1.4
R.W. Roge & Company
5097
R.W. Roge & Company
New York
USD 146 M +USD 3.1 M +2% 10.1% 68.1% 45 24.44% 1.9
Leeward Financial Partners
5098
Leeward Financial Partners
Washington
USD 146 M -USD 16.2 M -10% 13.4% 97.9% 77 24.68% 0.4
Ironwood Wealth Management (West Virginia)
5099
Ironwood Wealth Management (West Virginia)
West Virginia
USD 146 M +USD 7.06 M +5% 9.74% 38.1% 23 13.04% 1.2
Sterling Investment Advisors (Missouri)
5100
Sterling Investment Advisors (Missouri)
Missouri
USD 146 M -USD 23.3 M -14% 12.1% 37.8% 31 25.81% 6