¡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)
NWK Group
5126
NWK Group
California
USD 171 M +USD 16.8 M +11% 18.2% 268% 75 21.33% 2.3
Crestmont Private Wealth
5127
Crestmont Private Wealth
Texas
USD 171 M +USD 17.6 M +12% 4.72% 54.8% 52 13.46% 0.8
Otter Creek Advisors
5128
Otter Creek Advisors
Florida
USD 171 M +USD 31 M +22% 5.5% 173% 53 50.94% 0.8
Fortis Capital Advisors
5129
Fortis Capital Advisors
Kansas
USD 171 M -USD 16.4 M -9% 11.9% 127% 660 85% 0.5
Corepath Wealth Partners
5130
Corepath Wealth Partners
Arizona
USD 170 M +USD 11.1 M +7% 3.21% 62.1% 43 9.3% 2.1
Alta Wealth Advisors
5131
Alta Wealth Advisors
Massachusetts
USD 170 M +USD 11.8 M +7% 8.77% 120% 142 10.56% 1.9
Provence Wealth Management Group
5132
Provence Wealth Management Group
California
USD 170 M +USD 20.1 M +13% 11.5% – 160 24.38% 0.6
New England Professional Planning Group
5133
New England Professional Planning Group
Rhode Island
USD 170 M +USD 4.77 M +3% 4.85% 59% 40 5% 4.4
Allegiance Financial Group Advisory Services
5134
Allegiance Financial Group Advisory Services
Virginia
USD 170 M +USD 34.5 M +25% 5.17% 62.6% 72 11.11% 0.5
Ruedi Wealth Management
5135
Ruedi Wealth Management
Illinois
USD 170 M +USD 14.5 M +9% 4.34% 44.9% 266 18.05% 0.5
CNB Bank
5136
CNB Bank
Pennsylvania
USD 170 M +USD 5.7 M +3% 6.59% 91.6% 494 13.16% 3.6
Heritage Wealth Partners
5137
Heritage Wealth Partners
Ohio
USD 170 M +USD 43.5 M +34% 2.23% – 69 43.48% 0.1
Peninsula Asset Management
5138
Peninsula Asset Management
Florida
USD 170 M +USD 10.1 M +6% 7.64% 44.1% 42 2.38% 7.5
Tradewinds LLC
5139
Tradewinds LLC
North Carolina
USD 170 M +USD 4.7 M +3% 7.38% – 128 25% 0.3
Center Lake Capital Management
5140
Center Lake Capital Management
Florida
USD 169 M +USD 14.8 M +10% 21.4% 98.3% 12 41.67% 1.1
PFG Private Wealth Management
5141
PFG Private Wealth Management
Florida
USD 169 M +USD 12.1 M +8% 3.65% 52.6% 297 8.42% 1.6
First City Capital Management
5142
First City Capital Management
Georgia
USD 169 M -USD 1.61 M -0.9% 5.16% 76.5% 180 11.67% 5.4
Hillcrest Wealth Advisors
5143
Hillcrest Wealth Advisors
New Jersey
USD 169 M +USD 640 k +0.4% 4.72% 58.7% 48 2.08% 3.6
Tikehau Investment Management
5144
Tikehau Investment Management
France
USD 169 M -USD 24.1 M -12% 6% 102% 17 11.76% 2.1
Planned Solutions
5145
Planned Solutions
California
USD 169 M +USD 11.4 M +7% 5.39% 68.3% 82 7.32% 1.9
Wick Capital Partners
5146
Wick Capital Partners
Pennsylvania
USD 169 M -USD 5.42 M -3% 6.26% 60% 70 35.71% 1
Varde Management
5147
Varde Management
Minnesota
USD 169 M +USD 31.2 M +23% 1.55% 149% 9 44.44% 1.2
Virtus ETF Advisers
5148
Virtus ETF Advisers
New York
USD 169 M -USD 13 M -7% 5.59% 177% 495 23.23% 2.1
FFG
5149
Fortem Financial Group
California
USD 169 M +USD 15.2 M +10% 8.95% 183% 174 25.86% 1.8
WFA Asset Management
5150
WFA Asset Management
Wisconsin
USD 169 M +USD 5.75 M +4% 2.83% 60% 264 16.67% 1.2