¡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)
Calixto Global Investors
5176
Calixto Global Investors
Florida
USD 183 M -USD 28.9 M -14% 4.83% 180% 14 50% 0.8
Wealth Advisors of Iowa
5177
Wealth Advisors of Iowa
Iowa
USD 183 M -USD 1.03 M -0.6% 8.33% 60.9% 67 25.37% 1
Red Spruce Capital
5178
Red Spruce Capital
Pennsylvania
USD 183 M +USD 11.9 M +7% 8.26% 98.4% 90 3.33% 1.7
Beirne Wealth Consulting Services
5179
Beirne Wealth Consulting Services
Connecticut
USD 183 M +USD 7.12 M +4% 4.89% 81.9% 122 19.67% 1.8
Townsend & Associates
5180
Townsend & Associates
Colorado
USD 183 M -USD 19.9 M -10% 6.95% 58% 79 20.25% 2.2
SCF Partners
5181
SCF Partners
Texas
USD 183 M -USD 22.6 M -11% 4.85% 2.1% 4 0% 4.9
Davidson Capital Management
5182
Davidson Capital Management
Texas
USD 183 M -USD 15.8 M -8% 10.4% 79.4% 97 19.59% 1.3
Exeter Financial
5183
Exeter Financial
Arizona
USD 183 M +USD 15.2 M +9% 9.65% 59.1% 83 4.82% 3.2
Valtinson Bruner Financial Planning
5184
Valtinson Bruner Financial Planning
Minnesota
USD 183 M +USD 405 k +0.2% 4.8% 40.3% 100 10% 1.5
Collaborative Wealth Management
5185
Collaborative Wealth Management
Florida
USD 183 M – – 5.73% 46.6% 196 – 0.7
CNB Bank
5186
CNB Bank
Pennsylvania
USD 183 M +USD 16 M +10% 11.1% 106% 492 20.53% 2.4
First Capital Advisors Group
5187
First Capital Advisors Group
New Jersey
USD 182 M – – 7.74% – 63 – 2
Loveless Wealth Management
5188
Loveless Wealth Management
Montana
USD 182 M +USD 17.8 M +11% 10.1% – 136 9.56% 1.6
Maven Ventures Partners II
5189
Maven Ventures Partners II
California
USD 182 M – – 12.8% – 2 – 0
KCM
5190
Knoll Capital Management
Florida
USD 182 M -USD 18.6 M -9% 5.27% 258% 42 14.29% 1.8
Mine & Arao Wealth Creation & Management
5191
Mine & Arao Wealth Creation & Management
California
USD 181 M +USD 14.5 M +9% 9.68% 105% 326 12.88% 1.5
Teramo Advisors
5192
Teramo Advisors
Florida
USD 181 M – – 3.66% 72.1% 16 – 0
SC&H Financial Advisors
5193
SC&H Financial Advisors
Maryland
USD 181 M – – 9.43% 66.2% 151 – 0
RS Crum Inc
5194
RS Crum Inc
California
USD 181 M – – 4.91% 54.2% 69 – 0
Baugh & Associates
5195
Baugh & Associates
Georgia
USD 181 M +USD 17.7 M +11% 14.2% 98.8% 42 4.76% 3.2
Independent Order of Foresters
5196
Independent Order of Foresters
Ontario, Canada
USD 181 M +USD 13.4 M +8% 8.07% 75.1% 13 0% 1.6
Mader & Shannon Wealth Management
5197
Mader & Shannon Wealth Management
Missouri
USD 181 M +USD 24.2 M +15% 9.86% 62.5% 21 0% 2
Yorktown Energy Partners IX
5198
Yorktown Energy Partners IX
New York
USD 181 M +USD 10.1 M +6% 6.87% 67.3% 2 0% 2.5
Hubbell Strickland Wealth Management
5199
Hubbell Strickland Wealth Management
Louisiana
USD 181 M +USD 15.6 M +9% 9.66% 64.8% 70 7.14% 1.9
Stone House Capital Management
5200
Stone House Capital Management
Florida
USD 180 M -USD 63.5 M -26% 19.5% 151% 2 50% 0.3