¡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)
Twin Peaks Wealth Advisors
5251
Twin Peaks Wealth Advisors
California
USD 220 M -USD 17.3 M -7% 3.53% – 154 18.18% 1
Realta Investment Advisors
5252
Realta Investment Advisors
Delaware
USD 219 M -USD 24.6 M -10% 4.44% 151% 375 24.27% 2.7
Miller Value Partners
5253
Miller Value Partners
Florida
USD 219 M -USD 14.7 M -6% 6.41% 133% 37 18.92% 2.3
Denver Wealth Management
5254
Denver Wealth Management
Colorado
USD 219 M -USD 2.8 M -1% 3.43% 64.4% 90 12.22% 2.3
Boothe Investment Group
5255
Boothe Investment Group
Delaware
USD 219 M -USD 11 M -5% 2.28% 75.6% 41 26.83% 2.2
Reliant Wealth Planning
5256
Reliant Wealth Planning
Kentucky
USD 219 M +USD 6 M +3% 1.73% 39.4% 29 3.45% 1.4
Hein Park Capital Management
5257
Hein Park Capital Management
New York
USD 219 M +USD 88.9 M +68% 5.43% 122% 6 66.67% 0.4
Pacifica Partners
5258
Pacifica Partners
Canada
USD 219 M -USD 12.4 M -5% 0.82% 127% 527 11.57% 3.2
Family Wealth Partners
5259
Family Wealth Partners
North Carolina
USD 219 M +USD 8.71 M +4% 0.42% 58.5% 51 15.69% 1
Stonebridge Financial Planning Group
5260
Stonebridge Financial Planning Group
Florida
USD 219 M -USD 4.84 M -2% 3.37% 72.4% 168 9.52% 3
Trinity Wealth Management
5261
Trinity Wealth Management
Pennsylvania
USD 219 M -USD 1.96 M -0.9% 1.37% 56.7% 59 15.25% 2.7
Once Capital Management
5262
Once Capital Management
New York
USD 219 M -USD 251 M -53% 10.5% 627% 19 15.79% 2.3
Ascension Capital Advisors
5263
Ascension Capital Advisors
Texas
USD 219 M -USD 10.5 M -5% 2.73% 59.3% 41 19.51% 2.9
JPLA
5264
Joseph P. Lucia & Associates
New York
USD 219 M -USD 6.11 M -3% 3.16% 84% 154 14.29% 3.6
Tieton Capital Management
5265
Tieton Capital Management
Washington
USD 219 M -USD 30 M -12% 6.4% 172% 41 19.51% 5.4
Teza Capital Management
5266
Teza Capital Management
Illinois
USD 219 M -USD 442 M -67% 1.14% 133% 623 60.35% 0.5
Hanwha Asset Management
5267
Hanwha Asset Management
South Korea
USD 219 M -USD 9.09 M -4% 4.03% – 1 0% 2.3
Oxford Asset Management
5268
Oxford Asset Management
United Kingdom
USD 219 M -USD 6.3 M -3% 0.25% – 763 81.78% 0.1
NWK Group
5269
NWK Group
California
USD 219 M -USD 40.2 M -16% 2.95% 268% 80 28.75% 3.2
INCA Investments
5270
INCA Investments
Florida
USD 219 M -USD 24 M -10% 2.85% 120% 10 0% 5
EntryPoint Capital
5271
EntryPoint Capital
New York
USD 218 M -USD 19.5 M -8% 8.17% – 1,001 65.53% 0.3
WA
5272
Wealthstar Advisors
Texas
USD 218 M -USD 11.8 M -5% 1.15% – 154 28.57% 0.5
Iams Wealth Management
5273
Iams Wealth Management
Nebraska
USD 218 M -USD 382 k -0.2% 1.7% 57.7% 177 19.21% 1
Smith Shellnut Wilson
5274
Smith Shellnut Wilson
Mississippi
USD 218 M -USD 7.7 M -3% 2.97% 98.6% 150 9.33% 4.9
SimpliFi Inc
5275
SimpliFi Inc
California
USD 218 M -USD 768 k -0.4% 0.45% 27.9% 43 9.3% 3