¡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)
BMS Financial Advisors
5401
BMS Financial Advisors
South Dakota
USD 157 M +USD 73 k +0% 3.95% – 110 22.73% 0.2
Chronos Wealth Management
5402
Chronos Wealth Management
Florida
USD 157 M -USD 7.84 M -5% 1.82% 92.3% 47 14.89% 2.1
Clearfield Capital Management
5403
Clearfield Capital Management
New York
USD 157 M -USD 30.5 M -16% 1.22% 421% 7 42.86% 0.6
XXIP
5404
Xiamen Xinweidachuang Investment Partnership
China
USD 157 M -USD 64 M -29% 19.6% 66.6% 1 0% 0.3
Mitchell & Pahl Private Wealth
5405
Mitchell & Pahl Private Wealth
Oklahoma
USD 157 M +USD 1.04 M +0.7% 0.95% 82.3% 176 10.23% 1.1
Lansing Street Advisors
5406
Lansing Street Advisors
Pennsylvania
USD 157 M – – 2.91% – 302 – 0
AFC
5407
AFT Forsyth & Company
Florida
USD 157 M -USD 37.9 M -19% 7.09% 135% 165 15.15% 5.1
OFG
5408
OTA Financial Group
New York
USD 157 M +USD 10.7 M +7% 70.5% 320% 147 78.23% 0.2
Eclectic Associates
5409
Eclectic Associates
California
USD 157 M +USD 582 k +0.4% 4.48% 53.8% 79 11.39% 1.1
Horizon Financial Services
5410
Horizon Financial Services
North Carolina
USD 157 M -USD 7.87 M -5% 5.29% 39.5% 126 57.14% 0.9
Arthedge Capital Management
5411
Arthedge Capital Management
New York
USD 157 M -USD 55.4 M -26% 19.4% 80.7% 18 11.11% 1.1
Farmers & Merchants Trust Co of Chambersburg PA
5412
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
USD 157 M +USD 3.61 M +2% 0.34% 65.5% 353 18.7% 3.6
Aurora Investment Counsel
5413
Aurora Investment Counsel
Georgia
USD 157 M -USD 11.5 M -7% 3.74% 31.7% 137 21.9% 1
Silicon Hills Wealth Management
5414
Silicon Hills Wealth Management
Texas
USD 157 M -USD 4.76 M -3% 3.77% 30.9% 121 16.53% 1.4
Caliber Wealth Management (Utah)
5415
Caliber Wealth Management (Utah)
Utah
USD 157 M +USD 11.9 M +8% 2.3% 36.5% 68 13.24% 1
Argus Investors Counsel
5416
Argus Investors Counsel
New York
USD 157 M -USD 9.6 M -6% 5.39% 132% 100 13% 4.4
Resolute Capital Asset Partners
5417
Resolute Capital Asset Partners
Colorado
USD 157 M +USD 3.37 M +2% 5.12% 657% 64 73.44% 0.1
Weitzel Financial Services
5418
Weitzel Financial Services
Iowa
USD 157 M -USD 9.01 M -5% 4.87% 46.3% 34 8.82% 1
Pointe Capital Management
5419
Pointe Capital Management
Michigan
USD 157 M -USD 7.63 M -5% 0.5% 62.6% 159 5.66% 3.5
Norwest Venture Partners XII
5420
Norwest Venture Partners XII
California
USD 156 M -USD 101 M -39% 36.1% – 3 33.33% 0.3
Range Financial Group
5421
Range Financial Group
Oregon
USD 156 M +USD 4.74 M +3% 2.37% 195% 189 23.81% 0.7
CI
5422
Carroll Investors
South Carolina
USD 156 M -USD 19.9 M -11% 9.71% 241% 223 28.25% 0.2
Applied Capital
5423
Applied Capital
Arkansas
USD 156 M +USD 30.8 M +25% 4.93% 52.6% 65 35.38% 0.7
Quad-Cities Investment Group
5424
Quad-Cities Investment Group
Iowa
USD 156 M -USD 3.75 M -2% 2.03% 67.3% 199 13.57% 2.5
LRT Capital Management
5425
LRT Capital Management
Texas
USD 156 M +USD 24.9 M +19% 6.88% 76.2% 79 50.63% 0.2