¡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)
WD Rutherford
5451
WD Rutherford
Oregon
USD 142 M +USD 14.5 M +11% 16.7% 189% 130 41.54% 2
Morris Financial Concepts
5452
Morris Financial Concepts
South Carolina
USD 142 M +USD 18.1 M +15% 5.52% 56.5% 155 9.68% 0.9
JCP Investment Management
5453
JCP Investment Management
Texas
USD 142 M +USD 23.4 M +20% 12.2% 94.7% 20 45% 0.7
NorthLanding Financial Partners
5454
NorthLanding Financial Partners
New York
USD 142 M +USD 2.72 M +2% 5.38% 54.7% 68 11.76% 0.4
Mad River Investors
5455
Mad River Investors
Massachusetts
USD 142 M -USD 30.5 M -18% 11% 169% 27 18.52% 4.5
Godshalk Welsh Capital Management
5456
Godshalk Welsh Capital Management
Pennsylvania
USD 142 M +USD 4.56 M +3% 3.62% 69.3% 119 5.88% 5.8
New England Capital Financial Advisors
5457
New England Capital Financial Advisors
Connecticut
USD 142 M +USD 531 k +0.4% 6.07% 58.3% 452 5.75% 0.2
Lloyd Harbor Capital Management
5458
Lloyd Harbor Capital Management
New York
USD 142 M – – 4.62% 144% 16 – 0
Herbst Group
5459
Herbst Group
Connecticut
USD 142 M +USD 17.9 M +14% 8.91% 142% 73 6.85% 1.1
Mezzasalma Advisors
5460
Mezzasalma Advisors
New Jersey
USD 141 M +USD 26.8 M +23% 24.6% 203% 90 11.11% 1.9
PCA Investment Advisory Services
5461
PCA Investment Advisory Services
Ohio
USD 141 M – – 5.95% 71.4% 114 – 0
EWG
5462
Executive Wealth Group
Washington
USD 141 M +USD 10.3 M +8% 7.16% 14.9% 45 4.44% 4.3
Baron Wealth Management
5463
Baron Wealth Management
Michigan
USD 141 M +USD 10.8 M +8% 6.46% 88.6% 149 18.79% 0.2
Segra Capital Management
5464
Segra Capital Management
Florida
USD 141 M +USD 4.9 M +4% 5.52% 19% 8 25% 0.7
Alan N. Hoffman Investment Management
5465
Alan N. Hoffman Investment Management
Massachusetts
USD 141 M +USD 9.7 M +7% 23.6% 114% 12 16.67% 1.8
Pragma Gestao de Patrimonio
5466
Pragma Gestao de Patrimonio
Brazil
USD 141 M -USD 3.43 M -2% 13.5% 83.4% 18 22.22% 1.5
IVC Wealth Advisors
5467
IVC Wealth Advisors
Pennsylvania
USD 141 M +USD 5.4 M +4% 6.96% 81.9% 159 12.58% 1.8
One Plus One Wealth Management
5468
One Plus One Wealth Management
Florida
USD 141 M -USD 1.81 M -1% 4.18% 71.9% 99 22.22% 1.3
Summit Place Financial Advisors
5469
Summit Place Financial Advisors
New Jersey
USD 141 M +USD 19.5 M +16% 9.78% 111% 99 24.24% 1.9
Financial Connections Group
5470
Financial Connections Group
California
USD 141 M +USD 14 M +11% 5.91% 44.4% 292 23.63% 1
Genesee Capital Advisors
5471
Genesee Capital Advisors
New York
USD 141 M +USD 6.56 M +5% 5.07% 107% 96 28.13% 1.1
H&F Corporate Investors IX
5472
H&F Corporate Investors IX
California
USD 141 M +USD 52 M +59% 58.6% 64.2% 1 0% 0.3
RWG
5473
Regal Wealth Group
California
USD 141 M +USD 4.56 M +3% 5.96% 17% 51 19.61% 5.3
Lagoda Investment Management
5474
Lagoda Investment Management
New York
USD 141 M -USD 7.44 M -5% 1.24% 250% 43 6.98% 4.5
Brandywine Managers
5475
Brandywine Managers
Delaware
USD 141 M +USD 112 M +392% 7.5% 96.3% 49 26.53% 2.5