¡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)
AXS Investments
5476
AXS Investments
New York
USD 248 M -USD 42.8 M -15% 4.84% 107% 205 12.2% 1.9
Montz Harcus Wealth Management
5477
Montz Harcus Wealth Management
Louisiana
USD 248 M +USD 916 k +0.4% 2.3% 84.1% 96 10.42% 2.6
Capital Impact Advisors
5478
Capital Impact Advisors
Massachusetts
USD 247 M -USD 1031 M -81% 15% – 35 28.57% 0.6
Evergreen Private Wealth
5479
Evergreen Private Wealth
Colorado
USD 247 M -USD 6.29 M -2% 0.54% 80.2% 95 13.68% 2.1
NavPoint Financial
5480
NavPoint Financial
Minnesota
USD 247 M +USD 13.3 M +6% 0.26% 58.5% 75 9.33% 1.6
ANB Bank
5481
ANB Bank
Colorado
USD 247 M -USD 4.8 M -2% 0.18% – 137 14.6% 0.9
Peloton Wealth Strategists
5482
Peloton Wealth Strategists
Indiana
USD 247 M -USD 10.8 M -4% 2.32% 58.1% 100 24% 3.5
BFM
5483
Blacksheep Fund Management
Ireland
USD 247 M +USD 1.24 M +0.5% 15.7% 71.5% 8 0% 1.3
Vivid Wealth Management
5484
Vivid Wealth Management
Iowa
USD 247 M -USD 10.2 M -4% 0.14% 107% 73 21.92% 1.4
RC
5485
Resolute Capital
South Carolina
USD 247 M +USD 7.61 M +3% 1.1% – 62 14.52% 0.2
Hillcrest Wealth Advisors
5486
Hillcrest Wealth Advisors
New Jersey
USD 247 M +USD 14.6 M +6% 1.57% 58.7% 55 12.73% 5.2
FA
5487
FF Advisors
California
USD 247 M +USD 22.3 M +10% 1.67% 59.7% 122 19.67% 1.6
Valued Wealth Advisors
5488
Valued Wealth Advisors
Utah
USD 247 M +USD 19.4 M +9% 2.46% 62% 771 19.2% 1.6
Iridian Asset Management
5489
Iridian Asset Management
Connecticut
USD 247 M -USD 24.9 M -9% 5.75% 88.4% 48 22.92% 4.2
Matthews International Capital Management
5490
Matthews International Capital Management
California
USD 246 M -USD 82.9 M -25% 0.05% 186% 47 36.17% 2.5
Unique Wealth Strategies
5491
Unique Wealth Strategies
Illinois
USD 246 M -USD 10.3 M -4% 1.92% 96.9% 266 39.85% 1
Verisail Partners
5492
Verisail Partners
Georgia
USD 246 M +USD 3.02 M +1% 0.11% – 26 15.38% 1
Zeno Equity Partners
5493
Zeno Equity Partners
United Kingdom
USD 246 M +USD 5.28 M +2% 4.28% – 16 50% 1.1
Cordant Inc
5494
Cordant Inc
Oregon
USD 246 M +USD 7.86 M +3% 1.57% 47% 77 11.69% 4
Flagship Private Wealth
5495
Flagship Private Wealth
Massachusetts
USD 246 M -USD 8.03 M -3% 2.87% 70.2% 118 12.71% 3.2
Mitchell & Pahl Private Wealth
5496
Mitchell & Pahl Private Wealth
Oklahoma
USD 246 M +USD 5.37 M +2% 5.45% 82.3% 146 2.74% 4.6
Pilgrim Partners Asia
5497
Pilgrim Partners Asia
Singapore
USD 246 M +USD 37 M +18% 7.83% – 158 48.1% 0.4
Dravo Bay
5498
Dravo Bay
Delaware
USD 246 M +USD 5.49 M +2% 0.8% 45.2% 55 9.09% 2.7
Hanover Advisors
5499
Hanover Advisors
South Carolina
USD 246 M -USD 11.5 M -4% 2.51% – 121 12.4% 1.6
Wealth Analytics Partners
5500
Wealth Analytics Partners
California
USD 246 M -USD 9.07 M -4% 3.08% – 48 6.25% 0.2