¡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)
Delta Capital Management
5551
Delta Capital Management
New Jersey
USD 145 M +USD 3.19 M +2% 4.27% 129% 90 4.44% 5.7
AIM
5552
Athena Investment Management
California
USD 145 M +USD 6.26 M +5% 5.33% 80.6% 139 2.88% 1.1
AUA Capital Management
5553
AUA Capital Management
Pennsylvania
USD 145 M -USD 2.82 M -2% 6.07% 70.2% 88 9.09% 5.6
Godshalk Welsh Capital Management
5554
Godshalk Welsh Capital Management
Pennsylvania
USD 145 M +USD 3.57 M +3% 5.01% 61.1% 121 6.61% 6.1
Webs Creek Capital Management
5555
Webs Creek Capital Management
Texas
USD 145 M +USD 1.93 M +1% 2.07% 133% 15 53.33% 0.3
O'Connor Financial Group
5556
O'Connor Financial Group
Illinois
USD 145 M +USD 12 M +9% 2.57% 44.9% 54 12.96% 0.2
Sykon Capital
5557
Sykon Capital
New York
USD 145 M – – 4.48% 63.7% 53 – 0
Cahill Wealth Management
5558
Cahill Wealth Management
Michigan
USD 145 M +USD 9.46 M +7% 6.61% 24.7% 47 0% 1
FP
5559
Factorial Partners
New York
USD 145 M +USD 12.1 M +9% 10.8% 88.7% 96 17.71% 2.6
TIM
5560
Timelo Investment Management
Ontario, Canada
USD 145 M +USD 43.1 M +42% 12.4% 104% 46 65.22% 0.6
Herbst Group
5561
Herbst Group
Connecticut
USD 145 M +USD 3.18 M +2% 8.88% 142% 76 11.84% 1.2
Robbins Farley
5562
Robbins Farley
New Hampshire
USD 145 M -USD 5.16 M -3% 10.3% 106% 206 26.21% 1.3
Activest Wealth Management
5563
Activest Wealth Management
Florida
USD 145 M -USD 11.3 M -7% 6.01% 117% 445 63.37% 0.6
Chronos Wealth Management
5564
Chronos Wealth Management
Florida
USD 145 M +USD 11.3 M +8% 11.7% 92.3% 37 8.11% 3
MA
5565
Minerva Advisors
Pennsylvania
USD 145 M +USD 5.87 M +4% 10.5% 166% 68 5.88% 6.8
Norris Financial Group
5566
Norris Financial Group
South Carolina
USD 144 M +USD 8.02 M +6% 5.98% 142% 76 30.26% 1.4
Claris Advisors
5567
Claris Advisors
Missouri
USD 144 M +USD 9.5 M +7% 4.48% 65.7% 45 11.11% 1.1
Wealth Quarterback
5568
Wealth Quarterback
New Jersey
USD 144 M +USD 26.6 M +23% 5.58% 109% 133 18.8% 2.3
EnCap Energy Capital Fund VIII
5569
EnCap Energy Capital Fund VIII
Texas
USD 144 M +USD 8.08 M +6% 6.91% 6.16% 3 0% 1.3
Tree Line Advisors
5570
Tree Line Advisors
Hong Kong
USD 144 M +USD 15.9 M +12% 5.06% 670% 6 50% 1.5
Affinia Financial Group
5571
Affinia Financial Group
Massachusetts
USD 144 M +USD 9.2 M +7% 6% 37.5% 38 18.42% 1.9
Consilium Wealth Advisory
5572
Consilium Wealth Advisory
Texas
USD 144 M +USD 27 M +23% 8.6% 126% 85 16.47% 1.2
Argus Investors Counsel
5573
Argus Investors Counsel
New York
USD 144 M +USD 12.3 M +9% 8.73% 132% 101 12.87% 4.9
Elevatus Welath Management
5574
Elevatus Welath Management
New York
USD 144 M – – 9.63% 270% 51 – 0
Beam Wealth Advisors
5575
Beam Wealth Advisors
Louisiana
USD 144 M +USD 44.4 M +45% 3.84% 59.7% 112 19.64% 2.2