¡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)
StoneCrest Wealth Management
5576
StoneCrest Wealth Management
Arizona
USD 248 M +USD 19.6 M +9% 2.65% 168% 77 15.58% 1.2
Mount Capital
5577
Mount Capital
United Kingdom
USD 248 M -USD 31.2 M -11% 1.72% 66.1% 16 0% 3.7
PHM
5578
Prospect Hill Management
New Jersey
USD 247 M +USD 13.5 M +6% 6.97% 119% 14 7.14% 4.4
Brightline Capital Management
5579
Brightline Capital Management
Florida
USD 247 M +USD 3.37 M +1% 19.2% 672% 12 50% 0.8
Westfuller Advisors
5580
Westfuller Advisors
New York
USD 247 M +USD 27.3 M +12% 2.84% – 827 15.6% 0.4
Bay Rivers Group
5581
Bay Rivers Group
Virginia
USD 247 M +USD 9.8 M +4% 3.31% 166% 99 10.1% 3.2
ML
5582
MTCO Ltd
USD 247 M +USD 12.2 M +5% 3.24% – 2 0% 0.3
Blue Door Asset Management
5583
Blue Door Asset Management
Connecticut
USD 247 M +USD 56.9 M +30% 5.84% 127% 35 62.86% 1
Shared Vision Wealth Group
5584
Shared Vision Wealth Group
United States
USD 247 M +USD 10.8 M +5% 2.63% 65% 109 19.27% 1.3
WIA
5585
Wetzel Investment Advisors
Indiana
USD 247 M +USD 12.6 M +5% 3.66% 72.2% 137 9.49% 1.6
Two Point Capital Management
5586
Two Point Capital Management
New York
USD 247 M -USD 1.92 M -0.8% 1.91% – 25 0% 2.9
Eagle Bluffs Wealth Management
5587
Eagle Bluffs Wealth Management
Missouri
USD 247 M +USD 15 M +6% 3.56% 95.5% 83 10.84% 2.8
Montz Harcus Wealth Management
5588
Montz Harcus Wealth Management
Louisiana
USD 247 M +USD 17.6 M +8% 2.1% 84.1% 93 11.83% 2.5
Cherokee Insurance
5589
Cherokee Insurance
Michigan
USD 247 M +USD 13.2 M +6% 4.83% – 124 7.26% 0.9
Reliant Investment Management
5590
Reliant Investment Management
Tennessee
USD 247 M -USD 17 M -6% 3.45% 129% 64 18.75% 3.7
Parker Financial
5591
Parker Financial
Washington
USD 247 M +USD 2.73 M +1% 1.57% 49.7% 36 5.56% 2.8
Bernard Wealth Management
5592
Bernard Wealth Management
Michigan
USD 246 M +USD 7.04 M +3% 4.32% – 359 5.57% 0.8
Legacy Bridge
5593
Legacy Bridge
Iowa
USD 246 M +USD 6.07 M +3% 2.32% 236% 474 36.29% 2.9
Paces Ferry Wealth Advisors
5594
Paces Ferry Wealth Advisors
Georgia
USD 246 M +USD 5.98 M +2% 2.16% 72% 138 11.59% 3.4
Kensington Investment Counsel
5595
Kensington Investment Counsel
California
USD 246 M +USD 672 k +0.3% 1.54% 81.9% 112 14.29% 3.3
Vermillion Wealth Management
5596
Vermillion Wealth Management
Minnesota
USD 246 M -USD 124 M -34% 1.89% – 1,609 65.94% 0.8
TMT General Partner
5597
TMT General Partner
Hong Kong
USD 246 M -USD 132 M -35% 15.1% – 3 0% 0.8
BFM
5598
Blacksheep Fund Management
Ireland
USD 246 M +USD 129 M +110% 0.23% 78.7% 8 50% 1
Decatur Capital Management
5599
Decatur Capital Management
Georgia
USD 246 M -USD 6.01 M -2% 3.08% 155% 39 17.95% 4.6
Wrenne Financial Planning
5600
Wrenne Financial Planning
Kentucky
USD 246 M +USD 11.9 M +5% 1.63% 54.3% 51 1.96% 1.5