¡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)
New England Capital Financial Advisors
5601
New England Capital Financial Advisors
Connecticut
USD 193 M +USD 13.7 M +8% 7.2% 58.3% 424 10.61% 1.5
Northstar Advisory Group
5602
Northstar Advisory Group
New Jersey
USD 192 M +USD 18.6 M +11% 8.11% 141% 112 28.57% 1.5
Resolute Wealth Strategies
5603
Resolute Wealth Strategies
Mississippi
USD 192 M +USD 19 M +11% 6.01% 105% 102 9.8% 1.2
Periscope Capital
5604
Periscope Capital
Ontario, Canada
USD 192 M -USD 103 M -35% 1.17% 28.8% 366 40.98% 1.5
Harbourvest Partners
5605
Harbourvest Partners
Massachusetts
USD 192 M +USD 4.49 M +2% 6.85% 8.96% 40 15% 3.1
Wealth Quarterback
5606
Wealth Quarterback
New Jersey
USD 192 M +USD 15.8 M +9% 7.14% 109% 136 13.24% 2.7
Resolute Capital Asset Partners
5607
Resolute Capital Asset Partners
Colorado
USD 192 M +USD 18.3 M +11% 20.1% 657% 63 76.19% 0.5
Financial Council
5608
Financial Council
Maryland
USD 192 M +USD 13.1 M +7% 5.55% 88.6% 91 10.99% 1.7
Burford Brothers
5609
Burford Brothers
Texas
USD 192 M +USD 19.8 M +12% 8.03% 97.4% 165 13.33% 0.6
Ridgecrest Wealth Partners
5610
Ridgecrest Wealth Partners
California
USD 192 M +USD 25.7 M +15% 6.15% 103% 116 12.07% 2.5
Rings Capital Management
5611
Rings Capital Management
Illinois
USD 192 M +USD 645 k +0.3% 11.6% 40.9% 9 33.33% 1.9
Chronos Wealth Management
5612
Chronos Wealth Management
Florida
USD 192 M +USD 11.9 M +7% 6.49% 92.3% 42 7.14% 3.4
MSCM
5613
Marlin Sams Capital Management
New York
USD 191 M +USD 33.7 M +21% 19.5% 53.1% 3 33.33% 1.2
Vivid Wealth Management
5614
Vivid Wealth Management
Iowa
USD 191 M +USD 12.9 M +7% 5.14% 107% 77 31.17% 0.6
CCP
5615
Cunning Capital Partners
North Carolina
USD 191 M +USD 12.7 M +7% 10.4% 268% 80 3.75% 1
Obsidian Personal Planning Solutions
5616
Obsidian Personal Planning Solutions
Maryland
USD 191 M +USD 27.5 M +17% 6.47% 58.2% 109 18.35% 1.3
Cresta Advisors
5617
Cresta Advisors
Texas
USD 191 M +USD 22.6 M +13% 5.35% 66.8% 50 12% 1.3
BWA
5618
BlueChip Wealth Advisors
Georgia
USD 191 M +USD 21.2 M +12% 6.57% 62.2% 155 13.55% 0.6
EMG Holdings
5619
EMG Holdings
Connecticut
USD 191 M -USD 12.8 M -6% 11.6% 4.17% 42 45.24% 1.4
DRP
5620
Decade Renewable Partners
Texas
USD 191 M -USD 14.4 M -7% 12.3% – 49 67.35% 0.4
BC
5621
Bowman & Company
Wisconsin
USD 191 M +USD 17.5 M +10% 6.44% 59.7% 105 10.48% 1.9
Wisconsin Capital Management
5622
Wisconsin Capital Management
Wisconsin
USD 190 M -USD 6.89 M -3% 1.88% 153% 52 15.38% 4.5
Arbor Trust Wealth Advisors
5623
Arbor Trust Wealth Advisors
Michigan
USD 190 M USD 0 0% 6.1% 63.8% 100 0% 3.4
O'Connor Financial Group
5624
O'Connor Financial Group
Illinois
USD 190 M +USD 18.4 M +11% 5.6% 48.4% 55 5.45% 1.1
CIA
5625
Citadel Investment Advisory
Ohio
USD 190 M +USD 14.3 M +8% 8.03% 66.1% 83 3.61% 3.4