¡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)
Phoenix Asset Management Partners
5626
Phoenix Asset Management Partners
USD 178 M -USD 9.9 M -5% 0.73% 139% 13 15.38% 1.5
Etesian Wealth Advisors
5627
Etesian Wealth Advisors
Oregon
USD 178 M +USD 3.61 M +2% 2.17% 54.8% 118 7.63% 1.3
ASM
5628
AI-Squared Management
Hong Kong
USD 178 M +USD 44.7 M +34% 7.47% – 32 65.63% 0.2
Element Wealth
5629
Element Wealth
Mississippi
USD 178 M +USD 6.81 M +4% 1.13% 59.6% 295 10.17% 2.4
ORC
5630
O'Rourke & Company
Massachusetts
USD 178 M +USD 5.42 M +3% 3.63% 71.9% 146 5.48% 1.9
Delphi Financial Group
5631
Delphi Financial Group
Delaware
USD 178 M +USD 23 M +15% 3.2% 66.3% 24 8.33% 2
Wayfinding Financial
5632
Wayfinding Financial
Washington
USD 178 M +USD 6.71 M +4% 4.51% 68.3% 131 9.16% 1.4
Birchcreek Wealth Management
5633
Birchcreek Wealth Management
Ohio
USD 178 M -USD 12.6 M -7% 2.78% 80.7% 176 25.57% 2
Arosa Capital Management
5634
Arosa Capital Management
Florida
USD 177 M +USD 7.89 M +5% 0.31% 536% 47 55.32% 0.5
CWM
5635
CCG Wealth Management
California
USD 177 M +USD 11.3 M +7% 4.25% 82.6% 77 15.58% 2.8
Trueblood Wealth Management
5636
Trueblood Wealth Management
Ohio
USD 177 M +USD 2.57 M +1% 1.8% 89.9% 229 6.99% 0.5
WFA Asset Management
5637
WFA Asset Management
Wisconsin
USD 177 M -USD 14.2 M -7% 0.96% 60% 243 16.87% 1.9
Painted Porch Advisors
5638
Painted Porch Advisors
California
USD 177 M +USD 13.4 M +8% 0.32% – 403 83.87% 0.1
Paragon Private Wealth Management
5639
Paragon Private Wealth Management
Kentucky
USD 177 M +USD 8.9 M +5% 1.93% 104% 162 14.81% 1.6
Camelot Portfolios
5640
Camelot Portfolios
Ohio
USD 177 M +USD 74.7 M +73% 0.96% 41.3% 601 76.54% 1
Firethorn Wealth Partners
5641
Firethorn Wealth Partners
Georgia
USD 177 M +USD 7.21 M +4% 2.62% 75.1% 155 12.9% 1.9
Crown Oak Advisors
5642
Crown Oak Advisors
California
USD 177 M -USD 4.68 M -3% 1.48% 53.3% 22 0% 0.5
1492 Capital Management
5643
1492 Capital Management
Wisconsin
USD 177 M -USD 2.71 M -2% 5.55% 332% 112 31.25% 1.5
UNC Management Company
5644
UNC Management Company
North Carolina
USD 177 M +USD 54.6 M +45% 2.87% 92% 3 66.67% 0.1
Wealth Quarterback
5645
Wealth Quarterback
New Jersey
USD 176 M -USD 2.6 M -1% 2.9% 109% 134 18.66% 2.6
Shelton Wealth Management
5646
Shelton Wealth Management
Texas
USD 176 M +USD 17.3 M +11% 2.01% 89.4% 156 39.74% 1
TAGStone Capital
5647
TAGStone Capital
North Carolina
USD 176 M +USD 5.59 M +3% 1.4% 58.3% 92 11.96% 1.9
Fortitude Family Office
5648
Fortitude Family Office
Arizona
USD 176 M +USD 27.7 M +19% 4.88% 81.1% 1,081 21.55% 0.4
Squire Investment Management Company
5649
Squire Investment Management Company
Utah
USD 176 M +USD 17.6 M +11% 0.68% – 55 3.64% 0.5
Industrial Alliance Investment Management
5650
Industrial Alliance Investment Management
Quebec, Canada
USD 176 M +USD 37.4 M +27% 4.3% 81.5% 15 66.67% 0.8