¡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)
BWM
5701
Bullock Wealth Management
Indiana
USD 104 M – – 0.06% 101% 497 – 0
Copperleaf Capital
5702
Copperleaf Capital
North Carolina
USD 104 M +USD 1.78 M +2% 0.53% 102% 64 15.63% 1.1
Guild Investment Management
5703
Guild Investment Management
California
USD 104 M +USD 624 k +0.6% 3.91% 119% 83 33.73% 1
Banta Asset Management
5704
Banta Asset Management
California
USD 104 M -USD 25.9 M -20% 9.32% – 22 4.55% 1.5
KPCB DGF III Associates
5705
KPCB DGF III Associates
California
USD 104 M -USD 122 M -54% 20.9% – 2 100% 0
CC
5706
Coann Capital
Connecticut
USD 104 M -USD 26.5 M -20% 0.88% – 26 73.08% 0.2
Yarra Square Partners
5707
Yarra Square Partners
New York
USD 104 M -USD 14.2 M -12% 1% 55.9% 20 10% 0.6
AWM
5708
Aberdeen Wealth Management
Illinois
USD 103 M -USD 5.17 M -5% 0.23% 73.1% 130 9.23% 1.5
Jetstream Capital
5709
Jetstream Capital
Tennessee
USD 103 M -USD 26.7 M -21% 6.18% – 36 77.78% 0.2
UAML
5710
US Asset Management LLC
Pennsylvania
USD 103 M – – 0.75% 142% 248 – 0
Goodwin Investment Advisory
5711
Goodwin Investment Advisory
Georgia
USD 103 M +USD 11 M +12% 0.34% 60.8% 160 29.38% 0.5
Amtrust Financial Services
5712
Amtrust Financial Services
New York
USD 103 M -USD 34.6 M -25% 2.75% 61.9% 76 73.68% 0.8
Farley Capital
5713
Farley Capital
New York
USD 103 M -USD 6.48 M -6% 1.93% 116% 16 6.25% 4.1
Northwestern University
5714
Northwestern University
Illinois
USD 102 M -USD 17.7 M -15% 11.7% 28.2% 4 0% 2.8
Avondale Wealth Management
5715
Avondale Wealth Management
Texas
USD 102 M -USD 4.6 M -4% 1.87% 83.8% 110 8.18% 2.4
SPAS
5716
Spectrum Planning & Advisory Services
California
USD 102 M -USD 1.99 M -2% 1.04% – 52 23.08% 0.6
Northstar Advisory Group
5717
Northstar Advisory Group
New Jersey
USD 102 M -USD 57.9 M -36% 1.04% 153% 146 96.58% 0.1
RCIM
5718
Russell Clark Investment Management
United Kingdom
USD 102 M -USD 33.1 M -25% 0.93% 174% 53 30.19% 1.5
BC Gestao de Recursos
5719
BC Gestao de Recursos
Brazil
USD 102 M -USD 82.7 M -45% 3.59% – 3 0% 0.7
Miller Equity Capital Advisors
5720
Miller Equity Capital Advisors
Texas
USD 102 M +USD 4.73 M +5% 0.7% 23.7% 46 6.52% 1.5
CMANY
5721
Capital Management Associates (New York)
New York
USD 101 M -USD 2.71 M -3% 2.41% 215% 82 23.17% 2.1
Spectrum Wealth Advisory Group
5722
Spectrum Wealth Advisory Group
California
USD 101 M -USD 829 k -0.8% 0.88% 76.1% 44 4.55% 1.5
Rappaport Reiches Capital Management
5723
Rappaport Reiches Capital Management
Illinois
USD 101 M +USD 6.03 M +6% 0.53% 17.6% 57 5.26% 0.2
Valley Brook Capital Group
5724
Valley Brook Capital Group
Pennsylvania
USD 101 M -USD 3.91 M -4% 0.4% 122% 118 5.93% 0.7
Akaris Global Partners
5725
Akaris Global Partners
New York
USD 101 M -USD 9.45 M -9% 5.3% 35% 22 50% 0.7