¡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)
Piper Sandler & Co
5826
Piper Sandler & Co
Minnesota
USD 132 M -USD 6.67 M -5% 3.75% 0.05% 42 69.05% 0.2
Firethorn Wealth Partners
5827
Firethorn Wealth Partners
Georgia
USD 132 M -USD 1.56 M -1% 3.1% 75.1% 166 32.53% 0.9
Heartland Bank & Trust
5828
Heartland Bank & Trust
Illinois
USD 132 M -USD 3.1 M -2% 3.94% 118% 138 14.49% 0.7
325 Capital
5829
325 Capital
New York
USD 132 M +USD 29.9 M +29% 8.57% 226% 10 20% 0.2
MRA Advisory Group
5830
MRA Advisory Group
New Jersey
USD 132 M +USD 2.5 M +2% 0.59% 86.8% 132 24.24% 0.9
Alphadyne Asset Management
5831
Alphadyne Asset Management
New York
USD 131 M -USD 26.4 M -17% 8.56% 159% 9 77.78% 0.2
VFG
5832
V2 Financial group
Illinois
USD 131 M +USD 2.56 M +2% 6.32% 75.6% 73 17.81% 1
DFS
5833
Dixon Fnancial Services
California
USD 131 M -USD 5.71 M -4% 2.42% 76.6% 26 11.54% 0.3
WFA of San Diego
5834
WFA of San Diego
California
USD 131 M -USD 40.7 M -24% 3.07% – 172 48.26% 1.3
OUP Management Company
5835
OUP Management Company
Pennsylvania
USD 131 M -USD 90.5 M -41% 22.5% – 16 0% 0.3
Gainplan
5836
Gainplan
Michigan
USD 131 M -USD 100 M -43% 4.4% 103% 75 50.67% 1.2
WAM
5837
Werlinich Asset Management
Connecticut
USD 131 M -USD 6.07 M -4% 1.07% 232% 58 5.17% 0.9
SCA
5838
Strategic Capital Advisers
Colorado
USD 131 M -USD 8.41 M -6% 0.97% 51.4% 63 12.7% 2.5
Ballew Advisors
5839
Ballew Advisors
Mississippi
USD 131 M -USD 12.7 M -9% 0.06% 68% 131 25.19% 2.3
Salvus Wealth Management
5840
Salvus Wealth Management
New Jersey
USD 131 M -USD 5.94 M -4% 6.25% 108% 105 10.48% 1.1
MAS Advisors
5841
MAS Advisors
Florida
USD 131 M -USD 5.92 M -4% 5.51% 47.9% 108 23.15% 0.2
EIM
5842
Ervin Investment Management
Washington
USD 131 M +USD 5.65 M +5% 3.63% 92.9% 34 8.82% 0.2
OF
5843
Outfitter Financial
Maine
USD 131 M -USD 5.59 M -4% 1.98% 97.6% 261 65.9% 1.2
Fortress Wealth Management
5844
Fortress Wealth Management
California
USD 131 M -USD 2.28 M -2% 4.08% 52.1% 63 20.63% 0.2
Affinia Financial Group
5845
Affinia Financial Group
Massachusetts
USD 131 M -USD 23.2 M -15% 3.96% 37.5% 33 12.12% 1.5
Diamant Asset Management
5846
Diamant Asset Management
Connecticut
USD 131 M -USD 6.24 M -5% 0.82% 83.6% 71 5.63% 3.4
Allie Family Office
5847
Allie Family Office
Florida
USD 130 M +USD 3.55 M +3% 4.04% 68.5% 70 30% 0.2
Treasure Coast Financial Planning
5848
Treasure Coast Financial Planning
Florida
USD 130 M +USD 1.14 M +0.9% 3.43% 35.5% 34 8.82% 0.2
Tsai Capital
5849
Tsai Capital
New York
USD 130 M -USD 13.6 M -9% 8.49% 29.8% 16 12.5% 1
Cadence Wealth Management
5850
Cadence Wealth Management
Massachusetts
USD 130 M +USD 39.1 M +43% 5.22% 77.7% 40 22.5% 0.7