¡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)
Tyro Capital Management
6001
Tyro Capital Management
Florida
USD 142 M – – 11.3% – 13 – 0
Hutchens & Kramer Investment Management Group
6002
Hutchens & Kramer Investment Management Group
Indiana
USD 142 M +USD 16.1 M +13% 10.5% 83% 144 31.25% 1.2
Ally Bridge Group
6003
Ally Bridge Group
New York
USD 142 M +USD 56.6 M +66% 28.2% 844% 26 42.31% 0.4
Garrison Point Advisors
6004
Garrison Point Advisors
California
USD 142 M +USD 12.6 M +10% 12.1% 81.5% 149 6.04% 3.9
Rain Capital Management
6005
Rain Capital Management
Oregon
USD 142 M +USD 39.1 M +38% 8.81% 18.2% 94 5.32% 2.8
Horizon Financial Services
6006
Horizon Financial Services
North Carolina
USD 142 M +USD 17.2 M +14% 7.74% 42.6% 56 14.29% 2
Yoder Wealth Management
6007
Yoder Wealth Management
California
USD 142 M +USD 20.5 M +17% 11.2% 69.3% 98 22.45% 0.6
Gridiron Partners
6008
Gridiron Partners
Pennsylvania
USD 142 M – – 8.56% 15.5% 63 – 0
CCP
6009
Camelot Capital Partners
California
USD 142 M – – 26.7% – 3 – 1.2
Tranquilli Financial Advisor
6010
Tranquilli Financial Advisor
New Jersey
USD 142 M +USD 3.15 M +2% 7.07% 55.1% 111 25.23% 1.5
Tower Wealth Partners
6011
Tower Wealth Partners
Pennsylvania
USD 142 M +USD 19.9 M +16% 7.65% 53.7% 60 25% 1.9
Burford Brothers
6012
Burford Brothers
Texas
USD 141 M – – 9.51% 97.4% 150 – 0
Palouse Capital Management
6013
Palouse Capital Management
Washington
USD 141 M +USD 6.72 M +5% 11.2% 67.8% 74 10.81% 3.6
RMSCM
6014
R.M. Sincerbeaux Capital Management
New York
USD 141 M +USD 10.3 M +8% 10.8% 76.4% 42 4.76% 8.1
Granite Group Advisors
6015
Granite Group Advisors
Connecticut
USD 141 M – – 12.2% 74% 93 – 0
Arrowroot Family Office
6016
Arrowroot Family Office
California
USD 141 M +USD 14.4 M +11% 9.84% – 128 15.63% 0.6
Laurel Wealth Planning
6017
Laurel Wealth Planning
Minnesota
USD 141 M +USD 12.8 M +10% 9.79% 59.5% 54 9.26% 2.4
Heronetta Management
6018
Heronetta Management
New York
USD 141 M +USD 4.88 M +4% 4.76% 59.7% 24 8.33% 6.2
KC
6019
Kades & Cheifetz
Pennsylvania
USD 141 M +USD 14.8 M +12% 8.2% – 83 14.46% 0.9
Family Capital Management
6020
Family Capital Management
Michigan
USD 141 M -USD 10.4 M -7% 11.3% 78.7% 86 20.93% 0.8
Oxinas Partners Wealth Management
6021
Oxinas Partners Wealth Management
Indiana
USD 141 M +USD 6.48 M +5% 10.7% 91.4% 124 12.1% 1.8
Shelton Wealth Management
6022
Shelton Wealth Management
Texas
USD 141 M +USD 15.8 M +13% 8.39% 89.4% 111 48.65% 1
CastleKeep Investment Advisors
6023
CastleKeep Investment Advisors
Connecticut
USD 141 M – – 10.6% – 100 – 0
Southern Capital Advisors
6024
Southern Capital Advisors
Tennessee
USD 141 M +USD 20.6 M +17% 11.3% 66.8% 73 23.29% 1.3
Teca Partners
6025
Teca Partners
Texas
USD 141 M +USD 23 M +20% 13.5% 66% 19 26.32% 1.1