¡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)
Pureheart Capital
6201
Pureheart Capital
USD 223 M -USD 236 M -51% 10.4% – 5 100% 0
Cadence Wealth Management
6202
Cadence Wealth Management
Massachusetts
USD 223 M -USD 16.4 M -7% 6.5% 56.4% 65 13.85% 2.5
RFG
6203
RFP Financial Group
Georgia
USD 223 M +USD 39.3 M +21% 12% 53.2% 76 34.21% 2.2
KilterHowling LLC
6204
KilterHowling LLC
Colorado
USD 223 M +USD 24.9 M +13% 11.2% 51.3% 53 13.21% 3.2
JCM
6205
JS Capital Management
New York
USD 223 M +USD 114 M +105% 105% 52.4% 1 0% 7
Cohen Investment Advisors
6206
Cohen Investment Advisors
New Hampshire
USD 223 M +USD 12.7 M +6% 8.72% 90.6% 84 9.52% 4.8
Vestment Financial
6207
Vestment Financial
Minnesota
USD 223 M +USD 10.8 M +5% 9.54% – 42 2.38% 1.3
Guinness Atkinson Asset Management
6208
Guinness Atkinson Asset Management
California
USD 223 M +USD 22.9 M +11% 28.7% 132% 126 17.46% 6.1
Brooks Moore & Associates
6209
Brooks Moore & Associates
Tennessee
USD 223 M +USD 23.5 M +12% 7.97% 63.7% 120 13.33% 4.4
MWM
6210
MTC Wealth Management
Florida
USD 223 M +USD 12.4 M +6% 7.77% 30.5% 14 7.14% 3.8
Attessa Capital
6211
Attessa Capital
Arizona
USD 223 M +USD 39.1 M +21% 12.8% – 53 37.74% 0.8
ACMH
6212
Andar Capital Management (HK)
Hong Kong
USD 223 M +USD 106 M +91% 128% 983% 20 70% 0.3
CH
6213
Cromwell Holdings
Wyoming
USD 223 M +USD 45 M +25% 26.1% – 1,120 8.57% 1.4
Socorro Asset Management
6214
Socorro Asset Management
Texas
USD 223 M +USD 1.71 M +0.8% 7.29% 43.8% 34 8.82% 3.1
Downshift Financial
6215
Downshift Financial
Colorado
USD 223 M +USD 29.6 M +15% 12.6% – 670 88.81% 0.1
Sterling Investment Advisors (Missouri)
6216
Sterling Investment Advisors (Missouri)
Missouri
USD 223 M +USD 14.2 M +7% 7.53% 45.1% 41 9.76% 6.8
Symphony Financial Services
6217
Symphony Financial Services
Ohio
USD 223 M +USD 27.8 M +14% 13.2% – 110 14.55% 1.4
Tudor Financial
6218
Tudor Financial
Ohio
USD 222 M +USD 26.9 M +14% 13.4% – 156 13.46% 1.3
Sage Private Wealth Group
6219
Sage Private Wealth Group
Illinois
USD 222 M +USD 23.7 M +12% 10.2% 72.3% 106 14.15% 2.5
Ategra Capital Management
6220
Ategra Capital Management
Virginia
USD 222 M +USD 21.1 M +10% 13.2% 114% 28 17.86% 2.3
Mirabaud Asset Management (France)
6221
Mirabaud Asset Management (France)
France
USD 222 M +USD 26.5 M +14% 0% – 28 0% 0.1
Whalen Wealth Management
6222
Whalen Wealth Management
Nevada
USD 222 M +USD 35.6 M +19% 22% 90.2% 225 36% 0.7
BankPlus Wealth Management
6223
BankPlus Wealth Management
Mississippi
USD 222 M +USD 28.7 M +15% 12.4% – 129 11.63% 1.1
Mendel Capital Management
6224
Mendel Capital Management
Arkansas
USD 222 M +USD 23.3 M +12% 15.1% – 102 7.84% 3.3
Coign Capital Advisors
6225
Coign Capital Advisors
Utah
USD 222 M +USD 31.9 M +17% 11.1% – 97 26.8% 1.1