¡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)
Lantern Wealth Advisors
6276
Lantern Wealth Advisors
New York
USD 218 M +USD 23.4 M +12% 12.6% – 194 15.46% 1.5
Tiger Pacific Capital
6277
Tiger Pacific Capital
New York
USD 218 M -USD 191 M -47% 5.39% 84.5% 12 25% 2.2
Saxony Capital Management
6278
Saxony Capital Management
Missouri
USD 218 M +USD 45.9 M +27% 13.7% 90% 205 30.73% 1.2
OxenFree Capital
6279
OxenFree Capital
Florida
USD 218 M +USD 11.9 M +6% 13.2% 56.4% 60 13.33% 1.7
Main Line Retirement Advisors
6280
Main Line Retirement Advisors
Montana
USD 218 M +USD 17.8 M +9% 8.97% 47.6% 50 6% 2
FSA Advisors
6281
FSA Advisors
Michigan
USD 218 M +USD 66.4 M +44% 12.5% – 280 38.21% 0.8
RiverGlades Family Offices
6282
RiverGlades Family Offices
Florida
USD 218 M +USD 47.9 M +28% 13.8% – 114 28.95% 3.8
Galilei Investment Office
6283
Galilei Investment Office
United Kingdom
USD 218 M +USD 24.9 M +13% 11.5% – 28 10.71% 1.2
Juniper Capital Advisors
6284
Juniper Capital Advisors
Texas
USD 218 M -USD 114 M -34% 12.8% – 2 0% 1.5
Financial Freedom LLC
6285
Financial Freedom LLC
Ohio
USD 218 M +USD 17.1 M +9% 19.4% 76.9% 425 74.82% 3.1
Cooper Investors
6286
Cooper Investors
Australia
USD 218 M -USD 27.5 M -11% 5.25% 57.5% 50 38% 1.5
SEP
6287
Signature Equity Partners
Ohio
USD 218 M +USD 31.5 M +17% 17.8% – 1,727 19.28% 0.4
Define Financial
6288
Define Financial
California
USD 218 M +USD 33.5 M +18% 10% – 49 20.41% 1.1
Carson Advisory
6289
Carson Advisory
Georgia
USD 218 M +USD 24.8 M +13% 11.6% 70.9% 208 11.54% 2.7
XXI Wealth LLC
6290
XXI Wealth LLC
Illinois
USD 218 M +USD 41.2 M +23% 34.9% – 237 16.46% 0.4
Legacy Capital Wealth Management
6291
Legacy Capital Wealth Management
Texas
USD 218 M +USD 43.8 M +25% 23.8% – 84 27.38% 0.8
Turas Capital Management
6292
Turas Capital Management
Massachusetts
USD 218 M -USD 174 M -44% 6.1% – 86 88.37% 0.1
RPD Fund Management
6293
RPD Fund Management
New York
USD 218 M -USD 88.3 M -29% 18.5% – 6 33.33% 0.8
Wolff Wiese Magana
6294
Wolff Wiese Magana
California
USD 217 M +USD 36.2 M +20% 32.5% 149% 1,058 10.02% 2.9
Pearl Planning
6295
Pearl Planning
Michigan
USD 217 M +USD 30.3 M +16% 11.6% – 58 10.34% 0.4
Hager Investment Management Services
6296
Hager Investment Management Services
New Hampshire
USD 217 M +USD 35.4 M +19% 31.3% – 372 16.67% 1.1
NEXTBio Capital Management
6297
NEXTBio Capital Management
California
USD 217 M +USD 2.03 M +0.9% 26.2% – 27 29.63% 0.4
Carolina Wealth Management
6298
Carolina Wealth Management
North Carolina
USD 217 M – – 12.1% – 114 – 0
Corrado Advisors
6299
Corrado Advisors
New Jersey
USD 217 M +USD 25.6 M +13% 15.1% 73.1% 127 14.96% 2.7
English Capital Management
6300
English Capital Management
Michigan
USD 217 M +USD 46.4 M +27% 23.9% – 39 15.38% 1.8