¡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)
Wynnefield Capital
6301
Wynnefield Capital
New York
USD 170 M +USD 11.5 M +7% 16.8% 52.1% 16 0% 5.2
Covestor
6302
Covestor
United Kingdom
USD 170 M +USD 19.6 M +13% 11.7% 136% 2,879 6.6% 2.8
KMT Wealth Management
6303
KMT Wealth Management
California
USD 169 M +USD 23.5 M +16% 10.6% – 17 11.76% 0.4
Barnes Wealth Management Group
6304
Barnes Wealth Management Group
California
USD 169 M +USD 13.5 M +9% 7% – 176 14.2% 0.4
Rainwater Charitable Foundation
6305
Rainwater Charitable Foundation
Texas
USD 169 M +USD 16.2 M +11% 6.35% 44% 4 0% 3.3
Tower Wealth Partners
6306
Tower Wealth Partners
Pennsylvania
USD 169 M -USD 17.9 M -10% 7.2% 53.7% 92 23.91% 2
ViaWealth
6307
ViaWealth
Kansas
USD 169 M +USD 7.16 M +4% 9.75% 77.2% 155 7.74% 2.1
Concorde Financial
6308
Concorde Financial
Texas
USD 169 M -USD 12.3 M -7% 0.45% 81.3% 56 41.07% 1.6
Watchtower Advisors
6309
Watchtower Advisors
Connecticut
USD 169 M +USD 31.2 M +23% 19.1% 384% 22 50% 0.8
Guardian Wealth Advisors (Minnesota)
6310
Guardian Wealth Advisors (Minnesota)
Minnesota
USD 169 M +USD 13.1 M +8% 8.14% 57.3% 75 4% 3.5
Lugano Financial Advisors SA (LFA)
6311
Lugano Financial Advisors SA (LFA)
Switzerland
USD 169 M +USD 21.7 M +15% 6.79% 44.8% 263 34.22% 1.8
Warburton Capital Management
6312
Warburton Capital Management
Oklahoma
USD 169 M +USD 30.6 M +22% 11% – 61 21.31% 0.3
Peterson Wealth Management
6313
Peterson Wealth Management
Nevada
USD 169 M +USD 20.1 M +14% 16.5% 78% 59 47.46% 2.2
LRT Capital Management
6314
LRT Capital Management
Texas
USD 169 M +USD 22.7 M +16% 7.58% 76.2% 84 13.1% 1.2
Plustick Management
6315
Plustick Management
Virginia
USD 169 M +USD 31.4 M +23% 42.7% 1,667% 21 19.05% 1.3
Little Harbor Advisors
6316
Little Harbor Advisors
Massachusetts
USD 169 M +USD 6.38 M +4% 9.36% 59% 9 44.44% 1.8
Ballew Advisors
6317
Ballew Advisors
Mississippi
USD 168 M +USD 19.3 M +13% 8.13% 68% 118 13.56% 3.7
Menard Financial Group
6318
Menard Financial Group
Texas
USD 168 M +USD 16.1 M +11% 19.3% 141% 107 22.43% 2.1
Wildcat Capital Management
6319
Wildcat Capital Management
New York
USD 168 M -USD 19.1 M -10% 5.28% 126% 8 25% 3.4
Prentiss Smith & Co
6320
Prentiss Smith & Co
Vermont
USD 168 M +USD 13.8 M +9% 8.27% 63.9% 70 7.14% 6.2
Nutshell Asset Management
6321
Nutshell Asset Management
United Kingdom
USD 168 M -USD 23.8 M -12% 8.72% – 33 51.52% 0.3
WFG
6322
Wormser Freres Gestion
France
USD 168 M +USD 4.64 M +3% 11.5% 67.4% 53 16.98% 1.2
Lantern Wealth Advisors
6323
Lantern Wealth Advisors
New York
USD 168 M – – 8.08% – 148 – 1.1
KilterHowling LLC
6324
KilterHowling LLC
Colorado
USD 168 M +USD 13.2 M +9% 7.87% 51.3% 46 4.35% 2.7
Secured Retirement Advisors
6325
Secured Retirement Advisors
Minnesota
USD 168 M +USD 12.7 M +8% 10.9% – 128 19.53% 0.7