¡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)
Peregrine Asset Advisers
6351
Peregrine Asset Advisers
Oregon
USD 94.2 M +USD 9.7 M +11% 10.6% 182% 72 43.06% 3.6
RCWM
6352
Royal Capital Wealth Management
Indiana
USD 94.1 M +USD 8.24 M +10% 10.8% 83.8% 102 18.63% 0.8
Forest Avenue Capital Management
6353
Forest Avenue Capital Management
Florida
USD 94 M – – 9.01% 415% 12 – 0
Tevis Investment Management
6354
Tevis Investment Management
Texas
USD 93.9 M -USD 8.91 M -9% 13.3% 58.7% 215 63.26% 0.9
Echo Wealth Management
6355
Echo Wealth Management
Minnesota
USD 93.9 M +USD 17.9 M +23% 5.49% 42.9% 49 28.57% 1.3
Alight Capital Management
6356
Alight Capital Management
New York
USD 93.9 M +USD 15.6 M +20% 14.3% 466% 59 71.19% 0.6
Templeton & Phillips Capital Management
6357
Templeton & Phillips Capital Management
Tennessee
USD 93.8 M – – 10% 74.3% 20 – 0
New Millennium Group
6358
New Millennium Group
Utah
USD 93.7 M +USD 2.97 M +3% 7.16% 176% 482 15.77% 0.5
Harvest Investment Services
6359
Harvest Investment Services
Illinois
USD 93.6 M +USD 11.9 M +15% 11.8% 282% 143 40.56% 1.7
Sensible Money
6360
Sensible Money
Arizona
USD 93.5 M – – 10.7% 69.1% 73 – 0
BC
6361
Belmont Capital
California
USD 93.5 M +USD 8.72 M +10% 1.7% 182% 136 12.5% 1.2
River Street Advisors
6362
River Street Advisors
Illinois
USD 93.4 M – – 9.72% 93.5% 104 – 0
Crescent Sterling
6363
Crescent Sterling
Louisiana
USD 93.2 M – – 12.9% 68.6% 66 – 0
Basso Capital Management
6364
Basso Capital Management
Connecticut
USD 93.1 M -USD 321 M -77% 7.85% 85.5% 491 99.8% 0.1
Aldebaran Financial
6365
Aldebaran Financial
USD 93.1 M +USD 2.02 M +2% 5.01% 89.7% 78 5.13% 5.2
CMS
6366
Capital Market Strategies
Florida
USD 93 M +USD 4.1 M +5% 6.49% 120% 144 11.81% 0.9
Atlantic Private Wealth
6367
Atlantic Private Wealth
North Carolina
USD 93 M +USD 3.82 M +4% 7.7% 55.7% 42 7.14% 0.9
CWMGP
6368
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
USD 92.9 M +USD 14.8 M +19% 8.24% 75.9% 61 11.48% 0.9
Long Walk Management
6369
Long Walk Management
Connecticut
USD 92.8 M -USD 11.1 M -11% 9.67% 302% 7 0% 0.8
LTG Capital
6370
LTG Capital
Massachusetts
USD 92.8 M +USD 67.3 M +264% 11.6% 56% 26 11.54% 0.9
Dover Advisors
6371
Dover Advisors
Virginia
USD 92.7 M – – 8.97% 65% 93 – 0
Sightline Wealth Advisors
6372
Sightline Wealth Advisors
Connecticut
USD 92.7 M +USD 7.63 M +9% 8.75% 48.5% 66 33.33% 1.2
Prosperity Financial Group
6373
Prosperity Financial Group
California
USD 92.7 M – – 5.53% 108% 88 – 0
UAML
6374
US Asset Management LLC
Pennsylvania
USD 92.7 M – – 10.8% – 237 – 1
SCM
6375
Stonehill Capital Management
New York
USD 92.6 M -USD 30.5 M -25% 3.32% 117% 16 37.5% 1.2