¡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)
Caldwell Investment Management
6401
Caldwell Investment Management
Ontario, Canada
USD 133 M -USD 1.47 M -1% 4.29% 162% 40 32.5% 1.1
Vermillion & White Wealth Management Group
6402
Vermillion & White Wealth Management Group
Pennsylvania
USD 133 M +USD 7.61 M +6% 1.04% – 378 8.99% 0.4
Dominguez Wealth Management Solutions
6403
Dominguez Wealth Management Solutions
Virginia
USD 133 M +USD 5.8 M +5% 3.29% 59.7% 59 3.39% 1.4
Redwood Wealth Management Group
6404
Redwood Wealth Management Group
New Jersey
USD 133 M +USD 38.4 M +41% 3.1% 74.1% 1,199 90.41% 0.1
SFM LLC
6405
SFM LLC
New Hampshire
USD 133 M +USD 1.89 M +1% 2.82% 67.5% 57 7.02% 0.5
RCWM
6406
Royal Capital Wealth Management
Indiana
USD 133 M +USD 5.45 M +4% 3.83% 83.8% 100 14% 1.9
Ridgemont Partners Management
6407
Ridgemont Partners Management
North Carolina
USD 133 M +USD 111 M +509% 6.7% 45.6% 2 50% 0.1
Marquette Associates
6408
Marquette Associates
Illinois
USD 133 M -USD 8.69 M -6% 0.1% – 41 21.95% 0.4
Echo Wealth Management
6409
Echo Wealth Management
Minnesota
USD 133 M +USD 12.1 M +10% 0.85% 42.9% 47 12.77% 2
Catalys Pacific
6410
Catalys Pacific
Japan
USD 132 M -USD 15.6 M -11% 9.5% – 3 0% 0.5
Magnolia Wealth Management
6411
Magnolia Wealth Management
Alabama
USD 132 M -USD 112 M -46% 1.39% 48.7% 21 52.38% 1.6
Counterweight Ventures
6412
Counterweight Ventures
North Carolina
USD 132 M +USD 8.23 M +7% 5.08% – 64 1.56% 0.5
Western Pacific Wealth Management
6413
Western Pacific Wealth Management
Illinois
USD 132 M -USD 5.63 M -4% 1.3% 91.4% 310 28.39% 1.9
Draper Asset Management
6414
Draper Asset Management
New York
USD 132 M +USD 17.3 M +15% 18.7% 187% 31 22.58% 1.9
Sanctuary Wealth Management
6415
Sanctuary Wealth Management
Idaho
USD 132 M +USD 9.25 M +8% 0.92% – 319 32.29% 1.4
Sowa Financial Group
6416
Sowa Financial Group
Rhode Island
USD 132 M +USD 9.5 M +8% 7.56% 100% 36 33.33% 3.2
Granite Group Advisors
6417
Granite Group Advisors
Connecticut
USD 132 M -USD 16.5 M -11% 5.31% 74% 99 17.17% 0.5
Michael S. Ryan Inc
6418
Michael S. Ryan Inc
New York
USD 132 M +USD 5.21 M +4% 0.58% 63.3% 49 14.29% 0.8
Fidelity D&D Bancorp
6419
Fidelity D&D Bancorp
Pennsylvania
USD 132 M -USD 1.17 M -0.9% 0.23% 59.6% 110 11.82% 1.1
Clay Northam Wealth Management
6420
Clay Northam Wealth Management
California
USD 132 M +USD 7.7 M +6% 6.52% 125% 94 12.77% 1.8
FCG Investment Company
6421
FCG Investment Company
Tennessee
USD 132 M +USD 6.82 M +5% 6.4% – 104 14.42% 0.5
Alethea Capital Management
6422
Alethea Capital Management
Washington
USD 132 M +USD 8.68 M +7% 9.1% 275% 52 78.85% 1.3
Omni 360 Wealth
6423
Omni 360 Wealth
New Jersey
USD 132 M +USD 10.7 M +9% 1.77% 59.9% 110 8.18% 0.4
Certus Wealth Management
6424
Certus Wealth Management
California
USD 132 M +USD 6.03 M +5% 3.31% – 54 11.11% 0.8
North Ridge Wealth Advisors
6425
North Ridge Wealth Advisors
Oregon
USD 132 M +USD 2.71 M +2% 0.12% 29.5% 43 11.63% 1.1