¡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)
TRV GP IV
6401
TRV GP IV
Massachusetts
USD 163 M +USD 70.5 M +76% 150% 1,102% 3 0% 3
Crabel Capital Management
6402
Crabel Capital Management
California
USD 163 M +USD 70.7 M +76% 1.28% 13.9% 52 23.08% 1.3
Stegner Investment Associates
6403
Stegner Investment Associates
Kentucky
USD 163 M +USD 20.2 M +14% 13.2% 84.8% 27 7.41% 3.3
Fidelity D&D Bancorp
6404
Fidelity D&D Bancorp
Pennsylvania
USD 163 M +USD 11.3 M +7% 8.41% 59.6% 113 15.04% 1.7
Echo Wealth Management
6405
Echo Wealth Management
Minnesota
USD 163 M +USD 15.2 M +10% 5.64% 42.9% 50 8% 2.7
Financial Designs
6406
Financial Designs
California
USD 163 M +USD 19.5 M +14% 7.02% 49% 36 47.22% 0.6
Client First Investment Management
6407
Client First Investment Management
Wisconsin
USD 163 M +USD 15.6 M +11% 17.6% 243% 33 78.79% 0.4
Worth Financial Advisory Group
6408
Worth Financial Advisory Group
North Carolina
USD 163 M +USD 5.52 M +4% 12.8% 93.3% 169 20.71% 1.6
Panoramic Investment Advisors
6409
Panoramic Investment Advisors
Colorado
USD 163 M +USD 14.8 M +10% 9.66% – 127 14.17% 1.8
L.K. Benson & Company
6410
L.K. Benson & Company
Maryland
USD 163 M +USD 18.4 M +13% 6.2% – 102 6.86% 0.5
North Ridge Wealth Advisors
6411
North Ridge Wealth Advisors
Oregon
USD 163 M +USD 13.1 M +9% 7.35% 29.5% 182 14.29% 0.8
RiverPark Advisors
6412
RiverPark Advisors
New York
USD 163 M +USD 34.2 M +27% 11.9% 87.5% 139 15.11% 2.6
Gimbal Financial
6413
Gimbal Financial
Indiana
USD 163 M +USD 51.9 M +47% 12.8% – 54 38.89% 1
GraniteShares Advisors
6414
GraniteShares Advisors
New York
USD 163 M +USD 5.8 M +4% 4.87% 86.2% 99 17.17% 1.4
Successful Portfolios
6415
Successful Portfolios
Florida
USD 163 M +USD 15.6 M +11% 10.3% 110% 169 6.51% 4.9
Clark Financial Services Group
6416
Clark Financial Services Group
Missouri
USD 163 M +USD 18.3 M +13% 11.3% 116% 101 6.93% 1.9
Pandora Wealth
6417
Pandora Wealth
Illinois
USD 163 M +USD 10.6 M +7% 10.5% – 309 17.15% 0.2
AGC
6418
Alden Global Capital
Florida
USD 163 M +USD 68.9 M +74% 19.6% 99.8% 25 56% 0.9
Northland Capital Management
6419
Northland Capital Management
Minnesota
USD 162 M +USD 14.6 M +10% 5.18% 37.5% 31 0% 2.3
OxenFree Capital
6420
OxenFree Capital
Florida
USD 162 M +USD 30.9 M +24% 8.92% 56.4% 45 6.67% 1.3
Godshalk Welsh Capital Management
6421
Godshalk Welsh Capital Management
Pennsylvania
USD 162 M +USD 9.44 M +6% 6.96% 61.1% 133 11.28% 6.4
Sebold Capital Management
6422
Sebold Capital Management
Illinois
USD 162 M +USD 10.2 M +7% 7.44% – 81 13.58% 1.9
Nicholson Wealth Management Group
6423
Nicholson Wealth Management Group
South Carolina
USD 162 M +USD 9.9 M +7% 5.76% – 108 6.48% 0.7
Sard Wealth Management Group
6424
Sard Wealth Management Group
Georgia
USD 162 M +USD 13 M +9% 5.02% 51.3% 50 8% 1.3
Center For Asset Management
6425
Center For Asset Management
Florida
USD 162 M -USD 1.33 M -0.8% 8.3% 66.6% 136 12.5% 2.2