¡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)
OPL
6426
Orland Properties Ltd
British Virgin Islands
USD 132 M -USD 45.3 M -26% 4.32% 77.6% 13 15.38% 1.6
Sterling Investment Management
6427
Sterling Investment Management
Arizona
USD 132 M -USD 10.2 M -7% 1.1% 45.3% 65 15.38% 4.4
Signature Wealth Management Partners
6428
Signature Wealth Management Partners
New Jersey
USD 132 M +USD 8.68 M +7% 4.5% 97.9% 107 8.41% 2.5
FMB Wealth Management
6429
FMB Wealth Management
California
USD 132 M +USD 6.16 M +5% 2.15% 71.1% 72 11.11% 1.2
Chapman Investment Management
6430
Chapman Investment Management
California
USD 132 M -USD 4.21 M -3% 3.3% 44% 33 6.06% 2.9
Longview Financial Advisors
6431
Longview Financial Advisors
Alabama
USD 131 M -USD 1.74 M -1% 1.77% 47.4% 45 4.44% 0.5
Morgens Waterfall Vintiadis & Co
6432
Morgens Waterfall Vintiadis & Co
New York
USD 131 M -USD 13.3 M -9% 12.4% 594% 42 59.52% 2.1
RF&L Wealth Management
6433
RF&L Wealth Management
Massachusetts
USD 131 M +USD 1.59 M +1% 2.15% 73.8% 56 0% 1.4
Ellerson Group
6434
Ellerson Group
Maryland
USD 131 M +USD 619 k +0.5% 8.6% 148% 51 11.76% 1.2
Cook & Bynum Capital Management
6435
Cook & Bynum Capital Management
Alabama
USD 131 M +USD 229 k +0.2% 3.5% 46.8% 5 0% 7
Sterling Manor Financial
6436
Sterling Manor Financial
New York
USD 131 M -USD 1.78 M -1% 0.58% – 28 21.43% 1.2
GA
6437
Gagnon Advisors
New York
USD 131 M +USD 16.1 M +14% 12.6% 129% 28 7.14% 4.9
Lugano Financial Advisors SA (LFA)
6438
Lugano Financial Advisors SA (LFA)
Switzerland
USD 131 M -USD 6.03 M -4% 1.2% 44.8% 184 19.57% 1.9
Horizon Family Wealth
6439
Horizon Family Wealth
Illinois
USD 131 M +USD 1.59 M +1% 2.88% 68.6% 76 0% 1.5
National Wealth Management Group
6440
National Wealth Management Group
Ohio
USD 131 M +USD 2.74 M +2% 4.97% 123% 160 35.63% 1.3
Fortune 45 LLC
6441
Fortune 45 LLC
Louisiana
USD 131 M +USD 9.43 M +8% 5.45% 85.2% 26 3.85% 1.9
Eight 31 Financial
6442
Eight 31 Financial
Texas
USD 131 M -USD 30 M -19% 0.03% – 92 31.52% 0.4
Erickson Financial Group
6443
Erickson Financial Group
Pennsylvania
USD 131 M +USD 3.62 M +3% 3.25% 63.3% 24 8.33% 2.1
KAM
6444
Kinney Asset Management
Illinois
USD 131 M -USD 24.6 M -16% 9.87% 10.1% 4 0% 3.6
Paragon Capital Management (Utah)
6445
Paragon Capital Management (Utah)
Utah
USD 131 M -USD 2.49 M -2% 1.31% 72.3% 81 32.1% 1.3
StoneCrest Wealth Management
6446
StoneCrest Wealth Management
Arizona
USD 131 M +USD 15.4 M +13% 8.59% – 60 20% 0.4
HM
6447
Harvest Management
New York
USD 131 M -USD 17.3 M -12% 6.21% 610% 70 71.43% 0.3
ACM
6448
Ariose Capital Management
Hong Kong
USD 131 M -USD 58.9 M -31% 5.82% 1,745% 18 61.11% 0.4
AMAL
6449
Asset Management Advisors LLC
Oklahoma
USD 131 M +USD 2.21 M +2% 0.27% 124% 18 16.67% 4.3
Envision Financial Planning
6450
Envision Financial Planning
Tennessee
USD 131 M +USD 7.06 M +6% 0.02% 32.1% 31 6.45% 0.6