¡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)
Magnolia Wealth Management
6426
Magnolia Wealth Management
Alabama
USD 141 M +USD 8.2 M +6% 6.05% 48.7% 13 15.38% 1.9
Hein Park Capital Management
6427
Hein Park Capital Management
New York
USD 141 M +USD 12.7 M +10% 15.5% 122% 3 0% 1.5
Schubert & Co
6428
Schubert & Co
Texas
USD 141 M +USD 23.2 M +20% 14% 47.3% 67 53.73% 1.1
Tenzing Global Management
6429
Tenzing Global Management
California
USD 141 M -USD 15.7 M -10% 12.7% 273% 24 45.83% 0.9
MGO Private Wealth
6430
MGO Private Wealth
California
USD 140 M -USD 18.7 M -12% 4.74% 51.5% 84 30.95% 1.6
Martin Capital Advisors
6431
Martin Capital Advisors
Texas
USD 140 M +USD 7.04 M +5% 6.24% 140% 67 1.49% 2.4
Benchmark Investment Advisors
6432
Benchmark Investment Advisors
Illinois
USD 140 M +USD 2.23 M +2% 2.54% – 93 11.83% 1.9
Alpha Financial Partners
6433
Alpha Financial Partners
Kentucky
USD 140 M +USD 24.7 M +21% 4.92% 61.8% 159 86.16% 0.3
Ehrlich Financial Group
6434
Ehrlich Financial Group
California
USD 140 M +USD 13.5 M +11% 4.92% 56.2% 128 37.5% 0.5
Smallwood Wealth Investment Management
6435
Smallwood Wealth Investment Management
New Jersey
USD 140 M +USD 10.7 M +8% 6.93% 67.4% 74 14.86% 2
SFI Advisors
6436
SFI Advisors
New Jersey
USD 140 M +USD 10.3 M +8% 6.8% 82.9% 88 28.41% 1.7
MFFIA
6437
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
USD 140 M +USD 1.46 M +1% 4.74% 136% 73 12.33% 1.5
Horizon Family Wealth
6438
Horizon Family Wealth
Illinois
USD 140 M +USD 8.83 M +7% 5.62% 68.6% 84 15.48% 1.6
Future Financial Wealth Management
6439
Future Financial Wealth Management
Ohio
USD 140 M +USD 26.3 M +23% 5.71% 65.2% 470 73.83% 0.6
Kellett Wealth Advisors
6440
Kellett Wealth Advisors
Ohio
USD 140 M +USD 16 M +13% 5.45% 76.3% 77 19.48% 1.6
Cascade Wealth Advisors
6441
Cascade Wealth Advisors
Washington
USD 140 M +USD 4.73 M +3% 4.15% – 52 7.69% 0.5
SFC
6442
Sprinkle Financial Consultants
Colorado
USD 140 M +USD 13.1 M +10% 7.46% 64.1% 71 5.63% 0.6
Sanctuary Wealth Management
6443
Sanctuary Wealth Management
Idaho
USD 140 M +USD 7.79 M +6% 4.86% – 292 17.12% 1.5
Orser Capital Management
6444
Orser Capital Management
Texas
USD 140 M +USD 6.93 M +5% 5.89% 128% 41 2.44% 4.8
Castle Creek Capital Partners VI
6445
Castle Creek Capital Partners VI
California
USD 140 M +USD 19 M +16% 31.3% – 4 25% 0.8
Schwallier Wealth Management
6446
Schwallier Wealth Management
Michigan
USD 140 M +USD 16.7 M +14% 5.11% – 36 25% 0.6
AIFAIM
6447
American Institute for Advanced Investment Management
Arizona
USD 140 M +USD 9.12 M +7% 6% 72.8% 146 13.01% 2.7
Lansing Management
6448
Lansing Management
New York
USD 140 M +USD 38.8 M +38% 12.5% 76.9% 7 28.57% 2.8
RiverGlades Family Offices
6449
RiverGlades Family Offices
Florida
USD 140 M +USD 11.1 M +9% 6.07% – 86 11.63% 3.8
RPS Advisory Solutions
6450
RPS Advisory Solutions
Kentucky
USD 140 M +USD 31.2 M +29% 6.05% – 98 23.47% 0.2