¡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)
Beckerman Institutional
6426
Beckerman Institutional
New Jersey
USD 210 M +USD 21.9 M +12% 8.57% – 127 7.09% 1.5
Bradley & Co Private Wealth Management
6427
Bradley & Co Private Wealth Management
Florida
USD 210 M +USD 20.1 M +11% 10.3% – 224 5.36% 3.4
Index Venture Growth Associates V
6428
Index Venture Growth Associates V
Jersey
USD 210 M +USD 25.4 M +14% 29.8% – 3 0% 0.5
Baron Financial Group
6429
Baron Financial Group
New Jersey
USD 210 M +USD 24.2 M +13% 12.4% 55.5% 56 5.36% 4.2
Fischer Investment Strategies
6430
Fischer Investment Strategies
California
USD 210 M +USD 38.2 M +22% 15% 81% 52 19.23% 1.1
Arcadia Wealth Management (New York)
6431
Arcadia Wealth Management (New York)
New York
USD 210 M +USD 24.8 M +13% 13.3% – 61 14.75% 1.2
Apricus Wealth
6432
Apricus Wealth
South Carolina
USD 210 M +USD 4.27 M +2% 5.14% 80.6% 131 9.92% 2.6
Shearwater Capital
6433
Shearwater Capital
Colorado
USD 209 M +USD 18.7 M +10% 11% 74.4% 73 13.7% 2.9
Trust Investment Advisors
6434
Trust Investment Advisors
Indiana
USD 209 M +USD 38.5 M +23% 32.5% 178% 101 15.84% 4.9
IF
6435
Integrity Financial
Wyoming
USD 209 M +USD 8.32 M +4% 14.2% 66.3% 318 16.35% 2.4
Sherrill & Hutchins Financial Advisory
6436
Sherrill & Hutchins Financial Advisory
Georgia
USD 209 M +USD 39.9 M +24% 9.26% 41.6% 20 25% 1.2
Sard Wealth Management Group
6437
Sard Wealth Management Group
Georgia
USD 209 M +USD 25.2 M +14% 11% 51.3% 64 10.94% 1.8
Humankind Investments
6438
Humankind Investments
New York
USD 209 M +USD 34 M +19% 18.2% 62.5% 24 25% 1.3
Panoramic Investment Advisors
6439
Panoramic Investment Advisors
Colorado
USD 209 M +USD 24.1 M +13% 12.9% – 145 13.1% 2.2
NED
6440
Nancy E. Dempze
USD 209 M +USD 26.9 M +15% 23.6% 83.1% 97 11.34% 4.4
Peninsula Asset Management
6441
Peninsula Asset Management
Florida
USD 209 M +USD 13.1 M +7% 9.36% 44.1% 56 8.93% 7.1
HFS
6442
Hoge Financial Services
Pennsylvania
USD 209 M +USD 22.1 M +12% 12.4% 60.8% 87 21.84% 1.5
IFS Advisors
6443
IFS Advisors
Kansas
USD 209 M +USD 14.8 M +8% 8.74% 54.2% 226 6.64% 2.7
RLH Capital
6444
RLH Capital
New York
USD 209 M +USD 12 M +6% 0.19% – 180 67.78% 0.1
Pacific Financial Group
6445
Pacific Financial Group
Washington
USD 209 M +USD 23 M +12% 14.5% 61.1% 90 8.89% 5.3
FAG
6446
Financial Architects (Georgia)
Georgia
USD 209 M +USD 18.9 M +10% 9.49% 35.9% 25 4% 1.8
Oak Wealth Advisors
6447
Oak Wealth Advisors
Illinois
USD 208 M +USD 26.5 M +15% 12.4% – 68 16.18% 1.2
CCAM
6448
Capelight Capital Asset Management
New York
USD 208 M +USD 74.4 M +55% 96.8% – 50 58% 0.2
AWM
6449
Aberdeen Wealth Management
Illinois
USD 208 M -USD 11.1 M -5% 15.8% 73.1% 436 61.01% 1.8
Promethium Advisors
6450
Promethium Advisors
Maryland
USD 208 M +USD 15.2 M +8% 9.08% – 130 20% 1.4