¡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)
Mountaineer Partners Management
6451
Mountaineer Partners Management
New York
USD 172 M +USD 20.6 M +14% 16.8% 158% 18 11.11% 1.8
WPA
6452
Wealth Preservation Advisors
Tennessee
USD 172 M +USD 9.7 M +6% 11.7% – 625 11.84% 0.4
Hillman Capital Management
6453
Hillman Capital Management
Maryland
USD 172 M -USD 11.4 M -6% 3.59% 20.2% 55 12.73% 3.1
Trademark Financial Management
6454
Trademark Financial Management
Minnesota
USD 172 M +USD 8.26 M +5% 6.24% 67.5% 96 10.42% 1.2
SummerHaven Investment Management
6455
SummerHaven Investment Management
Connecticut
USD 172 M +USD 18.9 M +12% 13.5% 150% 296 69.26% 1
Petra Financial Advisors
6456
Petra Financial Advisors
Colorado
USD 172 M +USD 14.1 M +9% 9.4% 129% 148 10.14% 1.7
JCM
6457
JS Capital Management
New York
USD 172 M +USD 62.6 M +57% 57.4% 52.4% 1 0% 6.3
LWM Advisory Services
6458
LWM Advisory Services
Florida
USD 172 M +USD 26.6 M +18% 7.25% 64.9% 98 13.27% 2.3
Pacific Point Advisors
6459
Pacific Point Advisors
California
USD 171 M -USD 13 M -7% 13.4% – 131 18.32% 0.6
Fee-Only Financial Planning
6460
Fee-Only Financial Planning
South Carolina
USD 171 M +USD 9.9 M +6% 7.21% 72.6% 43 6.98% 2.4
MQS Management
6461
MQS Management
New York
USD 171 M -USD 10 M -6% 0.95% 6.42% 697 78.62% 0.1
Successful Portfolios
6462
Successful Portfolios
Florida
USD 171 M +USD 8.69 M +5% 7.78% 110% 181 9.94% 4.9
Echo Wealth Management
6463
Echo Wealth Management
Minnesota
USD 171 M +USD 8.18 M +5% 5.09% 42.9% 46 2.17% 2.9
Whalen Wealth Management
6464
Whalen Wealth Management
Nevada
USD 171 M +USD 11.8 M +7% 5.71% 90.2% 277 64.98% 0.4
WESPAC Advisors
6465
WESPAC Advisors
California
USD 171 M +USD 28.1 M +20% 7.77% 126% 208 32.69% 1.2
AGC
6466
Alden Global Capital
Florida
USD 171 M +USD 8.56 M +5% 15% 99.8% 21 42.86% 1.1
Counterweight Ventures
6467
Counterweight Ventures
North Carolina
USD 171 M +USD 17.9 M +12% 10.6% – 81 14.81% 1.4
Northland Capital Management
6468
Northland Capital Management
Minnesota
USD 171 M +USD 8.56 M +5% 4.99% 37.5% 31 3.23% 2.6
AI
6469
Arrien Investments
Idaho
USD 171 M +USD 12.7 M +8% 4.91% 46% 41 4.88% 1.8
YC
6470
Yunqi Capital
Hong Kong
USD 171 M +USD 30.8 M +22% 33.6% 71.4% 7 42.86% 1.5
IFS Advisors
6471
IFS Advisors
Kansas
USD 171 M +USD 38.7 M +29% 5% 54.2% 179 6.15% 2.6
14B Capital Management
6472
14B Capital Management
California
USD 171 M -USD 72.5 M -30% 5.9% – 11 9.09% 1.2
Axis Wealth Partners
6473
Axis Wealth Partners
Rhode Island
USD 171 M +USD 18.6 M +12% 6.15% – 162 9.88% 0.6
Brucke Financial
6474
Brucke Financial
Indiana
USD 171 M +USD 26.9 M +19% 8.13% – 176 25% 0.6
Nicholson Wealth Management Group
6475
Nicholson Wealth Management Group
South Carolina
USD 171 M +USD 8.42 M +5% 2.76% – 112 8.04% 0.9