¡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)
Vida Ventures Advisors
6476
Vida Ventures Advisors
Massachusetts
USD 139 M +USD 47.2 M +52% 48.8% 154% 6 16.67% 2.6
AI
6477
Arrien Investments
Idaho
USD 139 M +USD 10.6 M +8% 7.15% 42.7% 39 5.13% 1.3
Alethea Capital Management
6478
Alethea Capital Management
Washington
USD 138 M +USD 6.67 M +5% 7.76% 275% 50 78% 1.4
Dominguez Wealth Management Solutions
6479
Dominguez Wealth Management Solutions
Virginia
USD 138 M +USD 5.34 M +4% 6.43% 59.7% 62 6.45% 1.6
Signature Wealth Management Partners
6480
Signature Wealth Management Partners
New Jersey
USD 138 M +USD 6.57 M +5% 5.76% 97.9% 107 5.61% 2.7
FWM
6481
FMA Wealth Management
Massachusetts
USD 138 M +USD 14.2 M +11% 5.21% 40.8% 50 28% 0.6
Union Square Park Capital Management
6482
Union Square Park Capital Management
New York
USD 138 M +USD 24.9 M +22% 18% 75.8% 45 55.56% 0.6
Primoris Wealth Advisors
6483
Primoris Wealth Advisors
Florida
USD 138 M +USD 12.5 M +10% 8.01% 206% 108 17.59% 1.5
Vannoy Advisory Group
6484
Vannoy Advisory Group
Texas
USD 138 M +USD 8.45 M +7% 6.24% 52.5% 27 0% 0.8
SCP Investment
6485
SCP Investment
California
USD 137 M -USD 19.6 M -12% 5.71% 32.8% 60 38.33% 1.4
Charles Schwab Trust Bank
6486
Charles Schwab Trust Bank
Nevada
USD 137 M -USD 1.42 M -1% 8.72% – 1 0% 0.5
StoneCrest Wealth Management
6487
StoneCrest Wealth Management
Arizona
USD 137 M +USD 6.41 M +5% 1.75% – 63 19.05% 0.6
Priebe Wealth Holdings
6488
Priebe Wealth Holdings
Minnesota
USD 137 M +USD 11.1 M +9% 5.69% – 67 22.39% 0.6
SC
6489
Settian Capital
New York
USD 137 M +USD 947 k +0.7% 4.75% 62.5% 32 18.75% 1.6
KCM
6490
KRS Capital Management
Michigan
USD 137 M +USD 3.56 M +3% 5.58% 272% 119 5.88% 2.1
Thor Investment Management
6491
Thor Investment Management
Ohio
USD 137 M +USD 9.8 M +8% 8.12% 122% 48 10.42% 0.7
Eagle Wealth Strategies
6492
Eagle Wealth Strategies
New Jersey
USD 137 M +USD 13.4 M +11% 6.24% 85% 112 22.32% 0.6
Lewis Asset Management
6493
Lewis Asset Management
California
USD 137 M +USD 6.21 M +5% 4.8% 142% 136 17.65% 0.6
Prossimo Advisors
6494
Prossimo Advisors
California
USD 137 M +USD 26.4 M +24% 6.97% 78.4% 143 13.99% 0.7
MidAtlantic Capital Management
6495
MidAtlantic Capital Management
Virginia
USD 137 M +USD 17.7 M +15% 6.04% – 245 11.43% 0.7
Chapman Investment Management
6496
Chapman Investment Management
California
USD 137 M +USD 5.39 M +4% 6.65% 44% 32 3.13% 3.2
English Capital Management
6497
English Capital Management
Michigan
USD 137 M +USD 17.2 M +14% 8.47% – 32 6.25% 0.7
PIM
6498
Pullen Investment Management
Florida
USD 137 M +USD 16.1 M +13% 9.17% – 107 14.02% 0.4
Wallace Advisory Group
6499
Wallace Advisory Group
California
USD 137 M -USD 2.23 M -2% 3.21% 50.9% 178 0.56% 1.3
Ulland Investment Advisors
6500
Ulland Investment Advisors
Minnesota
USD 137 M -USD 7.23 M -5% 7.72% 161% 232 15.52% 2.1