¡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)
Attessa Capital
6526
Attessa Capital
Arizona
USD 156 M +USD 3.36 M +2% 9.52% – 41 17.07% 0.5
MGO Private Wealth
6527
MGO Private Wealth
California
USD 156 M +USD 14.4 M +10% 8.07% 51.5% 65 21.54% 1.8
Lowery Thomas LLC
6528
Lowery Thomas LLC
California
USD 156 M +USD 10 M +7% 11.6% 74.7% 57 10.53% 2.4
Mill Road Capital Management
6529
Mill Road Capital Management
Connecticut
USD 156 M -USD 20.1 M -11% 12.2% 85.1% 29 37.93% 3.1
Fortis Advisors
6530
Fortis Advisors
Pennsylvania
USD 156 M +USD 2.72 M +2% 7.24% 72.8% 121 11.57% 3.2
Next Level Wealth Planning
6531
Next Level Wealth Planning
Idaho
USD 156 M +USD 24.1 M +18% 10% – 58 22.41% 0.4
Tevis Investment Management
6532
Tevis Investment Management
Texas
USD 156 M +USD 21.4 M +16% 5.99% 58.7% 112 21.43% 2.2
Sage Private Wealth Group
6533
Sage Private Wealth Group
Illinois
USD 156 M +USD 24 M +18% 7.61% 72.3% 102 29.41% 2.1
Privium Fund Management (UK)
6534
Privium Fund Management (UK)
United Kingdom
USD 156 M +USD 26.6 M +21% 5.14% 37.1% 21 71.43% 0.8
Base Wealth Management
6535
Base Wealth Management
Florida
USD 156 M +USD 24.8 M +19% 6.06% – 59 16.95% 0.2
Davidson Kahn Capital Management
6536
Davidson Kahn Capital Management
California
USD 156 M +USD 26.1 M +20% 11.7% – 59 10.17% 0.4
Climber Capital
6537
Climber Capital
Switzerland
USD 156 M +USD 28.8 M +23% 5.45% – 66 10.61% 0.4
Oak Wealth Advisors
6538
Oak Wealth Advisors
Illinois
USD 156 M +USD 20.8 M +15% 9.09% – 58 12.07% 0.4
AIP
6539
Alapocas Investment Partners
Massachusetts
USD 156 M -USD 7.68 M -5% 3.25% 50% 22 9.09% 3.2
Independent Order of Foresters
6540
Independent Order of Foresters
Ontario, Canada
USD 156 M +USD 15 M +11% 10.6% 66.3% 2 0% 5.3
SFM LLC
6541
SFM LLC
New Hampshire
USD 156 M +USD 19.8 M +15% 10.1% 67.5% 62 16.13% 1.3
BayBridge Capital Group
6542
BayBridge Capital Group
California
USD 156 M +USD 16.7 M +12% 12.9% 78.5% 89 2.25% 1
Cascade Investment Advisors
6543
Cascade Investment Advisors
Oregon
USD 156 M +USD 7.75 M +5% 10% 71.4% 118 11.02% 4.4
State of Wisconsin - Board of Commissioners of Public Lands
6544
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
USD 156 M +USD 786 k +0.5% 0.13% 4.78% 6 0% 2.3
Castleview Partners
6545
Castleview Partners
Texas
USD 156 M +USD 7.88 M +5% 4.49% 61.3% 198 24.24% 2.8
Tacita Capital
6546
Tacita Capital
Ontario, Canada
USD 156 M +USD 16.7 M +12% 9.51% 72.3% 220 7.73% 3.2
Spahn Wealth & Retirement
6547
Spahn Wealth & Retirement
Arizona
USD 155 M +USD 19.2 M +14% 27.1% – 40 32.5% 0.4
HIA
6548
Harvest Investment Advisors
Florida
USD 155 M +USD 17 M +12% 10.8% 78.3% 59 15.25% 1.9
Certus Wealth Management
6549
Certus Wealth Management
California
USD 155 M +USD 8.01 M +5% 8.87% – 57 8.77% 1.5
Eliot Finkel Investment Counsel
6550
Eliot Finkel Investment Counsel
California
USD 155 M +USD 8.21 M +6% 2.3% 88.9% 32 6.25% 5.1