¡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)
Bucket List Wealth Management
6526
Bucket List Wealth Management
Florida
USD 203 M +USD 36.9 M +22% 13.4% – 64 12.5% 0.4
Financial Alternatives
6527
Financial Alternatives
California
USD 203 M +USD 17.4 M +9% 9.26% 50.2% 85 8.24% 2.9
Flywheel Private Wealth
6528
Flywheel Private Wealth
California
USD 203 M +USD 27.4 M +16% 13.9% – 110 6.36% 1.1
Taylor & Morgan Wealth Management
6529
Taylor & Morgan Wealth Management
Michigan
USD 203 M +USD 27.6 M +16% 14.6% 85.9% 91 15.38% 2.7
Salus Financial Advisors
6530
Salus Financial Advisors
Colorado
USD 203 M +USD 31.4 M +18% 11.4% – 39 12.82% 1.2
ECP
6531
Elwood Capital Partners
New York
USD 203 M +USD 5.65 M +3% 29.9% – 40 37.5% 0.7
Valley Financial Group
6532
Valley Financial Group
Pennsylvania
USD 203 M +USD 17.5 M +9% 8.89% – 67 13.43% 1.9
American Trust Investment Advisors
6533
American Trust Investment Advisors
New Hampshire
USD 203 M +USD 21.6 M +12% 14% 91% 85 15.29% 4.5
Tower Wealth Partners
6534
Tower Wealth Partners
Pennsylvania
USD 203 M +USD 21.6 M +12% 11.2% 53.7% 105 20.95% 2.2
Mill Road Capital Management
6535
Mill Road Capital Management
Connecticut
USD 203 M +USD 11.7 M +6% 28.3% 85.1% 23 4.35% 3.3
EVR Research
6536
EVR Research
Virginia
USD 203 M -USD 47.4 M -19% 34.1% 165% 39 51.28% 0.6
LAMC
6537
Longview Asset Management (California)
California
USD 202 M +USD 18.3 M +10% 6.06% – 165 13.94% 1.2
Delphi Financial Group
6538
Delphi Financial Group
Delaware
USD 202 M -USD 19.3 M -9% 13.9% 66.3% 34 29.41% 1.9
Hilltop Wealth Advisors
6539
Hilltop Wealth Advisors
North Carolina
USD 202 M +USD 35.3 M +21% 16.2% 58.3% 75 30.67% 2.5
Winthrop Partners - WNY
6540
Winthrop Partners - WNY
New York
USD 202 M +USD 14.5 M +8% 9.29% – 90 6.67% 5.9
Brandywine Managers
6541
Brandywine Managers
Delaware
USD 202 M +USD 32.2 M +19% 30.8% 96.3% 46 13.04% 3.5
OPL
6542
Orland Properties Ltd
British Virgin Islands
USD 202 M -USD 64.7 M -24% 2.94% 77.6% 10 0% 1.6
Farringdon Capital
6543
Farringdon Capital
United Kingdom
USD 202 M -USD 255 M -56% 3.77% – 457 81.18% 0.3
Spectrum Strategic Capital Management
6544
Spectrum Strategic Capital Management
Oregon
USD 202 M +USD 16 M +9% 12.7% 85.6% 79 3.8% 1.1
Meriwether Wealth & Planning
6545
Meriwether Wealth & Planning
Louisiana
USD 202 M +USD 19.1 M +10% 12.3% – 133 13.53% 1.2
InTrack Investment Management
6546
InTrack Investment Management
Vermont
USD 202 M +USD 26.2 M +15% 17.1% 99.2% 116 12.07% 2.6
Orser Capital Management
6547
Orser Capital Management
Texas
USD 202 M +USD 48.6 M +32% 18.5% 128% 69 39.13% 3.1
HIA
6548
Harvest Investment Advisors
Florida
USD 202 M +USD 21.8 M +12% 14.7% 78.3% 60 6.67% 2.7
Align Financial
6549
Align Financial
Minnesota
USD 202 M +USD 25.6 M +15% 13.7% – 376 5.05% 0.5
Scratch Capital
6550
Scratch Capital
Idaho
USD 201 M +USD 26.9 M +15% 11.5% – 46 6.52% 1.2