¡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)
Successful Portfolios
6551
Successful Portfolios
Florida
USD 149 M +USD 1.65 M +1% 0.73% 110% 170 9.41% 4.7
Certus Wealth Management
6552
Certus Wealth Management
California
USD 149 M +USD 5.72 M +4% 0.62% – 57 10.53% 1.1
Robocap Asset Management
6553
Robocap Asset Management
United Kingdom
USD 149 M -USD 9.39 M -6% 8.31% 274% 28 25% 1.4
Pring Turner Capital Group
6554
Pring Turner Capital Group
California
USD 149 M -USD 9.1 M -6% 0.78% 70.8% 72 12.5% 4.2
Clarity Capital Advisors
6555
Clarity Capital Advisors
Florida
USD 149 M +USD 9.9 M +7% 1.4% 57.9% 80 2.5% 1
TI-Trust
6556
TI-Trust
Illinois
USD 149 M +USD 9.6 M +7% 0.07% 88.8% 129 6.2% 3.7
Ring Mountain Capital
6557
Ring Mountain Capital
California
USD 149 M – – 7.09% – 89 – 0
Ampersand Capital Group
6558
Ampersand Capital Group
California
USD 149 M – – 21.1% – 7 – 0
Sebold Capital Management
6559
Sebold Capital Management
Illinois
USD 149 M -USD 2.54 M -2% 1.38% – 74 10.81% 1.6
Myriad Asset Management US
6560
Myriad Asset Management US
Florida
USD 149 M – – 7.08% – 53 – 0
Barnes Wealth Management Group
6561
Barnes Wealth Management Group
California
USD 149 M – – 0.41% – 139 – 0
Penney Financial
6562
Penney Financial
Texas
USD 149 M +USD 2.5 M +2% 0.23% 54.8% 39 7.69% 0.8
SCMS
6563
Serenity Capital Management (Singapore)
Singapore
USD 149 M -USD 47.4 M -24% 6.27% 21% 5 20% 1.1
Hofer & Associates
6564
Hofer & Associates
California
USD 149 M +USD 4.02 M +3% 1.06% 61.7% 61 3.28% 2.3
Sard Wealth Management Group
6565
Sard Wealth Management Group
Georgia
USD 149 M -USD 2.4 M -2% 0.88% 51.3% 47 4.26% 0.9
Endowment Wealth Management
6566
Endowment Wealth Management
Wisconsin
USD 149 M -USD 3.19 M -2% 0.61% 70.7% 152 19.08% 2
LAMC
6567
Longview Asset Management (California)
California
USD 149 M – – 1.77% – 134 – 0
Councilmark Asset Management
6568
Councilmark Asset Management
Tennessee
USD 149 M -USD 63.2 k -0% 1.7% – 84 5.95% 0.7
CNFG
6569
Creegan & Nassoura Financial Group
New Hampshire
USD 149 M -USD 10 M -6% 0.5% 52.6% 77 3.9% 6.9
Anchorage Capital Advisors
6570
Anchorage Capital Advisors
New York
USD 149 M -USD 64.1 M -30% 1.62% – 6 16.67% 0.5
Quarry Hill Advisors
6571
Quarry Hill Advisors
Minnesota
USD 149 M -USD 733 k -0.5% 2.81% 65% 45 2.22% 1.8
Stephenson & Company
6572
Stephenson & Company
California
USD 149 M +USD 806 k +0.5% 2.19% 47% 41 17.07% 0.9
Darden Wealth Group
6573
Darden Wealth Group
Michigan
USD 149 M +USD 9.09 M +7% 7.73% 243% 112 12.5% 0.8
Ames National Corp
6574
Ames National Corp
Iowa
USD 149 M – – 0.61% – 68 – 0
Independent Order of Foresters
6575
Independent Order of Foresters
Ontario, Canada
USD 149 M -USD 24.7 M -14% 2.37% 75.1% 12 83.33% 4.8