¡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)
Farrell Financial
6776
Farrell Financial
New York
USD 170 M +USD 10.1 M +6% 1.88% 57.8% 75 8% 1.6
North Berkeley Wealth Management
6777
North Berkeley Wealth Management
California
USD 170 M +USD 42.8 M +34% 1.64% – 79 22.78% 0.7
Millennium Capital Advisors
6778
Millennium Capital Advisors
Arkansas
USD 170 M +USD 3.96 M +2% 4.2% 134% 137 11.68% 2.7
Comprehensive Wealth Management
6779
Comprehensive Wealth Management
Washington
USD 170 M +USD 28.5 M +20% 1.06% 40.6% 40 2.5% 1.7
JGP Global Gestao de Recursos
6780
JGP Global Gestao de Recursos
Brazil
USD 169 M -USD 2.49 M -1% 6.55% 261% 55 50.91% 1.3
Rainwater Charitable Foundation
6781
Rainwater Charitable Foundation
Texas
USD 169 M +USD 10 M +6% 0.63% 44% 4 0% 3.8
RCWM
6782
Royal Capital Wealth Management
Indiana
USD 169 M +USD 6.41 M +4% 4.3% 83.8% 94 5.32% 3
EQ Wealth Advisors
6783
EQ Wealth Advisors
Texas
USD 169 M +USD 17.2 M +11% 1.4% – 259 80.69% 0.2
EnCap Energy Capital Fund XII
6784
EnCap Energy Capital Fund XII
Texas
USD 169 M – – 5.05% – 1 – 0
Closed-End Fund Advisors
6785
Closed-End Fund Advisors
Virginia
USD 169 M – – 1.6% – 185 – 0
Henson-Edgewater Management
6786
Henson-Edgewater Management
Ohio
USD 169 M – – 5.14% – 65 – 0
AdviceOne Advisory Services
6787
AdviceOne Advisory Services
Connecticut
USD 169 M +USD 18.8 M +12% 5.97% – 41 19.51% 0.8
Bain Capital Public Equity
6788
Bain Capital Public Equity
Massachusetts
USD 169 M +USD 11.3 M +7% 2.36% 169% 28 89.29% 0.4
Exit Wealth Advisors
6789
Exit Wealth Advisors
Georgia
USD 169 M +USD 19.2 M +13% 3.57% – 164 48.17% 0.2
AAA
6790
American Alpha Advisors
New York
USD 169 M +USD 24.8 M +17% 12.3% – 104 28.85% 0.7
Old North State Trust
6791
Old North State Trust
North Carolina
USD 169 M +USD 4.91 M +3% 2.98% – 157 13.38% 4.4
Greenhouse Wealth Management
6792
Greenhouse Wealth Management
Connecticut
USD 169 M +USD 2.57 M +2% 2.85% 87.2% 63 7.94% 3.6
Frazier Financial Advisors
6793
Frazier Financial Advisors
Ohio
USD 169 M +USD 5.99 M +4% 1.68% – 719 21.42% 1.5
Applied Capital LLC
6794
Applied Capital LLC
Florida
USD 169 M +USD 6.65 M +4% 2.94% 78.3% 94 12.77% 2.2
SCM
6795
Sunbeam Capital Management
Georgia
USD 169 M +USD 7.86 M +5% 3.65% – 107 8.41% 0.8
UHLMANN PRICE SECURITIES
6796
UHLMANN PRICE SECURITIES
Illinois
USD 169 M +USD 5.19 M +3% 2.49% – 206 10.19% 1
Traction Financial Partners
6797
Traction Financial Partners
Wyoming
USD 169 M +USD 6.68 M +4% 1.15% – 62 3.23% 1.6
Carter Financial Group
6798
Carter Financial Group
Illinois
USD 169 M +USD 3.03 M +2% 0.97% – 134 23.13% 1.3
AFG Fiduciary Services
6799
AFG Fiduciary Services
Massachusetts
USD 169 M -USD 5.09 M -3% 2.08% 72.4% 96 12.5% 2.2
Guerra Pan Advisors
6800
Guerra Pan Advisors
New Jersey
USD 169 M +USD 3.2 M +2% 4.26% 149% 117 5.98% 2.8