¡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)
TM
6901
TFJ Management
Massachusetts
USD 148 M +USD 20.3 M +16% 28.4% – 13 30.77% 0.6
Financial Harvest
6902
Financial Harvest
Florida
USD 148 M +USD 14.6 M +11% 7.18% – 60 11.67% 0.2
Synergy Financial Group
6903
Synergy Financial Group
California
USD 148 M +USD 12.5 M +9% 9.26% 133% 117 5.98% 2.3
Broadview Financial Management
6904
Broadview Financial Management
Wisconsin
USD 148 M +USD 1.08 M +0.7% 6.25% 52.4% 41 2.44% 6
Nalls Sherbakoff Group
6905
Nalls Sherbakoff Group
Tennessee
USD 148 M +USD 10.8 M +8% 7.93% – 438 5.25% 4.2
PWM
6906
Pinnacle Wealth Management
California
USD 148 M +USD 28.6 M +24% 14.1% 194% 47 38.3% 1.2
Oppenheimer & Close
6907
Oppenheimer & Close
New York
USD 148 M +USD 17.5 M +13% 23.6% 149% 60 21.67% 4.5
Five Pine Wealth Management
6908
Five Pine Wealth Management
Idaho
USD 148 M +USD 12.8 M +9% 5.14% – 42 4.76% 0.7
B. Riley Financial
6909
B. Riley Financial
California
USD 148 M +USD 58.9 M +66% 112% 682% 46 65.22% 1
Empirical Capital Management
6910
Empirical Capital Management
Tennessee
USD 148 M -USD 13.6 M -8% 13.2% 205% 15 26.67% 3.4
IMG Wealth Management
6911
IMG Wealth Management
Florida
USD 148 M +USD 18.8 M +15% 6.4% – 567 17.46% 0.4
Three Cord True Wealth Management
6912
Three Cord True Wealth Management
Pennsylvania
USD 148 M +USD 13.8 M +10% 7.28% – 33 18.18% 0.6
Affinity Investment Advisors
6913
Affinity Investment Advisors
California
USD 148 M +USD 15.6 M +12% 13.2% 189% 142 7.75% 3.4
Silvia McColl Wealth Management
6914
Silvia McColl Wealth Management
California
USD 148 M +USD 10.1 M +7% 9.35% 82.7% 118 2.54% 2.2
Steadtrust
6915
Steadtrust
Texas
USD 148 M +USD 20.4 M +16% 22% – 128 17.97% 0.2
Allen Wealth Management
6916
Allen Wealth Management
North Carolina
USD 148 M +USD 4.54 M +3% 6.07% 60.3% 62 12.9% 1.5
Somnio Financial Group
6917
Somnio Financial Group
Connecticut
USD 147 M +USD 7.75 M +6% 4.91% – 13 0% 1.3
HCM
6918
Helios Capital Management
Singapore
USD 147 M +USD 17.5 M +13% 7.54% 124% 37 10.81% 2
NDWM LLC
6919
NDWM LLC
California
USD 147 M +USD 10.8 M +8% 6.08% – 34 8.82% 1.2
EP
6920
Elkhorn Partners
Nebraska
USD 147 M +USD 9.8 M +7% 9.88% 32.2% 40 15% 6.1
Soapstone Management
6921
Soapstone Management
Maryland
USD 147 M -USD 3.36 M -2% 8.89% 30.3% 17 35.29% 2.7
1620 Investment Advisors
6922
1620 Investment Advisors
Massachusetts
USD 147 M +USD 6.26 M +4% 7.15% 68.9% 710 12.68% 1.4
PIP
6923
PB Investment Partners
California
USD 147 M +USD 234 k +0.2% 2.48% 81.1% 8 0% 2.8
Pacific Asset Management
6924
Pacific Asset Management
Washington
USD 147 M +USD 23 M +18% 7.6% – 65 13.85% 0.6
Reyes Financial Architecture
6925
Reyes Financial Architecture
California
USD 147 M +USD 31.3 M +27% 12.1% – 326 22.39% 0.6