¡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)
Bridge Generations Wealth Management
6951
Bridge Generations Wealth Management
Florida
USD 162 M +USD 11 M +7% 1.37% – 134 3.73% 0.9
MGO Private Wealth
6952
MGO Private Wealth
California
USD 162 M -USD 5.26 M -3% 1.46% 51.5% 69 5.8% 2.1
BayBridge Capital Group
6953
BayBridge Capital Group
California
USD 161 M +USD 4.57 M +3% 2.78% 78.5% 100 9% 1.3
FFG Retirement Advisors
6954
FFG Retirement Advisors
Colorado
USD 161 M +USD 78.8 k +0% 1.08% 43.4% 45 2.22% 1.8
Peoples Bank (Ohio)
6955
Peoples Bank (Ohio)
Ohio
USD 161 M -USD 1.55 M -0.9% 1.78% 78.9% 100 9% 6
VERITY Wealth Advisors
6956
VERITY Wealth Advisors
United States
USD 161 M +USD 2.83 M +2% 2% 68.4% 83 7.23% 4.4
Spahn Wealth & Retirement
6957
Spahn Wealth & Retirement
Arizona
USD 161 M -USD 7.55 M -4% 1.24% – 40 15% 0.7
Kultura Capital Management
6958
Kultura Capital Management
Utah
USD 161 M – – 8.94% – 49 – 0
Manuka Financial
6959
Manuka Financial
Virginia
USD 161 M +USD 272 k +0.2% 1.92% – 59 5.08% 0.9
Riverbend Wealth Management
6960
Riverbend Wealth Management
South Carolina
USD 161 M +USD 17.8 M +12% 3.47% – 158 17.09% 0.8
Peregrine Investment Management
6961
Peregrine Investment Management
Ontario, Canada
USD 161 M -USD 42.5 M -21% 10% – 25 32% 0.7
BRWM
6962
Blue Rock Wealth Management
North Carolina
USD 161 M +USD 330 k +0.2% 1.78% – 113 12.39% 0.8
Orleans Capital Management
6963
Orleans Capital Management
Louisiana
USD 161 M +USD 6.25 M +4% 2.48% 107% 126 21.43% 2.6
Rayburn West Financial Services
6964
Rayburn West Financial Services
Tennessee
USD 161 M – – 4.08% – 80 – 0
Cox Capital Management
6965
Cox Capital Management
Massachusetts
USD 161 M +USD 7.72 M +5% 6.65% 106% 66 12.12% 3.2
7G Capital Management
6966
7G Capital Management
New York
USD 161 M +USD 4.81 M +3% 10.6% 137% 13 38.46% 1.8
Moon Capital Management
6967
Moon Capital Management
New York
USD 161 M +USD 24.8 M +18% 12.4% 76.3% 14 42.86% 4
TA
6968
TPG Advisors
Illinois
USD 161 M +USD 8.65 M +6% 2.07% – 113 13.27% 1.2
Investment Partners Asset Management
6969
Investment Partners Asset Management
New Jersey
USD 161 M +USD 8.87 M +6% 2.89% 86.1% 171 14.62% 1.6
New Mountain Capital
6970
New Mountain Capital
New York
USD 160 M -USD 14.3 M -8% 8.17% 36.9% 1 0% 3.3
Cyr Financial
6971
Cyr Financial
Illinois
USD 160 M +USD 14 M +10% 1.79% – 72 31.94% 0.9
Sterling Manor Financial
6972
Sterling Manor Financial
New York
USD 160 M +USD 1.68 M +1% 0.79% – 35 0% 1.9
Pacific Park Financial
6973
Pacific Park Financial
California
USD 160 M – – 2.21% – 74 – 0
Flywheel Private Wealth
6974
Flywheel Private Wealth
California
USD 160 M +USD 32.1 M +25% 2.36% – 87 10.34% 0.9
Providence Wealth Advisors
6975
Providence Wealth Advisors
Illinois
USD 160 M +USD 1.57 M +1% 6.94% 121% 91 12.09% 4.9