¡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)
Columbia Advisory Partners
6951
Columbia Advisory Partners
Washington
USD 157 M +USD 9.9 M +7% 1.1% 69.7% 107 29.91% 1.6
A.D. Beadell Investment Counsel
6952
A.D. Beadell Investment Counsel
Wisconsin
USD 157 M +USD 2.64 M +2% 6.47% 83.3% 108 15.74% 4.7
First National Bank of Hutchinson
6953
First National Bank of Hutchinson
Kansas
USD 157 M -USD 14.1 M -8% 1.07% 121% 99 25.25% 4.6
DIS
6954
Diversified Investment Strategies
Louisiana
USD 157 M +USD 4 M +3% 9.11% 93.8% 56 12.5% 5.2
Cultivar Capital
6955
Cultivar Capital
Texas
USD 156 M +USD 266 k +0.2% 4.45% 38.3% 50 22% 1.4
Lakewood Asset Management
6956
Lakewood Asset Management
Illinois
USD 156 M -USD 13.8 M -8% 3.19% 69.3% 112 10.71% 2.6
CMP
6957
Christine Messmer PC
Pennsylvania
USD 156 M +USD 3.07 M +2% 0.13% – 84 10.71% 0.2
Harber Asset Management
6958
Harber Asset Management
North Carolina
USD 156 M -USD 82.1 M -34% 10.4% 82% 49 51.02% 0.9
Compass Planning Associates
6959
Compass Planning Associates
Massachusetts
USD 156 M +USD 12 M +8% 0.75% – 31 6.45% 1.1
McGuire Capital Advisors
6960
McGuire Capital Advisors
Oklahoma
USD 156 M -USD 1.01 M -0.6% 2.3% – 1,023 22.87% 0.2
Patrick M. Sweeney & Associates
6961
Patrick M. Sweeney & Associates
Illinois
USD 156 M -USD 3.89 M -2% 0.63% 90.4% 166 5.42% 1.9
BCM
6962
Bluefin Capital Management
New York
USD 156 M -USD 248 M -61% 2.94% – 249 72.29% 0.2
Invera Wealth Advisors
6963
Invera Wealth Advisors
Oregon
USD 156 M -USD 2.45 M -2% 0.3% 102% 102 15.69% 1.2
Cornerstone Financial Group
6964
Cornerstone Financial Group
Nebraska
USD 156 M +USD 12.5 M +9% 1.1% – 73 1.37% 1.1
BCM
6965
BML Capital Management
Indiana
USD 156 M +USD 40.1 M +35% 28.6% 376% 19 31.58% 1.2
Accredited Investor Services
6966
Accredited Investor Services
Minnesota
USD 156 M +USD 4.82 M +3% 0.42% – 83 16.87% 0.9
BNB Wealth Management
6967
BNB Wealth Management
Maryland
USD 156 M +USD 535 k +0.3% 1.22% – 95 12.63% 0.2
Truxt Investmentos
6968
Truxt Investmentos
Brazil
USD 156 M – – 8.86% – 29 – 0.2
Winebrenner Capital Management
6969
Winebrenner Capital Management
Kentucky
USD 156 M +USD 5.66 M +4% 1.45% – 146 10.27% 1
Adirondack Capital Advisors
6970
Adirondack Capital Advisors
New York
USD 156 M +USD 6.99 M +5% 0.85% – 45 8.89% 0.2
Pioneer Family Office
6971
Pioneer Family Office
Florida
USD 156 M +USD 7.67 M +5% 2.85% – 143 31.47% 0.2
Hidden Cove Wealth Management
6972
Hidden Cove Wealth Management
Washington
USD 156 M +USD 1.15 M +0.7% 1.64% – 127 33.86% 0.7
Southern Capital Services
6973
Southern Capital Services
Alabama
USD 156 M -USD 3.08 M -2% 0.77% – 29 6.9% 0.2
Good Steward Wealth Advisors
6974
Good Steward Wealth Advisors
Tennessee
USD 156 M +USD 4 M +3% 1.15% – 73 10.96% 0.9
Westco Advisory Services
6975
Westco Advisory Services
New York
USD 156 M -USD 7.24 M -4% 1.24% – 113 25.66% 0.2