¡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)
Seed Wealth Management
6976
Seed Wealth Management
Illinois
USD 145 M +USD 10.6 M +8% 5.73% 62% 150 24.67% 2.2
Petiole USA
6977
Petiole USA
New York
USD 145 M +USD 3.41 M +2% 6.43% 105% 37 2.7% 2.8
WinCap Financial
6978
WinCap Financial
Massachusetts
USD 145 M +USD 20.3 M +16% 8.74% – 92 16.3% 0.6
Good Steward Wealth Advisors
6979
Good Steward Wealth Advisors
Tennessee
USD 145 M +USD 17.2 M +13% 5.3% – 100 29% 0.4
CFG
6980
Chapman Financial Group
Hawaii
USD 145 M +USD 26.8 M +23% 7.04% – 276 24.28% 0.6
ALS
6981
Andrew L. Share
USD 145 M +USD 408 k +0.3% 2.91% 14.8% 16 18.75% 1.8
Columbia Advisory Partners
6982
Columbia Advisory Partners
Washington
USD 145 M +USD 12.5 M +9% 7.08% 69.7% 96 22.92% 1.5
Community Bank of Raymore
6983
Community Bank of Raymore
Missouri
USD 144 M +USD 9.41 M +7% 8.33% 91.9% 76 6.58% 5.6
DMC Group
6984
DMC Group
Alabama
USD 144 M +USD 15.9 M +12% 7.91% 116% 146 16.44% 2.2
Channing Global Advisors
6985
Channing Global Advisors
Florida
USD 144 M -USD 10.5 M -7% 10.7% 131% 47 12.77% 2.4
Graney & King
6986
Graney & King
New York
USD 144 M -USD 4.55 M -3% 5.86% – 359 5.57% 0.7
Caitong International Asset Management
6987
Caitong International Asset Management
Hong Kong
USD 144 M +USD 4.42 M +3% 451% – 2,636 54.82% 0.3
Wingate Wealth Advisors
6988
Wingate Wealth Advisors
Massachusetts
USD 144 M +USD 32.1 M +29% 5.57% – 113 14.16% 0.6
Charter Research & Investment Group
6989
Charter Research & Investment Group
Connecticut
USD 144 M +USD 10.5 M +8% 10.7% 82.3% 85 4.71% 7.4
Opinicus Capital
6990
Opinicus Capital
Florida
USD 144 M +USD 12.8 M +10% 9.98% 129% 113 9.73% 1.3
Peterson Wealth Management
6991
Peterson Wealth Management
Nevada
USD 144 M -USD 24.3 M -14% 7.35% 78% 43 16.28% 2.4
Villanova Investment Management
6992
Villanova Investment Management
Pennsylvania
USD 144 M +USD 47.8 M +49% 8.91% – 59 11.86% 1
WealthTrust Asset Management
6993
WealthTrust Asset Management
Florida
USD 144 M +USD 10.6 M +8% 8.83% 102% 89 20.22% 1.8
AAA
6994
American Alpha Advisors
New York
USD 144 M +USD 16.6 M +13% 12.6% – 95 13.68% 0.6
Davis Capital Management
6995
Davis Capital Management
Florida
USD 144 M – – 6.84% – 615 – 1.9
Nabity-Jensen Investment Management
6996
Nabity-Jensen Investment Management
Nebraska
USD 144 M +USD 8.71 M +6% 8.07% 85.3% 70 4.29% 1.6
Vitruvian Partners
6997
Vitruvian Partners
United Kingdom
USD 144 M -USD 20 M -12% 0.58% 96.9% 7 0% 2.4
SA
6998
Stonebridge Advisors
Connecticut
USD 144 M -USD 7.76 M -5% 5.23% 3.35% 5 40% 2.8
Q Fund Management (Hong Kong)
6999
Q Fund Management (Hong Kong)
USD 144 M -USD 37.7 M -21% 81.6% – 35 51.43% 0.4
Exchange Bank
7000
Exchange Bank
California
USD 144 M +USD 17.7 M +14% 7.53% 75.2% 128 9.38% 1.8