¡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)
Gordian Advisors
7026
Gordian Advisors
Arizona
USD 126 M +USD 988 k +0.8% 1.73% 55.4% 41 9.76% 0.7
Balanced Rock Investment Advisors
7027
Balanced Rock Investment Advisors
Massachusetts
USD 126 M -USD 1.18 M -0.9% 3.71% – 98 18.37% 0.8
Avos Capital Management
7028
Avos Capital Management
Washington
USD 126 M – – 2.75% – 34 – 0
1858 Wealth Management
7029
1858 Wealth Management
Ohio
USD 126 M +USD 4.74 M +4% 3.3% – 133 17.29% 0.8
Helium Advisors
7030
Helium Advisors
Washington
USD 126 M – – 1.75% – 101 – 0
Brickwood Asset Management
7031
Brickwood Asset Management
United Kingdom
USD 126 M – – 13.1% – 4 – 0
DecisionMap Wealth Management
7032
DecisionMap Wealth Management
Virginia
USD 126 M – – 1.28% – 111 – 0
Templeton & Phillips Capital Management
7033
Templeton & Phillips Capital Management
Tennessee
USD 126 M -USD 2.55 M -2% 1.68% 74.3% 55 10.91% 0.9
Frazier Financial Advisors
7034
Frazier Financial Advisors
Ohio
USD 126 M -USD 2.64 M -2% 0.21% – 905 34.14% 0.9
Madrid Financial Services
7035
Madrid Financial Services
California
USD 126 M – – 2.65% – 20 – 0
MCM
7036
Magnolia Capital Management
New York
USD 126 M +USD 155 k +0.1% 1.98% 85.9% 73 4.11% 3.6
Trademark Financial Management
7037
Trademark Financial Management
Minnesota
USD 126 M -USD 179 k -0.1% 0.29% 67.5% 103 22.33% 0.7
Fischer Investment Strategies
7038
Fischer Investment Strategies
California
USD 126 M +USD 9.7 M +8% 2.78% 81% 40 62.5% 0.5
Parkwoods Wealth Partners
7039
Parkwoods Wealth Partners
New York
USD 126 M +USD 4.16 M +3% 0.84% – 34 11.76% 0.2
Harraden Circle Investments
7040
Harraden Circle Investments
New York
USD 126 M – – 3.98% – 105 – 0
Ball & Co Wealth Management
7041
Ball & Co Wealth Management
Tennessee
USD 126 M – – 0.84% – 74 – 0
Nautilus Advisors
7042
Nautilus Advisors
California
USD 126 M – – 4.21% – 149 – 0
Delos Wealth Advisors
7043
Delos Wealth Advisors
Texas
USD 126 M +USD 10.8 M +9% 0.13% 58% 217 21.66% 2
Processus Wealth & Capital Management
7044
Processus Wealth & Capital Management
Tennessee
USD 125 M +USD 4.1 M +3% 5.26% 160% 36 5.56% 0.9
Basepoint Wealth
7045
Basepoint Wealth
Iowa
USD 125 M -USD 10.2 M -8% 1.02% 113% 116 12.07% 2.2
Enhancing Capital
7046
Enhancing Capital
Pennsylvania
USD 125 M – – 0.33% – 90 – 2.2
TT Capital Management
7047
TT Capital Management
California
USD 125 M – – 1.25% – 77 – 0
Madison Park Capital Advisors
7048
Madison Park Capital Advisors
Washington
USD 125 M -USD 8.03 M -6% 0.98% 62.4% 83 38.55% 0.8
E Fund Management (HK)
7049
E Fund Management (HK)
Hong Kong
USD 125 M -USD 42.4 M -25% 9.2% 163% 193 31.09% 0.7
Wallace Hart
7050
Wallace Hart
Kentucky
USD 125 M -USD 7.88 M -6% 5.47% – 31 41.94% 0.5