¡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)
Epacria Capital Partners
7201
Epacria Capital Partners
Colorado
USD 118 M -USD 28.3 M -19% 0.54% 89.1% 52 21.15% 1.6
Antonelli Financial Advisors
7202
Antonelli Financial Advisors
Michigan
USD 118 M – – 1.38% – 48 – 0
Retirement Wealth Solutions
7203
Retirement Wealth Solutions
Wisconsin
USD 118 M – – 1.76% – 439 – 0
PharVision Advisers
7204
PharVision Advisers
Florida
USD 118 M – – 4.05% – 380 – 0
WealthTrak Capital Management
7205
WealthTrak Capital Management
Virginia
USD 118 M – – 0.56% – 934 – 0
Rip Road Capital Partners
7206
Rip Road Capital Partners
Massachusetts
USD 118 M +USD 6.15 M +5% 19.6% 121% 20 20% 1.3
JAIC
7207
Josh Arnold Investment Consultant
Minnesota
USD 118 M -USD 4.23 M -3% 11.2% 272% 28 71.43% 0.8
Courant Investment Management
7208
Courant Investment Management
Tennessee
USD 118 M -USD 884 k -0.7% 4.2% 35.2% 9 11.11% 4.8
Schrum Private Wealth Management
7209
Schrum Private Wealth Management
Florida
USD 118 M -USD 75.5 M -39% 1.09% 60.9% 176 34.66% 2.1
TM
7210
Thiel Macro
California
USD 118 M – – 28.9% – 3 – 0
Sheets Smith Investment Management
7211
Sheets Smith Investment Management
Texas
USD 118 M – – 14% – 57 – 0.4
Stadium Capital Management
7212
Stadium Capital Management
Connecticut
USD 118 M -USD 14.9 M -11% 13.8% 10.9% 12 25% 1.5
Robinson Smith Wealth Advisors
7213
Robinson Smith Wealth Advisors
Maine
USD 118 M +USD 336 k +0.3% 0.06% 62.6% 85 8.24% 0.9
White & Co Financial Planning
7214
White & Co Financial Planning
Washington
USD 118 M – – 3.77% – 19 – 0
Morey & Quinn Wealth Partners
7215
Morey & Quinn Wealth Partners
Nebraska
USD 118 M – – 1.09% – 119 – 0
Revere Asset Management
7216
Revere Asset Management
Texas
USD 118 M -USD 7.43 M -6% 24.9% 592% 39 74.36% 0.3
Fort Vancouver Investment Management
7217
Fort Vancouver Investment Management
Washington
USD 118 M +USD 1.99 M +2% 1.53% – 53 20.75% 0.4
Cannon Advisors
7218
Cannon Advisors
North Carolina
USD 118 M -USD 4.62 M -4% 2.36% – 74 22.97% 0.2
Hickory Asset Management
7219
Hickory Asset Management
Ohio
USD 118 M – – 1.69% – 90 – 0
Arcadia Wealth Management (New York)
7220
Arcadia Wealth Management (New York)
New York
USD 118 M – – 0.87% – 50 – 0
SIMA Wealth Partners
7221
SIMA Wealth Partners
Virginia
USD 118 M +USD 2.51 M +2% 1.98% – 175 21.14% 0.4
Kuhn & Co Investment Counsel
7222
Kuhn & Co Investment Counsel
Illinois
USD 118 M +USD 397 k +0.3% 0.6% 88.7% 133 7.52% 0.9
DFA
7223
Davies Financial Advisors
California
USD 118 M +USD 2.92 M +3% 3.61% – 75 20% 0.6
Washington University
7224
Washington University
Missouri
USD 118 M -USD 36.7 M -24% 23.3% 30.4% 5 60% 2
Phoenix Asset Management Partners
7225
Phoenix Asset Management Partners
USD 117 M -USD 2.36 M -2% 0.74% 165% 13 30.77% 1.8