¡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)
CFG
7251
Chapman Financial Group
Hawaii
USD 147 M +USD 2.09 M +1% 3.99% – 277 10.47% 0.8
Columbia Advisory Partners
7252
Columbia Advisory Partners
Washington
USD 147 M +USD 2.17 M +2% 3.04% 69.7% 100 20% 1.6
Integrity Wealth Advisors
7253
Integrity Wealth Advisors
California
USD 147 M -USD 132 M -47% 1.92% – 100 45% 0.6
CogentBlue Wealth Advisors
7254
CogentBlue Wealth Advisors
Tennessee
USD 147 M -USD 2.21 k -0% 2.65% – 82 15.85% 0.8
Oppenheimer & Close
7255
Oppenheimer & Close
New York
USD 147 M -USD 1.3 M -0.9% 6.89% 148% 60 13.33% 4.5
Walnut Level Capital
7256
Walnut Level Capital
Colorado
USD 147 M -USD 20.4 M -12% 6.12% – 41 19.51% 1.3
KSCM
7257
Kamunting Street Capital Management
Florida
USD 147 M +USD 12.2 M +9% 2.23% 7.47% 24 54.17% 1.1
Unifi Asset Management
7258
Unifi Asset Management
New York
USD 147 M – – 3.17% – 77 – 0
RPGNY
7259
Retirement Planning Group (New York)
New York
USD 147 M +USD 12.9 M +10% 1.79% – 91 8.79% 0.8
Custos Family Office
7260
Custos Family Office
Texas
USD 147 M -USD 30.4 M -17% 1.69% 57.4% 68 16.18% 1.9
Paladin Wealth
7261
Paladin Wealth
Minnesota
USD 146 M +USD 8.57 M +6% 1.48% – 124 13.71% 0.9
Robinson Smith Wealth Advisors
7262
Robinson Smith Wealth Advisors
Maine
USD 146 M +USD 7.14 M +5% 3.02% 62.6% 91 9.89% 1.6
Mosaic Financial Group
7263
Mosaic Financial Group
Illinois
USD 146 M +USD 5.92 M +4% 3.01% – 128 8.59% 1.4
Abbington Investment Group
7264
Abbington Investment Group
Connecticut
USD 146 M +USD 29.6 M +25% 10.6% – 55 23.64% 0.2
LWM
7265
Lighthouse Wealth Management
Ohio
USD 146 M +USD 23.2 M +19% 1.25% – 46 10.87% 0.9
Macroview Investment Management
7266
Macroview Investment Management
Maryland
USD 146 M +USD 12.2 M +9% 2.57% 76.6% 102 13.73% 4.7
Elevate Wealth Advisory
7267
Elevate Wealth Advisory
Georgia
USD 146 M +USD 8.65 M +6% 2.08% 49.5% 129 11.63% 1.7
Affinity Wealth
7268
Affinity Wealth
Ohio
USD 146 M +USD 14.6 M +11% 2.4% – 86 46.51% 0.4
Hemming & Wealth Management
7269
Hemming & Wealth Management
Michigan
USD 146 M – – 2.22% – 15 – 0
Strategic Value Bank Partners
7270
Strategic Value Bank Partners
Ohio
USD 146 M +USD 5.48 M +4% 8.16% 80.8% 14 14.29% 3
Bitterroot Capital Advisors
7271
Bitterroot Capital Advisors
Montana
USD 146 M – – 1.43% – 51 – 0
Jordan Park Trust
7272
Jordan Park Trust
New Hampshire
USD 146 M +USD 43 M +42% 4.25% – 17 17.65% 0.8
Genesis Wealth Advisors
7273
Genesis Wealth Advisors
Massachusetts
USD 146 M +USD 4.13 M +3% 2.21% – 67 13.43% 6.2
Immersion
7274
Immersion
Florida
USD 146 M -USD 16 M -10% 9.21% – 9 33.33% 0.6
Nova Wealth Management
7275
Nova Wealth Management
Florida
USD 146 M +USD 3.88 M +3% 1.67% – 609 8.54% 0.8