¡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)
Sound Portfolio Advisors
7676
Sound Portfolio Advisors
Connecticut
USD 141 M +USD 17.8 M +14% 10.4% – 50 16% 0.4
Marrick Wealth
7677
Marrick Wealth
California
USD 141 M +USD 21.9 M +18% 11.9% – 65 24.62% 0.4
Nalls Sherbakoff Group
7678
Nalls Sherbakoff Group
Tennessee
USD 141 M +USD 4.74 M +3% 10.8% – 422 12.32% 5
Pin Oak Investment Advisors
7679
Pin Oak Investment Advisors
Texas
USD 141 M -USD 830 k -0.6% 9.71% 62.7% 602 22.92% 3.8
Pine Brook Road Advisors
7680
Pine Brook Road Advisors
New York
USD 140 M +USD 2.72 M +2% 27.4% – 1 0% 2.5
Fourthstone LLC
7681
Fourthstone LLC
Missouri
USD 140 M -USD 449 M -76% 14% 104% 68 72.06% 1.5
Cobalt Capital Management
7682
Cobalt Capital Management
New Jersey
USD 140 M -USD 38.1 M -21% 32.1% 235% 37 64.86% 0.7
Ethos Capital Management
7683
Ethos Capital Management
Pennsylvania
USD 140 M +USD 23.9 M +20% 31.5% – 64 20.31% 0.4
Graver Capital Management
7684
Graver Capital Management
Ohio
USD 140 M +USD 8.74 M +7% 11.1% – 26 3.85% 1.4
Madison Park Capital Advisors
7685
Madison Park Capital Advisors
Washington
USD 140 M +USD 13.1 M +10% 10.2% 62.4% 67 10.45% 1.8
Wellington-Altus USA
7686
Wellington-Altus USA
Manitoba, Canada
USD 140 M -USD 29.4 M -17% 10.8% – 737 16.28% 0.5
Lesa Sroufe & Co
7687
Lesa Sroufe & Co
Washington
USD 140 M -USD 6.68 M -5% 0.85% – 74 17.57% 5.3
Vigil Wealth Management
7688
Vigil Wealth Management
Florida
USD 140 M +USD 16.5 M +13% 12.1% – 82 9.76% 0.5
Mallini Complete Financial Planning
7689
Mallini Complete Financial Planning
Florida
USD 140 M +USD 13.9 M +11% 8.53% – 70 4.29% 1.1
Armor Advisors
7690
Armor Advisors
New York
USD 140 M -USD 158 M -53% 6.13% 78.5% 19 21.05% 1.2
Delta Wealth Advisors
7691
Delta Wealth Advisors
Indiana
USD 140 M +USD 8.58 M +7% 9.83% – 47 4.26% 1.6
MFG Wealth Management
7692
MFG Wealth Management
Indiana
USD 140 M +USD 19.2 M +16% 22.4% – 70 22.86% 0.8
Aegon USA Investment Management
7693
Aegon USA Investment Management
Iowa
USD 140 M +USD 11.9 M +9% 11.9% 44.9% 42 4.76% 2.1
SAM
7694
Stenahm Asset Management
Guernsey
USD 140 M -USD 66.2 M -32% 6.35% – 22 50% 1.8
Odyssey Capital Advisors
7695
Odyssey Capital Advisors
Pennsylvania
USD 140 M +USD 28 M +25% 22.1% – 106 13.21% 0.4
NorthAvenue LLC
7696
NorthAvenue LLC
Ohio
USD 140 M +USD 13.8 M +11% 8.4% – 325 21.54% 0.4
Sky-Mountain Capital Management
7697
Sky-Mountain Capital Management
Idaho
USD 140 M +USD 192 k +0.1% 3.49% – 41 12.2% 1
Two Creeks Capital Management
7698
Two Creeks Capital Management
New York
USD 140 M -USD 834 M -86% 15.7% 38.8% 23 47.83% 3.5
Stegent Equity Advisors
7699
Stegent Equity Advisors
Texas
USD 140 M +USD 22.2 M +19% 10.7% 96.4% 125 29.6% 1.9
PCG Asset Management
7700
PCG Asset Management
New Jersey
USD 140 M +USD 14.4 M +12% 14.4% – 85 9.41% 1.3