¡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)
Momentum Wealth Planning
7751
Momentum Wealth Planning
Florida
USD 137 M +USD 24.2 M +21% 32% – 43 30.23% 0.7
Timmons Wealth Management
7752
Timmons Wealth Management
Massachusetts
USD 137 M +USD 31.2 M +30% 10.1% – 81 18.52% 0.4
IASG
7753
Investment Advisory Services Group
Florida
USD 137 M +USD 21.7 M +19% 12.1% – 38 26.32% 0.4
Axos Invest
7754
Axos Invest
Nevada
USD 137 M +USD 4.3 M +3% 11.1% – 20 5% 1.4
LI
7755
Latash Investments
Alaska
USD 136 M +USD 7.67 M +6% 6.43% 110% 20 5% 4.7
Aventus Investment Advisors
7756
Aventus Investment Advisors
Florida
USD 136 M +USD 18.3 M +15% 15.6% – 170 20.59% 0.8
Vesey Street Capital Partners
7757
Vesey Street Capital Partners
New York
USD 136 M +USD 50.6 M +59% 59% 47.8% 1 0% 4.5
Sidoxia Capital Management
7758
Sidoxia Capital Management
California
USD 136 M +USD 20.6 M +18% 21.8% – 89 7.87% 0.2
Fulcrum Equity Management
7759
Fulcrum Equity Management
Texas
USD 136 M +USD 32.9 M +32% 24.6% 116% 165 35.76% 1.2
Transmarket Holdings
7760
Transmarket Holdings
Illinois
USD 136 M -USD 50.9 M -27% 19% – 63 85.71% 0.1
KVP Capital Advisors
7761
KVP Capital Advisors
California
USD 136 M +USD 2.34 M +2% 25.3% – 38 23.68% 0.4
Rahlfs Capital
7762
Rahlfs Capital
Texas
USD 136 M +USD 79.4 k +0.1% 11.3% – 91 10.99% 1.3
WJ Financial Advisors
7763
WJ Financial Advisors
Connecticut
USD 136 M +USD 12.3 M +10% 10.3% – 142 13.38% 0.6
Semitam Bonam
7764
Semitam Bonam
New York
USD 136 M +USD 13.8 M +11% 8.45% – 50 12% 0.9
Ishara Investments
7765
Ishara Investments
California
USD 136 M +USD 30.5 M +29% 20.8% – 53 52.83% 0.2
Golden Bell Financial Planning
7766
Golden Bell Financial Planning
Georgia
USD 136 M +USD 10.6 M +8% 4.92% – 41 9.76% 1.3
Rhodes Investment Advisors
7767
Rhodes Investment Advisors
Texas
USD 136 M +USD 19.9 M +17% 19.2% – 137 22.63% 0.4
Red Crane Wealth Management
7768
Red Crane Wealth Management
California
USD 136 M +USD 14.4 M +12% 10.9% – 80 11.25% 1.2
Hanseatic Management Services
7769
Hanseatic Management Services
New Mexico
USD 136 M +USD 31.5 M +30% 53.5% – 96 30.21% 0.8
Challenger Wealth Management
7770
Challenger Wealth Management
California
USD 136 M +USD 10.7 M +9% 13% – 65 10.77% 1.3
Phillips Wealth Planners
7771
Phillips Wealth Planners
Mississippi
USD 136 M +USD 2.85 M +2% 12% 82% 228 12.72% 1.9
Core Wealth Advisors (Indiana)
7772
Core Wealth Advisors (Indiana)
Indiana
USD 136 M +USD 5.65 M +4% 11.9% – 37 16.22% 0.4
Donalies Financial Planning
7773
Donalies Financial Planning
District of Columbia
USD 136 M +USD 18.4 M +16% 14.9% – 80 10% 0.5
TF
7774
Telligent Fund
Hong Kong
USD 136 M +USD 42.1 M +45% 88.5% – 28 32.14% 0.7
Valor Advisors
7775
Valor Advisors
Florida
USD 136 M +USD 16.8 M +14% 13.4% – 37 18.92% 0.5