¡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)
JKSF
8276
John & Kathleen Schreiber Foundation
Illinois
USD 97.5 M -USD 31 M -24% 21.8% 30.8% 4 0% 3.3
Cogent Strategic Wealth
8277
Cogent Strategic Wealth
Illinois
USD 97.3 M +USD 5.58 M +6% 1.7% – 57 17.54% 0.2
Atlas Wealth Partners
8278
Atlas Wealth Partners
Pennsylvania
USD 97.3 M +USD 6.27 M +7% 12.9% 136% 67 7.46% 1.5
Strategic Financial Group
8279
Strategic Financial Group
Michigan
USD 97.1 M – – 0.18% – 18 – 0
Arrington Capital Management
8280
Arrington Capital Management
Florida
USD 97.1 M -USD 9.5 M -9% 2.53% – 37 45.95% 0.2
Partners Wealth Management
8281
Partners Wealth Management
California
USD 97 M +USD 1.31 M +1% 1.94% – 116 13.79% 1
YF
8282
Yu Fan
USD 97 M +USD 4.74 M +5% 19.5% 42.7% 8 37.5% 0.7
SFO
8283
Standard Family Office
South Dakota
USD 96.8 M +USD 2.64 M +3% 4.03% 67.6% 31 6.45% 2
truNorth Financial Services
8284
truNorth Financial Services
Pennsylvania
USD 96.7 M +USD 4.49 M +5% 3.11% – 50 6% 0.2
Ramsey Quantitative Systems
8285
Ramsey Quantitative Systems
Kentucky
USD 96.6 M -USD 13.3 M -12% 4.98% 51.1% 20 65% 0.7
Fullerton Advisors
8286
Fullerton Advisors
California
USD 96.6 M -USD 3.56 M -4% 2.16% – 55 5.45% 0.2
Watershed Asset Management
8287
Watershed Asset Management
California
USD 96.5 M -USD 10.6 M -10% 1.18% – 157 49.68% 0.5
Samara Investment Management
8288
Samara Investment Management
Oregon
USD 96.5 M – – 3.21% – 72 – 0
Yanni & Associates Investment Advisors
8289
Yanni & Associates Investment Advisors
Pennsylvania
USD 96.5 M -USD 3.52 M -4% 3.29% – 36 5.56% 0.3
Steel Partners Holdings
8290
Steel Partners Holdings
New York
USD 96.4 M -USD 28.6 M -23% 5.95% – 10 0% 0.9
Unify Financial Advisors
8291
Unify Financial Advisors
Florida
USD 96.4 M +USD 397 k +0.4% 1.02% – 99 15.15% 0.2
Professional Financial Management
8292
Professional Financial Management
Wisconsin
USD 96.1 M +USD 7.86 M +9% 1.15% – 26 30.77% 0.2
American Wealth Advisors
8293
American Wealth Advisors
Georgia
USD 96 M -USD 5.87 M -6% 1.58% – 133 69.17% 0.5
E6 Portfolios
8294
E6 Portfolios
Utah
USD 95.9 M +USD 8.48 M +10% 0.47% – 61 11.48% 0.2
Orchard Capital Management
8295
Orchard Capital Management
Illinois
USD 95.9 M -USD 19.3 M -17% 8.48% 140% 49 16.33% 2.5
Oregon Pacific Wealth Management
8296
Oregon Pacific Wealth Management
Oregon
USD 95.8 M -USD 953 k -1% 1.1% – 136 37.5% 0.8
IFC & Insurance Marketing
8297
IFC & Insurance Marketing
California
USD 95.8 M -USD 5.03 M -5% 0.65% – 766 91.51% 0.2
Fortress Financial Solutions
8298
Fortress Financial Solutions
Arizona
USD 95.7 M -USD 2.03 M -2% 0.91% – 65 23.08% 0.9
Red Reef Advisors
8299
Red Reef Advisors
Florida
USD 95.5 M -USD 2.66 M -3% 2.61% – 186 12.37% 0.2
SCCL
8300
Split Creek Capital LLC
Virginia
USD 95.3 M +USD 795 k +0.8% 1.41% – 143 25.17% 0.2