¡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)
SIA
2801
Strategic Investment Advisors
Michigan
USD 529 M +USD 12 M +2% 4.45% 66.1% 211 22.27% 1.7
Allen Capital Group
2802
Allen Capital Group
Nebraska
USD 529 M -USD 276 M -34% 2.24% 62.8% 190 21.05% 2.5
ACG Wealth
2803
ACG Wealth
Georgia
USD 529 M -USD 174 M -25% 3.16% 45.5% 349 23.21% 4
Dividend Assets Capital
2804
Dividend Assets Capital
South Carolina
USD 529 M -USD 9.45 M -2% 0.78% 67.4% 544 10.29% 2.4
Kistler-Tiffany Companies
2805
Kistler-Tiffany Companies
Pennsylvania
USD 529 M +USD 17.3 M +3% 3.72% 52% 790 7.59% 4
Arcadia Investment Management
2806
Arcadia Investment Management
Michigan
USD 529 M -USD 69.2 M -12% 7.01% 83.5% 297 5.72% 4.3
Johnson & Johnson
2807
Johnson & Johnson
New Jersey
USD 529 M -USD 349 M -40% 20% 339% 24 8.33% 0.5
Angeles Wealth Management
2808
Angeles Wealth Management
California
USD 528 M – – 4.91% 80.6% 192 – 0
Buffington Mohr McNeal
2809
Buffington Mohr McNeal
Idaho
USD 528 M -USD 55.8 M -10% 6.39% 29.3% 137 14.6% 4.2
South Street Advisors
2810
South Street Advisors
New York
USD 528 M -USD 43 M -8% 2.79% 169% 76 14.47% 2.4
Brasada Capital Management
2811
Brasada Capital Management
Texas
USD 528 M -USD 2.6 M -0.5% 4.53% 76.5% 164 34.15% 1.9
NEWAS
2812
N.E.W. Advisory Services
Wisconsin
USD 528 M -USD 134 M -20% 3.6% 51.1% 161 30.43% 1.5
Investidor Profissional Gestao de Recursos
2813
Investidor Profissional Gestao de Recursos
Brazil
USD 528 M -USD 53.5 M -9% 7.22% 51.8% 21 14.29% 2.2
Dillon & Associates
2814
Dillon & Associates
Michigan
USD 527 M -USD 46.7 M -8% 7.33% 117% 83 12.05% 5.5
Continuum Advisory
2815
Continuum Advisory
Idaho
USD 527 M +USD 82.1 M +18% 2.65% 77% 397 29.47% 1.4
ICA Group Wealth Management
2816
ICA Group Wealth Management
Colorado
USD 526 M – – 2.11% – 377 – 0
Sound View Wealth Advisors Group
2817
Sound View Wealth Advisors Group
Georgia
USD 526 M -USD 3.11 M -0.6% 2.52% 73% 299 7.36% 2.1
Roble Belko & Company
2818
Roble Belko & Company
Pennsylvania
USD 526 M -USD 6.28 M -1% 4.44% 53.3% 409 15.65% 3.5
FTV Management Company
2819
FTV Management Company
California
USD 525 M -USD 251 M -32% 28.4% 15.1% 2 0% 0.4
Pacific Ridge Capital Partners
2820
Pacific Ridge Capital Partners
Oregon
USD 525 M -USD 37 M -7% 4.56% 149% 130 6.15% 4.7
Silver Rock Financial
2821
Silver Rock Financial
California
USD 525 M -USD 59.7 M -10% 0.67% 2.58% 256 17.19% 0.6
Strategic Wealth Partners Group
2822
Strategic Wealth Partners Group
Illinois
USD 525 M -USD 51.7 M -9% 5.73% – 65 15.38% 3.1
Silvant Capital Management
2823
Silvant Capital Management
Georgia
USD 525 M -USD 60.2 M -10% 5.88% 168% 347 8.93% 3.2
Hill City Capital
2824
Hill City Capital
Massachusetts
USD 524 M +USD 85.5 M +19% 8.15% 194% 25 32% 0.8
Arbor Investment Advisors
2825
Arbor Investment Advisors
North Carolina
USD 524 M -USD 10.9 M -2% 4.2% 48.5% 122 13.11% 3.5