¡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)
Northwest Quadrant Wealth Management
3501
Northwest Quadrant Wealth Management
Oregon
USD 406 M -USD 2.15 M -0.5% 0.47% 45.6% 66 9.09% 4.9
GenWealth Group
3502
GenWealth Group
New Jersey
USD 406 M +USD 9.27 M +2% 2.32% 73.9% 68 8.82% 4.5
America First Investment Advisors
3503
America First Investment Advisors
Nebraska
USD 406 M -USD 5.09 M -1% 0.91% 78.2% 86 8.14% 6.4
Foyston, Gordon, & Payne
3504
Foyston, Gordon, & Payne
Ontario, Canada
USD 406 M -USD 9.45 M -2% 0.54% 57.2% 60 11.67% 5.4
AIS
3505
AM Investment Strategies
Tennessee
USD 406 M +USD 11.6 M +3% 6.54% 121% 114 12.28% 2.3
RB Capital Management
3506
RB Capital Management
Nevada
USD 406 M +USD 24.9 M +7% 6.35% 79.4% 183 4.92% 4.5
Bulltick Wealth Management
3507
Bulltick Wealth Management
Florida
USD 406 M -USD 179 M -31% 1.19% 58.2% 122 37.7% 1.7
CWM
3508
Compass Wealth Management
Connecticut
USD 405 M +USD 5.72 M +1% 2.12% 103% 413 9.93% 1.3
Kozak & Associates
3509
Kozak & Associates
Colorado
USD 405 M +USD 33.1 M +9% 7.84% 97.4% 406 9.11% 2.1
Cedar Mountain Advisors
3510
Cedar Mountain Advisors
Oregon
USD 405 M +USD 7.31 M +2% 0.98% 57.7% 359 7.8% 3
True Wealth Design
3511
True Wealth Design
Ohio
USD 405 M +USD 3.41 M +0.8% 0.11% 57% 834 12.11% 1.3
SMI Advisory Services
3512
SMI Advisory Services
Indiana
USD 404 M +USD 48.2 M +14% 1.75% 80.7% 74 47.3% 0.7
DI
3513
Diligent Investors
California
USD 404 M +USD 5.12 M +1% 1.69% 82.2% 353 10.76% 4
Pacific Sage Partners
3514
Pacific Sage Partners
Washington
USD 403 M +USD 17.2 M +4% 2.66% 58.9% 104 7.69% 1.2
Nicolet Bankshares
3515
Nicolet Bankshares
Wisconsin
USD 403 M -USD 1.43 M -0.4% 3.38% 75.5% 219 6.39% 5.4
Concord Asset Management (Virginia)
3516
Concord Asset Management (Virginia)
Virginia
USD 403 M +USD 23.2 M +6% 2.53% 64.7% 137 8.03% 1.2
WHGC
3517
Wealth High Governance Capital
Brazil
USD 403 M -USD 44.1 M -10% 12.2% 622% 85 80% 0.1
Sierra Summit Advisors
3518
Sierra Summit Advisors
Nevada
USD 403 M +USD 35.6 M +10% 5.7% – 166 27.11% 0.4
Mountain Capital Investment Advisors
3519
Mountain Capital Investment Advisors
Colorado
USD 403 M +USD 46.2 M +13% 2.08% 63.3% 53 18.87% 1.5
Knightsbridge Asset Management
3520
Knightsbridge Asset Management
California
USD 403 M +USD 49.3 M +14% 2.32% 150% 140 35% 2.5
Westwind Capital
3521
Westwind Capital
New Mexico
USD 403 M +USD 7.97 M +2% 2.65% 87.6% 41 9.76% 3
Coastal Bridge Advisors
3522
Coastal Bridge Advisors
Connecticut
USD 403 M -USD 31.9 M -7% 1.96% 88.1% 188 15.43% 4.2
Abacus FCF Advisors
3523
Abacus FCF Advisors
Florida
USD 402 M +USD 2.64 M +0.7% 2.19% 197% 187 41.71% 1.1
Vantage Financial Partners (Illinois)
3524
Vantage Financial Partners (Illinois)
Illinois
USD 402 M +USD 18.9 M +5% 1.35% 13.1% 113 15.04% 3
Woodard & Company Asset Management Group
3525
Woodard & Company Asset Management Group
North Carolina
USD 402 M +USD 26.9 M +7% 3.94% 84.8% 125 20% 2.7