¡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)
PWM
3576
Praetorian Wealth Management
California
USD 580 M +USD 53.4 M +10% 13.2% 60.4% 85 10.59% 2.1
COFG Advisors
3577
COFG Advisors
Illinois
USD 579 M +USD 175 M +43% 15.3% – 322 26.09% 0.4
Sixth Street Partners
3578
Sixth Street Partners
Texas
USD 579 M -USD 132 M -19% 2.29% 5.31% 7 0% 2.8
CTAF
3579
Call To Action Foundation
Utah
USD 579 M +USD 67.9 M +13% 14.9% – 1 0% 2.5
Abel Hall LLC
3580
Abel Hall LLC
Louisiana
USD 579 M +USD 109 M +23% 26.1% 133% 1,093 38.43% 0.6
Rezny Wealth Management
3581
Rezny Wealth Management
Florida
USD 579 M +USD 114 M +25% 27% 99.6% 41 17.07% 2.1
PFA
3582
Professional Financial Advisors
Nebraska
USD 578 M +USD 87 M +18% 12% 59.2% 157 19.75% 2.5
Intellectus Partners
3583
Intellectus Partners
California
USD 578 M +USD 88.2 M +18% 31.8% 157% 332 15.36% 3.7
Allegiance Financial Group Advisory Services
3584
Allegiance Financial Group Advisory Services
Virginia
USD 578 M +USD 74.9 M +15% 12.3% 71.1% 241 32.78% 1.4
HughesLittle Investment Management
3585
HughesLittle Investment Management
USD 577 M +USD 66.3 M +13% 16.3% 106% 14 7.14% 6.4
Kozak & Associates
3586
Kozak & Associates
Colorado
USD 576 M +USD 63.3 M +12% 17.3% 111% 469 10.66% 3.1
Conrad N. Hilton Foundation
3587
Conrad N. Hilton Foundation
California
USD 576 M +USD 347 M +152% 14.2% – 2 0% 1
Columbia Asset Management
3588
Columbia Asset Management
Michigan
USD 575 M +USD 50.1 M +10% 15.3% 94.1% 175 6.86% 7.1
Winslow Asset Management
3589
Winslow Asset Management
Ohio
USD 575 M +USD 60.4 M +12% 16.5% 89.9% 83 4.82% 7.7
MSH Capital Advisors
3590
MSH Capital Advisors
Arizona
USD 575 M +USD 102 M +22% 13.6% 77.4% 334 22.46% 2.3
M37 Management
3591
M37 Management
California
USD 575 M +USD 324 M +129% 22.7% – 14 50% 0.3
Solidarity Wealth
3592
Solidarity Wealth
Utah
USD 574 M +USD 53.5 M +10% 12.1% 85.9% 102 27.45% 2.3
Serenus Wealth Advisors
3593
Serenus Wealth Advisors
California
USD 573 M +USD 71.6 M +14% 14.1% – 78 16.67% 1.1
Blue Zone Wealth Advisors
3594
Blue Zone Wealth Advisors
California
USD 573 M +USD 81.3 M +17% 21.8% 91.1% 137 13.87% 2.8
LA
3595
Lynch & Associates
Indiana
USD 573 M +USD 39.9 M +7% 9.47% 73.5% 131 5.34% 7.9
TCOT
3596
Trust Company of Tennessee
Tennessee
USD 572 M +USD 35.2 M +7% 13.1% – 8 0% 1.7
SEP
3597
Southland Equity Partners
Missouri
USD 571 M +USD 57.9 M +11% 12% 66.1% 312 14.42% 2.8
Sanchez Wealth Management Group
3598
Sanchez Wealth Management Group
Florida
USD 571 M +USD 108 M +23% 15.8% 61.1% 54 5.56% 4.1
PCM Encore
3599
PCM Encore
Colorado
USD 569 M +USD 83.1 M +17% 25.1% – 500 19.2% 0.4
OCP
3600
OCO Capital Partners
New York
USD 569 M +USD 161 M +39% 61% 679% 9 44.44% 1.4