¡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)
LexAurum Advisors
3951
LexAurum Advisors
Kansas
USD 307 M -USD 31.5 M -9% 7.19% – 290 18.97% 2.2
Jenkins Wealth
3952
Jenkins Wealth
Colorado
USD 307 M – – 4.97% – 31 – 0
Summit Financial Group
3953
Summit Financial Group
West Virginia
USD 307 M +USD 30.8 M +11% 7.84% 26.1% 215 6.98% 2.5
Dixon Hughes Goodman Wealth Advisors
3954
Dixon Hughes Goodman Wealth Advisors
North Carolina
USD 307 M – – 7.19% – 874 – 0
Market Street Wealth Management Advisors
3955
Market Street Wealth Management Advisors
Indiana
USD 307 M +USD 54.5 M +22% 4.73% 44% 79 18.99% 1.7
Paradiem
3956
Paradiem
Louisiana
USD 307 M -USD 29.3 M -9% 9.54% 114% 113 18.58% 0.8
Versant Capital Management
3957
Versant Capital Management
Arizona
USD 307 M +USD 23.6 M +8% 5.31% 97.3% 1,667 5.22% 4.1
Gleason Group
3958
Gleason Group
Kentucky
USD 306 M +USD 29.6 M +11% 7.25% 69.1% 216 6.94% 1.7
Hendley & Co
3959
Hendley & Co
Ohio
USD 306 M +USD 20.1 M +7% 12.9% 64.9% 76 13.16% 4.4
Burt Wealth Advisors
3960
Burt Wealth Advisors
Maryland
USD 306 M -USD 7.59 M -2% 4.5% 57.3% 103 17.48% 5.2
Richmond Hill Investments
3961
Richmond Hill Investments
New York
USD 306 M -USD 25.7 M -8% 6.38% 55.2% 10 0% 2.6
Prism Advisors
3962
Prism Advisors
California
USD 306 M +USD 25.3 M +9% 6.27% 54.6% 57 12.28% 2.2
Fernwood Investment Management
3963
Fernwood Investment Management
Massachusetts
USD 306 M +USD 14.7 M +5% 7.3% 83.4% 219 13.24% 3.3
Falcon Wealth Planning
3964
Falcon Wealth Planning
California
USD 306 M +USD 42.6 M +16% 7.93% 56.4% 82 17.07% 0.7
Pasadena Private Wealth
3965
Pasadena Private Wealth
California
USD 306 M +USD 20 M +7% 5.83% 60.8% 133 37.59% 1.3
Raffa Wealth Management
3966
Raffa Wealth Management
District of Columbia
USD 305 M +USD 17 M +6% 2.64% 35.8% 1,156 6.23% 1.7
IP
3967
Isomer Partners
New York
USD 305 M -USD 63 M -17% 11.6% 57.2% 26 42.31% 0.8
Steginsky Capital
3968
Steginsky Capital
New York
USD 305 M +USD 39.1 M +15% 16.9% 99.4% 8 12.5% 4.9
Red Door Wealth Management
3969
Red Door Wealth Management
Tennessee
USD 305 M +USD 43.5 M +17% 11.4% 117% 167 11.98% 1.4
Raab & Moskowitz Asset Management
3970
Raab & Moskowitz Asset Management
New Jersey
USD 305 M +USD 28.1 M +10% 11.3% 84.7% 169 6.51% 4.5
Highland Management Partners 9
3971
Highland Management Partners 9
Massachusetts
USD 305 M – – 12.9% – 5 – 0
Curtis Advisory Group
3972
Curtis Advisory Group
California
USD 305 M +USD 29.3 M +11% 10% 79.8% 85 16.47% 1.4
O'Brien Greene & Co
3973
O'Brien Greene & Co
Pennsylvania
USD 304 M +USD 30.3 M +11% 10.5% 90.9% 145 13.1% 1.8
BDWCC
3974
B&D White Capital Company
Texas
USD 304 M +USD 44.4 M +17% 11% 44.2% 77 36.36% 0.6
Bard Associates
3975
Bard Associates
Illinois
USD 304 M +USD 7.99 M +3% 12.3% 247% 183 4.92% 4.3