¡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)
Droms Strauss Advisors
4276
Droms Strauss Advisors
Missouri
USD 240 M +USD 18 M +8% 7.57% 68.7% 68 11.76% 2.4
Rappaport Reiches Capital Management
4277
Rappaport Reiches Capital Management
Illinois
USD 240 M +USD 14 M +6% 3.83% 17.6% 84 10.71% 1.5
Rather & Kittrell
4278
Rather & Kittrell
Tennessee
USD 239 M +USD 19.4 M +9% 3.57% 41.1% 63 7.94% 1.2
Shoker Investment Counsel
4279
Shoker Investment Counsel
Ohio
USD 239 M +USD 10.3 M +5% 3.46% 83.8% 97 12.37% 5.2
Ayalon Insurance Company
4280
Ayalon Insurance Company
Israel
USD 239 M +USD 7.15 M +3% 9.48% 99.6% 111 29.73% 3.4
ForthRight Wealth Management
4281
ForthRight Wealth Management
Georgia
USD 239 M +USD 20.8 M +10% 3.85% 44.6% 59 6.78% 1.6
RAM Investment Partners
4282
RAM Investment Partners
Washington
USD 239 M +USD 53.4 M +29% 3.75% 61.9% 52 11.54% 0.4
Oakwell Private Wealth Management
4283
Oakwell Private Wealth Management
Texas
USD 239 M +USD 19.5 M +9% 5.03% 63% 66 18.18% 1.9
Abound Wealth Management
4284
Abound Wealth Management
Tennessee
USD 239 M +USD 16.1 M +7% 4.21% 65.7% 1,227 43.93% 0.5
BCM
4285
Birmingham Capital Management
Alabama
USD 239 M -USD 11.8 M -5% 3.39% 103% 102 0.98% 7.6
WHGC
4286
Wealth High Governance Capital
Brazil
USD 239 M +USD 14.3 M +6% 17.1% 622% 35 88.57% 0.1
Compass Group
4287
Compass Group
New York
USD 239 M -USD 60.8 M -20% 10.7% 64.6% 16 25% 2.4
Insight Folios
4288
Insight Folios
North Carolina
USD 239 M +USD 13 M +6% 0.32% 32.9% 126 24.6% 1.9
Kaydan Wealth Management
4289
Kaydan Wealth Management
Michigan
USD 239 M -USD 5.34 M -2% 0.36% 58% 93 8.6% 1.3
Northwest Capital Management
4290
Northwest Capital Management
Oregon
USD 239 M +USD 32.5 M +16% 6.83% 57% 564 81.74% 0.5
WA
4291
Wealthstar Advisors
Texas
USD 238 M -USD 25.6 M -10% 6.44% – 99 23.23% 3
RDA Financial Network
4292
RDA Financial Network
Iowa
USD 238 M +USD 18.6 M +8% 8.16% 93.4% 236 9.75% 2.7
Norman Fields Gottscho Capital Management
4293
Norman Fields Gottscho Capital Management
New York
USD 238 M +USD 11.4 M +5% 7.84% 96.9% 68 13.24% 5.4
Gill Capital Partners
4294
Gill Capital Partners
Colorado
USD 238 M +USD 13.9 M +6% 3.83% 59% 137 12.41% 2.8
Stolper & Co
4295
Stolper & Co
Oklahoma
USD 238 M +USD 4.25 M +2% 4.39% 77.1% 85 0% 2.7
WealthBridge Investment Counsel
4296
WealthBridge Investment Counsel
Alberta, Canada
USD 238 M +USD 11.6 M +5% 5.37% 106% 42 0% 3
Financial Sense Advisors
4297
Financial Sense Advisors
California
USD 237 M +USD 11.1 M +5% 0.33% 152% 105 15.24% 1.3
LWA
4298
LWS Wealth Advisors
New Jersey
USD 237 M -USD 6.69 M -3% 3.44% 8.87% 61 6.56% 2.8
Colony Family Offices
4299
Colony Family Offices
North Carolina
USD 237 M -USD 23.9 M -9% 2.85% 53.9% 97 60.82% 1.6
Pecaut & Co
4300
Pecaut & Co
Iowa
USD 237 M +USD 17.6 M +8% 6.78% 62.8% 119 18.49% 2.7