¡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)
Flynn Zito Capital Management
4576
Flynn Zito Capital Management
New York
USD 181 M +USD 63.2 M +54% 12.9% 97.3% 125 83.2% 0.2
KFA Private Wealth Group
4577
KFA Private Wealth Group
Virginia
USD 181 M -USD 18.6 M -9% 12.9% 62.8% 71 5.63% 2
Riverview Capital Advisers
4578
Riverview Capital Advisers
Massachusetts
USD 181 M -USD 36.3 M -17% 15.7% 84.8% 106 32.08% 0.4
Brown, Lisle/Cummings
4579
Brown, Lisle/Cummings
Rhode Island
USD 181 M -USD 27.5 M -13% 12.5% 82.3% 504 10.52% 0.5
Graybill Wealth Management
4580
Graybill Wealth Management
Illinois
USD 181 M -USD 24.4 M -12% 13.3% – 50 2% 4.7
Secure Asset Management
4581
Secure Asset Management
Michigan
USD 181 M -USD 41.3 M -19% 13.9% 97.2% 227 37.44% 1.4
TFA
4582
Triad Financial Advisors
North Carolina
USD 181 M -USD 6.47 M -3% 12.6% – 117 17.09% 0.5
RBA Wealth Management
4583
RBA Wealth Management
California
USD 180 M -USD 27.7 M -13% 11.5% 77.7% 108 17.59% 0.9
FSB Premier Wealth Management
4584
FSB Premier Wealth Management
Iowa
USD 180 M -USD 19.1 M -10% 11.2% 53.9% 137 8.76% 1.1
Godsey & Gibb Inc
4585
Godsey & Gibb Inc
Virginia
USD 180 M -USD 82.8 M -31% 15% 87.5% 176 84.09% 0.1
Selway Asset Management
4586
Selway Asset Management
USD 180 M -USD 26.2 M -13% 13.6% 36.5% 84 25% 4.3
Roman Butler Fullerton & Co
4587
Roman Butler Fullerton & Co
Missouri
USD 180 M -USD 36 M -17% 12.9% 121% 202 17.82% 2.4
ARIS
4588
Advanced Research Investment Solutions
California
USD 180 M -USD 59.3 M -25% 17.5% 13.1% 194 34.54% 0.9
Calton & Associates
4589
Calton & Associates
Florida
USD 180 M -USD 157 M -47% 12.5% 73.9% 369 41.19% 2.9
ForthRight Wealth Management
4590
ForthRight Wealth Management
Georgia
USD 180 M -USD 13.6 M -7% 11.8% 44.6% 49 18.37% 1.1
Kaydan Wealth Management
4591
Kaydan Wealth Management
Michigan
USD 180 M -USD 46.7 M -21% 0.11% 58% 106 16.98% 0.5
Abound Wealth Management
4592
Abound Wealth Management
Tennessee
USD 180 M +USD 40.9 M +29% 13% 58.6% 132 30.3% 0.4
Kabouter Management
4593
Kabouter Management
Illinois
USD 180 M -USD 40.4 M -18% 17.5% 12.9% 10 20% 1.1
Reston Wealth Management
4594
Reston Wealth Management
Virginia
USD 180 M -USD 15.4 M -8% 12.3% 60.7% 65 20% 2.2
Acuta Capital Partners
4595
Acuta Capital Partners
California
USD 179 M -USD 34.5 M -16% 13.7% 7,269% 55 47.27% 1.1
HM Capital Management
4596
HM Capital Management
Missouri
USD 179 M -USD 95.6 M -35% 9.58% 29.6% 64 18.75% 3.9
Heritage Financial Services
4597
Heritage Financial Services
Massachusetts
USD 179 M +USD 26.5 M +17% 13.7% 38.3% 547 86.11% 0.1
LPWM LLC
4598
LPWM LLC
Minnesota
USD 179 M -USD 21.5 M -11% 14.5% 59.4% 69 15.94% 2
PYA Waltman Capital
4599
PYA Waltman Capital
Tennessee
USD 179 M -USD 23.7 M -12% 13.4% 62.4% 221 6.33% 0.7
Applied Fundamental Research
4600
Applied Fundamental Research
Massachusetts
USD 179 M -USD 42.8 M -19% 12.5% 44.6% 11 9.09% 1.3