¡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)
BIMC
4901
Benson Investment Management Company
Virginia
USD 206 M +USD 12 M +6% 13.2% 99.8% 73 35.62% 2.1
Bickling Financial Services
4902
Bickling Financial Services
Massachusetts
USD 206 M +USD 8.97 M +5% 5.89% – 141 19.15% 0.8
Reston Wealth Management
4903
Reston Wealth Management
Virginia
USD 206 M +USD 14 M +7% 5.28% 66.4% 64 12.5% 1.8
Garrett Wealth Advisory Group
4904
Garrett Wealth Advisory Group
Texas
USD 206 M +USD 49.6 M +32% 8.55% 74.6% 63 17.46% 1.8
Forager Capital Management
4905
Forager Capital Management
Alabama
USD 206 M – – 7.27% 52.6% 13 – 0
Midwest Professional Planners Ltd (MPPL)
4906
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 206 M +USD 17.3 M +9% 9.53% 136% 118 5.08% 2.1
Yorktown Energy Partners VIII
4907
Yorktown Energy Partners VIII
New York
USD 206 M -USD 46 M -18% 9.19% 15.2% 3 0% 3.6
MorganRosel Wealth Management
4908
MorganRosel Wealth Management
Colorado
USD 206 M +USD 22.5 M +12% 5.83% 67.5% 94 25.53% 1.5
Reliant Wealth Planning
4909
Reliant Wealth Planning
Kentucky
USD 206 M +USD 16.9 M +9% 8.29% 39.4% 5 0% 1.8
JSF Financial
4910
JSF Financial
California
USD 206 M +USD 3.64 M +2% 8.71% 91% 133 34.59% 1.5
Retirement Planning Company of New England
4911
Retirement Planning Company of New England
Rhode Island
USD 205 M – – 10.2% 125% 983 – 0
Ridgecrest Wealth Partners
4912
Ridgecrest Wealth Partners
California
USD 205 M +USD 21.8 M +12% 9.32% 103% 126 12.7% 0.6
TPB Wealth Advisors
4913
TPB Wealth Advisors
Texas
USD 205 M +USD 67.4 M +49% 5.35% – 51 29.41% 0.6
Client 1st Advisory Group
4914
Client 1st Advisory Group
Florida
USD 205 M +USD 8.97 M +5% 4.38% 64.5% 78 8.97% 1.3
FCP
4915
Fosse Capital Partners
United Kingdom
USD 205 M +USD 16 M +9% 11.3% 61.1% 4 0% 1
SFA
4916
Spectrum Financial Alliance
Kentucky
USD 205 M – – 6.23% 187% 10 – 2.4
Bernardo Wealth Planning
4917
Bernardo Wealth Planning
Pennsylvania
USD 205 M +USD 32.6 M +19% 8.78% 56.9% 89 16.85% 2
Wiser Wealth Management
4918
Wiser Wealth Management
Georgia
USD 205 M +USD 17.1 M +9% 4.94% 53% 32 15.63% 0.8
Fulcrum Asset Management
4919
Fulcrum Asset Management
United Kingdom
USD 205 M +USD 2.28 M +1% 12.5% – 212 0% 0.5
Axar Capital Management
4920
Axar Capital Management
New York
USD 205 M -USD 20.8 M -9% 7.66% 680% 3 0% 2.3
Sora Investors
4921
Sora Investors
Pennsylvania
USD 205 M – – 13.3% 179% 22 – 0
Lion Street Advisors
4922
Lion Street Advisors
Texas
USD 204 M +USD 19.1 M +10% 10.3% 38% 161 12.42% 0.3
PA
4923
Paragon Advisors
Texas
USD 204 M -USD 1.49 M -0.7% 10.8% 138% 77 31.17% 1.2
JLP Asset Management
4924
JLP Asset Management
New York
USD 204 M +USD 23.1 M +13% 19.6% 16.1% 31 0% 2.1
Wealth Dimensions Group
4925
Wealth Dimensions Group
Ohio
USD 204 M +USD 47.9 M +31% 8.46% 63.6% 134 5.22% 0.9