¡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)
SWMG LLC
4951
SWMG LLC
Texas
USD 165 M +USD 12 M +8% 6.53% 68.7% 90 35.56% 1
Gallacher Capital Management
4952
Gallacher Capital Management
Colorado
USD 165 M – – 6.55% 82.8% 230 – 0
Commonwealth Retirement Investments
4953
Commonwealth Retirement Investments
Virginia
USD 165 M – – 14.6% 96.7% 67 – 0
TPG Financial Advisors
4954
TPG Financial Advisors
Oregon
USD 165 M +USD 2.01 M +1% 4.7% – 48 10.42% 2.4
Reliant Wealth Planning
4955
Reliant Wealth Planning
Kentucky
USD 165 M -USD 70.7 M -30% 6.16% 39.4% 15 20% 0.9
KCM
4956
Kempner Capital Management
Texas
USD 165 M +USD 13.6 M +9% 10.5% 60.9% 63 7.94% 3.6
Adamsbrown Wealth Consultants
4957
Adamsbrown Wealth Consultants
Kansas
USD 165 M +USD 33.4 M +25% 7.43% 60.6% 81 12.35% 0.8
GPM Growth Investors
4958
GPM Growth Investors
Michigan
USD 165 M +USD 14.7 M +10% 6.68% – 41 19.51% 1.9
Tempus Wealth Planning
4959
Tempus Wealth Planning
California
USD 165 M +USD 14.7 M +10% 9.58% 95% 205 24.39% 1.5
Stagwell Group
4960
Stagwell Group
Florida
USD 165 M -USD 19.6 M -11% 10.6% 8.47% 1 0% 1
DecisionPoint Financial
4961
DecisionPoint Financial
Arizona
USD 165 M – – 5.35% 48% 200 – 0
Armor Investment Advisors
4962
Armor Investment Advisors
North Carolina
USD 164 M +USD 17.7 M +12% 9.56% 62% 182 16.48% 3.7
Triton Wealth Management
4963
Triton Wealth Management
Arizona
USD 164 M -USD 4.07 M -2% 5.21% – 89 12.36% 2
Hubbell Strickland Wealth Management
4964
Hubbell Strickland Wealth Management
Louisiana
USD 164 M +USD 20.9 M +15% 10.3% 64.8% 67 16.42% 2.6
CNA Financial
4965
CNA Financial
Illinois
USD 164 M -USD 98.6 M -38% 14.9% 48.6% 173 58.96% 2.3
Highview Capital Management
4966
Highview Capital Management
Illinois
USD 164 M +USD 29.5 M +22% 6.66% 123% 121 33.06% 0.7
Flagstone Financial Management
4967
Flagstone Financial Management
Nebraska
USD 164 M – – 6.79% 43.9% 42 – 0
Pelion Inc
4968
Pelion Inc
Utah
USD 164 M -USD 34.7 M -17% 17% 16.9% 4 0% 1
SLA
4969
Silver Lake Advisory
Utah
USD 164 M -USD 6.83 M -4% 10.9% 76.7% 94 39.36% 5.7
Union Heritage Capital
4970
Union Heritage Capital
Michigan
USD 164 M +USD 13.4 M +9% 13.4% 82.1% 53 0% 1.7
Strategic Financial Partners
4971
Strategic Financial Partners
Oregon
USD 164 M +USD 6.83 M +4% 6.34% 54.8% 71 11.27% 2.2
Prostatis Group
4972
Prostatis Group
Maryland
USD 164 M +USD 77.1 M +89% 8.71% 72.9% 112 56.25% 0.8
Peachtree Investment Partners
4973
Peachtree Investment Partners
Florida
USD 164 M +USD 15 M +10% 9.51% 92.2% 105 22.86% 2.4
Access Financial Services
4974
Access Financial Services
Minnesota
USD 164 M +USD 9.36 M +6% 7.03% 44.8% 90 7.78% 3.2
RDST Capital
4975
RDST Capital
Washington
USD 164 M +USD 29.2 M +22% 15.7% 43% 18 11.11% 0.8