¡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)
Prosperity Planning
5001
Prosperity Planning
Missouri
USD 197 M +USD 13.9 M +8% 3.36% 43.5% 95 3.16% 0.8
Ayrshire Capital Management
5002
Ayrshire Capital Management
Connecticut
USD 197 M +USD 20.7 M +12% 12.7% 84.8% 55 10.91% 1.7
Sunburst Financial Group
5003
Sunburst Financial Group
Alabama
USD 197 M +USD 35.7 M +22% 7.27% 55.7% 73 16.44% 1.5
Pecaut & Co
5004
Pecaut & Co
Iowa
USD 197 M +USD 29.4 M +18% 9.49% 62.8% 101 23.76% 2.3
Fusion Capital
5005
Fusion Capital
South Carolina
USD 197 M +USD 28 M +17% 10.9% 108% 87 13.79% 1.3
Intrepid Capital Management
5006
Intrepid Capital Management
Florida
USD 197 M -USD 5.87 M -3% 5.16% 70.2% 73 16.44% 1.8
St. Johns Investment Management
5007
St. Johns Investment Management
Florida
USD 196 M +USD 14.7 M +8% 10% 91.9% 208 15.38% 4.3
Convergence Investment Partners
5008
Convergence Investment Partners
Florida
USD 196 M +USD 10.1 M +5% 11.3% 304% 265 31.32% 2.4
Tower View Wealth Management
5009
Tower View Wealth Management
Wisconsin
USD 196 M +USD 16 M +9% 10.6% 135% 233 22.75% 2
Jackson Grant Investment Advisers
5010
Jackson Grant Investment Advisers
Connecticut
USD 196 M -USD 28.3 M -13% 9.84% 54.3% 358 23.18% 3.1
Alta Fox Capital Management
5011
Alta Fox Capital Management
Texas
USD 196 M – – 9.84% 261% 14 – 0
Triune Financial Partners
5012
Triune Financial Partners
Kansas
USD 196 M – – 5.76% 66.6% 24 – 0.4
SA
5013
Stonebridge Advisors
Connecticut
USD 196 M – – 0.14% 0.03% 5 – 0
IGYL
5014
I.G.Y. Ltd
United Kingdom
USD 196 M +USD 19.2 M +11% 12% 80.5% 3 0% 1.8
AIA
5015
Arcadia Investment Advisors
Idaho
USD 196 M +USD 10.1 M +5% 5.83% 56.4% 118 5.08% 2.1
LWMM
5016
Legacy Wealth Management (Mississippi)
Mississippi
USD 195 M +USD 8.41 M +4% 11.6% 105% 108 8.33% 1.6
Sender Company & Partners
5017
Sender Company & Partners
New York
USD 195 M – – 4.78% 69.8% 95 – 0
Hollow Brook Wealth Management
5018
Hollow Brook Wealth Management
New York
USD 195 M +USD 33.6 M +21% 9.37% 97.8% 84 30.95% 2.5
AFC
5019
AFT Forsyth & Company
Florida
USD 195 M +USD 8.76 M +5% 8.5% 135% 164 9.15% 4.7
Keystone Financial Services (Colorado)
5020
Keystone Financial Services (Colorado)
Colorado
USD 195 M – – 5.37% 66% 85 – 0
Hidden Lake Asset Management
5021
Hidden Lake Asset Management
New York
USD 195 M -USD 184 M -49% 12.8% 849% 26 69.23% 0.3
Wealth CMT
5022
Wealth CMT
New Jersey
USD 195 M +USD 156 M +405% 6.7% 25% 21 80.95% 0.2
Members Capital Advisors Inc
5023
Members Capital Advisors Inc
Wisconsin
USD 195 M +USD 10.5 M +6% 7.2% – 72 13.89% 1.2
MBE Wealth Management
5024
MBE Wealth Management
Wisconsin
USD 195 M -USD 1.65 M -0.8% 8.88% 66.5% 68 16.18% 1.3
IMS Capital Management
5025
IMS Capital Management
Oregon
USD 195 M +USD 21.8 M +13% 9.13% 119% 151 20.53% 3.4