¡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)
CNB Bank
5076
CNB Bank
Pennsylvania
USD 164 M +USD 4.35 M +3% 4.95% 106% 499 11.82% 3.3
Hutner Capital Management
5077
Hutner Capital Management
Vermont
USD 164 M +USD 2.86 M +2% 1.09% 52.2% 44 0% 5.3
Paragon Wealth Strategies
5078
Paragon Wealth Strategies
Florida
USD 164 M +USD 80.8 M +97% 8.28% 59.8% 254 88.58% 1.3
Delta Accumulation LLC
5079
Delta Accumulation LLC
California
USD 164 M +USD 67.9 M +70% 10.2% 135% 153 44.44% 0.3
Pinnacle Family Advisors
5080
Pinnacle Family Advisors
Missouri
USD 164 M +USD 24.3 M +17% 11.8% 95% 110 30% 1.6
Rockingstone Advisors
5081
Rockingstone Advisors
Massachusetts
USD 164 M +USD 30.3 M +23% 7.83% 114% 109 10.09% 0.2
Cypress Financial Planning
5082
Cypress Financial Planning
New Jersey
USD 164 M +USD 14.5 M +10% 4.79% 41.2% 59 16.95% 0.6
CIA
5083
Cape Investment Advisory
Georgia
USD 164 M – – 6.24% 72.5% 962 – 0
Bridgefront Capital
5084
Bridgefront Capital
Texas
USD 164 M +USD 20.5 M +14% 4.91% 52.1% 633 81.04% 0.1
Tenzing Global Management
5085
Tenzing Global Management
California
USD 164 M +USD 213 k +0.1% 17.2% 273% 18 50% 1.8
Trinity Financial Advisors
5086
Trinity Financial Advisors
Ohio
USD 164 M +USD 11.5 M +8% 4.56% 74.5% 72 16.67% 0.8
Kennedy Investment Group
5087
Kennedy Investment Group
New Jersey
USD 164 M +USD 6.48 M +4% 5.52% 95.4% 122 7.38% 0.2
Rye Brook Capital
5088
Rye Brook Capital
Connecticut
USD 164 M +USD 9.27 M +6% 10.9% 77.2% 28 21.43% 1.2
Ridgewood Investments
5089
Ridgewood Investments
New Jersey
USD 163 M +USD 22.7 M +16% 4.2% – 833 76.35% 0.7
DA
5090
DCF Advisers
Connecticut
USD 163 M +USD 15.4 M +10% 6.81% 379% 80 37.5% 1.6
Strategic Financial Partners
5091
Strategic Financial Partners
Oregon
USD 163 M -USD 579 k -0.4% 5.2% 59.6% 75 13.33% 2.4
Leeward Financial Partners
5092
Leeward Financial Partners
Washington
USD 163 M +USD 18.5 M +13% 8.18% 97.9% 74 13.51% 0.9
Triton Wealth Management
5093
Triton Wealth Management
Arizona
USD 163 M -USD 1.38 M -0.8% 12.1% – 88 15.91% 2.2
Susquehanna International Securities
5094
Susquehanna International Securities
Ireland
USD 163 M +USD 21.6 M +15% 4.5% 2.8% 37 40.54% 0.5
WFA Asset Management
5095
WFA Asset Management
Wisconsin
USD 163 M +USD 10.7 M +7% 2.98% 60% 250 13.2% 1
RM
5096
Rudius Management
New York
USD 163 M +USD 12.1 M +8% 5.21% 8.92% 5 20% 1.7
QVIDTVM Management
5097
QVIDTVM Management
Texas
USD 163 M -USD 3.12 M -2% 4.13% 27.1% 13 15.38% 0.8
22NW LP
5098
22NW LP
Washington
USD 163 M -USD 22.5 M -12% 18.1% 138% 20 20% 2.3
Wealth Management Resources
5099
Wealth Management Resources
Rhode Island
USD 163 M +USD 8.36 M +5% 2.75% 37.7% 46 10.87% 1.1
Leicht Financial Planning & Wealth Management
5100
Leicht Financial Planning & Wealth Management
New Jersey
USD 162 M +USD 13.3 M +9% 4.69% 50.2% 29 34.48% 1.4