¡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)
Singapore Technologies Telemedia
5076
Singapore Technologies Telemedia
Singapore
USD 174 M -USD 121 M -41% 41.1% 173% 1 0% 6.3
Leeward Financial Partners
5077
Leeward Financial Partners
Washington
USD 174 M +USD 10.7 M +7% 8.91% 97.9% 86 19.77% 1
Channel Wealth
5078
Channel Wealth
California
USD 174 M +USD 18.6 M +12% 5.25% 59.3% 214 19.63% 0.2
Vantage Consulting Group
5079
Vantage Consulting Group
Virginia
USD 174 M -USD 2.27 M -1% 2.39% 261% 237 11.39% 1.9
Theory Financial
5080
Theory Financial
Colorado
USD 174 M +USD 7 M +4% 2.87% 54.5% 64 12.5% 1.1
Bennett Selby Investments
5081
Bennett Selby Investments
Maine
USD 174 M +USD 21 M +14% 12.3% 82.1% 55 3.64% 2
Ironwood Investment Management
5082
Ironwood Investment Management
Massachusetts
USD 174 M +USD 13.6 M +8% 21.5% 164% 170 5.88% 5.9
Sharper & Granite
5083
Sharper & Granite
California
USD 174 M +USD 6.94 M +4% 3.6% 47.1% 100 4% 0.5
ARIS
5084
Advanced Research Investment Solutions
California
USD 174 M -USD 1.02 M -0.6% 0.3% 13.1% 34 38.24% 1.3
Kelleher Financial Advisors
5085
Kelleher Financial Advisors
New York
USD 174 M +USD 22.1 M +15% 11.2% 72.4% 117 12.82% 3.7
Reliant Investment Management
5086
Reliant Investment Management
Tennessee
USD 174 M +USD 15.1 M +10% 7.71% 129% 65 26.15% 2.6
Retirement Planning Company of New England
5087
Retirement Planning Company of New England
Rhode Island
USD 173 M +USD 8.77 M +5% 7.13% 125% 234 8.12% 1.3
EnerVest
5088
EnerVest
Texas
USD 173 M -USD 8.13 M -4% 4.48% 20.5% 1 0% 4.5
Vigilare Wealth Management
5089
Vigilare Wealth Management
Arizona
USD 173 M -USD 3.82 M -2% 4.11% 56.9% 106 13.21% 2.4
Gallacher Capital Management
5090
Gallacher Capital Management
Colorado
USD 173 M +USD 6.48 M +4% 4.99% 70.7% 289 37.37% 0.4
Ceera Investments
5091
Ceera Investments
Texas
USD 173 M +USD 16.5 M +10% 7.86% 47.9% 80 16.25% 1.3
Beta Wealth Group
5092
Beta Wealth Group
California
USD 173 M -USD 1.75 M -1% 3.12% 45.4% 107 13.08% 1.4
Tanglewood Legacy Advisors
5093
Tanglewood Legacy Advisors
Texas
USD 173 M +USD 16.2 M +10% 6.73% 61.1% 287 4.18% 0.5
CNBT
5094
Cornerstone National Bank & Trust
Illinois
USD 173 M -USD 10.6 M -6% 1.57% 38.5% 57 5.26% 3
Investment Research & Advisory Group
5095
Investment Research & Advisory Group
Georgia
USD 173 M +USD 16.9 M +11% 11.9% 105% 226 12.39% 2.1
Affinity Investment Advisors
5096
Affinity Investment Advisors
California
USD 173 M -USD 14.3 M -8% 6.8% 189% 212 22.64% 2.4
Hubbell Strickland Wealth Management
5097
Hubbell Strickland Wealth Management
Louisiana
USD 173 M +USD 7.94 M +5% 5.1% 56.8% 71 7.04% 2.8
Retirement Guys Formula
5098
Retirement Guys Formula
Ohio
USD 173 M +USD 33 M +24% 4.68% 75.7% 128 9.38% 1.1
Barrett & Company
5099
Barrett & Company
Rhode Island
USD 172 M +USD 14.6 M +9% 6.96% 83.6% 621 5.31% 0.7
Lansing Street Advisors
5100
Lansing Street Advisors
Pennsylvania
USD 172 M +USD 12.7 M +8% 5.77% – 309 11.97% 1.1