¡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)
National Wealth Management Group
5076
National Wealth Management Group
Ohio
USD 323 M +USD 54.9 M +20% 22.9% 128% 247 21.46% 1.6
United Community Bank
5077
United Community Bank
South Carolina
USD 323 M +USD 23.5 M +8% 10.7% 72.7% 584 11.82% 2.2
Walker Financial Services
5078
Walker Financial Services
Kentucky
USD 323 M +USD 31 M +11% 4.99% 20.8% 48 16.67% 2.1
Invesco LLC (Illinois)
5079
Invesco LLC (Illinois)
Illinois
USD 323 M +USD 37.7 M +13% 19.8% 122% 138 7.97% 2.4
Naman Capital
5080
Naman Capital
Brazil
USD 323 M -USD 36.7 M -10% 15.7% 89.9% 14 28.57% 2.7
Granger Management
5081
Granger Management
New York
USD 323 M -USD 35.4 M -10% 13.1% 69.9% 15 60% 1.9
Forefront Wealth Partners
5082
Forefront Wealth Partners
Texas
USD 323 M +USD 83.8 M +35% 21.2% – 190 21.58% 0.8
Sharper & Granite
5083
Sharper & Granite
California
USD 323 M +USD 30 M +10% 11% 50.8% 109 1.83% 2.9
Royal Harbor Partners
5084
Royal Harbor Partners
Texas
USD 323 M +USD 27.4 M +9% 8.09% 54.6% 61 24.59% 2.1
SCM
5085
Sophron Capital Management
New Jersey
USD 323 M -USD 16.7 M -5% 9.68% – 49 28.57% 0.9
Prosperity Financial Group
5086
Prosperity Financial Group
California
USD 323 M +USD 51.9 M +19% 20.7% 121% 203 17.73% 1.8
Quantum Financial Planning Services
5087
Quantum Financial Planning Services
Washington
USD 323 M +USD 44.2 M +16% 9.78% – 62 20.97% 0.9
Northstar Advisory Group
5088
Northstar Advisory Group
New Jersey
USD 322 M +USD 53.9 M +20% 14.4% 141% 137 29.2% 1.9
Curio Wealth
5089
Curio Wealth
Maryland
USD 322 M +USD 29.7 M +10% 8.9% – 1,256 93.79% 1.5
SST
5090
S Squared Technology
New York
USD 322 M +USD 58.1 M +22% 56.9% 223% 37 16.22% 3.2
Squadron Capital Management
5091
Squadron Capital Management
Illinois
USD 322 M +USD 49.3 M +18% 34.4% – 60 66.67% 0.2
Westshore Wealth
5092
Westshore Wealth
California
USD 322 M +USD 37.1 M +13% 14.8% 58.8% 114 16.67% 3.1
Jackson Grant Investment Advisers
5093
Jackson Grant Investment Advisers
Connecticut
USD 322 M +USD 22.5 M +8% 11.3% 54.3% 435 11.72% 4.9
EnCap Investments
5094
EnCap Investments
Texas
USD 322 M -USD 583 M -64% 16% – 4 25% 0.3
Ketron Financial
5095
Ketron Financial
California
USD 322 M +USD 42.6 M +15% 18.1% – 66 19.7% 0.4
Mathes Company
5096
Mathes Company
New York
USD 322 M +USD 48.1 M +18% 18.5% 121% 131 5.34% 6.8
AJ Advisors
5097
AJ Advisors
Tennessee
USD 322 M +USD 52.3 M +19% 15% 64.6% 38 15.79% 2.4
MKT Advisors
5098
MKT Advisors
California
USD 322 M +USD 23.5 M +8% 9.2% 55.5% 168 14.29% 3.1
Sonoma Allocations
5099
Sonoma Allocations
California
USD 322 M +USD 32.1 M +11% 13.5% – 161 36.65% 0.6
Realta Investment Advisors
5100
Realta Investment Advisors
Delaware
USD 322 M +USD 33.5 M +12% 19.3% 151% 421 23.04% 2.7