¡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)
LifeGuide Financial Advisors
5201
LifeGuide Financial Advisors
Pennsylvania
USD 206 M +USD 7.34 M +4% 0.7% 35.4% 43 9.3% 1.8
Creative Capital Management Investments
5202
Creative Capital Management Investments
California
USD 206 M +USD 12.3 M +6% 0.76% 50.7% 269 29.37% 1
Wealth Management Partners
5203
Wealth Management Partners
Arizona
USD 206 M +USD 8.72 M +4% 7.87% 194% 121 14.88% 2.4
Amtrust Financial Services
5204
Amtrust Financial Services
New York
USD 206 M +USD 5.9 M +3% 2.51% 61.9% 15 6.67% 2.6
BCS Wealth Management
5205
BCS Wealth Management
Tennessee
USD 206 M -USD 106 M -34% 1.89% 46.7% 241 38.17% 1.7
Investors Asset Management of Georgia
5206
Investors Asset Management of Georgia
Georgia
USD 206 M -USD 7.17 M -3% 0.54% 118% 165 4.85% 6.4
Mine & Arao Wealth Creation & Management
5207
Mine & Arao Wealth Creation & Management
California
USD 205 M +USD 3.32 M +2% 6.74% 92% 385 80.78% 4.3
Raine Capital
5208
Raine Capital
New York
USD 205 M -USD 30.1 M -13% 17.8% 119% 5 0% 2.7
Sensible Money
5209
Sensible Money
Arizona
USD 205 M +USD 19.1 M +10% 0.91% 69.1% 86 9.3% 1.3
Warner Financial
5210
Warner Financial
Maryland
USD 205 M +USD 5.47 M +3% 1.37% 62.1% 112 4.46% 1.9
DRP
5211
Decade Renewable Partners
Texas
USD 205 M +USD 16.2 M +9% 0.23% – 46 63.04% 0.4
Traveka Wealth
5212
Traveka Wealth
California
USD 205 M -USD 11.5 M -5% 2.74% 78.1% 137 7.3% 0.5
LFP
5213
Lakeshore Financial Planning
Michigan
USD 205 M +USD 7.24 M +4% 0.9% 65.4% 72 11.11% 0.7
Collaborative Wealth Management
5214
Collaborative Wealth Management
Florida
USD 205 M +USD 5.11 M +3% 0.7% 41.6% 176 5.11% 2.5
Voisard Asset Management Group
5215
Voisard Asset Management Group
Michigan
USD 205 M +USD 26.9 M +15% 0.87% 50.5% 429 21.91% 0.4
Bullseye Asset Management
5216
Bullseye Asset Management
Colorado
USD 204 M -USD 8.68 M -4% 4.24% 81% 67 11.94% 3.3
Aull & Monroe Investment Management
5217
Aull & Monroe Investment Management
Alabama
USD 204 M -USD 14.4 M -7% 0.86% 98.3% 135 8.15% 8
Guinness Atkinson Asset Management
5218
Guinness Atkinson Asset Management
California
USD 204 M -USD 8.6 M -4% 6.2% 132% 105 5.71% 5.8
Virtus ETF Advisers
5219
Virtus ETF Advisers
New York
USD 204 M +USD 15.9 M +8% 0.14% 177% 488 21.72% 2.2
JPL Wealth Management
5220
JPL Wealth Management
Colorado
USD 204 M +USD 23 M +13% 2.82% – 115 13.04% 0.4
Maxwell Wealth Strategies
5221
Maxwell Wealth Strategies
California
USD 204 M +USD 6.8 M +3% 2.64% – 105 3.81% 0.4
Centennial Bank
5222
Centennial Bank
Arkansas
USD 204 M +USD 8.74 M +4% 1.39% 69.9% 352 13.07% 1.3
Ardent Capital Management
5223
Ardent Capital Management
Ohio
USD 204 M +USD 4.84 M +2% 3.54% 87.2% 46 8.7% 1.5
FullCircle Wealth
5224
FullCircle Wealth
Texas
USD 204 M – – 0.68% – 167 – 0
AFC
5225
AFT Forsyth & Company
Florida
USD 204 M +USD 28.5 M +16% 10.5% 135% 140 5% 6.5