¡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)
Collaborative Wealth Management
5376
Collaborative Wealth Management
Florida
USD 247 M +USD 18 M +8% 5.79% 41.6% 201 11.94% 3
1492 Capital Management
5377
1492 Capital Management
Wisconsin
USD 247 M +USD 30.1 M +14% 11.8% 332% 126 20.63% 1.6
BCU Wealth Advisors
5378
BCU Wealth Advisors
Illinois
USD 247 M +USD 24.5 M +11% 6.27% 57.7% 61 8.2% 1.2
Tealwood Asset Management
5379
Tealwood Asset Management
Minnesota
USD 247 M +USD 22.4 M +10% 8.02% 128% 136 9.56% 3.3
CCP
5380
Caden Capital Partners
California
USD 247 M -USD 54.1 M -18% 5.85% 19.1% 12 16.67% 1.5
AAG
5381
Avalon Advisory Group
Pennsylvania
USD 247 M +USD 13.9 M +6% 5.55% 46% 18 11.11% 2.9
Evergreen Private Wealth
5382
Evergreen Private Wealth
Colorado
USD 247 M +USD 8.02 M +3% 6.26% 80.2% 299 23.75% 1.3
Swan Capital
5383
Swan Capital
Florida
USD 247 M +USD 16.4 M +7% 5.47% 47.9% 558 26.34% 0.9
ANB Bank
5384
ANB Bank
Colorado
USD 247 M +USD 23.9 M +11% 7.08% – 137 18.98% 0.6
HFM Investment Advisors
5385
HFM Investment Advisors
New Jersey
USD 246 M +USD 19 M +8% 5.64% – 1,323 6.88% 0.5
AA
5386
AF Advisors
California
USD 246 M -USD 43.7 M -15% 14.2% 76.5% 30 6.67% 2.4
Weitzel Financial Services
5387
Weitzel Financial Services
Iowa
USD 246 M +USD 9.9 M +4% 4.5% 46.3% 49 4.08% 2.9
Mine & Arao Wealth Creation & Management
5388
Mine & Arao Wealth Creation & Management
California
USD 246 M +USD 22.1 M +10% 10.2% 105% 78 6.41% 5
Moerus Capital Management
5389
Moerus Capital Management
New York
USD 246 M +USD 11.7 M +5% 11.8% 220% 14 7.14% 4.4
Grunden Financial Advisory
5390
Grunden Financial Advisory
Texas
USD 246 M +USD 19.5 M +9% 4.93% – 32 6.25% 1.3
Mills Wealth Advisors
5391
Mills Wealth Advisors
Texas
USD 246 M +USD 27.7 M +13% 4.39% 37.9% 74 12.16% 1.5
Trellis Wealth Advisors
5392
Trellis Wealth Advisors
California
USD 246 M +USD 16 M +7% 6.65% 62.2% 38 2.63% 1.9
Kensington Investment Counsel
5393
Kensington Investment Counsel
California
USD 246 M +USD 12.3 M +5% 4.8% 81.9% 108 10.19% 3.1
RFG
5394
RFP Financial Group
Georgia
USD 246 M +USD 3.34 M +1% 6.53% 53.2% 112 25.89% 1.7
Parkshore Wealth Management
5395
Parkshore Wealth Management
California
USD 245 M +USD 40.8 M +20% 7.71% – 70 11.43% 0.6
Red Spruce Capital
5396
Red Spruce Capital
Pennsylvania
USD 245 M +USD 14.5 M +6% 7.88% 98.4% 93 4.3% 3.9
GBI
5397
GP Brinson Investments
Illinois
USD 245 M +USD 10.7 M +5% 4.67% 51.2% 16 0% 3.6
CNBT
5398
Cornerstone National Bank & Trust
Illinois
USD 245 M +USD 12.7 M +5% 4.24% 38.5% 178 7.87% 2.2
Keeler Thomas Management
5399
Keeler Thomas Management
Utah
USD 245 M +USD 12.7 M +5% 2.94% 52.1% 110 9.09% 1.3
Northstar Advisory Group
5400
Northstar Advisory Group
New Jersey
USD 245 M +USD 40.1 M +20% 13% 141% 122 27.05% 1.7