¡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)
Grunden Financial Advisory
5401
Grunden Financial Advisory
Texas
USD 204 M +USD 12.2 M +6% 5.48% – 27 14.81% 0.7
Rockingstone Advisors
5402
Rockingstone Advisors
Massachusetts
USD 204 M +USD 8.76 M +4% 5.25% 114% 111 16.22% 1.5
Hi-Line Capital Management
5403
Hi-Line Capital Management
South Dakota
USD 204 M -USD 34.5 M -14% 13.2% 57.5% 39 38.46% 2.8
Financial Connections Group
5404
Financial Connections Group
California
USD 203 M +USD 10.7 M +6% 5.48% 44.4% 353 41.64% 1.4
PK
5405
Pflug Koory
Nebraska
USD 203 M – – 7.69% – 396 – 5.7
Brown Shipley & Co
5406
Brown Shipley & Co
United Kingdom
USD 203 M -USD 18.8 M -8% 3.37% 125% 81 20.99% 1.4
MI
5407
Moneywise Inc
Virginia
USD 203 M +USD 14.4 M +8% 5.86% 60.8% 63 14.29% 3.2
Swan Capital
5408
Swan Capital
Florida
USD 203 M +USD 19.7 M +11% 7.65% 47.9% 386 30.83% 0.3
Financial Avengers
5409
Financial Avengers
California
USD 203 M +USD 14.9 M +8% 3.06% 108% 179 15.08% 2.5
Norris Financial Group
5410
Norris Financial Group
South Carolina
USD 203 M +USD 11.2 M +6% 7.53% 142% 87 22.99% 1.5
Nova R Wealth
5411
Nova R Wealth
Kansas
USD 203 M +USD 9.1 M +5% 5.57% 60.7% 86 10.47% 1.8
CCC
5412
Chelsea Counsel Company
California
USD 203 M +USD 2.55 M +1% 5.92% 106% 204 4.9% 3.2
Cora Capital Advisors
5413
Cora Capital Advisors
New Jersey
USD 203 M +USD 8.67 M +4% 5.88% 70.5% 106 13.21% 1.4
AFC
5414
AFT Forsyth & Company
Florida
USD 203 M -USD 1.13 M -0.6% 4.28% 135% 141 10.64% 6.8
Marathon Asset Management (New York)
5415
Marathon Asset Management (New York)
New York
USD 203 M +USD 91 M +81% 40.7% 490% 12 41.67% 1.1
MB, Levis & Associates
5416
MB, Levis & Associates
Pennsylvania
USD 203 M +USD 12.6 M +7% 6.25% 43.1% 299 5.69% 1.6
TKG Advisors
5417
TKG Advisors
Indiana
USD 203 M +USD 18.4 M +10% 7.16% 104% 110 25.45% 1.3
Wealthspan Partners
5418
Wealthspan Partners
Iowa
USD 203 M +USD 21.4 M +12% 6.89% 65% 107 3.74% 1.7
Sequent Asset Management
5419
Sequent Asset Management
Texas
USD 203 M +USD 3.83 M +2% 2.33% 51.3% 100 16% 2.6
DI
5420
Disciplined Investments
Oklahoma
USD 203 M +USD 14.7 M +8% 5.27% 51.4% 126 10.32% 3.3
First County Bank
5421
First County Bank
Connecticut
USD 203 M +USD 8.08 M +4% 7.86% 101% 166 10.24% 1.6
Colorado Capital Management
5422
Colorado Capital Management
Colorado
USD 203 M +USD 23.2 M +13% 6.66% 60.4% 98 4.08% 4.9
Benchmark Wealth Management
5423
Benchmark Wealth Management
Connecticut
USD 202 M +USD 14.8 M +8% 5.92% 42.7% 55 9.09% 3.3
Origin Asset Management
5424
Origin Asset Management
United Kingdom
USD 202 M -USD 198 M -49% 16.2% 59.3% 13 38.46% 1.4
Martin Capital Partners
5425
Martin Capital Partners
Oregon
USD 202 M -USD 45.2 M -18% 7.45% 42.3% 72 5.56% 4.3