¡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)
Roth Financial Partners
5476
Roth Financial Partners
Texas
USD 121 M +USD 19.9 M +20% 7.46% 61% 24 20.83% 0.2
Eclectic Associates
5477
Eclectic Associates
California
USD 121 M +USD 15.3 M +14% 4.42% 53.8% 63 7.94% 0.2
Courant Investment Management
5478
Courant Investment Management
Tennessee
USD 121 M +USD 14.2 M +13% 23.3% 35.2% 11 0% 2.7
CCA
5479
Covey Capital Advisors
Georgia
USD 120 M +USD 6.03 M +5% 8.73% 118% 41 29.27% 2.3
Piper Sandler & Co
5480
Piper Sandler & Co
Minnesota
USD 120 M -USD 18.4 M -13% 0.08% 0.05% 21 19.05% 0.4
WFA of San Diego
5481
WFA of San Diego
California
USD 120 M -USD 255 M -68% 3.52% – 132 59.85% 0.4
Yorktown Management & Research Company
5482
Yorktown Management & Research Company
Virginia
USD 120 M +USD 9.28 M +8% 13.1% 211% 284 35.92% 1.1
Element Wealth
5483
Element Wealth
Mississippi
USD 120 M +USD 12.3 M +11% 8.03% 64.5% 172 9.3% 0.9
Cairn Investment Group
5484
Cairn Investment Group
Washington
USD 120 M +USD 14.4 M +14% 13.1% 67.4% 73 8.22% 1
Clarus Group
5485
Clarus Group
Texas
USD 120 M +USD 4.31 M +4% 8.42% 67.5% 112 16.96% 0.2
Security National Bank of So Dak
5486
Security National Bank of So Dak
Iowa
USD 120 M +USD 7.29 M +6% 6.09% 67.7% 96 10.42% 4.2
Aufman Associates
5487
Aufman Associates
Pennsylvania
USD 120 M +USD 8.66 M +8% 7.6% 141% 48 18.75% 0.9
Newport Capital Group
5488
Newport Capital Group
New Jersey
USD 120 M +USD 3.99 M +3% 2.55% – 61 3.28% 0.3
RHS Financial
5489
RHS Financial
California
USD 120 M +USD 3.3 M +3% 2.91% 65.6% 79 11.39% 1.5
Smart Money Group
5490
Smart Money Group
Texas
USD 120 M +USD 1.02 M +0.9% 3.19% 58.6% 64 20.31% 1.5
LifeSteps Financial
5491
LifeSteps Financial
California
USD 120 M +USD 10.8 M +10% 5.7% 98.4% 85 2.35% 1
Merrion Investment Management
5492
Merrion Investment Management
New Jersey
USD 120 M +USD 1.49 M +1% 12.5% 161% 259 67.18% 0.3
Flagship Private Wealth
5493
Flagship Private Wealth
Massachusetts
USD 120 M +USD 12.1 M +11% 4.98% 70.2% 328 14.33% 0.2
EL
5494
EQ LLC
Washington
USD 120 M +USD 11.6 M +11% 7.52% 80% 52 23.08% 0.2
Alta Wealth Advisors
5495
Alta Wealth Advisors
Massachusetts
USD 120 M +USD 668 k +0.6% 4.13% 134% 146 17.81% 0.2
Heronetta Management
5496
Heronetta Management
New York
USD 120 M -USD 461 k -0.4% 15.1% 55.4% 25 4% 5.3
Beaumont Asset Management
5497
Beaumont Asset Management
Texas
USD 119 M +USD 8.1 M +7% 4.8% 73.1% 70 17.14% 0.8
Horan Securities
5498
Horan Securities
United States
USD 119 M -USD 2.11 M -2% 7.63% 50.1% 475 22.95% 0.9
ECP
5499
Elemental Capital Partners
California
USD 119 M – – 23.9% – 10 – 0
Trustco Bank (New York)
5500
Trustco Bank (New York)
New York
USD 119 M +USD 4.92 M +4% 11% 131% 74 8.11% 4.4