¡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)
Hilltop Wealth Advisors
5901
Hilltop Wealth Advisors
North Carolina
USD 103 M -USD 14.8 M -13% 16.1% 58.3% 33 18.18% 1.9
Key Client Fiduciary Advisors
5902
Key Client Fiduciary Advisors
New Jersey
USD 103 M -USD 23.9 M -19% 14% 107% 132 18.94% 0.5
CEDRUS
5903
CEDRUS
Colorado
USD 103 M -USD 8.32 M -8% 13.9% 19.8% 172 39.53% 0.4
LAI
5904
Legal Advantage Investments
California
USD 103 M -USD 30.4 M -23% 17.4% 116% 89 32.58% 1.1
LFGH
5905
Lee Financial Group Hawaii
Hawaii
USD 103 M -USD 44.2 M -30% 11% 12.9% 41 26.83% 1.5
Penobscot Wealth Management
5906
Penobscot Wealth Management
Maine
USD 103 M -USD 8.71 M -8% 14.5% 56.7% 70 20% 0.7
Lakehouse Capital
5907
Lakehouse Capital
Australia
USD 103 M -USD 51.5 M -33% 23.9% 87.4% 14 0% 1.8
Western Pacific Wealth Management
5908
Western Pacific Wealth Management
Illinois
USD 103 M -USD 34.7 M -25% 21.8% 91.4% 229 11.79% 0.5
Future Financial Wealth Management
5909
Future Financial Wealth Management
Ohio
USD 102 M -USD 18.2 M -15% 13.1% 65.2% 540 75.56% 1.2
Unison Asset Management
5910
Unison Asset Management
Florida
USD 102 M -USD 14.1 M -12% 14.2% 81.4% 25 0% 1.5
Sightline Wealth Advisors
5911
Sightline Wealth Advisors
Connecticut
USD 102 M -USD 17.7 M -15% 11.3% 48.5% 58 17.24% 1.2
EDMP Inc
5912
EDMP Inc
Florida
USD 102 M -USD 4.09 M -4% 7.51% 78% 61 6.56% 3.8
Millennium Capital Advisors
5913
Millennium Capital Advisors
Arkansas
USD 102 M -USD 21.6 M -17% 14.9% 134% 104 14.42% 0.5
MCM
5914
Magnolia Capital Management
New York
USD 102 M -USD 18.4 M -15% 13.6% 85.9% 124 4.03% 1.1
Safir Wealth Advisors
5915
Safir Wealth Advisors
New Hampshire
USD 102 M -USD 17.6 M -15% 11.1% 52.1% 17 17.65% 1.3
Buttonwood Financial Group
5916
Buttonwood Financial Group
Missouri
USD 102 M -USD 32.4 M -24% 14.3% 77.9% 23 30.43% 0.2
Integrity Advisory
5917
Integrity Advisory
Kansas
USD 102 M +USD 235 k +0.2% 13.2% – 87 24.14% 0.2
Straight Path Wealth Management
5918
Straight Path Wealth Management
Michigan
USD 102 M -USD 16 M -14% 18.1% 70.4% 78 17.95% 0.4
Cynosure Group
5919
Cynosure Group
Utah
USD 102 M -USD 22.3 M -18% 17.4% 56.8% 45 48.89% 1.2
Fortis Capital Management
5920
Fortis Capital Management
Washington
USD 102 M -USD 94.1 M -48% 16% 82% 102 38.24% 1.3
Geneva Partners
5921
Geneva Partners
Wisconsin
USD 102 M -USD 60.1 M -37% 6.84% 401% 80 41.25% 2.3
Empirical Capital Management
5922
Empirical Capital Management
Tennessee
USD 102 M -USD 3.88 M -4% 17.4% – 28 25% 1.7
Paces Ferry Wealth Advisors
5923
Paces Ferry Wealth Advisors
Georgia
USD 102 M -USD 24.2 M -19% 17.3% 72% 118 15.25% 1.5
LCM Capital Management
5924
LCM Capital Management
Illinois
USD 102 M -USD 22.4 M -18% 15.1% 128% 96 11.46% 1.3
Phoenix Wealth Advisors
5925
Phoenix Wealth Advisors
North Carolina
USD 101 M +USD 4.69 M +5% 13.8% 60.1% 120 33.33% 1