¡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)
Echo Wealth Management
6651
Echo Wealth Management
Minnesota
USD 145 M +USD 1.64 M +1% 0.16% 42.9% 49 4.08% 2.3
Wallace Advisory Group
6652
Wallace Advisory Group
California
USD 145 M +USD 8 M +6% 1.29% 50.9% 199 19.6% 1.4
HIA
6653
Harvest Investment Advisors
Florida
USD 145 M -USD 2.29 M -2% 0.72% 78.3% 57 10.53% 1.7
Arlington Capital Management
6654
Arlington Capital Management
Illinois
USD 145 M +USD 23.1 M +19% 1.46% 146% 100 24% 0.8
PBK
6655
Peoples Bank (Kansas)
Kansas
USD 145 M -USD 4.5 M -3% 0.19% 74.5% 326 4.6% 1
Clayton Partners
6656
Clayton Partners
California
USD 145 M +USD 5.76 M +4% 5.62% 109% 43 20.93% 2
North Ridge Wealth Advisors
6657
North Ridge Wealth Advisors
Oregon
USD 144 M -USD 2.61 M -2% 3.83% 29.5% 195 78.46% 0.3
Whalen Wealth Management
6658
Whalen Wealth Management
Nevada
USD 144 M +USD 2.95 M +2% 3.24% 90.2% 182 62.64% 0.4
Taylor Financial Group
6659
Taylor Financial Group
Virginia
USD 144 M -USD 328 k -0.2% 0.73% 79% 102 8.82% 0.9
Better Money Decisions
6660
Better Money Decisions
New Mexico
USD 144 M +USD 3.34 M +2% 1.47% 32.7% 70 12.86% 2.6
Nalanda India Fund
6661
Nalanda India Fund
Mauritius
USD 144 M -USD 54.1 M -27% 10.1% 15.3% 1 0% 6
NWMP
6662
Noble Wealth Management PBC
Colorado
USD 144 M – – 0.19% – 454 – 0
Islay Capital Management
6663
Islay Capital Management
Texas
USD 144 M -USD 5.1 M -3% 1.08% 72% 227 18.5% 3.2
FinDec Wealth Services
6664
FinDec Wealth Services
California
USD 144 M -USD 28.2 M -16% 1.36% 52.7% 43 11.63% 1.8
Atmos Advisory
6665
Atmos Advisory
Pennsylvania
USD 144 M +USD 3.3 M +2% 3.19% 31.9% 32 37.5% 1.8
Objectivity Squared
6666
Objectivity Squared
South Carolina
USD 144 M +USD 83.7 k +0.1% 0.31% – 55 20% 0.9
Hippocratic Financial Advisors
6667
Hippocratic Financial Advisors
California
USD 144 M – – 1.22% – 21 – 0
Magnolia Wealth Management
6668
Magnolia Wealth Management
Alabama
USD 144 M +USD 3.18 M +2% 1.54% 48.7% 13 7.69% 1.9
Pacific Wealth Strategies Group
6669
Pacific Wealth Strategies Group
California
USD 144 M +USD 8.97 M +7% 1.77% 85.3% 57 17.54% 4.1
LWM Advisory Services
6670
LWM Advisory Services
Florida
USD 144 M +USD 8.81 M +7% 1.76% 64.9% 99 10.1% 1.8
Carson Advisory
6671
Carson Advisory
Georgia
USD 144 M -USD 15.5 M -10% 0.5% 70.9% 188 22.34% 2.1
Valley Financial Group
6672
Valley Financial Group
Pennsylvania
USD 144 M +USD 658 k +0.5% 1.57% – 60 8.33% 0.9
Gould Capital
6673
Gould Capital
Washington
USD 144 M -USD 8.31 M -5% 2.32% 60.1% 223 6.73% 2.4
Merrion Investment Management
6674
Merrion Investment Management
New Jersey
USD 144 M -USD 7.82 M -5% 6.5% 161% 109 12.84% 2.6
Insight Inv LLC
6675
Insight Inv LLC
California
USD 144 M +USD 24.4 M +21% 3.29% 139% 126 30.95% 2