¡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)
LeClair Wealth Partners
6726
LeClair Wealth Partners
Ohio
USD 147 M +USD 8.53 M +6% 9.02% – 104 12.5% 0.4
Capital & Planning LLC
6727
Capital & Planning LLC
Georgia
USD 147 M +USD 12.6 M +9% 9.02% – 36 5.56% 0.5
McCarthy Asset Management
6728
McCarthy Asset Management
California
USD 147 M +USD 9.17 M +7% 4.55% – 27 7.41% 3.3
Broadview Financial Management
6729
Broadview Financial Management
Wisconsin
USD 147 M +USD 13.2 M +10% 8.31% 52.4% 41 7.32% 5.9
Shotwell Rutter Baer
6730
Shotwell Rutter Baer
Michigan
USD 147 M +USD 33.8 M +30% 6.13% 45.5% 37 10.81% 1.1
Brueske Advisory Services
6731
Brueske Advisory Services
Washington
USD 147 M +USD 41.5 M +39% 7.97% – 65 26.15% 0.4
PIP
6732
PB Investment Partners
California
USD 147 M +USD 20.8 M +16% 9.85% 81.1% 9 22.22% 2.6
Wilkins Miller Wealth Management
6733
Wilkins Miller Wealth Management
Alabama
USD 147 M +USD 14 M +10% 6.32% – 92 13.04% 0.4
Shepherd Wealth Management
6734
Shepherd Wealth Management
Ohio
USD 147 M +USD 49.7 M +51% 30.9% – 54 51.85% 0.3
Crestwood Capital Management
6735
Crestwood Capital Management
New York
USD 147 M +USD 16.6 M +13% 17.2% 203% 16 18.75% 2.5
Arcadia Wealth Management (New York)
6736
Arcadia Wealth Management (New York)
New York
USD 147 M +USD 18.5 M +14% 9.25% – 55 3.64% 0.5
Grizzlyrock Capital
6737
Grizzlyrock Capital
Illinois
USD 147 M +USD 36.5 M +33% 25.1% – 28 46.43% 0.7
Future Financial Wealth Management
6738
Future Financial Wealth Management
Ohio
USD 147 M +USD 10.4 M +8% 7.23% 65.2% 460 4.57% 1.3
EQ Wealth Advisors
6739
EQ Wealth Advisors
Texas
USD 147 M +USD 21.2 M +17% 4.66% – 283 12.72% 0.3
Thompson Davis & Co
6740
Thompson Davis & Co
Virginia
USD 147 M +USD 19.9 M +16% 13.7% 188% 166 40.96% 2.2
Millstone Evans Group
6741
Millstone Evans Group
Colorado
USD 147 M -USD 703 k -0.5% 11.4% – 826 11.14% 0.5
Cox Capital Management
6742
Cox Capital Management
Massachusetts
USD 147 M +USD 9.7 M +7% 11% 106% 61 4.92% 3.2
Jim Saulnier & Associates
6743
Jim Saulnier & Associates
Colorado
USD 147 M +USD 18.1 M +14% 6.06% – 113 10.62% 0.6
Primoris Wealth Advisors
6744
Primoris Wealth Advisors
Florida
USD 147 M +USD 17.4 M +13% 15.1% 182% 109 21.1% 1.9
Hestia Capital Management
6745
Hestia Capital Management
Pennsylvania
USD 147 M +USD 18.7 M +15% 20.1% – 11 72.73% 0.2
Barrier Capital Management
6746
Barrier Capital Management
California
USD 146 M +USD 42 M +40% 36.7% 216% 21 66.67% 0.6
Tabor Asset Management
6747
Tabor Asset Management
New York
USD 146 M +USD 22.1 M +18% 24.7% 214% 51 47.06% 0.9
Braun-Bostich & Associates
6748
Braun-Bostich & Associates
Pennsylvania
USD 146 M +USD 11.3 M +8% 8.23% 64.5% 122 12.3% 1.6
Vesey Street Capital Partners
6749
Vesey Street Capital Partners
New York
USD 146 M +USD 78 M +114% 106% 47.8% 1 0% 3.5
Hengistbury Investment Partners
6750
Hengistbury Investment Partners
United Kingdom
USD 146 M -USD 26.9 M -16% 18.1% 108% 5 40% 5.1