¡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)
Paragon Capital Management (Utah)
7176
Paragon Capital Management (Utah)
Utah
USD 134 M +USD 2.57 M +2% 5.07% 72.3% 72 1.39% 1.6
Avantra Family Wealth
7177
Avantra Family Wealth
Pennsylvania
USD 134 M +USD 12.6 M +10% 8.73% – 177 35.03% 0.5
Axos Invest
7178
Axos Invest
Nevada
USD 134 M +USD 1.05 M +0.8% 5.8% – 25 24% 0.9
TF
7179
TME Financial
California
USD 133 M +USD 9.8 M +8% 5.61% – 76 3.95% 0.7
UP Strategic Wealth Investment Advisors
7180
UP Strategic Wealth Investment Advisors
Pennsylvania
USD 133 M +USD 5.19 M +4% 8.6% – 100 18% 1.2
AC
7181
Anson Capital
Georgia
USD 133 M +USD 9.26 M +7% 5.87% 50.5% 83 9.64% 1.9
Black Cypress Capital Management
7182
Black Cypress Capital Management
Florida
USD 133 M +USD 11 M +9% 8.67% – 32 12.5% 1.2
Rolek Wealth Management
7183
Rolek Wealth Management
Pennsylvania
USD 133 M +USD 17.6 M +15% 8.65% – 16 0% 0.6
Barington Capital Group
7184
Barington Capital Group
New York
USD 133 M +USD 25.7 M +24% 27.6% 71.1% 13 46.15% 1.7
Ridgeline Wealth Planning
7185
Ridgeline Wealth Planning
Ohio
USD 133 M +USD 11.7 M +10% 6.22% – 42 11.9% 0.6
AA
7186
Alpha Advisors
Virginia
USD 133 M +USD 16.3 M +14% 7.93% – 50 20% 0.6
Virtus Fixed Income Advisers
7187
Virtus Fixed Income Advisers
Connecticut
USD 133 M +USD 22.9 M +21% 0.58% – 28 25% 0.2
Collier Financial
7188
Collier Financial
Colorado
USD 133 M – – 4.7% – 131 – 0.6
J2 Capital Management
7189
J2 Capital Management
Michigan
USD 133 M +USD 7.44 M +6% 6.39% – 133 20.3% 1.5
Fortune Financial Advisors
7190
Fortune Financial Advisors
Kansas
USD 133 M +USD 8.6 M +7% 6.79% 76.8% 99 9.09% 1.9
Legacy Advisory Services
7191
Legacy Advisory Services
Pennsylvania
USD 133 M +USD 6.72 M +5% 4.3% 59.4% 51 11.76% 1.2
White & Co Financial Planning
7192
White & Co Financial Planning
Washington
USD 133 M +USD 7.78 M +6% 5.74% – 19 0% 0.8
Ulland Investment Advisors
7193
Ulland Investment Advisors
Minnesota
USD 133 M +USD 1.85 M +1% 9.66% 161% 244 19.26% 2.4
Avant Financial Advisors
7194
Avant Financial Advisors
Texas
USD 133 M +USD 11.4 M +9% 6.45% – 65 1.54% 0.7
Cathy Pareto & Associates
7195
Cathy Pareto & Associates
Florida
USD 133 M +USD 11.5 M +10% 8.13% – 93 8.6% 0.7
Birchview Capital
7196
Birchview Capital
Vermont
USD 132 M +USD 31.8 M +32% 34.9% 327% 79 22.78% 2.9
MFG Wealth Management
7197
MFG Wealth Management
Indiana
USD 132 M +USD 13.7 M +12% 11.8% – 69 39.13% 0.4
Kerntke Otto McGlone Wealth Management Group
7198
Kerntke Otto McGlone Wealth Management Group
Wisconsin
USD 132 M +USD 6.11 M +5% 8.03% 64.9% 90 12.22% 2.7
LM Asset (IM) Inc
7199
LM Asset (IM) Inc
British Columbia, Canada
USD 132 M +USD 24.5 M +23% 20.8% – 14 42.86% 0.5
TCM
7200
Tao Capital Management
California
USD 132 M -USD 4.17 M -3% 19.2% 314% 10 10% 4.2