¡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)
Financial Life Planners
7226
Financial Life Planners
Arizona
USD 123 M +USD 20.2 M +20% 22.7% – 86 40.7% 0.5
Scratch Capital
7227
Scratch Capital
Idaho
USD 123 M +USD 26 M +27% 7.34% – 37 10.81% 0.4
Pollock Investment Advisors
7228
Pollock Investment Advisors
Michigan
USD 123 M -USD 975 k -0.8% 2.36% – 43 6.98% 0.5
Ridgeline Wealth
7229
Ridgeline Wealth
Arizona
USD 123 M +USD 4.97 M +4% 9.62% – 58 24.14% 0.5
Trace Wealth Advisors
7230
Trace Wealth Advisors
California
USD 122 M +USD 10.2 M +9% 8.22% – 60 10% 0.5
Twin City Private Wealth
7231
Twin City Private Wealth
North Carolina
USD 122 M +USD 8.72 M +8% 6.02% – 105 13.33% 1.1
Cannon Wealth Management Services
7232
Cannon Wealth Management Services
North Carolina
USD 122 M +USD 10.4 M +9% 6.69% – 83 12.05% 0.7
GEN Financial Management
7233
GEN Financial Management
Minnesota
USD 122 M -USD 25.3 M -17% 6.19% – 52 17.31% 0.4
Black Cypress Capital Management
7234
Black Cypress Capital Management
Florida
USD 122 M +USD 12.5 M +11% 6.19% – 29 6.9% 1.1
KSCM
7235
Kamunting Street Capital Management
Florida
USD 122 M -USD 27 M -18% 2.53% 7.47% 21 61.9% 1.4
IFO
7236
Intrepid Family Office
Florida
USD 122 M +USD 51 M +72% 9.07% – 43 34.88% 1.2
Aspire Growth Partners
7237
Aspire Growth Partners
Florida
USD 122 M +USD 9.35 M +8% 9.56% – 117 5.98% 0.5
SwitchPoint Financial Planning
7238
SwitchPoint Financial Planning
Utah
USD 122 M +USD 16.6 M +16% 9.02% – 64 28.13% 0.4
Archon Capital Management
7239
Archon Capital Management
Washington
USD 122 M +USD 27.1 M +29% 35.8% 222% 60 45% 1.2
Kids Capital Management
7240
Kids Capital Management
California
USD 122 M +USD 23.5 M +24% 24.8% – 14 28.57% 1.3
Opulen Financial Group
7241
Opulen Financial Group
Virginia
USD 122 M +USD 11.8 M +11% 7.06% – 100 10% 0.4
Bonfire Financial
7242
Bonfire Financial
Colorado
USD 122 M +USD 13.4 M +12% 7.99% – 53 7.55% 0.5
Richwood Investment Advisors
7243
Richwood Investment Advisors
Ohio
USD 122 M +USD 4.13 M +4% 5.18% 66% 102 6.86% 3.2
Clifford Group
7244
Clifford Group
Massachusetts
USD 122 M +USD 14.7 M +14% 12.2% 67.9% 85 12.94% 1.9
Palacios Wealth Management
7245
Palacios Wealth Management
Florida
USD 122 M -USD 13 M -10% 26.7% – 77 24.68% 0.4
Fairman Group
7246
Fairman Group
Pennsylvania
USD 122 M +USD 12.5 M +11% 7.17% – 261 3.07% 1.4
Ridgeline Wealth Planning
7247
Ridgeline Wealth Planning
Ohio
USD 121 M +USD 19.7 M +19% 10.1% – 37 5.41% 0.5
Washington University
7248
Washington University
Missouri
USD 121 M +USD 10.5 M +10% 30.2% 44% 4 50% 1.8
Avant Financial Advisors
7249
Avant Financial Advisors
Texas
USD 121 M +USD 11.1 M +10% 8.14% – 65 3.08% 0.5
Argyle Capital Partners
7250
Argyle Capital Partners
California
USD 121 M +USD 4.71 M +4% 6.17% – 150 8% 0.4