¡Ya estamos en !
Descubre más
Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| USD 570 M | +USD 49.6 M | +10% | 4.41% | 58.9% | 424 | 14.62% | 0.8 |
|
| 2502 |
2502
Means Investment Company
Bangor,
Maine
| USD 569 M | +USD 70.3 M | +14% | 10.8% | 106% | 198 | 5.56% | 3 |
|
| 2503 |
2503
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 569 M | +USD 11 M | +2% | 5.5% | 87.2% | 1,007 | 7.45% | 4.4 |
|
| 2504 |
2504
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 568 M | +USD 59.8 M | +12% | 18.4% | 124% | 44 | 6.82% | 6.8 |
|
| 2505 |
2505
Hardy Reed
Tupelo,
Mississippi
| USD 568 M | +USD 39.3 M | +7% | 6.28% | 77.5% | 115 | 8.7% | 2.2 |
|
| 2506 |
2506
Cornercap Investment Counsel
Atlanta,
Georgia
| USD 568 M | -USD 9.41 M | -2% | 0.77% | 55.4% | 680 | 35.29% | 1.4 |
|
| 2507 |
2507
Robotti Robert
| USD 568 M | +USD 66.2 M | +13% | 18.4% | 107% | 65 | 9.23% | 4.5 |
|
| 2508 |
2508
Barber Financial Group
Lenexa,
Kansas
| USD 567 M | +USD 206 M | +57% | 6.27% | 39% | 157 | 18.47% | 2.7 |
|
| 2509 |
2509
Sirios Capital Management
Boston,
Massachusetts
| USD 567 M | +USD 24.5 M | +5% | 4.68% | 177% | 68 | 35.29% | 1.4 |
|
| 2510 |
2510
Mattern Capital Management
Lakewood,
Colorado
| USD 567 M | +USD 26 M | +5% | 2.44% | 39.8% | 127 | 11.02% | 2.6 |
|
| 2511 |
2511
Winthrop Advisory Group
Boston,
Massachusetts
| USD 567 M | +USD 39.3 M | +7% | 7.48% | 78.3% | 134 | 12.69% | 3 |
|
| 2512 |
RIA
2512
RPG Investment Advisory
Pleasanton,
California
| USD 567 M | +USD 48.1 M | +9% | 14% | 186% | 91 | 13.19% | 3.7 |
|
| 2513 |
2513
ORIX Corp
Tokyo,
Japan
| USD 566 M | -USD 11.4 M | -2% | 1.98% | 11.7% | 1 | 0% | 5.3 |
|
| 2514 |
2514
GDS Wealth Management
Flower Mound,
Texas
| USD 566 M | +USD 42.2 M | +8% | 3.89% | 95.1% | 123 | 15.45% | 1 |
|
| 2515 |
2515
Wealth Architects
Mountain View,
California
| USD 565 M | +USD 36.2 M | +7% | 5.97% | 85.1% | 191 | 7.33% | 4.4 |
|
| 2516 |
2516
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| USD 564 M | +USD 10.5 M | +2% | 3.52% | 74.8% | 208 | 10.58% | 4.5 |
|
| 2517 |
2517
Cahill Financial Advisors
Edina,
Minnesota
| USD 564 M | +USD 43.3 M | +8% | 5.43% | 55.9% | 240 | 9.17% | 4.1 |
|
| 2518 |
2518
Certified Advisory Corp
Altamonte Springs,
Florida
| USD 563 M | +USD 56.6 M | +11% | 4.99% | 62.9% | 286 | 23.08% | 2.9 |
|
| 2519 |
2519
Cornerstone Wealth Group
Huntersville,
North Carolina
| USD 562 M | +USD 33.6 M | +6% | 3.42% | 108% | 156 | 19.23% | 2.1 |
|
| 2520 |
CBT
2520
Central Bank & Trust
Lexington,
Kentucky
| USD 562 M | +USD 32 M | +6% | 10.8% | 118% | 456 | 32.89% | 4.2 |
|
| 2521 |
2521
Syntegra Private Wealth Group
Chesterfield,
Missouri
| USD 562 M | +USD 63 M | +13% | 5.77% | 56.9% | 122 | 15.57% | 0.2 |
|
| 2522 |
2522
Advance Capital Management
Southfield,
Michigan
| USD 562 M | -USD 194 M | -26% | 3.5% | 54.4% | 115 | 15.65% | 0.9 |
|
| 2523 |
2523
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 562 M | +USD 36.9 M | +7% | 7.06% | 114% | 265 | 32.83% | 1.7 |
|
| 2524 |
2524
Greatmark Investment Partners
Columbus,
Georgia
| USD 561 M | +USD 14.1 M | +3% | 5.31% | 72.5% | 129 | 8.53% | 5.5 |
|
| 2525 |
TCOT
2525
Trust Company of Toledo
Holland,
Ohio
| USD 561 M | +USD 31 M | +6% | 5.33% | 109% | 211 | 12.8% | 6.4 |
|