¡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
Bedel Financial Consulting
Indianapolis,
Indiana
| USD 929 M | +USD 146 M | +19% | 17.1% | 104% | 302 | 9.27% | 4.7 |
|
| 2502 |
2502
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| USD 929 M | +USD 32.3 M | +4% | 3.31% | – | 268 | 9.7% | 0.6 |
|
| 2503 |
2503
Benchstone Capital Management
New York
| USD 928 M | +USD 195 M | +27% | 2.37% | – | 56 | 71.43% | 0.2 |
|
| 2504 |
2504
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 928 M | -USD 53.8 M | -5% | 2.3% | 124% | 52 | 1.92% | 7.4 |
|
| 2505 |
2505
Quest Investment Management
Lake Oswego,
Oregon
| USD 928 M | -USD 25 M | -3% | 1.8% | 105% | 139 | 10.79% | 3.5 |
|
| 2506 |
2506
Water Island Capital
New York
| USD 928 M | +USD 134 M | +17% | 24.9% | 438% | 139 | 74.82% | 0.2 |
|
| 2507 |
2507
Parthenon LLC
Louisville,
Kentucky
| USD 927 M | +USD 24.2 M | +3% | 4.21% | 93.3% | 135 | 7.41% | 8.2 |
|
| 2508 |
2508
Barlow Wealth Partners
Louisville,
Kentucky
| USD 927 M | +USD 27.9 M | +3% | 3.01% | 101% | 138 | 7.25% | 1.6 |
|
| 2509 |
2509
Leuthold Group
Minneapolis,
Minnesota
| USD 926 M | +USD 12 M | +1% | 6.45% | 138% | 248 | 33.87% | 1.6 |
|
| 2510 |
2510
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 926 M | +USD 72.6 M | +9% | 4.43% | 88.8% | 88 | 9.09% | 3 |
|
| 2511 |
2511
Curated Wealth Partners
El Segundo,
California
| USD 925 M | +USD 98.7 M | +12% | 4.39% | 39.9% | 222 | 35.59% | 0.8 |
|
| 2512 |
2512
Hartline Investment Corp
Winnetka,
Illinois
| USD 925 M | -USD 39.5 M | -4% | 3.08% | 222% | 120 | 14.17% | 3.4 |
|
| 2513 |
2513
Griffin Asset Management
New York
| USD 924 M | +USD 34.3 M | +4% | 2.73% | 88.9% | 259 | 23.17% | 5.3 |
|
| 2514 |
2514
Opus Capital Group
Cincinnati,
Ohio
| USD 923 M | +USD 33.4 M | +4% | 2.04% | 53.7% | 143 | 8.39% | 4.8 |
|
| 2515 |
2515
Jag Capital Management
St Louis,
Missouri
| USD 922 M | +USD 8.92 M | +1% | 8.04% | 230% | 164 | 26.83% | 3.8 |
|
| 2516 |
2516
Indivisible Partners
Clearwater,
Florida
| USD 922 M | – | – | 1.34% | – | 440 | – | 0 |
|
| 2517 |
2517
CKW Financial Group
Honolulu,
Hawaii
| USD 922 M | +USD 4.84 M | +0.5% | 2.25% | 70.3% | 198 | 11.11% | 6.3 |
|
| 2518 |
2518
Avenir Corporation
Alexandria,
Virginia
| USD 922 M | -USD 38.4 M | -4% | 1.43% | 34.4% | 74 | 5.41% | 6.6 |
|
| 2519 |
2519
Toth Financial Advisory
Leesburg,
Virginia
| USD 921 M | -USD 6.61 M | -0.7% | 0.56% | 90.4% | 1,002 | 31.04% | 3.4 |
|
| 2520 |
2520
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 921 M | +USD 54.3 M | +6% | 4.85% | 87.7% | 277 | 15.88% | 2.5 |
|
| 2521 |
2521
HBW Advisory Services
Simi Valley,
California
| USD 920 M | +USD 31.7 M | +4% | 1.62% | 68.6% | 455 | 15.38% | 2.3 |
|
| 2522 |
2522
INVST
Indianapolis,
Indiana
| USD 920 M | +USD 40.6 M | +5% | 3.41% | 78.5% | 324 | 10.19% | 2.1 |
|
| 2523 |
2523
Private Wealth Asset Management
Cedar Rapids,
Iowa
| USD 919 M | +USD 71.7 M | +8% | 2.56% | – | 1,152 | 9.46% | 0.7 |
|
| 2524 |
2524
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| USD 919 M | +USD 37.3 M | +4% | 1.69% | 42.7% | 1,410 | 5.96% | 1.8 |
|
| 2525 |
2525
Oak Harvest Investment Services
Houston,
Texas
| USD 917 M | +USD 59.6 M | +7% | 4.66% | 120% | 188 | 24.47% | 2 |
|