¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 168 M | +USD 11.6 M | +7% | 5.65% | 40.4% | 275 | 21.82% | 0.2 |
|
| 2652 |
AIC
2652
Ambs Investment Counsel
Grand Rapids,
Michigan
| USD 167 M | -USD 51.6 M | -24% | 6.79% | – | 97 | 14.43% | 0.2 |
|
| 2653 |
SBK
2653
Steven B. Klinsky
| USD 167 M | -USD 12.1 M | -7% | 7.08% | – | 2 | 0% | 0.3 |
|
| 2654 |
2654
Cadence Bank NA
Houston,
Texas
| USD 167 M | -USD 15.9 M | -9% | 1.42% | 33.3% | 153 | 16.99% | 0.2 |
|
| 2655 |
2655
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 167 M | +USD 26.2 M | +19% | 4.82% | 60.2% | 73 | 12.33% | 0.2 |
|
| 2656 |
WFG
2656
Windsor Financial Group
Minneapolis,
Minnesota
| USD 166 M | +USD 8.68 M | +6% | 2.37% | 15.3% | 73 | 9.59% | 0.2 |
|
| 2657 |
KCM
2657
KSA Capital Management
Morristown,
New Jersey
| USD 166 M | -USD 53.3 M | -24% | 5.76% | 109% | 39 | 17.95% | 0.2 |
|
| 2658 |
FCT
2658
Family Capital Trust
Peabody,
Massachusetts
| USD 166 M | +USD 8.89 M | +6% | 6.46% | 39.1% | 99 | 9.09% | 0.2 |
|
| 2659 |
2659
Eos Management LP
New York
| USD 166 M | -USD 26.4 M | -14% | 34.8% | 152% | 82 | 56.1% | 0.3 |
|
| 2660 |
ITIM
2660
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 166 M | +USD 44.8 M | +37% | 3.17% | 114% | 333 | 67.87% | 0.1 |
|
| 2661 |
2661
Tortoise Investment Management
White Plains,
New York
| USD 166 M | +USD 14.2 M | +9% | 1.98% | 40.2% | 410 | 17.8% | 0.2 |
|
| 2662 |
2662
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 166 M | -USD 6.7 M | -4% | 5.31% | 59.2% | 419 | 52.03% | 0.2 |
|
| 2663 |
2663
Weiss Asset Management
Boston,
Massachusetts
| USD 165 M | -USD 127 M | -43% | 4.12% | 138% | 47 | 68.09% | 0.1 |
|
| 2664 |
2664
QCM Cayman
Houston,
Texas
| USD 165 M | +USD 33.4 M | +25% | 7.29% | 74% | 231 | 70.13% | 0.1 |
|
| 2665 |
GGPS
2665
Gary Goldberg Planning Services
Suffern,
New York
| USD 165 M | +USD 8.15 M | +5% | 3.79% | – | 391 | 13.3% | 0.2 |
|
| 2666 |
2666
Portola Group
San Jose,
California
| USD 165 M | +USD 13.9 M | +9% | 8.84% | – | 98 | 40.82% | 0.2 |
|
| 2667 |
TCM
2667
TCS Capital Management
New York
| USD 165 M | +USD 76 M | +86% | 31.7% | 271% | 46 | 67.39% | 0.1 |
|
| 2668 |
2668
Stratford Consulting
Addison,
Texas
| USD 164 M | +USD 1.55 M | +1% | 3.62% | 8.23% | 55 | 5.45% | 0.2 |
|
| 2669 |
CCM
2669
Compton Capital Management
Providence,
Rhode Island
| USD 164 M | +USD 2.26 M | +1% | 5.88% | 75.6% | 154 | 14.94% | 0.2 |
|
| 2670 |
2670
New England Investment & Retirement Group
North Andover,
Massachusetts
| USD 164 M | +USD 4.71 M | +3% | 7.33% | 72.5% | 64 | 35.94% | 0.2 |
|
| 2671 |
2671
Edge Wealth Management
New York
| USD 164 M | +USD 14.2 M | +10% | 5.53% | 75.3% | 401 | 25.69% | 0.2 |
|
| 2672 |
EEG
2672
E.E. Geduld
| USD 164 M | +USD 23 M | +16% | 12.5% | 59.9% | 392 | 41.84% | 0.2 |
|
| 2673 |
2673
BCWM LLC
Overland Park,
Kansas
| USD 164 M | -USD 1.25 M | -0.8% | 8.27% | – | 80 | 7.5% | 0.2 |
|
| 2674 |
2674
Interactive Financial Advisors
New Lenox,
Illinois
| USD 164 M | +USD 27.8 M | +20% | 3.78% | 47.6% | 71 | 15.49% | 0.2 |
|
| 2675 |
2675
Fieldpoint Private Advisors
New York
| USD 164 M | +USD 520 k | +0.3% | 6.43% | 34% | 71 | 16.9% | 0.2 |
|