¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Institute for Wealth Management
Denver,
Colorado
| USD 476 M | +USD 30 M | +7% | 9.49% | 149% | 479 | 11.48% | 3.2 |
|
| 2677 |
2677
Pelham Capital
London,
United Kingdom
| USD 476 M | +USD 45.1 M | +10% | 12.3% | 135% | 11 | 27.27% | 1.6 |
|
| 2678 |
2678
PM Capital
Sydney,
Australia
| USD 475 M | +USD 97.3 M | +26% | 25.8% | 105% | 11 | 9.09% | 6.2 |
|
| 2679 |
2679
Vitruvian Partners
London,
United Kingdom
| USD 475 M | -USD 85.4 M | -15% | 12.1% | 96.9% | 9 | 0% | 1.6 |
|
| 2680 |
CANC
2680
Culbertson A N & Co
Charlottesville,
Virginia
| USD 475 M | +USD 43.9 M | +10% | 11.9% | 87.5% | 119 | 2.52% | 6.7 |
|
| 2681 |
2681
Taikang Asset Management (HK)
Hong Kong
| USD 474 M | -USD 12 M | -2% | 3.73% | 172% | 68 | 14.71% | 3.1 |
|
| 2682 |
2682
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 474 M | +USD 35.7 M | +8% | 10.6% | 121% | 73 | 16.44% | 5.1 |
|
| 2683 |
2683
Avitas Wealth Management
Los Angeles,
California
| USD 474 M | +USD 37.2 M | +9% | 8.11% | 56.2% | 208 | 25% | 2 |
|
| 2684 |
2684
HoldCo Asset Management
Fort Lauderdale,
Florida
| USD 473 M | +USD 148 M | +45% | 18.5% | – | 22 | 9.09% | 1.7 |
|
| 2685 |
2685
Wolf Hill Capital Management
Greenwich,
Connecticut
| USD 473 M | -USD 14.4 M | -3% | 22% | 384% | 24 | 54.17% | 0.6 |
|
| 2686 |
AA
2686
Ancient Art
Austin,
Texas
| USD 473 M | -USD 63.7 M | -12% | 2.87% | 168% | 23 | 17.39% | 1.9 |
|
| 2687 |
2687
Personal CFO Solutions
Chester,
New Jersey
| USD 472 M | +USD 74.3 M | +19% | 9.88% | 98.9% | 505 | 27.33% | 1.5 |
|
| 2688 |
2688
Blueprint Investment Partners
Greensboro,
North Carolina
| USD 472 M | +USD 106 M | +29% | 7.51% | 91.9% | 260 | 51.54% | 0.7 |
|
| 2689 |
2689
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 472 M | +USD 28.6 M | +6% | 10.6% | 52.5% | 130 | 10.77% | 3.5 |
|
| 2690 |
2690
Carrhae Capital
London,
United Kingdom
| USD 472 M | +USD 334 M | +243% | 16.2% | 182% | 27 | 55.56% | 0.4 |
|
| 2691 |
2691
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 472 M | +USD 45.4 M | +11% | 8.93% | 55.8% | 106 | 13.21% | 4.5 |
|
| 2692 |
2692
Financial Planning & Information Services
De Pere,
Wisconsin
| USD 472 M | +USD 58.8 M | +14% | 7.62% | 13% | 86 | 17.44% | 4.5 |
|
| 2693 |
2693
Arosa Capital Management
Miami Beach,
Florida
| USD 472 M | +USD 4.17 M | +0.9% | 9.37% | 536% | 79 | 59.49% | 0.3 |
|
| 2694 |
FAG
2694
Financial Advisory Group
Houston,
Texas
| USD 471 M | +USD 27.5 M | +6% | 6.02% | 20.6% | 96 | 14.58% | 4.8 |
|
| 2695 |
2695
Strategic Wealth Partners Group
Deerfield,
Illinois
| USD 471 M | +USD 41.5 M | +10% | 7.65% | – | 52 | 5.77% | 4.1 |
|
| 2696 |
2696
XTX Topco
George Town,
Cayman Islands
| USD 471 M | +USD 67.3 M | +17% | 3.74% | 87.3% | 1,633 | 69.26% | 0.2 |
|
| 2697 |
2697
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 471 M | +USD 35.1 M | +8% | 10.1% | 67.4% | 587 | 10.05% | 2.9 |
|
| 2698 |
2698
Acorn Financial Advisory Services
Reston,
Virginia
| USD 471 M | +USD 51.8 M | +12% | 6.91% | 108% | 227 | 9.69% | 2.1 |
|
| 2699 |
2699
OLP Capital Management
Causeway Bay,
Hong Kong
| USD 471 M | +USD 70.5 M | +18% | 28.7% | 146% | 4 | 25% | 1.1 |
|
| 2700 |
2700
CFO4Life
Coppell,
Texas
| USD 471 M | – | – | 6.53% | – | 176 | – | 1.6 |
|