¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Formidable Asset Management
Cincinnati,
Ohio
| USD 613 M | +USD 132 M | +27% | 10.5% | 62.2% | 401 | 31.42% | 2.1 |
|
| 2727 |
2727
St. James Investment Company
Southlake,
Texas
| USD 613 M | -USD 3.51 M | -0.6% | 7.68% | 43.8% | 27 | 11.11% | 3.8 |
|
| 2728 |
2728
Oak Harvest Investment Services
Houston,
Texas
| USD 613 M | +USD 112 M | +22% | 7.66% | 120% | 128 | 17.97% | 1.8 |
|
| 2729 |
2729
Great Waters Wealth Management
Shoreview,
Minnesota
| USD 612 M | +USD 48.5 M | +9% | 4.44% | 49% | 103 | 10.68% | 1.1 |
|
| 2730 |
JC
2730
JBF Capital
Aspen,
Colorado
| USD 612 M | +USD 101 M | +20% | 13.7% | 93.6% | 83 | 18.07% | 2 |
|
| 2731 |
2731
Olstein Capital Management
Purchase,
New York
| USD 611 M | +USD 18.3 M | +3% | 7.43% | 16.6% | 100 | 6% | 5.6 |
|
| 2732 |
2732
Sompo Asset Management
Tokyo,
Japan
| USD 611 M | +USD 56.9 M | +10% | 8.39% | 84.7% | 200 | 6% | 2.9 |
|
| 2733 |
2733
Naviter Wealth
Little Rock,
Arkansas
| USD 611 M | +USD 114 M | +23% | 9.25% | 87.1% | 249 | 19.28% | 1.3 |
|
| 2734 |
2734
MayTech Global Investments
New York
| USD 611 M | +USD 117 M | +24% | 27.3% | 158% | 33 | 21.21% | 3.8 |
|
| 2735 |
2735
Sharkey, Howes & Javer
Denver,
Colorado
| USD 611 M | +USD 43.9 M | +8% | 6.51% | 60.2% | 128 | 14.84% | 2.8 |
|
| 2736 |
2736
Covenant Asset Management
Chester,
New Jersey
| USD 610 M | +USD 53 M | +10% | 17.7% | 177% | 163 | 11.04% | 3.9 |
|
| 2737 |
2737
Financial Enhancement Group
Anderson,
Indiana
| USD 609 M | +USD 40.8 M | +7% | 7.38% | 62.2% | 122 | 15.57% | 3 |
|
| 2738 |
2738
Planning Alternatives
Birmingham,
Michigan
| USD 609 M | +USD 37.6 M | +7% | 7.97% | 69.6% | 51 | 7.84% | 5.8 |
|
| 2739 |
2739
Cooper Financial Group
Irvine,
California
| USD 608 M | +USD 58.5 M | +11% | 8.22% | 87.2% | 377 | 16.71% | 2.1 |
|
| 2740 |
2740
Summit Securities Group
New York
| USD 608 M | -USD 500 M | -45% | 15.1% | 149% | 1,002 | 80.64% | 0.6 |
|
| 2741 |
2741
Sora Investors
Bryn Mawr,
Pennsylvania
| USD 608 M | +USD 14.8 M | +2% | 10.7% | 179% | 65 | 56.92% | 0.4 |
|
| 2742 |
2742
HHM Wealth Advisors
Chattanooga,
Tennessee
| USD 608 M | +USD 32.8 M | +6% | 7.88% | 62.3% | 786 | 10.94% | 2.6 |
|
| 2743 |
2743
Mosaic Family Wealth Partners
St. Louis,
Missouri
| USD 607 M | +USD 27.5 M | +5% | 7.92% | 67.5% | 209 | 11.48% | 1.1 |
|
| 2744 |
2744
Inscription Capital
Houston,
Texas
| USD 607 M | +USD 241 M | +66% | 8.77% | – | 345 | 39.13% | 1.6 |
|
| 2745 |
CEI
2745
Clark Estates Inc
New York
| USD 607 M | +USD 16.8 M | +3% | 5.6% | 34.5% | 95 | 14.74% | 1.9 |
|
| 2746 |
HCP
2746
Holt Capital Partners
Fort Worth,
Texas
| USD 607 M | +USD 47.2 M | +8% | 7.5% | 69.5% | 157 | 3.18% | 6.2 |
|
| 2747 |
2747
SYM Financial Corp
Winona Lake,
Indiana
| USD 606 M | -USD 11.6 M | -2% | 5.37% | 64.3% | 191 | 19.37% | 2.2 |
|
| 2748 |
2748
Marietta Wealth Management
Marietta,
Georgia
| USD 606 M | +USD 44.6 M | +8% | 9.95% | 93% | 104 | 5.77% | 4.6 |
|
| 2749 |
2749
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 605 M | +USD 50.3 M | +9% | 7.24% | 52.5% | 154 | 10.39% | 3.8 |
|
| 2750 |
2750
TrinityPoint Wealth
Milford,
Connecticut
| USD 604 M | +USD 52.2 M | +9% | 10.3% | 28.4% | 319 | 10.34% | 3 |
|