¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Burton Enright Welch
Walnut Creek,
California
| USD 736 M | +USD 25.1 M | +4% | 1.53% | 66.6% | 139 | 11.51% | 2.4 |
|
| 2877 |
2877
Glassman Wealth Services
Vienna,
Virginia
| USD 736 M | -USD 5.48 M | -0.7% | 0.46% | 62.6% | 202 | 10.89% | 4.9 |
|
| 2878 |
2878
TFO Wealth Partners
Maumee,
Ohio
| USD 735 M | +USD 67.2 M | +10% | 0.58% | 63.6% | 73 | 31.51% | 1.1 |
|
| 2879 |
2879
Colonial Trust
Spartanburg,
South Carolina
| USD 735 M | -USD 14.9 M | -2% | 0.31% | 75.5% | 1,176 | 10.46% | 2.4 |
|
| 2880 |
2880
Seeds Investor
New York
| USD 735 M | +USD 213 M | +41% | 0.38% | – | 372 | 34.41% | 1 |
|
| 2881 |
2881
Arvest Investments
Lowell,
Arkansas
| USD 733 M | +USD 21.6 M | +3% | 1.01% | 50% | 208 | 13.46% | 1.5 |
|
| 2882 |
ACM
2882
AIGH Capital Management
Baltimore,
Maryland
| USD 733 M | +USD 320 M | +77% | 56.7% | 3,026% | 51 | 49.02% | 0.8 |
|
| 2883 |
2883
Berman McAleer
Timonium,
Maryland
| USD 733 M | +USD 1.11 M | +0.2% | 0.53% | – | 172 | 11.63% | 0.5 |
|
| 2884 |
GFI
2884
Global Frontier Investments
Charleston,
South Carolina
| USD 732 M | +USD 225 M | +44% | 20.9% | – | 21 | 28.57% | 3.7 |
|
| 2885 |
2885
Rice Partnership
Honolulu,
Hawaii
| USD 732 M | -USD 7.82 M | -1% | 0.62% | 123% | 189 | 13.23% | 3.5 |
|
| 2886 |
2886
Intellus Advisors
Naples,
Florida
| USD 732 M | -USD 21.9 M | -3% | 0.02% | – | 139 | 13.67% | 1.1 |
|
| 2887 |
2887
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 731 M | -USD 206 M | -22% | 9.39% | 41.8% | 31 | 25.81% | 3.4 |
|
| 2888 |
2888
Third View Private Wealth
Westport,
Connecticut
| USD 730 M | -USD 12.6 M | -2% | 5.9% | – | 295 | 18.31% | 0.2 |
|
| 2889 |
2889
Acorn Financial Advisory Services
Reston,
Virginia
| USD 730 M | +USD 52.2 M | +8% | 6.85% | 108% | 239 | 20.08% | 3.4 |
|
| 2890 |
2890
Capital Investment Counsel (Colorado)
Denver,
Colorado
| USD 730 M | +USD 9.9 M | +1% | 0.56% | 68.7% | 157 | 17.2% | 1.5 |
|
| 2891 |
2891
Enclave Advisors
Austin,
Texas
| USD 729 M | +USD 23.8 M | +3% | 0.36% | – | 141 | 14.18% | 1.1 |
|
| 2892 |
2892
Horst & Graben Wealth Management
Portland,
Oregon
| USD 729 M | +USD 66.2 M | +10% | 1.51% | 62.2% | 200 | 13% | 3 |
|
| 2893 |
2893
Meridian Wealth Partners
Exton,
Pennsylvania
| USD 729 M | +USD 2.99 M | +0.4% | 1.38% | 54.2% | 126 | 16.67% | 3.5 |
|
| 2894 |
2894
SKBA Capital Management
San Francisco,
California
| USD 728 M | +USD 24.1 M | +3% | 4.97% | 53.9% | 81 | 3.7% | 5 |
|
| 2895 |
2895
Sloy Dahl & Holst
Vancouver,
Washington
| USD 728 M | -USD 104 M | -13% | 14.8% | 132% | 118 | 7.63% | 3 |
|
| 2896 |
2896
Tran Capital Management
San Rafael,
California
| USD 728 M | -USD 107 M | -13% | 3.3% | 173% | 81 | 22.22% | 2.8 |
|
| 2897 |
2897
Dillon & Associates
Jackson,
Michigan
| USD 726 M | -USD 48 M | -6% | 5.08% | 117% | 79 | 7.59% | 8.3 |
|
| 2898 |
2898
Castellan Group
Louisville,
Kentucky
| USD 726 M | -USD 69.5 M | -9% | 1.6% | 184% | 62 | 45.16% | 1.7 |
|
| 2899 |
2899
FIFTHDELTA
London,
United Kingdom
| USD 725 M | +USD 249 M | +52% | 6.31% | 16.6% | 15 | 60% | 0.5 |
|
| 2900 |
2900
Professional Advisory Services
Vero Beach,
Florida
| USD 724 M | -USD 47.2 M | -6% | 5.09% | 69.3% | 82 | 4.88% | 6.5 |
|