¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
BSW Wealth Partners
Boulder,
Colorado
| USD 182 M | +USD 4.33 M | +2% | 1.02% | 75.4% | 70 | 12.86% | 2 |
|
| 3002 |
FTIM
3002
Flowering Tree Investment Management
Singapore
| USD 182 M | -USD 62.9 M | -26% | 15% | 47.4% | 3 | 0% | 2.6 |
|
| 3003 |
3003
Proffitt & Goodson
Knoxville,
Tennessee
| USD 181 M | +USD 6.57 M | +4% | 1.4% | 48.5% | 46 | 6.52% | 2.2 |
|
| 3004 |
AWM
3004
Altavista Wealth Management
Asheville,
North Carolina
| USD 181 M | +USD 4.04 M | +2% | 1.71% | 80.6% | 135 | 18.52% | 2 |
|
| 3005 |
GCM
3005
Grisanti Capital Management
New York
| USD 181 M | -USD 31.4 M | -15% | 6.1% | 17.9% | 66 | 42.42% | 1.5 |
|
| 3006 |
HAM
3006
Harber Asset Management
Asheville,
North Carolina
| USD 181 M | +USD 10 M | +6% | 5.41% | 63.6% | 59 | 40.68% | 0.9 |
|
| 3007 |
3007
Raffa Wealth Management
Washington,
District of Columbia
| USD 181 M | +USD 6.45 M | +4% | 1.14% | 35.8% | 886 | 6.66% | 1.7 |
|
| 3008 |
3008
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 181 M | +USD 3.99 M | +2% | 2.59% | 53.3% | 320 | 29.06% | 0.9 |
|
| 3009 |
GI
3009
Gavea Investimentos
Rj,
Brazil
| USD 181 M | +USD 36.9 M | +26% | 25.2% | 60.3% | 13 | 84.62% | 0.4 |
|
| 3010 |
3010
Blue Edge Capital
Richmond,
Virginia
| USD 181 M | +USD 12 M | +7% | 2.48% | 67.4% | 81 | 7.41% | 1.6 |
|
| 3011 |
3011
Zeke Capital Advisors
Berwyn,
Pennsylvania
| USD 180 M | -USD 4.4 M | -2% | 2.77% | 41% | 24 | 41.67% | 0.2 |
|
| 3012 |
3012
TCI Wealth Advisors
Tucson,
Arizona
| USD 180 M | -USD 219 k | -0.1% | 3.74% | 65% | 1,527 | 20.69% | 1.5 |
|
| 3013 |
TCOO
3013
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 180 M | +USD 279 k | +0.2% | 3.39% | 101% | 107 | 11.21% | 2.2 |
|
| 3014 |
BC
3014
Barnett & Company
Chattanooga,
Tennessee
| USD 180 M | -USD 10.1 M | -5% | 0.96% | 65.9% | 418 | 7.66% | 1 |
|
| 3015 |
FBT
3015
First Bankers Trust
Louisville,
Kentucky
| USD 180 M | -USD 58.9 M | -25% | 5.92% | 78.9% | 148 | 19.59% | 2.7 |
|
| 3016 |
3016
Capital Planning Advisors
Roseville,
California
| USD 180 M | -USD 28 M | -13% | 2.31% | 64.2% | 102 | 5.88% | 1.2 |
|
| 3017 |
3017
Formidable Asset Management
Cincinnati,
Ohio
| USD 180 M | +USD 37.4 M | +26% | 1.33% | 52.2% | 527 | 74.76% | 1.9 |
|
| 3018 |
KL
3018
Kinsight LLC
Birmingham,
Alabama
| USD 180 M | +USD 5.72 M | +3% | 2.21% | 15.7% | 36 | 11.11% | 2.2 |
|
| 3019 |
WKWM
3019
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 179 M | +USD 5.04 M | +3% | 3.8% | 92% | 144 | 9.03% | 1.7 |
|
| 3020 |
SCM
3020
Southport Capital Management
Chattanooga,
Tennessee
| USD 179 M | +USD 23.5 M | +15% | 2.03% | 80% | 559 | 72.99% | 0.6 |
|
| 3021 |
3021
Schnieders Capital Management
Pasadena,
California
| USD 179 M | +USD 9.8 M | +6% | 4.98% | 103% | 148 | 12.16% | 1.7 |
|
| 3022 |
CCM
3022
Compton Capital Management
Providence,
Rhode Island
| USD 179 M | +USD 945 k | +0.5% | 0.62% | 75.6% | 148 | 7.43% | 2.5 |
|
| 3023 |
CCM
3023
Courage Capital Management
Nashville,
Tennessee
| USD 179 M | -USD 30.5 M | -15% | 4.36% | 86.5% | 18 | 38.89% | 1.1 |
|
| 3024 |
CRM
3024
Capital Returns Management
Rye,
New York
| USD 179 M | -USD 55.8 M | -24% | 6.52% | 4.39% | 22 | 31.82% | 1.2 |
|
| 3025 |
3025
Atalan Capital Partners
New York
| USD 179 M | -USD 712 k | -0.4% | 0.83% | 319% | 19 | 52.63% | 0.3 |
|