¡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
American National Bank & Trust
Wichita Falls,
Texas
| USD 451 M | -USD 15.6 M | -3% | 0.39% | 102% | 336 | 26.49% | 2.6 |
|
| 3002 |
3002
Willow Creek Wealth Management
Sebastopol,
California
| USD 451 M | +USD 32.3 M | +8% | 0.01% | – | 117 | 6.84% | 2.4 |
|
| 3003 |
3003
Madison Avenue Partners
New York
| USD 451 M | +USD 116 M | +35% | 0.04% | 284% | 21 | 52.38% | 0.6 |
|
| 3004 |
3004
Essex Woodlands Management
The Woodlands,
Texas
| USD 451 M | -USD 226 M | -33% | 25.8% | 119% | 9 | 0% | 4 |
|
| 3005 |
3005
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 450 M | +USD 38.6 M | +9% | 0% | 69.2% | 1,050 | 19.9% | 3.3 |
|
| 3006 |
3006
Gryphon Financial Partners
Columbus,
Ohio
| USD 450 M | +USD 5.78 M | +1% | 1.06% | 111% | 210 | 24.76% | 1.9 |
|
| 3007 |
3007
First Ascent Asset Management
Denver,
Colorado
| USD 450 M | +USD 73.1 M | +19% | 1.47% | 4.15% | 34 | 29.41% | 1 |
|
| 3008 |
PWW
3008
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 450 M | +USD 3.86 M | +0.9% | 0.52% | 70.9% | 161 | 3.73% | 5.2 |
|
| 3009 |
3009
Wealth Advisory Solutions
Indiianapolis,
Indiana
| USD 450 M | +USD 28.7 M | +7% | 2.5% | 60.5% | 190 | 17.89% | 0.8 |
|
| 3010 |
3010
Astor Investment Management
Chicago,
Illinois
| USD 450 M | -USD 17.2 M | -4% | 0.66% | 23.3% | 61 | 22.95% | 1.5 |
|
| 3011 |
3011
Altavista Wealth Management
Asheville,
North Carolina
| USD 450 M | -USD 8.75 M | -2% | 0.21% | 80.6% | 187 | 5.35% | 4.4 |
|
| 3012 |
3012
Strategy Asset Managers
Pasadena,
California
| USD 450 M | -USD 23.3 M | -5% | 0.77% | 115% | 297 | 21.55% | 2 |
|
| 3013 |
3013
Farmers Trust Company
Youngstown,
Ohio
| USD 450 M | -USD 2.11 M | -0.5% | 0.14% | 73.5% | 176 | 11.93% | 4.7 |
|
| 3014 |
3014
Sky Investment Group
Hartford,
Connecticut
| USD 449 M | +USD 5.78 M | +1% | 0.06% | 81.4% | 132 | 7.58% | 4.4 |
|
| 3015 |
3015
Winthrop Advisory Group
Boston,
Massachusetts
| USD 449 M | +USD 4.74 M | +1% | 0.04% | 78.3% | 145 | 11.72% | 2.1 |
|
| 3016 |
3016
Stockman Wealth Management
Billings,
Montana
| USD 449 M | +USD 30.5 M | +7% | 1.42% | 77.5% | 203 | 5.42% | 3.4 |
|
| 3017 |
3017
Teewinot Capital Advisers
New York
| USD 449 M | +USD 18.3 M | +4% | 5.85% | 149% | 42 | 35.71% | 2.6 |
|
| 3018 |
3018
Divergent Wealth Advisors
South Jordan,
Utah
| USD 449 M | +USD 10.2 M | +2% | 0.47% | 14.7% | 19 | 15.79% | 2.6 |
|
| 3019 |
3019
Well Done LLC
Holland,
Michigan
| USD 449 M | -USD 5.12 M | -1% | 0.76% | 80.4% | 181 | 9.39% | 2.6 |
|
| 3020 |
JHCM
3020
Juniper Hill Capital Management
Menlo Park,
California
| USD 448 M | +USD 149 M | +50% | 1.68% | 33.6% | 9 | 22.22% | 0.8 |
|
| 3021 |
3021
Stonnington Group
Pasadena,
California
| USD 447 M | -USD 2.26 M | -0.5% | 2.73% | – | 301 | 24.58% | 0.4 |
|
| 3022 |
3022
Strid Group
Newtown Square,
Pennsylvania
| USD 447 M | +USD 3.77 M | +0.9% | 1.96% | 55.2% | 41 | 2.44% | 2.3 |
|
| 3023 |
3023
Buckhead Capital Management
Atlanta,
Georgia
| USD 447 M | -USD 3.61 M | -0.8% | 0.56% | 76.1% | 145 | 2.76% | 3.6 |
|
| 3024 |
3024
Mitchell Capital Management
Leawood,
Kansas
| USD 446 M | -USD 9.27 M | -2% | 1.4% | 234% | 163 | 11.66% | 2.4 |
|
| 3025 |
3025
First National Corp
Rockland,
Massachusetts
| USD 446 M | +USD 155 M | +53% | 0.7% | 56.3% | 172 | 25% | 1.8 |
|