¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 175 M | +USD 14 M | +9% | 6.06% | 63.2% | 120 | 12.5% | 1.6 |
|
| 3052 |
3052
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 174 M | -USD 10.3 M | -6% | 6% | 64% | 138 | 10.87% | 2.1 |
|
| 3053 |
3053
Bank of Stockton
Stockton,
California
| USD 174 M | +USD 10.7 M | +7% | 4.42% | 99.2% | 101 | 4.95% | 2 |
|
| 3054 |
3054
Advisory Alpha
Holland,
Michigan
| USD 174 M | +USD 27.9 M | +19% | 0.7% | 50.3% | 55 | 7.27% | 1.3 |
|
| 3055 |
3055
Vantage Wealth
Pasadena,
California
| USD 174 M | +USD 10 M | +6% | 4.36% | 56.1% | 26 | 0% | 2.2 |
|
| 3056 |
P
3056
PhaseCapital
New York
| USD 174 M | +USD 54.5 M | +46% | 0.62% | 25.1% | 11 | 36.36% | 0.7 |
|
| 3057 |
3057
CT Financial Advisors
Chadds Ford,
Pennsylvania
| USD 174 M | +USD 14.5 M | +9% | 4.26% | – | 680 | 8.09% | 1.4 |
|
| 3058 |
3058
Focused Wealth Management
Newburgh,
New York
| USD 174 M | +USD 16.4 M | +10% | 5.82% | 73.9% | 792 | 12.88% | 1.8 |
|
| 3059 |
3059
InvenTrust Properties
Downers Grove,
Illinois
| USD 174 M | -USD 3.39 M | -2% | 2.63% | 7.56% | 22 | 9.09% | 0.7 |
|
| 3060 |
3060
Birchview Capital
Burlington,
Vermont
| USD 174 M | +USD 18.3 M | +12% | 15.5% | 327% | 46 | 21.74% | 0.8 |
|
| 3061 |
LWM
3061
LBA Wealth Management
Jacksonville,
Florida
| USD 174 M | +USD 15 M | +9% | 2.48% | 19.2% | 431 | 22.97% | 1.2 |
|
| 3062 |
3062
VY Capital Management Company
Dubai,
United Arab Emirates
| USD 173 M | – | – | 9.23% | – | 10 | – | 0 |
|
| 3063 |
COC
3063
Commonwealth Opportunity Capital
Los Angeles,
California
| USD 173 M | -USD 48.7 M | -22% | 3.19% | – | 14 | 85.71% | 0.3 |
|
| 3064 |
3064
SC XII Management
Menlo Park,
California
| USD 173 M | -USD 82 M | -32% | 16% | 73.4% | 3 | 0% | 1.3 |
|
| 3065 |
3065
Bank Pictet & Cie (Asia)
Singapore
| USD 173 M | +USD 37.4 M | +28% | 8.65% | 30.4% | 59 | 44.07% | 0.3 |
|
| 3066 |
3066
Clarius Group LLC
Seattle,
Washington
| USD 173 M | – | – | 4.31% | 92.1% | 79 | – | 0 |
|
| 3067 |
3067
Nepsis Inc
Minneapolis,
Minnesota
| USD 172 M | +USD 4.44 M | +3% | 7.62% | 131% | 35 | 20% | 1.2 |
|
| 3068 |
3068
Interactive Financial Advisors
New Lenox,
Illinois
| USD 172 M | -USD 4.03 M | -2% | 1.86% | 47.6% | 124 | 14.52% | 1.5 |
|
| 3069 |
3069
Guinness Atkinson Asset Management
Pasadena,
California
| USD 172 M | +USD 15.3 M | +10% | 10.1% | 132% | 72 | 13.89% | 2 |
|
| 3070 |
3070
FCA Corp
Houston,
Texas
| USD 172 M | +USD 89 k | +0.1% | 2.7% | 57.4% | 144 | 29.86% | 1.6 |
|
| 3071 |
KCM
3071
Karp Capital Management
Sausalito,
California
| USD 172 M | +USD 25.6 M | +18% | 5.44% | 21.3% | 368 | 76.9% | 0.9 |
|
| 3072 |
ACM
3072
ADI Capital Management
New York
| USD 172 M | -USD 9.26 M | -5% | 7.13% | 113% | 17 | 47.06% | 0.5 |
|
| 3073 |
3073
Capital Planning Advisors
Roseville,
California
| USD 172 M | +USD 19.4 M | +13% | 8.56% | 64.2% | 112 | 16.96% | 0.8 |
|
| 3074 |
3074
First Washington Corp
Seattle,
Washington
| USD 172 M | +USD 5.96 M | +4% | 6.62% | 142% | 96 | 13.54% | 1.9 |
|
| 3075 |
3075
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 172 M | +USD 9.8 M | +6% | 6.88% | 92% | 147 | 14.29% | 1.4 |
|