¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Stelac Advisory Services
New York
| USD 438 M | +USD 167 M | +62% | 8.58% | 84.9% | 301 | 28.9% | 1.4 |
|
| 3077 |
3077
Kanen Wealth Management
Coconut Creek,
Florida
| USD 438 M | +USD 246 M | +128% | 28.2% | 328% | 35 | 42.86% | 0.2 |
|
| 3078 |
3078
Nishkama Capital LLC
Dorado,
Puerto Rico
| USD 438 M | +USD 67.1 M | +18% | 15.5% | 723% | 50 | 66% | 0.3 |
|
| 3079 |
3079
SAIF Advisors
Admiralty,
Hong Kong
| USD 438 M | -USD 34.6 M | -7% | 2.22% | – | 3 | 0% | 1.8 |
|
| 3080 |
3080
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| USD 437 M | +USD 23.3 M | +6% | 4.87% | 48.8% | 407 | 13.02% | 3.9 |
|
| 3081 |
3081
SlateStone Wealth
Jupiter,
Florida
| USD 437 M | +USD 32.6 M | +8% | 8.59% | 79.1% | 178 | 12.36% | 1.6 |
|
| 3082 |
3082
180 Wealth Advisors
Federal Way,
Washington
| USD 437 M | +USD 34 M | +8% | 9.79% | 136% | 390 | 17.18% | 1.7 |
|
| 3083 |
3083
World Investment Advisors
Santa Barbara,
California
| USD 437 M | +USD 22.1 M | +5% | 4.96% | 65.4% | 257 | 15.95% | 1.2 |
|
| 3084 |
3084
McRae Capital Management
Morristown,
New Jersey
| USD 437 M | +USD 33.3 M | +8% | 7.68% | 78.2% | 115 | 11.3% | 4 |
|
| 3085 |
LCM
3085
LH Capital Markets
New York
| USD 437 M | -USD 521 M | -54% | 1.68% | 12.2% | 150 | 83.33% | 0.2 |
|
| 3086 |
SIA
3086
Strategic Investment Advisors
Farmington Hills,
Michigan
| USD 437 M | +USD 51.4 M | +13% | 5.65% | 66.1% | 214 | 24.3% | 1.3 |
|
| 3087 |
MRCM
3087
M&R Capital Management
Summit,
New Jersey
| USD 437 M | +USD 35.3 M | +9% | 6.77% | 52.6% | 442 | 7.92% | 4.7 |
|
| 3088 |
3088
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 436 M | +USD 33.4 M | +8% | 8.14% | 18.3% | 154 | 8.44% | 3.4 |
|
| 3089 |
TCM
3089
Tao Capital Management
San Francisco,
California
| USD 436 M | +USD 89.5 M | +26% | 14.5% | 314% | 10 | 30% | 0.8 |
|
| 3090 |
3090
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| USD 435 M | +USD 63.4 M | +17% | 5.16% | 42.8% | 110 | 8.18% | 3 |
|
| 3091 |
3091
Viridian RIA
Bothell,
Washington
| USD 435 M | +USD 37.5 M | +9% | 7.31% | 63.1% | 79 | 0% | 0.3 |
|
| 3092 |
3092
Cutter & Co Brokerage
Ballwin,
Missouri
| USD 435 M | +USD 25.1 M | +6% | 6.26% | 40.4% | 327 | 12.23% | 2.4 |
|
| 3093 |
3093
Kesler Norman & Wride
Ogden,
Utah
| USD 434 M | +USD 31.5 M | +8% | 5.93% | 76% | 155 | 2.58% | 0.5 |
|
| 3094 |
3094
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| USD 434 M | +USD 46.7 M | +12% | 7.85% | 52% | 752 | 11.04% | 3.7 |
|
| 3095 |
3095
American Investment Services
Great Barrington,
Massachusetts
| USD 434 M | +USD 64.8 M | +18% | 5.35% | 63.1% | 126 | 7.94% | 4 |
|
| 3096 |
3096
TBH Global Asset Management
Brentwood,
Tennessee
| USD 434 M | +USD 49 M | +13% | 6.84% | 70.7% | 203 | 21.18% | 1 |
|
| 3097 |
3097
Certuity
North Palm Beach,
Florida
| USD 433 M | +USD 60.7 M | +16% | 8.75% | 190% | 386 | 26.94% | 0.7 |
|
| 3098 |
3098
CFO4Life Group
Coppell,
Texas
| USD 433 M | +USD 31.1 M | +8% | 8.01% | 56.7% | 153 | 13.07% | 2.2 |
|
| 3099 |
3099
Austin Private Wealth
Austin,
Texas
| USD 433 M | +USD 52.9 M | +14% | 5.97% | 62.3% | 141 | 25.53% | 0.8 |
|
| 3100 |
3100
Bulltick Wealth Management
Miami,
Florida
| USD 433 M | +USD 72.6 M | +20% | 6.97% | 58.2% | 156 | 33.97% | 0.3 |
|