¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Findell Capital Management
New York
| USD 710 M | +USD 369 M | +108% | 75.2% | – | 21 | 52.38% | 1 |
|
| 3177 |
3177
Trust Company of the South
Greensboro,
North Carolina
| USD 710 M | +USD 88.3 M | +14% | 13.6% | – | 153 | 11.76% | 1.9 |
|
| 3178 |
3178
Tulsa Wealth Advisors
Tulsa,
Oklahoma
| USD 710 M | +USD 140 M | +25% | 14.2% | – | 170 | 14.12% | 0.3 |
|
| 3179 |
3179
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 710 M | +USD 60.9 M | +9% | 15.6% | 79.3% | 203 | 13.3% | 4.1 |
|
| 3180 |
3180
Chandler Asset Management
San Diego,
California
| USD 710 M | +USD 50.3 M | +8% | 7.93% | 35.6% | 23 | 8.7% | 5.7 |
|
| 3181 |
3181
Destiny Wealth Partners
Tavares,
Florida
| USD 709 M | -USD 206 M | -22% | 12.6% | 63.7% | 1,158 | 85.23% | 2.5 |
|
| 3182 |
3182
Monarch Alternative Capital
New York
| USD 707 M | -USD 924 M | -57% | 49.9% | 497% | 12 | 58.33% | 0.6 |
|
| 3183 |
3183
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 706 M | +USD 97.5 M | +16% | 17.4% | 140% | 280 | 39.64% | 2.6 |
|
| 3184 |
CBT
3184
Central Bank & Trust
Lexington,
Kentucky
| USD 705 M | +USD 68.8 M | +11% | 20.3% | 118% | 192 | 9.9% | 7.7 |
|
| 3185 |
3185
Kelleher Financial Advisors
New York
| USD 705 M | +USD 310 M | +78% | 10.6% | 72.4% | 979 | 40.76% | 1.1 |
|
| 3186 |
3186
Rivermont Capital Management
New York
| USD 705 M | +USD 230 M | +48% | 67% | 555% | 29 | 62.07% | 0.5 |
|
| 3187 |
3187
Pacific Sage Partners
Edmonds,
Washington
| USD 705 M | +USD 68.9 M | +11% | 7.88% | 47.8% | 133 | 13.53% | 2.3 |
|
| 3188 |
3188
Vega Investment Solutions
Paris,
France
| USD 705 M | +USD 286 M | +68% | 31.2% | – | 211 | 48.82% | 0.9 |
|
| 3189 |
3189
DSG Capital Advisors
Edina,
Minnesota
| USD 704 M | +USD 78.9 M | +13% | 16.9% | – | 127 | 10.24% | 1.2 |
|
| 3190 |
TFHU
3190
TLT Family Holdco ULC
Toronto,
| USD 704 M | -USD 20.2 M | -3% | 0.22% | – | 9 | 11.11% | 0.9 |
|
| 3191 |
PPI
3191
Platinum Paramount Investment
Nassau,
| USD 704 M | +USD 14.5 M | +2% | 2.21% | – | 3 | 33.33% | 0.3 |
|
| 3192 |
3192
Talos Asset Management
New York
| USD 703 M | +USD 118 M | +20% | 112% | – | 37 | 70.27% | 0.2 |
|
| 3193 |
3193
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| USD 703 M | +USD 68.7 M | +11% | 9.64% | 44% | 122 | 14.75% | 3.6 |
|
| 3194 |
3194
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 703 M | +USD 64.3 M | +10% | 10.8% | 67.5% | 170 | 12.94% | 4.3 |
|
| 3195 |
3195
Mountain Capital Investment Advisors
Westminster,
Colorado
| USD 702 M | +USD 28.3 M | +4% | 12.3% | 63.3% | 103 | 22.33% | 1.8 |
|
| 3196 |
3196
Summit Wealth Partners
Orlando,
Florida
| USD 702 M | +USD 70.2 M | +11% | 11.5% | 44.9% | 291 | 10.65% | 2.9 |
|
| 3197 |
3197
12th Street Asset Management Company
Nashville,
Tennessee
| USD 702 M | +USD 90.5 M | +15% | 20.1% | 106% | 36 | 22.22% | 3.3 |
|
| 3198 |
3198
Strategic Global Advisors
Newport Beach,
California
| USD 702 M | +USD 76.3 M | +12% | 23.5% | 137% | 167 | 37.72% | 1.9 |
|
| 3199 |
AW
3199
Atlas Wealth
Cincinnati,
Ohio
| USD 701 M | +USD 368 M | +110% | 8.11% | 43.5% | 181 | 38.12% | 1.4 |
|
| 3200 |
3200
Oak Hill Advisors
New York
| USD 701 M | -USD 177 M | -20% | 10.5% | 42.4% | 12 | 0% | 5 |
|