¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
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 |
|
| 3202 |
3202
Mountain Capital Investment Advisors
Westminster,
Colorado
| USD 702 M | +USD 28.3 M | +4% | 12.3% | 63.3% | 103 | 22.33% | 1.8 |
|
| 3203 |
3203
Summit Wealth Partners
Orlando,
Florida
| USD 702 M | +USD 70.2 M | +11% | 11.5% | 44.9% | 291 | 10.65% | 2.9 |
|
| 3204 |
3204
12th Street Asset Management Company
Nashville,
Tennessee
| USD 702 M | +USD 90.5 M | +15% | 20.1% | 106% | 36 | 22.22% | 3.3 |
|
| 3205 |
3205
Strategic Global Advisors
Newport Beach,
California
| USD 702 M | +USD 76.3 M | +12% | 23.5% | 137% | 167 | 37.72% | 1.9 |
|
| 3206 |
AW
3206
Atlas Wealth
Cincinnati,
Ohio
| USD 701 M | +USD 368 M | +110% | 8.11% | 43.5% | 181 | 38.12% | 1.4 |
|
| 3207 |
3207
Oak Hill Advisors
New York
| USD 701 M | -USD 177 M | -20% | 10.5% | 42.4% | 12 | 0% | 5 |
|
| 3208 |
3208
American Money Management
Rancho Santa Fe,
California
| USD 700 M | +USD 68.2 M | +11% | 12.5% | 65% | 184 | 14.13% | 4.7 |
|
| 3209 |
3209
BWCP LP
Dallas,
Texas
| USD 700 M | +USD 44.5 M | +7% | 28.4% | 198% | 33 | 45.45% | 0.7 |
|
| 3210 |
3210
Rainey & Randall Wealth Advisors
Celebration,
Florida
| USD 700 M | +USD 84.1 M | +14% | 11.6% | 52.3% | 82 | 13.41% | 3.3 |
|
| 3211 |
3211
Larch Capital Partners
Miami,
Florida
| USD 700 M | +USD 9.5 M | +1% | 2.67% | – | 64 | 26.56% | 0.3 |
|
| 3212 |
3212
Probity Advisors
Dallas,
Texas
| USD 699 M | +USD 68 M | +11% | 14.3% | 61.7% | 238 | 5.88% | 5.5 |
|
| 3213 |
3213
Fiducient Advisors
Chicago,
Illinois
| USD 698 M | -USD 66.6 M | -9% | 10.3% | 52.3% | 163 | 20.86% | 2.3 |
|
| 3214 |
3214
Tarbox Family Office
Newport Beach,
California
| USD 698 M | +USD 82.4 M | +13% | 13.2% | 66.4% | 99 | 7.07% | 8.4 |
|
| 3215 |
3215
Princeton Global Asset Management
Princeton,
New Jersey
| USD 698 M | +USD 84.9 M | +14% | 15.5% | 110% | 908 | 17.18% | 3.3 |
|
| 3216 |
3216
DV Equities
Chicago,
Illinois
| USD 698 M | – | – | 26.8% | – | 107 | – | 0.2 |
|
| 3217 |
SVCM
3217
Saturn V Capital Management
Austin,
Texas
| USD 697 M | +USD 145 M | +26% | 24.6% | 1,083% | 24 | 16.67% | 0.8 |
|
| 3218 |
MAA
3218
Mraz Amerine & Associates
Modesto,
California
| USD 697 M | +USD 18.9 M | +3% | 3.89% | 63.2% | 210 | 14.76% | 5 |
|
| 3219 |
3219
Financial Management Network
Mission Viejo,
California
| USD 697 M | +USD 43.9 M | +7% | 10.8% | 62.5% | 215 | 13.02% | 2.8 |
|
| 3220 |
3220
Crane Advisory
Fullerton,
California
| USD 697 M | +USD 28.5 M | +4% | 8.38% | 38.2% | 56 | 8.93% | 2.3 |
|
| 3221 |
3221
Brickley Wealth Management
San Mateo,
California
| USD 696 M | +USD 113 M | +19% | 13% | 62.6% | 69 | 14.49% | 3.7 |
|
| 3222 |
IIA
3222
IPG Investment Advisors
San Diego,
California
| USD 696 M | +USD 114 M | +20% | 27.7% | 126% | 308 | 34.42% | 1.9 |
|
| 3223 |
3223
Affiance Financial
St. Louis Park,
Minnesota
| USD 695 M | +USD 78.3 M | +13% | 11.3% | 57.8% | 114 | 9.65% | 5.7 |
|
| 3224 |
3224
Cornerstone Management
Duluth,
Georgia
| USD 695 M | +USD 67.5 M | +11% | 9.32% | 43.6% | 68 | 5.88% | 5.3 |
|
| 3225 |
3225
Deltroit Asset Management (UK)
London,
| USD 695 M | +USD 72.1 M | +12% | 23.4% | – | 46 | 34.78% | 0.4 |
|