¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Beverly Hills Private Wealth
Beverly Hills,
California
| USD 533 M | +USD 27.8 M | +6% | 8.26% | 80% | 350 | 6.29% | 1.9 |
|
| 3277 |
3277
Olstein Capital Management
Purchase,
New York
| USD 533 M | -USD 9.8 M | -2% | 2.67% | 16.6% | 102 | 4.9% | 5.8 |
|
| 3278 |
3278
Well Done LLC
Holland,
Michigan
| USD 533 M | -USD 18.4 M | -3% | 5.1% | 80.4% | 193 | 16.58% | 4.6 |
|
| 3279 |
3279
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 533 M | +USD 32.9 M | +7% | 8.12% | 67.5% | 152 | 14.47% | 4.3 |
|
| 3280 |
3280
Moment Partners
San Francisco,
California
| USD 533 M | +USD 28.2 M | +6% | 8.28% | – | 116 | 6.9% | 0.5 |
|
| 3281 |
3281
SilverOak Wealth Management
Edina,
Minnesota
| USD 533 M | +USD 70.4 M | +15% | 11% | – | 119 | 18.49% | 1.1 |
|
| 3282 |
3282
North Growth Management
Vancouver,
British Columbia, Canada
| USD 533 M | +USD 59.2 M | +12% | 19.1% | 243% | 48 | 4.17% | 4.2 |
|
| 3283 |
3283
MATAURO
New York
| USD 533 M | +USD 40.3 M | +8% | 10.3% | – | 149 | 24.83% | 0.4 |
|
| 3284 |
3284
SOA Wealth Advisors
New York
| USD 532 M | +USD 53.4 M | +11% | 10.6% | 79.1% | 943 | 13.47% | 3.5 |
|
| 3285 |
3285
Werba Rubin Papier Wealth Management
San Jose,
California
| USD 532 M | +USD 72.3 M | +16% | 8.68% | 67% | 237 | 21.94% | 1.4 |
|
| 3286 |
3286
Advisors Management Group
La Crosse,
Wisconsin
| USD 531 M | +USD 71.4 M | +16% | 7.15% | 125% | 153 | 3.92% | 4.8 |
|
| 3287 |
3287
Arosa Capital Management
Miami Beach,
Florida
| USD 531 M | +USD 260 M | +96% | 48.5% | 536% | 75 | 62.67% | 0.3 |
|
| 3288 |
3288
Vanderbilt University
Nashville,
Tennessee
| USD 530 M | +USD 6.4 M | +1% | 6.31% | 61.8% | 87 | 22.99% | 1.5 |
|
| 3289 |
3289
Lathrop Investment Management
Little Rock,
Arkansas
| USD 529 M | +USD 25.1 M | +5% | 10.6% | 72.2% | 89 | 13.48% | 6.7 |
|
| 3290 |
3290
Clearstead Trust
Portland,
Maine
| USD 529 M | +USD 79.3 M | +18% | 15.5% | 111% | 1,553 | 47.59% | 1 |
|
| 3291 |
3291
Nextech Invest
Zurich,
Switzerland
| USD 528 M | +USD 98.1 M | +23% | 32.1% | 982% | 16 | 6.25% | 2 |
|
| 3292 |
3292
Gateway Wealth Partners
Appleton,
Wisconsin
| USD 527 M | +USD 82 M | +18% | 8.63% | 58.9% | 378 | 23.81% | 1.3 |
|
| 3293 |
3293
Sensible Financial Planning & Management
Waltham,
Massachusetts
| USD 527 M | +USD 25.6 M | +5% | 3.7% | 24.5% | 37 | 18.92% | 5.2 |
|
| 3294 |
3294
TLWM Financial
San Antonio,
Texas
| USD 526 M | +USD 26.2 M | +5% | 6.81% | 53.9% | 76 | 10.53% | 3.7 |
|
| 3295 |
3295
Optas LLC
Austin,
Texas
| USD 526 M | -USD 48.5 M | -8% | 14.4% | 118% | 402 | 32.84% | 2 |
|
| 3296 |
3296
Tufton Capital Management
Hunt Valley,
Maryland
| USD 526 M | +USD 6.79 M | +1% | 6.94% | 96.1% | 121 | 3.31% | 8.3 |
|
| 3297 |
3297
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 526 M | +USD 11.4 M | +2% | 11.9% | 69.3% | 66 | 7.58% | 3.2 |
|
| 3298 |
3298
Adams Wealth Management
Logan,
Utah
| USD 525 M | +USD 15.9 M | +3% | 10.5% | 105% | 191 | 28.27% | 1.6 |
|
| 3299 |
3299
Wealth Alliance Advisory Group
Wichita,
Kansas
| USD 525 M | +USD 42.9 M | +9% | 8.01% | 72.7% | 205 | 13.66% | 4 |
|
| 3300 |
3300
Maia Wealth
Denver,
Colorado
| USD 525 M | +USD 84 M | +19% | 9.08% | – | 344 | 20.93% | 0.9 |
|