¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Bellwether Advisors
Lincoln,
Nebraska
| USD 590 M | -USD 36.5 M | -6% | 1.46% | 128% | 181 | 38.12% | 2.3 |
|
| 3302 |
3302
Fourthstone LLC
St Louis,
Missouri
| USD 590 M | +USD 55.6 M | +10% | 6.35% | 104% | 71 | 36.62% | 1.4 |
|
| 3303 |
3303
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| USD 589 M | -USD 6.77 M | -1% | 1.45% | 56.7% | 623 | 9.79% | 2 |
|
| 3304 |
3304
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| USD 589 M | +USD 20.4 M | +4% | 0.09% | 63.7% | 147 | 14.29% | 2.7 |
|
| 3305 |
3305
West Financial Advisors
Des Moines,
Iowa
| USD 589 M | -USD 3.55 M | -0.6% | 0.31% | 49.1% | 247 | 25.91% | 2.9 |
|
| 3306 |
3306
Patton Fund Management
Dallas,
Texas
| USD 589 M | -USD 157 M | -21% | 9.27% | 211% | 518 | 14.67% | 0.9 |
|
| 3307 |
3307
Blume Capital Management
Berkeley,
California
| USD 588 M | +USD 38.4 M | +7% | 1.96% | 102% | 356 | 11.24% | 5.6 |
|
| 3308 |
3308
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 588 M | -USD 920 k | -0.2% | 3.92% | 133% | 259 | 21.62% | 2 |
|
| 3309 |
3309
Diadema Partners
Morristown,
New Jersey
| USD 588 M | +USD 7.2 M | +1% | 6.92% | – | 220 | 68.64% | 0.3 |
|
| 3310 |
3310
Martel Wealth Advisors
Vancouver,
Washington
| USD 587 M | +USD 1.89 M | +0.3% | 1.41% | 43.4% | 77 | 14.29% | 3.6 |
|
| 3311 |
3311
Martin & Co
Knoxville,
Tennessee
| USD 587 M | +USD 4.72 M | +0.8% | 0.86% | 67.8% | 101 | 0.99% | 9.6 |
|
| 3312 |
3312
Premier Financial Group
Eureka,
California
| USD 587 M | +USD 204 M | +53% | 2.46% | – | 62 | 40.32% | 0.5 |
|
| 3313 |
3313
Perennial Advisors
New York
| USD 587 M | -USD 9.18 M | -2% | 2.37% | – | 133 | 9.77% | 4.4 |
|
| 3314 |
3314
Frec Markets Inc
San Francisco,
California
| USD 587 M | +USD 245 M | +72% | 0.49% | – | 658 | 50% | 0.1 |
|
| 3315 |
3315
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| USD 587 M | +USD 18.9 M | +3% | 0.9% | – | 201 | 16.92% | 0.9 |
|
| 3316 |
3316
Converium Capital
Montreal,
| USD 586 M | -USD 27.9 M | -5% | 0.64% | – | 43 | 39.53% | 0.2 |
|
| 3317 |
3317
PAX Financial Group
San Antonio,
Texas
| USD 586 M | +USD 6.31 M | +1% | 1.38% | 56% | 225 | 19.56% | 3.5 |
|
| 3318 |
3318
Garden Investment Management
Greenwich,
Connecticut
| USD 586 M | +USD 83.1 M | +17% | 13.5% | – | 2 | 50% | 0.6 |
|
| 3319 |
3319
Talos Asset Management
New York
| USD 585 M | +USD 20.2 M | +4% | 38.2% | – | 35 | 65.71% | 0.3 |
|
| 3320 |
CM
3320
Capital Management
Glen Allen,
Virginia
| USD 585 M | -USD 24.9 M | -4% | 3.95% | 63.6% | 77 | 11.69% | 5.1 |
|
| 3321 |
3321
Retirement Income Solutions
Ann Arbor,
Michigan
| USD 585 M | -USD 4.52 M | -0.8% | 2.3% | 67.6% | 183 | 12.57% | 3.9 |
|
| 3322 |
3322
Capital Group Investment Management
Raffles Quay,
Singapore
| USD 585 M | -USD 30.9 M | -5% | 3.35% | 145% | 150 | 14% | 2.2 |
|
| 3323 |
3323
Huntleigh Advisors
St. Louis,
Missouri
| USD 585 M | -USD 7.32 M | -1% | 2.74% | – | 311 | 22.51% | 0.9 |
|
| 3324 |
3324
Edge Wealth Management
New York
| USD 585 M | +USD 18.4 M | +3% | 1.67% | 75.3% | 91 | 16.48% | 5.7 |
|
| 3325 |
3325
GenWealth Group
Maplewood,
New Jersey
| USD 584 M | -USD 2.01 M | -0.3% | 1.41% | 73.9% | 92 | 17.39% | 4.7 |
|