¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
O'Brien Wealth Partners
Waltham,
Massachusetts
| USD 143 M | +USD 14.7 M | +11% | 2.14% | 56.7% | 31 | 3.23% | 0.5 |
|
| 3327 |
3327
Cahill Financial Advisors
Edina,
Minnesota
| USD 143 M | +USD 9.8 M | +7% | 2.18% | 55.9% | 124 | 13.71% | 1.7 |
|
| 3328 |
FIM
3328
FourPoints Investment Managers
Paris,
France
| USD 143 M | -USD 17.3 M | -11% | 2.83% | – | 78 | 8.97% | 1.9 |
|
| 3329 |
MI
3329
Montage Investments
Leawood,
Kansas
| USD 143 M | +USD 2.91 M | +2% | 5.46% | – | 181 | 23.76% | 0.3 |
|
| 3330 |
NFGCM
3330
Norman Fields Gottscho Capital Management
New York
| USD 143 M | -USD 7.38 M | -5% | 1.28% | 96.9% | 75 | 12% | 1.7 |
|
| 3331 |
SFPM
3331
Sensible Financial Planning & Management
Waltham,
Massachusetts
| USD 143 M | +USD 5.81 M | +4% | 1.88% | 24.5% | 89 | 15.73% | 1 |
|
| 3332 |
3332
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| USD 143 M | -USD 995 M | -87% | 3.48% | 81.7% | 775 | 89.16% | 0 |
|
| 3333 |
NME
3333
Notis-McConarty Edward
| USD 143 M | +USD 1.71 M | +1% | 2.33% | 91.2% | 100 | 11% | 2.2 |
|
| 3334 |
BCP
3334
Berkeley Capital Partners
Milton,
Georgia
| USD 142 M | +USD 4.18 M | +3% | 3.95% | 62.8% | 124 | 22.58% | 0.4 |
|
| 3335 |
3335
Shah Capital Management
Raleigh,
North Carolina
| USD 142 M | +USD 23.1 M | +19% | 14.5% | 287% | 18 | 33.33% | 1.3 |
|
| 3336 |
WCWM
3336
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| USD 142 M | +USD 6.8 M | +5% | 1.16% | 39.1% | 23 | 26.09% | 1.7 |
|
| 3337 |
AWMG
3337
Alliance Wealth Management Group
Flemington,
New Jersey
| USD 142 M | +USD 24.3 M | +21% | 2.68% | – | 27 | 18.52% | 0.4 |
|
| 3338 |
WAP
3338
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 142 M | – | – | 2% | 60.4% | 149 | – | 0 |
|
| 3339 |
AWW
3339
Alan W. Weber
| USD 142 M | +USD 22.9 M | +19% | 16.5% | 192% | 61 | 11.48% | 1.2 |
|
| 3340 |
BRA
3340
Bender Robert & Associates
Pasadena,
California
| USD 142 M | -USD 5.99 M | -4% | 0.11% | 116% | 51 | 5.88% | 2.7 |
|
| 3341 |
3341
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 142 M | -USD 8.48 M | -6% | 13.5% | 145% | 51 | 21.57% | 1.6 |
|
| 3342 |
CCM
3342
Crossvault Capital Management
San Antonio,
Texas
| USD 141 M | +USD 5.88 M | +4% | 5.03% | 56.4% | 68 | 4.41% | 1.9 |
|
| 3343 |
PA
3343
Parkside Advisors
Berkeley,
California
| USD 141 M | -USD 1.58 M | -1% | 1.41% | 36.7% | 34 | 20.59% | 2.3 |
|
| 3344 |
LCM
3344
Lucas Capital Management
Red Bank,
New Jersey
| USD 141 M | +USD 4.32 M | +3% | 11.5% | 44.5% | 120 | 11.67% | 2.5 |
|
| 3345 |
MBA
3345
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| USD 141 M | +USD 5.05 M | +4% | 5.74% | 53.6% | 110 | 9.09% | 0.4 |
|
| 3346 |
DR
3346
Davis Rea
Toronto,
Ontario, Canada
| USD 141 M | +USD 3.23 M | +2% | 1.2% | 66.9% | 41 | 4.88% | 2.3 |
|
| 3347 |
ACI
3347
AB CarVal Investors
Minneapolis,
Minnesota
| USD 141 M | +USD 132 M | +1,488% | 0.79% | 24% | 6 | 50% | 0 |
|
| 3348 |
ATC
3348
Adirondack Trust Company
Saratoga Springs,
New York
| USD 140 M | +USD 5.7 M | +4% | 3.18% | 96.8% | 429 | 17.95% | 2.1 |
|
| 3349 |
PC
3349
Permit Capital
West Conshohocken,
Pennsylvania
| USD 140 M | +USD 7.83 M | +6% | 7.46% | 121% | 34 | 8.82% | 2.2 |
|
| 3350 |
JWS
3350
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 140 M | +USD 4.78 M | +4% | 3.3% | 76.5% | 80 | 17.5% | 1.1 |
|