¡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
Greystone Financial Group
Bloomfield Hills,
Michigan
| USD 396 M | -USD 21.6 M | -5% | 2% | 79.3% | 96 | 28.13% | 0.8 |
|
| 3327 |
3327
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 396 M | -USD 14.8 M | -4% | 1.21% | 72.5% | 104 | 21.15% | 2.4 |
|
| 3328 |
3328
BSW Wealth Partners
Boulder,
Colorado
| USD 396 M | -USD 2.7 M | -0.7% | 4.89% | 75.4% | 309 | 21.04% | 2.2 |
|
| 3329 |
3329
Oliver Luxxe Assets
Gladstone,
New Jersey
| USD 395 M | +USD 211 k | +0.1% | 0.23% | 137% | 226 | 29.65% | 1.9 |
|
| 3330 |
3330
SFE Investment Counsel
Los Angeles,
California
| USD 395 M | +USD 5.79 M | +1% | 1.44% | 114% | 126 | 8.73% | 4.4 |
|
| 3331 |
3331
Journey Advisory Group
Covington,
Kentucky
| USD 395 M | +USD 32.9 M | +9% | 3.58% | 74.9% | 229 | 14.41% | 1 |
|
| 3332 |
3332
Martin Investment Management
Palm Beach Gardens,
Florida
| USD 395 M | -USD 8.9 M | -2% | 3.64% | 44% | 53 | 9.43% | 4 |
|
| 3333 |
3333
59 North Capital Management
Houston,
Texas
| USD 395 M | +USD 56 M | +17% | 5.46% | 81.4% | 14 | 35.71% | 0.8 |
|
| 3334 |
3334
EverSource Wealth Advisors
Birmingham,
Alabama
| USD 394 M | +USD 37.1 M | +10% | 2.89% | 98.1% | 1,929 | 18.51% | 0.2 |
|
| 3335 |
3335
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 393 M | +USD 72.9 M | +23% | 15.3% | 95.4% | 34 | 8.82% | 5.3 |
|
| 3336 |
3336
Growth Interface Management
Orlando,
Florida
| USD 393 M | -USD 560 M | -59% | 21.4% | 12% | 10 | 10% | 1.6 |
|
| 3337 |
3337
White Lighthouse Investment Management
Bedford,
Massachusetts
| USD 393 M | -USD 8.14 M | -2% | 4.92% | 62% | 118 | 5.93% | 3.3 |
|
| 3338 |
3338
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 392 M | -USD 26.2 M | -6% | 6.33% | 61.5% | 163 | 14.72% | 2.2 |
|
| 3339 |
3339
Single Point Partners
Boston,
Massachusetts
| USD 392 M | +USD 18.9 M | +5% | 5.43% | 56.4% | 124 | 33.87% | 0.4 |
|
| 3340 |
3340
Georgetown University
Washington,
District of Columbia
| USD 392 M | +USD 112 M | +40% | 15.7% | 79.9% | 26 | 38.46% | 0.7 |
|
| 3341 |
3341
Martin & Co
Knoxville,
Tennessee
| USD 392 M | -USD 45.4 M | -10% | 2.64% | 67.8% | 111 | 2.7% | 7 |
|
| 3342 |
3342
Squadra Investments
Rio De Janeiro,
Brazil
| USD 392 M | +USD 206 M | +110% | 1.7% | 1.55% | 9 | 44.44% | 0.4 |
|
| 3343 |
3343
Marathon Asset Management (New York)
New York
| USD 392 M | +USD 156 M | +66% | 9.16% | 490% | 30 | 40% | 1 |
|
| 3344 |
SG
3344
Swarthmore Group
Philadelphia,
Pennsylvania
| USD 392 M | -USD 29.1 M | -7% | 3.16% | 44.2% | 66 | 27.27% | 1.3 |
|
| 3345 |
3345
Institutional Venture Management XIII
Menlo Park,
California
| USD 392 M | +USD 22.6 M | +6% | 15.4% | – | 5 | 20% | 0.2 |
|
| 3346 |
3346
Brian C. Broderick
| USD 391 M | -USD 24.4 M | -6% | 5.16% | 98.6% | 78 | 8.97% | 5.9 |
|
| 3347 |
3347
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 391 M | +USD 16.9 M | +5% | 5.1% | 68% | 92 | 15.22% | 2.8 |
|
| 3348 |
3348
Occidental Asset Management
Burlingame,
California
| USD 391 M | -USD 29.9 M | -7% | 4.37% | 97.4% | 222 | 20.72% | 3.2 |
|
| 3349 |
3349
Bond Capital Management
San Francisco,
California
| USD 391 M | – | – | 24.3% | 47.5% | 5 | – | 0 |
|
| 3350 |
PGCM
3350
Prescott Group Capital Management
Tulsa,
Oklahoma
| USD 391 M | -USD 49.9 M | -11% | 2.89% | 135% | 220 | 51.82% | 2 |
|