¡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
Intercontinental Wealth Advisors
San Antonio,
Texas
| USD 336 M | +USD 17.5 M | +5% | 8.17% | 46.7% | 278 | 9.71% | 3 |
|
| 3327 |
3327
Gibson Capital
Wexford,
Pennsylvania
| USD 336 M | +USD 20.3 M | +6% | 6.28% | 67.2% | 52 | 15.38% | 4.2 |
|
| 3328 |
3328
Callodine Capital Management
Boston,
Massachusetts
| USD 336 M | +USD 14.4 M | +4% | 9.43% | 53.8% | 52 | 30.77% | 1.5 |
|
| 3329 |
3329
SJS Investment Consulting
Sylvania,
Ohio
| USD 336 M | +USD 39.9 M | +13% | 8.55% | 69.4% | 1,746 | 11.11% | 0.7 |
|
| 3330 |
3330
Renaissance Investment Group
Lenox,
Massachusetts
| USD 335 M | +USD 14.6 M | +5% | 12.1% | 110% | 85 | 4.71% | 5.9 |
|
| 3331 |
3331
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| USD 335 M | +USD 15.8 M | +5% | 9.34% | 129% | 212 | 47.64% | 1 |
|
| 3332 |
3332
Institutional Venture Management XVI
Menlo Park,
California
| USD 335 M | -USD 95.8 M | -22% | 11.9% | 523% | 8 | 0% | 1.7 |
|
| 3333 |
3333
FTV Management Company
San Francisco,
California
| USD 335 M | -USD 82.3 M | -20% | 19.1% | 15.1% | 2 | 0% | 1.1 |
|
| 3334 |
3334
Inherent Group
New York
| USD 335 M | -USD 579 M | -63% | 8.01% | 61.7% | 48 | 62.5% | 1 |
|
| 3335 |
3335
Cyrus J. Lawrence
New York
| USD 335 M | -USD 174 M | -34% | 10% | – | 226 | 25.66% | 0.6 |
|
| 3336 |
3336
Kowal Investment Group
Brookfield,
Wisconsin
| USD 335 M | +USD 39.7 M | +13% | 8.1% | 21.1% | 165 | 20% | 1.2 |
|
| 3337 |
JWCA
3337
J.W. Coons Advisors
Columbus,
Ohio
| USD 335 M | +USD 70.5 M | +27% | 8.32% | 61.2% | 230 | 10.87% | 2.1 |
|
| 3338 |
3338
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| USD 335 M | +USD 9.8 M | +3% | 7.85% | 71.4% | 277 | 8.66% | 2.6 |
|
| 3339 |
3339
Eagle Strategies
New York
| USD 335 M | +USD 143 M | +75% | 8.31% | 77.7% | 169 | 43.79% | 0.5 |
|
| 3340 |
3340
ML&R Wealth Management
Austin,
Texas
| USD 335 M | +USD 38.9 M | +13% | 10.5% | – | 72 | 26.39% | 0.7 |
|
| 3341 |
3341
Walkner Condon Financial Advisors
Madison,
Wisconsin
| USD 334 M | +USD 24.1 M | +8% | 6.78% | 56.8% | 237 | 12.24% | 1.2 |
|
| 3342 |
3342
CFM Wealth Partners
Austin,
Texas
| USD 334 M | +USD 21 M | +7% | 7.44% | 152% | 167 | 17.37% | 2.3 |
|
| 3343 |
3343
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| USD 334 M | +USD 34.3 M | +11% | 5.61% | 44.3% | 50 | 34% | 1.2 |
|
| 3344 |
3344
Cornerstone Retirement Group
Reno,
Nevada
| USD 334 M | +USD 5.34 M | +2% | 3.69% | – | 13 | 76.92% | 0.3 |
|
| 3345 |
3345
Kadensa Capital
Central,
Hong Kong
| USD 333 M | +USD 27.5 M | +9% | 1.35% | 191% | 33 | 57.58% | 0.4 |
|
| 3346 |
3346
Northside Capital Management
Hood River,
Oregon
| USD 333 M | +USD 25.2 M | +8% | 6.46% | 99.6% | 116 | 21.55% | 3.5 |
|
| 3347 |
VCM
3347
V3 Capital Management
Dallas,
Texas
| USD 333 M | -USD 41 M | -11% | 1.63% | 20.5% | 14 | 42.86% | 1.1 |
|
| 3348 |
3348
Bienville Capital Management
New York
| USD 333 M | +USD 77.6 M | +30% | 3.36% | 36.3% | 113 | 24.78% | 3.3 |
|
| 3349 |
GWSG
3349
GPS Wealth Strategies Group
Centennial,
Colorado
| USD 333 M | -USD 63.3 M | -16% | 5.69% | 118% | 1,185 | 89.96% | 1.6 |
|
| 3350 |
3350
Gould Asset Management
Claremont,
California
| USD 333 M | +USD 38 M | +13% | 5.8% | 42.8% | 162 | 22.22% | 4.2 |
|