¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Oakmont Corp
Los Angeles,
California
| USD 381 M | +USD 31 M | +9% | 17.5% | 70.2% | 37 | 16.22% | 3.1 |
|
| 3477 |
3477
BCM Advisors
Lafayette,
Louisiana
| USD 381 M | +USD 43.2 M | +13% | 9.15% | 66.3% | 66 | 1.52% | 3.5 |
|
| 3478 |
3478
Waller Financial Planning Group
Columbus,
Ohio
| USD 380 M | +USD 36.6 M | +11% | 10.1% | 47.5% | 61 | 9.84% | 3.4 |
|
| 3479 |
3479
Regatta Capital Group
El Segundo,
California
| USD 380 M | +USD 65.1 M | +21% | 11.5% | 78.1% | 177 | 11.86% | 1.6 |
|
| 3480 |
3480
Dechtman Wealth Management
Centennial,
Colorado
| USD 380 M | +USD 42.6 M | +13% | 11.7% | – | 57 | 10.53% | 0.4 |
|
| 3481 |
3481
EPG Wealth Management
Atlanta,
Georgia
| USD 380 M | +USD 48.6 M | +15% | 11.4% | 108% | 452 | 13.05% | 1.8 |
|
| 3482 |
AP
3482
Agilis Partners
Waltham,
Massachusetts
| USD 380 M | +USD 102 M | +37% | 10.9% | 8.47% | 29 | 34.48% | 3.5 |
|
| 3483 |
3483
Callodine Capital Management
Boston,
Massachusetts
| USD 380 M | +USD 21 M | +6% | 7.94% | 53.8% | 48 | 31.25% | 1.5 |
|
| 3484 |
3484
Austin Asset Management
Austin,
Texas
| USD 380 M | +USD 37 M | +11% | 10.3% | 93.4% | 64 | 14.06% | 1.5 |
|
| 3485 |
3485
Zeno Equity Partners
London,
United Kingdom
| USD 380 M | – | – | 13.3% | – | 16 | – | 0 |
|
| 3486 |
NAMP
3486
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 379 M | +USD 32.1 M | +9% | 11.9% | 90.2% | 147 | 4.08% | 6 |
|
| 3487 |
3487
Hook Mill Capital Partners
New York
| USD 379 M | +USD 122 M | +48% | 24.1% | 149% | 48 | 43.75% | 0.6 |
|
| 3488 |
3488
Noked Israel
Ramat Hasharon,
Israel
| USD 379 M | +USD 49.4 M | +15% | 18.2% | 265% | 38 | 44.74% | 0.9 |
|
| 3489 |
3489
Nordwand Advisors
Radnor,
Pennsylvania
| USD 379 M | -USD 126 M | -25% | 3.81% | 103% | 153 | 21.57% | 0.6 |
|
| 3490 |
3490
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 379 M | USD 0 | 0% | 8.22% | 47.1% | 43 | 0% | 4.8 |
|
| 3491 |
3491
Harfst & Associates
Sheridan,
Wyoming
| USD 379 M | +USD 22.5 M | +6% | 11.4% | 88.1% | 92 | 5.43% | 5.1 |
|
| 3492 |
CFGSD
3492
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| USD 379 M | +USD 44.4 M | +13% | 10.2% | 72% | 96 | 7.29% | 1 |
|
| 3493 |
3493
Farmers & Merchants Trust Company
Long Beach,
California
| USD 379 M | +USD 39.7 M | +12% | 9.36% | 79.8% | 186 | 8.6% | 3.4 |
|
| 3494 |
AMCI
3494
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| USD 378 M | – | – | 2.9% | – | 1 | – | 0 |
|
| 3495 |
3495
TRB Advisors
New York
| USD 378 M | +USD 228 M | +152% | 14.9% | 76.1% | 6 | 33.33% | 3.9 |
|
| 3496 |
3496
Trust Company of the South
Greensboro,
North Carolina
| USD 378 M | – | – | 13.5% | 70.2% | 115 | – | 0 |
|
| 3497 |
3497
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| USD 378 M | +USD 38.3 M | +11% | 11% | 90.7% | 266 | 10.15% | 5.4 |
|
| 3498 |
3498
Berkshire Bank
Pittsfield,
Massachusetts
| USD 378 M | +USD 30.4 M | +9% | 9.63% | 76.2% | 140 | 5% | 2.5 |
|
| 3499 |
3499
Paradigm Asset Management
New York
| USD 378 M | +USD 24.8 M | +7% | 7.84% | 79.2% | 567 | 10.05% | 2 |
|
| 3500 |
3500
WestHill Financial Advisors
San Rafael,
California
| USD 377 M | +USD 34.6 M | +10% | 10.2% | 62.9% | 122 | 43.44% | 2.2 |
|