¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| USD 587 M | +USD 78.5 M | +15% | 14.1% | 68.6% | 106 | 23.58% | 2.4 |
|
| 3552 |
3552
Davern Capital Partners
Ny,
New York
| USD 587 M | +USD 222 M | +61% | 7.47% | – | 20 | 40% | 0.3 |
|
| 3553 |
3553
Running Oak Capital
Edina,
Minnesota
| USD 587 M | -USD 154 M | -21% | 3.21% | 40.8% | 63 | 19.05% | 3.5 |
|
| 3554 |
3554
ESL Trust Services
Rochester,
New York
| USD 587 M | +USD 62.9 M | +12% | 12.4% | 53.9% | 277 | 10.83% | 1.8 |
|
| 3555 |
3555
High Note Wealth
Deephaven,
Minnesota
| USD 586 M | +USD 77.4 M | +15% | 13.5% | 82.8% | 1,033 | 16.46% | 1.4 |
|
| 3556 |
3556
REAP Financial Group
Austin,
Texas
| USD 586 M | +USD 78.9 M | +16% | 12.1% | 63% | 587 | 16.87% | 1.8 |
|
| 3557 |
3557
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 585 M | +USD 74.5 M | +15% | 11.9% | 56.9% | 145 | 15.17% | 3.5 |
|
| 3558 |
3558
Hutchinson Capital Management
San Rafael,
California
| USD 584 M | +USD 39.6 M | +7% | 7.84% | 52.6% | 112 | 16.96% | 4.8 |
|
| 3559 |
3559
Land & Buildings Investment Management
Stamford,
Connecticut
| USD 583 M | -USD 7.92 M | -1% | 12.2% | 53.9% | 24 | 37.5% | 1.7 |
|
| 3560 |
DCPAL
3560
Div Capital Phoenix Assets Ltd
Georgetown,
| USD 583 M | +USD 149 M | +34% | 17.6% | – | 12 | 33.33% | 0.4 |
|
| 3561 |
HPC
3561
Hobart Private Capital
Charlotte,
North Carolina
| USD 583 M | +USD 74.1 M | +15% | 15% | 60% | 151 | 21.85% | 1.7 |
|
| 3562 |
3562
Frisch Financial Group
Melville,
New York
| USD 583 M | +USD 105 M | +22% | 13.4% | 66.6% | 196 | 19.39% | 3 |
|
| 3563 |
3563
Magnolia Capital Advisors
Jackson,
Mississippi
| USD 583 M | +USD 74 M | +15% | 14.7% | 78.7% | 313 | 15.97% | 1.5 |
|
| 3564 |
3564
111 Capital
Paris,
France
| USD 582 M | +USD 176 M | +43% | 28.3% | – | 627 | 69.86% | 0.3 |
|
| 3565 |
3565
Great Diamond Partners
Portland,
Maine
| USD 582 M | +USD 62.2 M | +12% | 15% | 86.1% | 250 | 13.6% | 2.9 |
|
| 3566 |
3566
Liberty Capital Management
Birmingham,
Michigan
| USD 582 M | – | – | 13.8% | – | 184 | – | 6.2 |
|
| 3567 |
3567
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 582 M | +USD 82.2 M | +16% | 25.9% | 160% | 177 | 12.99% | 4.8 |
|
| 3568 |
3568
Cambridge Advisors
Omaha,
Nebraska
| USD 582 M | +USD 66.4 M | +13% | 11.4% | 58.6% | 185 | 4.86% | 6.8 |
|
| 3569 |
GFI
3569
Global Frontier Investments
Charleston,
South Carolina
| USD 581 M | -USD 151 M | -21% | 7.87% | – | 21 | 0% | 4 |
|
| 3570 |
3570
Retirement Income Solutions
Ann Arbor,
Michigan
| USD 581 M | -USD 4.26 M | -0.7% | 11.9% | 60.8% | 173 | 0.58% | 4.1 |
|
| 3571 |
3571
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 581 M | +USD 69.3 M | +14% | 12.5% | 57.7% | 1,227 | 10.35% | 1.6 |
|
| 3572 |
3572
Stempoint Capital
New York
| USD 581 M | +USD 58.2 M | +11% | 35.1% | – | 116 | 56.9% | 0.4 |
|
| 3573 |
3573
Prosight Management
Dallas,
Texas
| USD 580 M | -USD 29.5 M | -5% | 1.98% | 39.5% | 51 | 39.22% | 1.2 |
|
| 3574 |
3574
Correct Capital Wealth Management
Clayton,
Missouri
| USD 580 M | +USD 44.3 M | +8% | 11.8% | 83.6% | 113 | 7.96% | 2.1 |
|
| 3575 |
3575
McNamara Financial Services
Marshfield,
Massachusetts
| USD 580 M | +USD 51.3 M | +10% | 10.3% | 42.6% | 105 | 6.67% | 4.4 |
|