¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Ipswich Investment Management
Beverly,
Massachusetts
| USD 416 M | -USD 16.2 M | -4% | 0.45% | 104% | 199 | 10.05% | 6 |
|
| 3652 |
3652
Asset Allocation Strategies
Farmington,
Michigan
| USD 416 M | +USD 64.2 M | +18% | 0.44% | 58.1% | 131 | 15.27% | 1 |
|
| 3653 |
CWM
3653
Compass Wealth Management
Guilford,
Connecticut
| USD 415 M | -USD 9.7 M | -2% | 1.55% | 103% | 409 | 6.6% | 1.7 |
|
| 3654 |
3654
Jackson Square Capital
San Francisco,
California
| USD 415 M | +USD 12 M | +3% | 6.61% | 423% | 158 | 26.58% | 2.2 |
|
| 3655 |
3655
New World Advisors
Hingham,
Massachusetts
| USD 415 M | +USD 31.8 M | +8% | 2.76% | 84.1% | 86 | 23.26% | 2.1 |
|
| 3656 |
3656
Webs Creek Capital Management
Dallas,
Texas
| USD 415 M | +USD 134 M | +48% | 13.5% | 133% | 18 | 50% | 0.5 |
|
| 3657 |
UAM
3657
UAS Asset Management
New York
| USD 415 M | +USD 2.95 M | +0.7% | 5.82% | 98% | 16 | 37.5% | 3.5 |
|
| 3658 |
3658
Spinnaker Investment Group
Newport Beach,
California
| USD 415 M | +USD 5.69 M | +1% | 0.82% | 56.9% | 103 | 20.39% | 2 |
|
| 3659 |
3659
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| USD 415 M | – | – | 1.03% | – | 140 | – | 0 |
|
| 3660 |
3660
Bender Robert & Associates
Pasadena,
California
| USD 414 M | -USD 56.6 M | -12% | 6.01% | 146% | 47 | 19.15% | 0.2 |
|
| 3661 |
3661
Boston Research & Management
Manchester,
Massachusetts
| USD 414 M | -USD 18.9 M | -4% | 2.31% | 53.2% | 119 | 5.04% | 8.1 |
|
| 3662 |
3662
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| USD 413 M | -USD 5.63 M | -1% | 1.18% | 63.5% | 236 | 15.25% | 1.9 |
|
| 3663 |
3663
Atlas Legacy Advisors
Los Angeles,
California
| USD 413 M | – | – | 1.24% | – | 173 | – | 0 |
|
| 3664 |
3664
Hamilton Wealth
Encino,
California
| USD 413 M | +USD 3.59 M | +0.9% | 4.04% | 108% | 132 | 45.45% | 1.6 |
|
| 3665 |
3665
Ping Capital Management
New York
| USD 413 M | +USD 57.1 M | +16% | 60.1% | – | 97 | 27.84% | 0.4 |
|
| 3666 |
3666
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| USD 413 M | +USD 56.6 M | +16% | 6.32% | 240% | 90 | 46.67% | 2.2 |
|
| 3667 |
3667
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 412 M | +USD 17.9 M | +5% | 4.7% | 111% | 170 | 16.47% | 4.5 |
|
| 3668 |
3668
Rothschild Capital Partners
New York
| USD 412 M | +USD 53.6 M | +15% | 3.89% | 90.8% | 95 | 50.53% | 2 |
|
| 3669 |
3669
WESCAP Management Group
Glendale,
California
| USD 412 M | +USD 12.8 M | +3% | 2.06% | 45.7% | 97 | 6.19% | 5 |
|
| 3670 |
3670
Benedict Financial Advisors
Atlanta,
Georgia
| USD 412 M | -USD 11.3 M | -3% | 1.77% | 72.4% | 130 | 8.46% | 6.2 |
|
| 3671 |
3671
Elgethun Capital Management
Sioux Falls,
South Dakota
| USD 412 M | -USD 14 M | -3% | 0.96% | 61.5% | 156 | 3.21% | 4.4 |
|
| 3672 |
3672
UNICOM Systems
Las Vegas,
Nevada
| USD 412 M | – | – | 132% | – | 21 | – | 0 |
|
| 3673 |
PWM
3673
Praetorian Wealth Management
Carmel,
California
| USD 412 M | +USD 9.9 M | +2% | 0.25% | 60.4% | 64 | 46.88% | 2 |
|
| 3674 |
AIS
3674
AM Investment Strategies
Chattanooga,
Tennessee
| USD 411 M | -USD 389 k | -0.1% | 10.5% | 121% | 111 | 15.32% | 2.6 |
|
| 3675 |
3675
SignalPoint Asset Management
Springfield,
Missouri
| USD 411 M | -USD 17.5 M | -4% | 2.23% | 36% | 278 | 12.59% | 5.5 |
|