¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
MAS
3701
Madden Advisory Services
Jacksonville,
Florida
| USD 166 M | +USD 8.15 M | +5% | 4.77% | 52.3% | 79 | 5.06% | 4.3 |
|
| 3702 |
RCM
3702
RVB Capital Management
Great Neck,
New York
| USD 165 M | -USD 52.8 M | -24% | 0.96% | 10.4% | 62 | 66.13% | 0.3 |
|
| 3703 |
3703
Oak Asset Management
Westlake Village,
California
| USD 165 M | +USD 18.5 M | +13% | 8.98% | 91.8% | 99 | 10.1% | 0.7 |
|
| 3704 |
3704
Copperwynd Financial
Scottsdale,
Arizona
| USD 165 M | +USD 22.6 M | +16% | 6.38% | 90% | 104 | 22.12% | 0.6 |
|
| 3705 |
3705
Delta Capital Management
Red Bank,
New Jersey
| USD 165 M | +USD 11 M | +7% | 8.37% | 129% | 70 | 4.29% | 3.6 |
|
| 3706 |
GA
3706
GRS Advisors
Chicago,
Illinois
| USD 165 M | -USD 2.35 M | -1% | 1.7% | 54.3% | 29 | 51.72% | 0.9 |
|
| 3707 |
3707
ETF Portfolio Partners
Leawood,
Kansas
| USD 164 M | +USD 9.49 M | +6% | 3.11% | 50.2% | 29 | 17.24% | 2.3 |
|
| 3708 |
SLA
3708
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 164 M | +USD 39 M | +31% | 6.65% | 76.7% | 103 | 31.07% | 2.8 |
|
| 3709 |
3709
EnTrust Global Partners Offshore
New York
| USD 164 M | -USD 50.9 M | -24% | 2.37% | – | 117 | 43.59% | 0.4 |
|
| 3710 |
3710
Monetta Financial Services
Wheaton,
Illinois
| USD 164 M | -USD 28 M | -15% | 12.3% | 275% | 64 | 62.5% | 1.4 |
|
| 3711 |
3711
KHP Capital
Tulsa,
Oklahoma
| USD 164 M | +USD 10 M | +6% | 3.89% | – | 186 | 15.59% | 0.5 |
|
| 3712 |
3712
Silverleafe Capital Partners
Germantown,
Tennessee
| USD 164 M | +USD 4.38 M | +3% | 4.59% | 87.7% | 68 | 19.12% | 0.6 |
|
| 3713 |
SC
3713
Sawyer & Company
Boston,
Massachusetts
| USD 164 M | +USD 10.9 M | +7% | 7.98% | 111% | 201 | 4.48% | 0.7 |
|
| 3714 |
WFWM
3714
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| USD 164 M | +USD 18.3 M | +13% | 5.75% | 53.8% | 39 | 20.51% | 1 |
|
| 3715 |
3715
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 164 M | -USD 125 M | -43% | 9.7% | 144% | 89 | 46.07% | 0.6 |
|
| 3716 |
3716
Stokes Capital Advisors
Greenwood,
South Carolina
| USD 163 M | +USD 10.5 M | +7% | 7.46% | 61.3% | 91 | 6.59% | 0.7 |
|
| 3717 |
3717
Rezny Wealth Management
Fort Myers,
Florida
| USD 163 M | +USD 15.5 M | +11% | 4.76% | 99.6% | 16 | 31.25% | 1.8 |
|
| 3718 |
3718
First Capital Advisors Group
Little Silver,
New Jersey
| USD 163 M | +USD 12.2 M | +8% | 4.58% | – | 183 | 18.58% | 1.2 |
|
| 3719 |
DE
3719
DFT Energy
Locust Valley,
New York
| USD 163 M | +USD 72 M | +79% | 1.02% | – | 14 | 14.29% | 1.8 |
|
| 3720 |
3720
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 163 M | +USD 7.61 M | +5% | 5.55% | 63.9% | 90 | 4.44% | 2.9 |
|
| 3721 |
3721
Pacific Grove Capital
San Francisco,
California
| USD 163 M | -USD 108 M | -40% | 10.4% | 9.9% | 118 | 66.1% | 0.4 |
|
| 3722 |
LB
3722
Landmark Bank
Columbia,
Missouri
| USD 163 M | +USD 8.67 M | +6% | 4.91% | – | 91 | 3.3% | 0.2 |
|
| 3723 |
3723
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 163 M | +USD 10.7 M | +7% | 1.97% | 48.3% | 205 | 20.49% | 2.6 |
|
| 3724 |
AB
3724
Atlas Brown
Louisville,
Kentucky
| USD 163 M | -USD 266 M | -62% | 7.22% | 115% | 145 | 2.07% | 3.6 |
|
| 3725 |
3725
S.R. Schill & Associates
Mercer Island,
Washington
| USD 163 M | -USD 483 k | -0.3% | 5.1% | 42.7% | 90 | 21.11% | 2.2 |
|