¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
HWP
3776
Hefty Wealth Partners
Auburn,
Indiana
| USD 119 M | -USD 12.4 M | -9% | 1.98% | – | 266 | 19.92% | 0.7 |
|
| 3777 |
CWM
3777
Concentric Wealth Management
Lafayette,
California
| USD 119 M | – | – | 4.45% | 33.4% | 83 | – | 0 |
|
| 3778 |
3778
JT Stratford LLC
Gainesville,
Georgia
| USD 119 M | – | – | 3.05% | 103% | 102 | – | 0 |
|
| 3779 |
3779
Stone House Investment Management
Tunkhannock,
Pennsylvania
| USD 119 M | – | – | 0.14% | 53.1% | 35 | – | 0 |
|
| 3780 |
IOOF
3780
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 119 M | -USD 3.31 M | -3% | 2.05% | 66.3% | 111 | 6.31% | 2.7 |
|
| 3781 |
SHI
3781
SV Health Investors
Boston,
Massachusetts
| USD 119 M | -USD 11.4 M | -9% | 9.85% | 97.4% | 7 | 28.57% | 1.5 |
|
| 3782 |
HAM
3782
Hillswick Asset Management
Stamford,
Connecticut
| USD 119 M | +USD 1.85 M | +2% | 3.89% | 40.2% | 15 | 6.67% | 1.9 |
|
| 3783 |
JCM
3783
Jafra Capital Management
New York
| USD 119 M | – | – | 10.7% | – | 65 | – | 0 |
|
| 3784 |
AIC
3784
Ayalon Insurance Company
Ramat Gan,
Israel
| USD 119 M | +USD 724 k | +0.6% | 4.04% | 99.6% | 85 | 9.41% | 1.5 |
|
| 3785 |
SHCM
3785
Silver Heights Capital Management
Toronto,
Ontario, Canada
| USD 119 M | – | – | 12.7% | 39.8% | 7 | – | 0 |
|
| 3786 |
TWA
3786
Tillar-Wenstrup Advisors
Centerville,
Ohio
| USD 118 M | +USD 9.04 M | +8% | 4.34% | 27.4% | 56 | 17.86% | 1.4 |
|
| 3787 |
3787
Alphadyne Asset Management
New York
| USD 118 M | +USD 96.4 M | +437% | 4.54% | 158% | 25 | 88% | 0.1 |
|
| 3788 |
WPEP
3788
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 118 M | +USD 2.81 M | +2% | 4.01% | 48% | 20 | 10% | 2.6 |
|
| 3789 |
EFIC
3789
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 118 M | +USD 6.7 M | +6% | 6.5% | 88.9% | 33 | 9.09% | 0.9 |
|
| 3790 |
ACM
3790
Akanthos Capital Management
Woodland Hills,
California
| USD 118 M | +USD 15.3 M | +15% | 12.8% | 1.86% | 23 | 47.83% | 0.8 |
|
| 3791 |
3791
Capital Asset Advisory Services
Williamston,
Michigan
| USD 118 M | +USD 42.3 M | +56% | 0.22% | 51% | 91 | 38.46% | 0.6 |
|
| 3792 |
DA
3792
Doliver Advisors
Houston,
Texas
| USD 118 M | -USD 463 k | -0.4% | 5.58% | 92.3% | 288 | 56.6% | 0.5 |
|
| 3793 |
JGIA
3793
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 118 M | -USD 3.3 M | -3% | 2.1% | 54.3% | 177 | 5.65% | 0.9 |
|
| 3794 |
CIA
3794
Cascade Investment Advisors
Oregon City,
Oregon
| USD 117 M | – | – | 5.59% | 71.4% | 206 | – | 0.4 |
|
| 3795 |
3795
Financial Advisors Network
Tustin,
California
| USD 117 M | – | – | 0.2% | – | 534 | – | 0 |
|
| 3796 |
3796
DUMAC Inc
Durham,
North Carolina
| USD 117 M | – | – | 3.95% | – | 46 | – | 0 |
|
| 3797 |
BW
3797
Bison Wealth
Atlanta,
Georgia
| USD 117 M | -USD 636 k | -0.5% | 2.73% | 37.4% | 206 | 22.82% | 1.3 |
|
| 3798 |
MPA
3798
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 117 M | -USD 10.3 M | -8% | 3.36% | 392% | 51 | 58.82% | 0.6 |
|
| 3799 |
GWM
3799
Graybill Wealth Management
Elmhurst,
Illinois
| USD 117 M | +USD 9.6 M | +9% | 6.49% | – | 45 | 4.44% | 2.7 |
|
| 3800 |
ADBIC
3800
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 117 M | -USD 3.2 M | -3% | 0.81% | 83.3% | 97 | 14.43% | 2 |
|