¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Keystone Wealth Services
Palm Desert,
California
| USD 369 M | -USD 8.35 M | -2% | 2.89% | 91.1% | 273 | 7.69% | 2 |
|
| 3852 |
3852
BigSur Wealth Management
Miami,
Florida
| USD 369 M | +USD 19.2 M | +5% | 0.43% | 94.8% | 160 | 10% | 4 |
|
| 3853 |
3853
Park Place Capital
Homewood,
Alabama
| USD 369 M | +USD 11.7 M | +3% | 1.44% | 60% | 885 | 15.71% | 1.8 |
|
| 3854 |
3854
Davidson Capital Management
Corpus Christi,
Texas
| USD 369 M | -USD 11.2 M | -3% | 3.35% | 79.4% | 96 | 27.08% | 2.4 |
|
| 3855 |
TPWM
3855
Twelve Points Wealth Management
Concord,
Massachusetts
| USD 369 M | +USD 20.7 M | +6% | 1.1% | 56.8% | 186 | 10.75% | 2.5 |
|
| 3856 |
3856
Aries Wealth Management
Portland,
Maine
| USD 368 M | +USD 5.07 M | +1% | 0.33% | 87.7% | 237 | 10.55% | 2.3 |
|
| 3857 |
3857
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 368 M | +USD 2.18 M | +0.6% | 3.45% | 61.1% | 50 | 10% | 3.5 |
|
| 3858 |
3858
Magnolia Capital Advisors
Jackson,
Mississippi
| USD 368 M | -USD 18.4 M | -5% | 1.45% | 78.7% | 239 | 9.21% | 0.9 |
|
| 3859 |
3859
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| USD 368 M | -USD 13 M | -3% | 1.37% | 93.1% | 185 | 11.89% | 1 |
|
| 3860 |
3860
Safeguard Investment Advisory Group
Corona,
California
| USD 368 M | +USD 3.43 M | +0.9% | 4.35% | 84.3% | 143 | 19.58% | 2.2 |
|
| 3861 |
3861
Virtus Investment Advisers
Hartford,
Connecticut
| USD 368 M | +USD 240 M | +188% | 1.68% | 172% | 710 | 91.69% | 0.1 |
|
| 3862 |
3862
EAM Global Investors
Solana Beach,
California
| USD 367 M | -USD 190 M | -34% | 18.3% | 2,399% | 163 | 76.69% | 0.2 |
|
| 3863 |
3863
Freshford Capital Management
Rye Brook,
New York
| USD 367 M | +USD 16.6 M | +5% | 8.17% | 97.3% | 21 | 42.86% | 0.6 |
|
| 3864 |
3864
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| USD 367 M | -USD 98.3 M | -21% | 34% | 129% | 177 | 42.94% | 0.8 |
|
| 3865 |
3865
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 367 M | +USD 13.3 M | +4% | 0.23% | 43.8% | 86 | 8.14% | 4.6 |
|
| 3866 |
3866
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| USD 367 M | +USD 12.4 M | +4% | 1.73% | 56.7% | 330 | 12.12% | 2.8 |
|
| 3867 |
3867
Addison Advisors
Middlebury,
Vermont
| USD 367 M | +USD 7.03 M | +2% | 0.53% | 54.5% | 886 | 10.5% | 2.5 |
|
| 3868 |
3868
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| USD 366 M | -USD 24 M | -6% | 1.24% | 82.6% | 181 | 3.31% | 5.9 |
|
| 3869 |
3869
Atlas Venture Advisors
Boston,
Massachusetts
| USD 366 M | -USD 97.4 M | -21% | 16.8% | 34.6% | 4 | 0% | 5 |
|
| 3870 |
3870
Great Diamond Partners
Portland,
Maine
| USD 366 M | -USD 20.8 M | -5% | 2.09% | 86.1% | 200 | 18% | 3.2 |
|
| 3871 |
3871
InvesTrust
Oklahoma City,
Oklahoma
| USD 366 M | +USD 6.03 M | +2% | 2.36% | – | 94 | 3.19% | 0.3 |
|
| 3872 |
3872
Lantz Financial
Naperville,
Illinois
| USD 365 M | -USD 9.8 M | -3% | 0.36% | 74.3% | 238 | 11.34% | 3.3 |
|
| 3873 |
PAS
3873
PKS Advisory Services
Albany,
New York
| USD 365 M | -USD 34.5 M | -9% | 3.16% | – | 273 | 20.15% | 0.2 |
|
| 3874 |
3874
UG Investment Advisers
Taipei,
Taiwan
| USD 365 M | +USD 110 M | +43% | 15.4% | 183% | 13 | 30.77% | 1.2 |
|
| 3875 |
3875
Capital City Trust
Tallahassee,
Florida
| USD 365 M | -USD 35.8 M | -9% | 1.19% | 98.5% | 121 | 9.92% | 7.1 |
|