¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
CPWM
3926
Cypress Point Wealth Management
Dallas,
Texas
| USD 492 M | +USD 27.3 M | +6% | 8.38% | 226% | 165 | 39.39% | 1.4 |
|
| 3927 |
MWM
3927
Marion Wealth Management
Monroeville,
Pennsylvania
| USD 491 M | +USD 40.2 M | +9% | 8.14% | 46% | 167 | 17.37% | 2.6 |
|
| 3928 |
BHWM
3928
Bellars Harris Wealth Management
Virginia Beach,
Virginia
| USD 491 M | – | – | 19% | – | 96 | – | 0 |
|
| 3929 |
MCB
3929
Morton Community Bank
East Peoria,
Illinois
| USD 491 M | +USD 30.8 M | +7% | 9.21% | – | 123 | 8.94% | 2 |
|
| 3930 |
BWM
3930
Bulltick Wealth Management
Miami,
Florida
| USD 490 M | +USD 37.6 M | +8% | 9.75% | 58.2% | 158 | 28.48% | 1.6 |
|
| 3931 |
FFG
3931
Fortem Financial Group
Palm Desert,
California
| USD 490 M | +USD 91.8 M | +23% | 32.4% | 179% | 194 | 13.92% | 2.5 |
|
| 3932 |
SWG
3932
Summit Wealth Group
White River Junction,
Vermont
| USD 490 M | +USD 54.5 M | +13% | 14.4% | 53% | 134 | 9.7% | 2.2 |
|
| 3933 |
TCCM
3933
Timber Creek Capital Management
Boston,
Massachusetts
| USD 490 M | +USD 77.4 M | +19% | 37.5% | 139% | 85 | 14.12% | 5.9 |
|
| 3934 |
WWM
3934
Waterway Wealth Management
The Woodlands,
Texas
| USD 490 M | +USD 37.5 M | +8% | 9.63% | – | 106 | 24.53% | 1.2 |
|
| 3935 |
AA
3935
Ancient Art
Austin,
Texas
| USD 489 M | +USD 30.8 M | +7% | 10.1% | 168% | 18 | 22.22% | 2.8 |
|
| 3936 |
AEPWM
3936
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| USD 489 M | +USD 82.2 M | +20% | 20.3% | – | 650 | 12.31% | 1.8 |
|
| 3937 |
MF
3937
Montis Financial
Waltham,
Massachusetts
| USD 489 M | +USD 5.58 M | +1% | 8.22% | 46% | 160 | 11.25% | 2.5 |
|
| 3938 |
LIM
3938
Longfellow Investment Management
Boston,
Massachusetts
| USD 489 M | +USD 9.3 M | +2% | 0.25% | 45.9% | 273 | 21.61% | 2.3 |
|
| 3939 |
CFO
3939
Collective Family Office
York,
Pennsylvania
| USD 489 M | +USD 44.8 M | +10% | 9.34% | 52.5% | 164 | 6.71% | 3.7 |
|
| 3940 |
DF
3940
Dunhill Financial
London,
United Kingdom
| USD 489 M | +USD 64.6 M | +15% | 10.6% | 58.6% | 1,917 | 18.68% | 1.3 |
|
| 3941 |
RMS
3941
Retirement Management Systems
Leonardtown,
Maryland
| USD 488 M | +USD 73.6 M | +18% | 12% | – | 57 | 14.04% | 0.4 |
|
| 3942 |
RAM
3942
Rempart Asset Management
Montreal,
Canada
| USD 488 M | +USD 12.4 M | +3% | 6.62% | 58.8% | 36 | 0% | 4.6 |
|
| 3943 |
VBA
3943
von Borstel & Associates
The Dalles,
Oregon
| USD 488 M | +USD 50.7 M | +12% | 9.57% | – | 45 | 8.89% | 1.5 |
|
| 3944 |
WCG
3944
Weaver Consulting Group
Huntington Beach,
California
| USD 488 M | +USD 68.2 M | +16% | 10.1% | 56.4% | 308 | 14.29% | 3.4 |
|
| 3945 |
OKSA
3945
O'Keefe Stevens Advisory
Rochester,
New York
| USD 488 M | +USD 82.9 M | +20% | 20.5% | 208% | 84 | 13.1% | 3.5 |
|
| 3946 |
IMA
3946
Investment Management Associates
Greenwood Village,
Colorado
| USD 487 M | +USD 67.6 M | +16% | 7.31% | 51.6% | 36 | 30.56% | 2.1 |
|
| 3947 |
LPC
3947
Lineage Point Capital
Palm Beach,
Florida
| USD 487 M | +USD 78 M | +19% | 3.12% | – | 394 | 37.06% | 0.3 |
|
| 3948 |
ECA
3948
Endeavour Capital Advisors
Greenwich,
Connecticut
| USD 487 M | +USD 46.2 M | +10% | 14% | 105% | 39 | 15.38% | 3.6 |
|
| 3949 |
PGWM
3949
Parisi Gray Wealth Management
Mendham,
New Jersey
| USD 487 M | +USD 67.4 M | +16% | 23% | 137% | 158 | 15.19% | 3.8 |
|
| 3950 |
WAS
3950
Wealth Advisory Solutions
Indiianapolis,
Indiana
| USD 487 M | +USD 38.3 M | +9% | 11.4% | 55.5% | 160 | 17.5% | 2.3 |
|