¡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 |
3926
Concentric Wealth Management
Lafayette,
California
| USD 139 M | +USD 4.36 M | +3% | 2.3% | 33.4% | 89 | 2.25% | 1.4 |
|
| 3927 |
3927
Nicollet Investment Management
Minneapolis,
Minnesota
| USD 139 M | +USD 9.7 M | +8% | 6.5% | 104% | 71 | 7.04% | 0.5 |
|
| 3928 |
3928
Orleans Capital Management
Mandeville,
Louisiana
| USD 139 M | +USD 2.44 M | +2% | 3.25% | 94.6% | 84 | 9.52% | 3.2 |
|
| 3929 |
WWMSC
3929
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| USD 139 M | +USD 7.41 M | +6% | 1.47% | 36.4% | 735 | 15.92% | 0.4 |
|
| 3930 |
MCA
3930
Mercer Capital Advisers
Little Silver,
New Jersey
| USD 139 M | +USD 2.63 M | +2% | 3.07% | 59.6% | 247 | 2.83% | 3 |
|
| 3931 |
3931
Rench Wealth Management
Denton,
Texas
| USD 139 M | -USD 7.78 M | -5% | 1.11% | 106% | 54 | 9.26% | 3.1 |
|
| 3932 |
3932
Bellecapital
Zurich,
Switzerland
| USD 138 M | +USD 31.6 M | +30% | 1.32% | 152% | 92 | 15.22% | 1.5 |
|
| 3933 |
3933
Albert D. Mason Inc
Boston,
Massachusetts
| USD 138 M | +USD 5.52 M | +4% | 3.53% | 82% | 143 | 6.29% | 3.3 |
|
| 3934 |
CAGAS
3934
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| USD 138 M | +USD 1.54 M | +1% | 2.5% | 54.8% | 393 | 17.3% | 0.2 |
|
| 3935 |
3935
Gainplan
Bloomfield Hills,
Michigan
| USD 138 M | +USD 59.7 M | +76% | 10.2% | 103% | 25 | 64% | 0.2 |
|
| 3936 |
3936
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 138 M | +USD 5.31 M | +4% | 5.48% | 51.3% | 66 | 15.15% | 2.5 |
|
| 3937 |
3937
Peachtree Investment Advisors
Atlanta,
Georgia
| USD 138 M | +USD 4.99 M | +4% | 0.59% | 24.2% | 77 | 5.19% | 3.9 |
|
| 3938 |
3938
Wills Financial Group
Richmond,
Virginia
| USD 138 M | +USD 2.98 M | +2% | 0.46% | 57.5% | 70 | 8.57% | 2.7 |
|
| 3939 |
3939
Peninsula Asset Management
Bradenton,
Florida
| USD 138 M | +USD 1.22 M | +0.9% | 2.69% | 44.1% | 46 | 2.17% | 4 |
|
| 3940 |
3940
Copernicus Capital Management
San Francisco,
California
| USD 138 M | +USD 12.3 M | +10% | 7.63% | 126% | 25 | 44% | 0.3 |
|
| 3941 |
3941
Sheffield Asset Management
Chicago,
Illinois
| USD 138 M | -USD 93.2 M | -40% | 9.95% | 24.5% | 25 | 76% | 0.3 |
|
| 3942 |
3942
Taylor Frigon Capital Management
Scottsdale,
Arizona
| USD 138 M | +USD 9.02 M | +7% | 13.2% | 131% | 88 | 7.95% | 2.2 |
|
| 3943 |
3943
Technology Crossover Management V
Menlo Park,
California
| USD 137 M | +USD 20.4 M | +17% | 17.5% | 2.5% | 2 | 0% | 3 |
|
| 3944 |
3944
BigSur Wealth Management
Miami,
Florida
| USD 137 M | -USD 2.95 M | -2% | 1.33% | 94.8% | 112 | 15.18% | 1.2 |
|
| 3945 |
3945
Caldera Capital
Dallas,
Texas
| USD 137 M | +USD 25.8 M | +23% | 7.43% | 84.5% | 22 | 59.09% | 0.5 |
|
| 3946 |
3946
Ford Financial Group
Fresno,
California
| USD 137 M | +USD 9.28 M | +7% | 1.3% | 47.7% | 47 | 21.28% | 0.5 |
|
| 3947 |
3947
Aquiline Capital Partners
New York
| USD 137 M | -USD 10.2 M | -7% | 4.44% | 14.7% | 1 | 0% | 1 |
|
| 3948 |
3948
Pecaut & Co
Sioux City,
Iowa
| USD 137 M | +USD 5.44 M | +4% | 5.7% | 67.6% | 68 | 14.71% | 2.3 |
|
| 3949 |
3949
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| USD 137 M | +USD 1.58 M | +1% | 2.27% | – | 115 | 2.61% | 0.5 |
|
| 3950 |
3950
Artemis Wealth Advisors
New York
| USD 137 M | +USD 8.61 M | +7% | 6.5% | 174% | 32 | 6.25% | 1.1 |
|