¡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
Horiko Capital Management
New York
| USD 422 M | +USD 39.1 M | +10% | 16.2% | 275% | 23 | 30.43% | 4.7 |
|
| 3927 |
3927
Longfellow Investment Management
Boston,
Massachusetts
| USD 422 M | +USD 17.5 M | +4% | 1.88% | 45.9% | 310 | 31.29% | 2.3 |
|
| 3928 |
3928
Marion Wealth Management
Monroeville,
Pennsylvania
| USD 422 M | +USD 22.2 M | +6% | 5.22% | 51.7% | 139 | 7.91% | 2.4 |
|
| 3929 |
3929
Farmers National Bank
Danville,
Kentucky
| USD 422 M | +USD 42.5 M | +11% | 7.39% | – | 177 | 6.21% | 6.4 |
|
| 3930 |
3930
White Pine Investment Company
Livonia,
Michigan
| USD 421 M | +USD 20.9 M | +5% | 6.88% | 73.3% | 67 | 2.99% | 5.3 |
|
| 3931 |
3931
JPL Wealth Management
Highlands Ranch,
Colorado
| USD 421 M | +USD 50.8 M | +14% | 6.56% | – | 1,192 | 90.44% | 0.1 |
|
| 3932 |
3932
Sage Capital Advisors
Sioux Falls,
South Dakota
| USD 421 M | +USD 15.4 M | +4% | 9.44% | 105% | 139 | 10.79% | 4.2 |
|
| 3933 |
3933
Wealthspring Capital
West Harrison,
New York
| USD 420 M | +USD 41.7 M | +11% | 3.37% | 24.1% | 205 | 49.27% | 0.4 |
|
| 3934 |
3934
Bayberry Capital Partners
New York
| USD 420 M | +USD 109 M | +35% | 2.99% | 99.7% | 31 | 38.71% | 0.6 |
|
| 3935 |
3935
BetterWealth
San Jose,
California
| USD 420 M | +USD 29.6 M | +8% | 8.13% | 63.3% | 74 | 21.62% | 2 |
|
| 3936 |
3936
Coston McIsaac & Partners
Bar Harbor,
Maine
| USD 420 M | +USD 34 M | +9% | 3.46% | 34.3% | 912 | 8.11% | 2.3 |
|
| 3937 |
3937
Unio Capital
Princeton,
New Jersey
| USD 420 M | +USD 80.1 M | +24% | 1.56% | 97.8% | 22 | 9.09% | 4.8 |
|
| 3938 |
3938
AMJ Financial Wealth Management
Leesburg,
Virginia
| USD 420 M | +USD 18 M | +4% | 7.72% | 167% | 101 | 28.71% | 1.5 |
|
| 3939 |
VM
3939
Venator Management
Pittsburgh,
Pennsylvania
| USD 420 M | +USD 32.9 M | +9% | 7.34% | 101% | 26 | 15.38% | 2.6 |
|
| 3940 |
3940
Wick Capital Partners
Wayne,
Pennsylvania
| USD 420 M | +USD 34.8 M | +9% | 7.16% | 60% | 119 | 13.45% | 1.3 |
|
| 3941 |
RS
3941
Retirement Solution
Redmond,
Washington
| USD 419 M | +USD 27.5 M | +7% | 7.92% | 77.3% | 49 | 12.24% | 1.8 |
|
| 3942 |
3942
Waterway Wealth Management
The Woodlands,
Texas
| USD 419 M | +USD 88.7 M | +27% | 5.77% | 52.2% | 89 | 22.47% | 0.9 |
|
| 3943 |
3943
Mandatum Life Insurance Company
Helsinki,
Finland
| USD 419 M | +USD 38.7 M | +10% | 10.1% | 95.9% | 95 | 28.42% | 5.3 |
|
| 3944 |
3944
Mattson Financial Services
Kentwood,
Michigan
| USD 418 M | +USD 47.4 M | +13% | 6.91% | – | 211 | 34.12% | 0.7 |
|
| 3945 |
3945
B.O.S.S. Retirement Advisors
Lehi,
Utah
| USD 418 M | +USD 19.9 M | +5% | 6.88% | 78.2% | 218 | 24.31% | 0.9 |
|
| 3946 |
3946
Whitener Capital Management
Rocky Mount,
North Carolina
| USD 418 M | +USD 40.2 M | +11% | 9.34% | 113% | 166 | 7.23% | 4.7 |
|
| 3947 |
3947
Syverson Strege & Co
West Des Moines,
Iowa
| USD 417 M | -USD 5.98 M | -1% | 6.91% | 66.8% | 177 | 11.86% | 1.6 |
|
| 3948 |
3948
Platform Technology Partners
New York
| USD 417 M | +USD 34.3 M | +9% | 8.65% | – | 275 | 12.73% | 3.1 |
|
| 3949 |
3949
Cyrus Capital Partners
New York
| USD 417 M | +USD 35.3 M | +9% | 46% | 163% | 6 | 33.33% | 1.7 |
|
| 3950 |
3950
Beirne Wealth Consulting Services
Shelton,
Connecticut
| USD 417 M | +USD 108 M | +35% | 10.3% | 81.9% | 231 | 57.14% | 1.7 |
|