¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
PCR
3951
Potrero Capital Research
San Francisco,
California
| USD 181 M | +USD 7.38 M | +4% | 9.45% | 226% | 54 | 29.63% | 1 |
|
| 3952 |
3952
Spectrum Asset Management (California)
Newport Beach,
California
| USD 181 M | +USD 25.2 M | +16% | 7.05% | 68.3% | 100 | 27% | 1.9 |
|
| 3953 |
3953
Affiance Financial
St. Louis Park,
Minnesota
| USD 181 M | +USD 16.6 M | +10% | 5.9% | 57.8% | 147 | 40.14% | 2.3 |
|
| 3954 |
3954
Blankinship & Foster
Solana Beach,
California
| USD 181 M | +USD 13 M | +8% | 6.81% | 67.1% | 49 | 8.16% | 2 |
|
| 3955 |
3955
Ballast Inc
Lexington,
Kentucky
| USD 181 M | +USD 18.3 M | +11% | 7.17% | 71.3% | 108 | 12.04% | 1.5 |
|
| 3956 |
3956
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 181 M | +USD 18.6 M | +11% | 8.01% | 85.3% | 84 | 3.57% | 2.5 |
|
| 3957 |
3957
Torch Wealth Management
Cincinnati,
Ohio
| USD 181 M | +USD 12.1 M | +7% | 8.09% | 48.8% | 113 | 6.19% | 3.7 |
|
| 3958 |
3958
OneAscent Financial Services
Birmingham,
Alabama
| USD 181 M | +USD 158 M | +707% | 5.97% | 63.8% | 189 | 95.77% | 0 |
|
| 3959 |
3959
Cota Capital Management
San Francisco,
California
| USD 181 M | – | – | 10.7% | 46% | 13 | – | 0 |
|
| 3960 |
3960
Lowe Wealth Advisors
Columbia,
Maryland
| USD 180 M | +USD 12.6 M | +8% | 6.03% | 63.3% | 340 | 16.18% | 2.9 |
|
| 3961 |
3961
Arlington Financial Advisors
Santa Barbara,
California
| USD 180 M | +USD 4.61 M | +3% | 8.02% | 67.6% | 61 | 24.59% | 1.6 |
|
| 3962 |
3962
Impactive Capital
New York City,
New York
| USD 180 M | – | – | 21% | 25% | 6 | – | 0 |
|
| 3963 |
3963
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| USD 180 M | +USD 12.8 M | +8% | 7.68% | 90.5% | 5 | 0% | 1.8 |
|
| 3964 |
3964
Oak Asset Management
Westlake Village,
California
| USD 180 M | +USD 13.8 M | +8% | 11.2% | 91.8% | 97 | 4.12% | 1.7 |
|
| 3965 |
3965
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| USD 180 M | +USD 31.7 M | +21% | 4.05% | 130% | 56 | 12.5% | 1.1 |
|
| 3966 |
3966
REDW Wealth
Albuquerque,
New Mexico
| USD 180 M | +USD 9.42 M | +6% | 4.53% | 59.1% | 88 | 11.36% | 2.3 |
|
| 3967 |
3967
TAP Consulting
Kirkwood,
Missouri
| USD 179 M | +USD 10 M | +6% | 5.42% | 3.08% | 113 | 8.85% | 0.6 |
|
| 3968 |
ITIM
3968
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 179 M | +USD 724 k | +0.4% | 4.65% | 114% | 119 | 5.04% | 4.9 |
|
| 3969 |
3969
Lexington Partners
New York
| USD 179 M | – | – | 13.3% | 24.5% | 4 | – | 1 |
|
| 3970 |
ETI
3970
Enterprise Trust & Investment
Los Gatos,
California
| USD 179 M | +USD 16.1 M | +10% | 11.5% | 58.6% | 206 | 11.17% | 0.5 |
|
| 3971 |
3971
CoreCommodity Management
Stamford,
Connecticut
| USD 179 M | +USD 19.9 M | +12% | 12.1% | 65.8% | 185 | 16.76% | 3 |
|
| 3972 |
3972
Bernicke Wealth Management
Altoona,
Wisconsin
| USD 179 M | +USD 6.28 M | +4% | 3.29% | – | 47 | 4.26% | 3 |
|
| 3973 |
3973
Tillar-Wenstrup Advisors
Centerville,
Ohio
| USD 179 M | +USD 6.48 M | +4% | 5.17% | 27.4% | 53 | 22.64% | 1.9 |
|
| 3974 |
3974
Provenire Capital
Eden Prairie,
Minnesota
| USD 179 M | – | – | 9.06% | – | 31 | – | 0 |
|
| 3975 |
3975
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 179 M | +USD 10 M | +6% | 7.03% | 106% | 126 | 10.32% | 3 |
|