¡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 |
3951
LexAurum Advisors
Overland Park,
Kansas
| USD 307 M | -USD 31.5 M | -9% | 7.19% | – | 290 | 18.97% | 2.2 |
|
| 3952 |
3952
Jenkins Wealth
Englewood,
Colorado
| USD 307 M | – | – | 4.97% | – | 31 | – | 0 |
|
| 3953 |
3953
Summit Financial Group
Moorefield,
West Virginia
| USD 307 M | +USD 30.8 M | +11% | 7.84% | 26.1% | 215 | 6.98% | 2.5 |
|
| 3954 |
3954
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
| USD 307 M | – | – | 7.19% | – | 874 | – | 0 |
|
| 3955 |
3955
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| USD 307 M | +USD 54.5 M | +22% | 4.73% | 44% | 79 | 18.99% | 1.7 |
|
| 3956 |
3956
Paradiem
Covington,
Louisiana
| USD 307 M | -USD 29.3 M | -9% | 9.54% | 114% | 113 | 18.58% | 0.8 |
|
| 3957 |
3957
Versant Capital Management
Phoenix,
Arizona
| USD 307 M | +USD 23.6 M | +8% | 5.31% | 97.3% | 1,667 | 5.22% | 4.1 |
|
| 3958 |
3958
Gleason Group
Prospect,
Kentucky
| USD 306 M | +USD 29.6 M | +11% | 7.25% | 69.1% | 216 | 6.94% | 1.7 |
|
| 3959 |
3959
Hendley & Co
Zanesville,
Ohio
| USD 306 M | +USD 20.1 M | +7% | 12.9% | 64.9% | 76 | 13.16% | 4.4 |
|
| 3960 |
3960
Burt Wealth Advisors
North Bethesda,
Maryland
| USD 306 M | -USD 7.59 M | -2% | 4.5% | 57.3% | 103 | 17.48% | 5.2 |
|
| 3961 |
3961
Richmond Hill Investments
New York
| USD 306 M | -USD 25.7 M | -8% | 6.38% | 55.2% | 10 | 0% | 2.6 |
|
| 3962 |
3962
Prism Advisors
Studio City,
California
| USD 306 M | +USD 25.3 M | +9% | 6.27% | 54.6% | 57 | 12.28% | 2.2 |
|
| 3963 |
3963
Fernwood Investment Management
Quincy,
Massachusetts
| USD 306 M | +USD 14.7 M | +5% | 7.3% | 83.4% | 219 | 13.24% | 3.3 |
|
| 3964 |
3964
Falcon Wealth Planning
Ontario,
California
| USD 306 M | +USD 42.6 M | +16% | 7.93% | 56.4% | 82 | 17.07% | 0.7 |
|
| 3965 |
3965
Pasadena Private Wealth
Pasadena,
California
| USD 306 M | +USD 20 M | +7% | 5.83% | 60.8% | 133 | 37.59% | 1.3 |
|
| 3966 |
3966
Raffa Wealth Management
Washington,
District of Columbia
| USD 305 M | +USD 17 M | +6% | 2.64% | 35.8% | 1,156 | 6.23% | 1.7 |
|
| 3967 |
IP
3967
Isomer Partners
New York
| USD 305 M | -USD 63 M | -17% | 11.6% | 57.2% | 26 | 42.31% | 0.8 |
|
| 3968 |
3968
Steginsky Capital
Port Washington,
New York
| USD 305 M | +USD 39.1 M | +15% | 16.9% | 99.4% | 8 | 12.5% | 4.9 |
|
| 3969 |
3969
Red Door Wealth Management
Memphis,
Tennessee
| USD 305 M | +USD 43.5 M | +17% | 11.4% | 117% | 167 | 11.98% | 1.4 |
|
| 3970 |
3970
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 305 M | +USD 28.1 M | +10% | 11.3% | 84.7% | 169 | 6.51% | 4.5 |
|
| 3971 |
3971
Highland Management Partners 9
Cambridge,
Massachusetts
| USD 305 M | – | – | 12.9% | – | 5 | – | 0 |
|
| 3972 |
3972
Curtis Advisory Group
Santa Barbara,
California
| USD 305 M | +USD 29.3 M | +11% | 10% | 79.8% | 85 | 16.47% | 1.4 |
|
| 3973 |
3973
O'Brien Greene & Co
Media,
Pennsylvania
| USD 304 M | +USD 30.3 M | +11% | 10.5% | 90.9% | 145 | 13.1% | 1.8 |
|
| 3974 |
BDWCC
3974
B&D White Capital Company
Lakeway,
Texas
| USD 304 M | +USD 44.4 M | +17% | 11% | 44.2% | 77 | 36.36% | 0.6 |
|
| 3975 |
3975
Bard Associates
Chicago,
Illinois
| USD 304 M | +USD 7.99 M | +3% | 12.3% | 247% | 183 | 4.92% | 4.3 |
|