¡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
Beirne Wealth Consulting Services
Shelton,
Connecticut
| USD 417 M | +USD 108 M | +35% | 10.3% | 81.9% | 231 | 57.14% | 1.7 |
|
| 3952 |
3952
Collective Family Office
York,
Pennsylvania
| USD 417 M | +USD 27.1 M | +7% | 5.9% | 52.5% | 164 | 6.1% | 3.3 |
|
| 3953 |
DI
3953
DKRT Investments
Toronto,
| USD 416 M | +USD 4.31 M | +1% | 4.79% | – | 47 | 12.77% | 0.2 |
|
| 3954 |
3954
Coleford Investment Management
Toronto, Ontario,
Canada
| USD 416 M | +USD 29.2 M | +8% | 9.08% | – | 22 | 9.09% | 0.7 |
|
| 3955 |
3955
American Investment Services
Great Barrington,
Massachusetts
| USD 416 M | +USD 24.4 M | +6% | 7.31% | 63.1% | 137 | 5.11% | 6.1 |
|
| 3956 |
3956
Standard General
New York
| USD 416 M | +USD 32 M | +8% | 16% | 259% | 3 | 0% | 7.1 |
|
| 3957 |
AA
3957
Ancient Art
Austin,
Texas
| USD 416 M | +USD 106 M | +34% | 37.6% | 168% | 17 | 41.18% | 3 |
|
| 3958 |
3958
III Capital Management
Boca Raton,
Florida
| USD 416 M | -USD 142 M | -25% | 8.09% | 28.7% | 64 | 48.44% | 0.7 |
|
| 3959 |
3959
West Michigan Advisors
Holland,
Michigan
| USD 416 M | +USD 61.5 M | +17% | 12.9% | 86.6% | 292 | 30.82% | 1.7 |
|
| 3960 |
3960
High Net Worth Advisory Group
Naples,
Florida
| USD 416 M | +USD 37.9 M | +10% | 7.6% | 75.7% | 243 | 9.88% | 2.7 |
|
| 3961 |
NI
3961
Naria Inc
Nassau,
Bahamas
| USD 416 M | -USD 8.02 M | -2% | 1.89% | – | 1 | 0% | 0.8 |
|
| 3962 |
3962
Reverence Capital Partners
New York
| USD 416 M | +USD 34.2 M | +9% | 8.96% | 5.38% | 1 | 0% | 1.5 |
|
| 3963 |
WC
3963
Weil Company
San Diego,
California
| USD 416 M | +USD 36.3 M | +10% | 6.93% | 71.7% | 118 | 5.08% | 3.6 |
|
| 3964 |
3964
Compton Financial Group
Towson,
Maryland
| USD 415 M | +USD 30.8 M | +8% | 5.25% | 37.7% | 53 | 11.32% | 2.4 |
|
| 3965 |
3965
EdenTree Asset Management
London,
United Kingdom
| USD 415 M | +USD 54.4 M | +15% | 7.03% | 50.2% | 64 | 6.25% | 1.9 |
|
| 3966 |
3966
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| USD 415 M | +USD 32.1 M | +8% | 7.52% | 83.4% | 75 | 13.33% | 3.4 |
|
| 3967 |
3967
Guidance Point Advisors
Wellesley,
Massachusetts
| USD 415 M | +USD 25.4 M | +7% | 6.93% | 71.8% | 98 | 12.24% | 3.6 |
|
| 3968 |
3968
DeDora Capital
Napa,
California
| USD 414 M | +USD 31.2 M | +8% | 10.1% | 91.2% | 115 | 2.61% | 3.4 |
|
| 3969 |
3969
InceptionR
Lafayette,
California
| USD 414 M | -USD 18.1 M | -4% | 9.7% | 62.9% | 982 | 70.47% | 0.2 |
|
| 3970 |
3970
Heirloom Wealth Management
Greenwood Village,
Colorado
| USD 414 M | +USD 35.1 M | +9% | 6.69% | 81.8% | 46 | 13.04% | 2.4 |
|
| 3971 |
3971
Timber Creek Capital Management
Boston,
Massachusetts
| USD 414 M | +USD 21.2 M | +5% | 7.66% | 139% | 84 | 3.57% | 5.7 |
|
| 3972 |
3972
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| USD 414 M | -USD 69.2 M | -14% | 2.18% | – | 36 | 50% | 0.5 |
|
| 3973 |
SWG
3973
Summit Wealth Group
White River Junction,
Vermont
| USD 414 M | +USD 24.1 M | +6% | 5.92% | 53% | 114 | 5.26% | 1.8 |
|
| 3974 |
3974
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 414 M | +USD 54 M | +15% | 14.8% | 116% | 16 | 6.25% | 8.2 |
|
| 3975 |
3975
Winthrop Capital Management
Carmel,
Indiana
| USD 413 M | +USD 17.8 M | +5% | 6.3% | – | 368 | 12.77% | 1 |
|