¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Monument Capital Management
Alexandria,
Virginia
| USD 384 M | +USD 58.6 M | +18% | 14.7% | 170% | 237 | 26.16% | 2.1 |
|
| 3977 |
3977
Watchman Group
Plano,
Texas
| USD 384 M | +USD 26.7 M | +7% | 7.47% | 54% | 85 | 15.29% | 3 |
|
| 3978 |
3978
Integris Wealth Management
Monterey,
California
| USD 383 M | +USD 32.8 M | +9% | 8.44% | 60.3% | 119 | 15.97% | 1.7 |
|
| 3979 |
3979
Milestone Investment Advisors
Middleton,
Wisconsin
| USD 383 M | +USD 23.1 M | +6% | 7.61% | 52.8% | 129 | 6.2% | 2.1 |
|
| 3980 |
3980
Hilltop National Bank
Casper,
Wyoming
| USD 383 M | – | – | 11.1% | – | 795 | – | 1.1 |
|
| 3981 |
WFI
3981
West Family Investments
Carlsbad,
California
| USD 383 M | +USD 118 M | +44% | 11.5% | 116% | 379 | 31.13% | 1.6 |
|
| 3982 |
3982
Firetrail Investments
Sydney, NSW,
Australia
| USD 383 M | +USD 39.7 M | +12% | 14.6% | – | 28 | 17.86% | 0.9 |
|
| 3983 |
3983
DeDora Capital
Napa,
California
| USD 383 M | +USD 36.1 M | +10% | 10.8% | 91.2% | 120 | 10% | 3.1 |
|
| 3984 |
3984
Benin Management Corp
Wilton,
Connecticut
| USD 383 M | +USD 31.7 M | +9% | 10.2% | 91.7% | 134 | 7.46% | 6.5 |
|
| 3985 |
3985
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 383 M | +USD 26.2 M | +7% | 9.23% | 78.3% | 213 | 5.63% | 6.8 |
|
| 3986 |
3986
Platform Technology Partners
New York
| USD 383 M | +USD 39.5 M | +12% | 8.9% | – | 267 | 14.98% | 3 |
|
| 3987 |
PA
3987
Paragon Advisors
College Station,
Texas
| USD 383 M | +USD 118 M | +45% | 18.3% | 109% | 93 | 21.51% | 2.1 |
|
| 3988 |
3988
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 383 M | +USD 12.2 M | +3% | 3.65% | 41.6% | 52 | 5.77% | 7.6 |
|
| 3989 |
3989
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| USD 383 M | +USD 39.8 M | +12% | 11.5% | 83.4% | 71 | 2.82% | 3.4 |
|
| 3990 |
3990
Horiko Capital Management
New York
| USD 383 M | +USD 43.2 M | +13% | 17.6% | 275% | 22 | 0% | 4.2 |
|
| 3991 |
3991
Aries Wealth Management
Portland,
Maine
| USD 383 M | +USD 14.4 M | +4% | 8.93% | 87.7% | 234 | 10.68% | 2.5 |
|
| 3992 |
3992
St. Clair Advisors
Mayfield Hts,
Ohio
| USD 382 M | +USD 25.3 M | +7% | 8.38% | 77.5% | 82 | 3.66% | 3 |
|
| 3993 |
3993
Hiddenite Capital Partners
New York
| USD 382 M | +USD 94.4 M | +33% | 26.4% | 523% | 48 | 68.75% | 0.6 |
|
| 3994 |
3994
Ballast Inc
Lexington,
Kentucky
| USD 382 M | +USD 28.5 M | +8% | 5.28% | 71.3% | 131 | 6.87% | 4.4 |
|
| 3995 |
3995
McCarthy & Cox
Marysville,
Ohio
| USD 382 M | +USD 152 M | +66% | 6.55% | – | 70 | 17.14% | 0.9 |
|
| 3996 |
3996
Symetra Investment Management
Farmington,
Connecticut
| USD 382 M | -USD 24.7 M | -6% | 8.97% | 37.3% | 5 | 0% | 2.9 |
|
| 3997 |
3997
TFB Advisors
Overland Park,
Kansas
| USD 382 M | +USD 34.7 M | +10% | 10.5% | 80.4% | 346 | 10.98% | 1.2 |
|
| 3998 |
3998
Cyrus Capital Partners
New York
| USD 382 M | +USD 52.7 M | +16% | 17.1% | 163% | 7 | 42.86% | 1 |
|
| 3999 |
3999
Science & Technology Partners
New York
| USD 382 M | +USD 129 M | +51% | 38.7% | – | 51 | 68.63% | 0.2 |
|
| 4000 |
4000
Kelly Lawrence W & Associates
Pasadens,
California
| USD 382 M | -USD 30.1 M | -7% | 7.08% | 123% | 167 | 7.78% | 5.6 |
|