¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Prudent Man Advisors
Naperville,
Illinois
| USD 256 M | +USD 8.39 M | +3% | 4.61% | 92.5% | 219 | 17.35% | 1.7 |
|
| 4027 |
4027
PRW Wealth Management
Quincy,
Massachusetts
| USD 256 M | +USD 23.2 M | +10% | 6.87% | 42.3% | 115 | 42.61% | 0.9 |
|
| 4028 |
4028
Value Star Asset Management
Hong Kong
| USD 256 M | +USD 128 M | +100% | 34.4% | – | 52 | 100% | 0 |
|
| 4029 |
4029
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 256 M | +USD 7.12 M | +3% | 7.29% | 101% | 147 | 14.97% | 5.3 |
|
| 4030 |
4030
Fountainhead AM
Warren,
New Jersey
| USD 256 M | +USD 33.3 M | +15% | 8.15% | 80.4% | 85 | 16.47% | 1.4 |
|
| 4031 |
4031
BWCP LP
Dallas,
Texas
| USD 256 M | +USD 28.9 M | +13% | 16.4% | 198% | 25 | 40% | 0.6 |
|
| 4032 |
4032
Arjuna Capital
Durham,
North Carolina
| USD 255 M | +USD 38 M | +18% | 8.41% | 118% | 122 | 38.52% | 2.1 |
|
| 4033 |
4033
Delta Financial Group
Basking Ridge,
New Jersey
| USD 255 M | +USD 28.8 M | +13% | 11.7% | – | 192 | 9.38% | 0.2 |
|
| 4034 |
4034
Werba Rubin Papier Wealth Management
San Jose,
California
| USD 255 M | +USD 12.1 M | +5% | 6.19% | 73.5% | 120 | 17.5% | 0.2 |
|
| 4035 |
DMKJ
4035
David M. Knott Jr
| USD 254 M | -USD 10.2 M | -4% | 15.7% | 169% | 185 | 25.95% | 0.9 |
|
| 4036 |
SEP
4036
Southland Equity Partners
Wildwood,
Missouri
| USD 254 M | -USD 4.94 M | -2% | 7.17% | 66.1% | 182 | 8.24% | 1.7 |
|
| 4037 |
4037
D.B. Root & Company
Pittsburgh,
Pennsylvania
| USD 254 M | +USD 17.5 M | +7% | 6.59% | 63% | 170 | 10.59% | 3.5 |
|
| 4038 |
4038
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| USD 254 M | +USD 53.9 M | +27% | 28.8% | 78.7% | 27 | 14.81% | 1.4 |
|
| 4039 |
4039
IFG Advisors
St. Louis,
Missouri
| USD 254 M | +USD 25 M | +11% | 7.21% | 78.7% | 125 | 8.8% | 2.3 |
|
| 4040 |
4040
Harvey Capital Management
Palm Beach,
Florida
| USD 254 M | +USD 14.9 M | +6% | 13.3% | 147% | 82 | 7.32% | 3.6 |
|
| 4041 |
4041
Oak Hill Wealth Advisors
Lansdowne,
Virginia
| USD 254 M | +USD 11.6 M | +5% | 4.48% | 48% | 106 | 3.77% | 0.2 |
|
| 4042 |
HPC
4042
Hobart Private Capital
Charlotte,
North Carolina
| USD 254 M | +USD 106 M | +72% | 8.01% | 60% | 55 | 72.73% | 0.9 |
|
| 4043 |
4043
Vickerman Investment Advisors
Spokane,
Washington
| USD 253 M | +USD 33.1 M | +15% | 6.08% | 47.3% | 73 | 6.85% | 1.3 |
|
| 4044 |
4044
Brady Family Wealth
Saint Louis,
Missouri
| USD 253 M | +USD 11.1 M | +5% | 5.44% | 74.7% | 116 | 3.45% | 0.2 |
|
| 4045 |
4045
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 253 M | +USD 13.8 M | +6% | 4.71% | 34.2% | 46 | 2.17% | 4.2 |
|
| 4046 |
4046
Mount Capital
London,
United Kingdom
| USD 253 M | -USD 5.27 M | -2% | 0.21% | 34.4% | 52 | 34.62% | 0.7 |
|
| 4047 |
4047
Compton Financial Group
Towson,
Maryland
| USD 253 M | +USD 14.8 M | +6% | 4.67% | 37.7% | 38 | 18.42% | 1.6 |
|
| 4048 |
FCPV
4048
FS Capital Partners VI
Los Angeles,
California
| USD 253 M | -USD 44.6 M | -15% | 15% | – | 1 | 0% | 1.3 |
|
| 4049 |
OFCM
4049
One Fin Capital Management
San Francisco,
California
| USD 253 M | +USD 23.6 M | +10% | 8.49% | 92% | 33 | 66.67% | 0.4 |
|
| 4050 |
4050
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| USD 253 M | +USD 9.46 M | +4% | 4.23% | 81.9% | 497 | 2.01% | 1.7 |
|