¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Keystone Wealth Services
Palm Desert,
California
| USD 268 M | +USD 23.2 M | +9% | 7.05% | 80.1% | 212 | 14.62% | 1.1 |
|
| 4052 |
4052
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| USD 267 M | +USD 15.9 M | +6% | 4.45% | 53.8% | 104 | 24.04% | 0.8 |
|
| 4053 |
4053
Knuff & Co
Foster City,
California
| USD 267 M | +USD 14.3 M | +6% | 8.37% | 85.8% | 132 | 8.33% | 3.4 |
|
| 4054 |
4054
Washington University
St Louis,
Missouri
| USD 267 M | -USD 113 M | -30% | 29.4% | 44% | 12 | 58.33% | 1.3 |
|
| 4055 |
4055
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 266 M | +USD 18.7 M | +8% | 8.51% | 80% | 78 | 7.69% | 4.1 |
|
| 4056 |
4056
Prudent Man Advisors
Naperville,
Illinois
| USD 266 M | +USD 10.2 M | +4% | 4.83% | 82.8% | 216 | 12.5% | 1.8 |
|
| 4057 |
4057
EnCap Flatrock Midstream Fund IV
San Antonio,
Texas
| USD 266 M | – | – | 1.84% | – | 1 | – | 0 |
|
| 4058 |
CWM
4058
Cordatus Wealth Management
Newtown,
Pennsylvania
| USD 266 M | +USD 187 M | +239% | 7.56% | 108% | 169 | 79.88% | 0.1 |
|
| 4059 |
4059
Stewardship Advisors
Mount Joy,
Pennsylvania
| USD 266 M | +USD 5.55 M | +2% | 2.26% | 46.1% | 43 | 9.3% | 1.9 |
|
| 4060 |
4060
Flagstar Advisors
New York
| USD 266 M | -USD 9.34 M | -3% | 4.27% | 81.9% | 165 | 12.73% | 1.5 |
|
| 4061 |
4061
Empower Annuity Insurance Company
Hartford,
Connecticut
| USD 266 M | -USD 3.61 M | -1% | 1.34% | 0.86% | 1 | 0% | 0.5 |
|
| 4062 |
4062
Ballast Advisors
Woodbury,
Minnesota
| USD 266 M | +USD 14.8 M | +6% | 7.55% | 66.7% | 194 | 11.86% | 2.9 |
|
| 4063 |
4063
Leonard Rickey Investment Advisors
Yakima,
Washington
| USD 266 M | +USD 9.09 M | +4% | 4.18% | 55.9% | 73 | 12.33% | 3.1 |
|
| 4064 |
4064
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| USD 266 M | +USD 15.3 M | +6% | 5.13% | 83.4% | 71 | 9.86% | 1.8 |
|
| 4065 |
4065
Compton Financial Group
Towson,
Maryland
| USD 265 M | +USD 12 M | +5% | 2.38% | 37.7% | 34 | 2.94% | 1.8 |
|
| 4066 |
4066
L.M. Kohn & Company
Cincinnati,
Ohio
| USD 265 M | +USD 23.7 M | +10% | 8.32% | 97.9% | 251 | 17.53% | 1 |
|
| 4067 |
4067
Mountain Capital Investment Advisors
Westminster,
Colorado
| USD 265 M | +USD 38 M | +17% | 4.95% | 63.3% | 78 | 26.92% | 1.8 |
|
| 4068 |
4068
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 265 M | +USD 21.8 M | +9% | 9.94% | 103% | 511 | 11.55% | 4.7 |
|
| 4069 |
4069
Sovereign Investment Advisors
Phoenix,
Arizona
| USD 265 M | +USD 12.6 M | +5% | 2.34% | 43.7% | 41 | 21.95% | 2.2 |
|
| 4070 |
4070
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 265 M | +USD 8.31 M | +3% | 6.69% | 73.3% | 101 | 5.94% | 5.7 |
|
| 4071 |
4071
Ribbit Capital GP II
Palo Alto,
California
| USD 265 M | +USD 7.21 M | +3% | 2.78% | – | 1 | 0% | 1.5 |
|
| 4072 |
4072
Arctis Global
San Juan,
Puerto Rico
| USD 265 M | -USD 287 M | -52% | 5.07% | 69.5% | 30 | 90% | 0.4 |
|
| 4073 |
4073
Outlook Wealth Advisors
Shenandoah,
Texas
| USD 264 M | +USD 39.6 M | +18% | 5.23% | 76% | 221 | 29.86% | 1.5 |
|
| 4074 |
4074
Baker Hughes Holdings
Houston,
Texas
| USD 264 M | +USD 32.1 M | +14% | 15.2% | 38.6% | 2 | 50% | 1.3 |
|
| 4075 |
4075
D.B. Root & Company
Pittsburgh,
Pennsylvania
| USD 264 M | +USD 10.2 M | +4% | 4.69% | 57.3% | 182 | 15.93% | 3.4 |
|