¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
G2 Capital Management
Columbus,
Ohio
| USD 459 M | +USD 47.2 M | +11% | 11.7% | 55.1% | 77 | 14.29% | 2.9 |
|
| 4127 |
4127
Coleford Investment Management
Toronto, Ontario,
Canada
| USD 459 M | +USD 50.7 M | +12% | 10.6% | – | 25 | 12% | 1.2 |
|
| 4128 |
4128
Global Assets Advisory
Orlando,
Florida
| USD 458 M | +USD 109 M | +31% | 17% | 95.9% | 594 | 65.49% | 0.8 |
|
| 4129 |
4129
Seven Springs Wealth Group
Brentwood,
Tennessee
| USD 458 M | +USD 25.6 M | +6% | 7.24% | 59.2% | 87 | 9.2% | 3.7 |
|
| 4130 |
4130
AllGen Financial Advisors
Orlando,
Florida
| USD 458 M | +USD 36.5 M | +9% | 8.15% | 39.7% | 43 | 23.26% | 2 |
|
| 4131 |
4131
Westmount Partners
Los Angeles,
California
| USD 457 M | +USD 50.8 M | +13% | 18.6% | 101% | 303 | 22.11% | 2.2 |
|
| 4132 |
4132
Atlas Private Wealth Advisors
Matawan,
New Jersey
| USD 457 M | +USD 32.1 M | +8% | 13.4% | 57.8% | 144 | 11.81% | 3 |
|
| 4133 |
4133
Carmel Capital Management
Carmel,
California
| USD 456 M | +USD 107 M | +31% | 41.1% | 247% | 29 | 17.24% | 3.4 |
|
| 4134 |
4134
Canal Insurance Company
Greenville,
South Carolina
| USD 456 M | -USD 9.1 M | -2% | 11.9% | 114% | 79 | 7.59% | 6.1 |
|
| 4135 |
4135
Warther Private Wealth
Akron,
Ohio
| USD 456 M | +USD 29.4 M | +7% | 12.8% | 94.1% | 51 | 23.53% | 2 |
|
| 4136 |
4136
Carderock Capital Management
Chevy Chase,
Maryland
| USD 456 M | +USD 51 M | +13% | 22.8% | 97.6% | 76 | 15.79% | 5.6 |
|
| 4137 |
4137
Legacy Wealth Asset Management
Woodbury,
Minnesota
| USD 456 M | +USD 44.7 M | +11% | 22.4% | 116% | 405 | 13.83% | 3 |
|
| 4138 |
4138
CLG LLC
Long Beach,
California
| USD 455 M | +USD 52.7 M | +13% | 12.3% | – | 159 | 17.61% | 1.1 |
|
| 4139 |
CWM
4139
Cordatus Wealth Management
Newtown,
Pennsylvania
| USD 455 M | +USD 35.1 M | +8% | 11.3% | 108% | 182 | 17.58% | 1.5 |
|
| 4140 |
4140
Natural Investments
Windsor,
California
| USD 455 M | +USD 49.8 M | +12% | 18.8% | – | 320 | 15.94% | 1 |
|
| 4141 |
4141
Colony Family Offices
Charlotte,
North Carolina
| USD 455 M | +USD 49.5 M | +12% | 11.2% | 53.9% | 62 | 1.61% | 3.5 |
|
| 4142 |
4142
Miramar Capital
Northbrook,
Illinois
| USD 455 M | +USD 5.76 M | +1% | 2.19% | 47.3% | 60 | 11.67% | 4.1 |
|
| 4143 |
4143
Bulldog Investors
Saddle Brook,
New Jersey
| USD 455 M | +USD 9.7 M | +2% | 3.67% | 22.5% | 282 | 43.62% | 0.9 |
|
| 4144 |
4144
Lisanti Capital Growth
New York
| USD 455 M | +USD 57.7 M | +15% | 66.2% | 1,588% | 153 | 61.44% | 0.5 |
|
| 4145 |
4145
Highland Financial Advisors
Wayne,
New Jersey
| USD 455 M | +USD 75.9 M | +20% | 13.9% | 70% | 75 | 13.33% | 2.3 |
|
| 4146 |
4146
Progressive Investment Management
Lake Oswego,
Oregon
| USD 454 M | +USD 75.6 M | +20% | 34.3% | 139% | 59 | 6.78% | 4.9 |
|
| 4147 |
4147
GSG Advisors
Mount Laurel,
New Jersey
| USD 454 M | +USD 69.3 M | +18% | 17.3% | 99.3% | 153 | 13.07% | 1.8 |
|
| 4148 |
4148
Markowski Investments
Tampa,
Florida
| USD 454 M | – | – | 13.9% | – | 619 | – | 0 |
|
| 4149 |
4149
Integral Investment Advisors
Turlock,
California
| USD 454 M | +USD 52.1 M | +13% | 14.1% | 69% | 184 | 7.07% | 2.5 |
|
| 4150 |
4150
Weaver Capital Management
Suwanee,
Georgia
| USD 454 M | -USD 7.07 M | -2% | 10.3% | 79.4% | 174 | 1.15% | 2 |
|