¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Tyro Capital Management
Miami,
Florida
| USD 446 M | -USD 475 M | -52% | 38.9% | – | 30 | 63.33% | 0.9 |
|
| 4202 |
4202
Hunter Perkins Capital Management
Lombard,
Illinois
| USD 446 M | +USD 19 M | +4% | 7.83% | 58% | 156 | 11.54% | 2.2 |
|
| 4203 |
MM
4203
Meridian Management
Little Rock,
Arkansas
| USD 446 M | +USD 43.6 M | +11% | 11.6% | 65.3% | 92 | 20.65% | 5.9 |
|
| 4204 |
4204
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 445 M | +USD 29.5 M | +7% | 38.7% | 70.9% | 31 | 3.23% | 0.9 |
|
| 4205 |
4205
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
| USD 445 M | +USD 46.3 M | +12% | 10.5% | – | 209 | 25.36% | 0.4 |
|
| 4206 |
4206
Searle & Co
Greenwich,
Connecticut
| USD 445 M | +USD 47.4 M | +12% | 22.8% | 108% | 209 | 14.35% | 5.1 |
|
| 4207 |
4207
Tillman Hartley LLC
Denver,
Colorado
| USD 445 M | +USD 46.8 M | +12% | 9.32% | 48.7% | 99 | 16.16% | 2.6 |
|
| 4208 |
4208
Little House Capital
Braintree,
Massachusetts
| USD 445 M | +USD 57.8 M | +15% | 19.8% | 118% | 116 | 6.03% | 3.1 |
|
| 4209 |
4209
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 445 M | +USD 45.3 M | +11% | 18.3% | 86.1% | 214 | 10.28% | 7.2 |
|
| 4210 |
4210
CGC Financial Services
Lake Oswego,
Oregon
| USD 445 M | +USD 98.6 M | +28% | 9.28% | 46% | 347 | 7.49% | 2.4 |
|
| 4211 |
4211
Dodds Wealth
Greenwood Village,
Colorado
| USD 445 M | +USD 37.2 M | +9% | 7.58% | 35.4% | 56 | 8.93% | 2.2 |
|
| 4212 |
4212
United Wealth Management
Charlottesville,
Virginia
| USD 444 M | +USD 42.1 M | +10% | 9.74% | – | 24 | 0% | 1.4 |
|
| 4213 |
4213
Accel Wealth Management
Waverly,
Iowa
| USD 444 M | +USD 61 M | +16% | 18.7% | 82.4% | 317 | 12.3% | 2.8 |
|
| 4214 |
4214
Tradewinds LLC
Raleigh,
North Carolina
| USD 444 M | +USD 133 M | +43% | 14.3% | – | 269 | 63.2% | 0.4 |
|
| 4215 |
4215
Arjuna Capital
Durham,
North Carolina
| USD 444 M | +USD 51 M | +13% | 25.5% | 118% | 124 | 20.97% | 2.5 |
|
| 4216 |
4216
Wakefield Asset Management
Englewood,
Colorado
| USD 444 M | +USD 66.8 M | +18% | 20.1% | 147% | 250 | 25.6% | 1.3 |
|
| 4217 |
4217
Tidemark
San Diego,
California
| USD 444 M | +USD 50.7 M | +13% | 10.3% | – | 987 | 13.98% | 1.4 |
|
| 4218 |
VM
4218
Venator Management
Pittsburgh,
Pennsylvania
| USD 444 M | +USD 28.2 M | +7% | 9.09% | 101% | 30 | 16.67% | 2.8 |
|
| 4219 |
4219
Empirical Asset Management
Wellesley,
Massachusetts
| USD 444 M | +USD 64.7 M | +17% | 22.9% | 94.5% | 509 | 33.99% | 1.5 |
|
| 4220 |
4220
SK Wealth Management
Providence,
Rhode Island
| USD 444 M | +USD 83.5 M | +23% | 10.8% | – | 81 | 6.17% | 1.4 |
|
| 4221 |
4221
Vance Wealth
Santa Clarita,
California
| USD 444 M | +USD 97.5 M | +28% | 13.5% | 66.4% | 138 | 15.22% | 2.6 |
|
| 4222 |
4222
Duncan Williams Asset Management
Memphis,
Tennessee
| USD 444 M | +USD 82.9 M | +23% | 14.2% | – | 177 | 15.82% | 1.5 |
|
| 4223 |
TA
4223
TrueWealth Advisors
Birmingham,
Alabama
| USD 444 M | +USD 46 M | +12% | 12.8% | 60.9% | 248 | 11.29% | 2.9 |
|
| 4224 |
4224
Princeton Capital Management
Red Bank,
New Jersey
| USD 443 M | +USD 76.8 M | +21% | 27% | 206% | 148 | 8.11% | 4 |
|
| 4225 |
4225
Peak Planning Group
Centennial,
Colorado
| USD 443 M | +USD 82.3 M | +23% | 23.7% | 105% | 131 | 10.69% | 2.2 |
|