¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Laidlaw Wealth Management
New York City,
New York
| USD 158 M | – | – | 10.4% | 150% | 169 | – | 0 |
|
| 4227 |
4227
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| USD 158 M | +USD 20.6 M | +15% | 7.03% | 65.7% | 65 | 15.38% | 0.8 |
|
| 4228 |
CWM
4228
CCG Wealth Management
San Diego,
California
| USD 158 M | +USD 11.3 M | +8% | 5.44% | 82.6% | 105 | 23.81% | 0.6 |
|
| 4229 |
4229
Kellner Capital
New York
| USD 158 M | +USD 16 M | +11% | 24.6% | 390% | 48 | 79.17% | 0.1 |
|
| 4230 |
4230
United Capital Management of KS
Salina,
Kansas
| USD 158 M | +USD 21.2 M | +15% | 8.01% | 272% | 113 | 8.85% | 1.1 |
|
| 4231 |
DA
4231
DCF Advisers
Greenwich,
Connecticut
| USD 158 M | – | – | 61% | 372% | 69 | – | 0 |
|
| 4232 |
4232
Abbot Financial Management
Andover,
Massachusetts
| USD 158 M | +USD 17.8 M | +13% | 9.26% | 102% | 132 | 8.33% | 1.9 |
|
| 4233 |
4233
Sound Financial Strategies Group
Madison,
Mississippi
| USD 158 M | – | – | 4.3% | 26.4% | 64 | – | 0 |
|
| 4234 |
4234
Cowbird Capital
New York
| USD 158 M | +USD 9.8 M | +7% | 1.39% | 21.3% | 14 | 21.43% | 0.5 |
|
| 4235 |
AAG
4235
Avalon Advisory Group
Wexford,
Pennsylvania
| USD 158 M | – | – | 4.42% | 46% | 8 | – | 0 |
|
| 4236 |
4236
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| USD 158 M | +USD 23.9 M | +18% | 8.57% | – | 139 | 25.9% | 1.8 |
|
| 4237 |
4237
Sage Capital Advisors
Sioux Falls,
South Dakota
| USD 158 M | +USD 25 M | +19% | 10.7% | 105% | 107 | 14.02% | 1.6 |
|
| 4238 |
4238
Soapstone Management
Bethesda,
Maryland
| USD 157 M | -USD 26.2 M | -14% | 8.17% | 30.3% | 19 | 26.32% | 1.1 |
|
| 4239 |
KFO
4239
Kopp Family Office
Bloomington,
Minnesota
| USD 157 M | – | – | 48.4% | 47.9% | 5 | – | 0 |
|
| 4240 |
4240
Brand Asset Management Group
Chesterfield,
Missouri
| USD 157 M | +USD 6.08 M | +4% | 7.48% | 70.2% | 322 | 5.28% | 1.2 |
|
| 4241 |
APSI
4241
Asset Planning Services Inc
Covington,
Louisiana
| USD 157 M | +USD 2.81 M | +2% | 3.97% | 138% | 40 | 2.5% | 2.3 |
|
| 4242 |
AW
4242
Alpha Windward
Westwood,
Massachusetts
| USD 157 M | +USD 9.07 M | +6% | 7.21% | 33.6% | 470 | 31.49% | 3.1 |
|
| 4243 |
4243
Pecaut & Co
Sioux City,
Iowa
| USD 157 M | +USD 13.3 M | +9% | 11.8% | 67.6% | 73 | 13.7% | 2.9 |
|
| 4244 |
ECT
4244
Ebor Charitable Trust
Jackson,
Wyoming
| USD 157 M | – | – | 8.09% | 66.1% | 3 | – | 0 |
|
| 4245 |
WPA
4245
Winning Points Advisors
Boca Raton,
Florida
| USD 157 M | +USD 18.2 M | +13% | 10.2% | – | 77 | 9.09% | 2.5 |
|
| 4246 |
4246
Atticus Wealth Management
Palm Beach Gardens,
Florida
| USD 157 M | – | – | 6.93% | 73.9% | 412 | – | 0 |
|
| 4247 |
4247
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| USD 157 M | +USD 33.8 M | +27% | 11.4% | 312% | 2 | 100% | 0 |
|
| 4248 |
SCM
4248
Smith Capital Management
Little Rock,
Arkansas
| USD 157 M | +USD 20.2 M | +15% | 6.61% | – | 85 | 7.06% | 0.9 |
|
| 4249 |
4249
John W. Brooker & Co
Oakland,
California
| USD 157 M | – | – | 2.9% | 43.4% | 163 | – | 0 |
|
| 4250 |
4250
Perseverance Asset Management International
George Town,
Cayman Islands
| USD 156 M | – | – | 23.2% | 120% | 16 | – | 0 |
|