¡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
Susquehanna International Group (Ireland)
Dublin,
Ireland
| USD 223 M | -USD 85.6 M | -28% | 8.7% | 5.26% | 69 | 55.07% | 0.5 |
|
| 4227 |
4227
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| USD 223 M | – | – | 7.81% | 70.7% | 216 | – | 0 |
|
| 4228 |
4228
Oak Asset Management
Westlake Village,
California
| USD 223 M | +USD 16.5 M | +8% | 11.6% | 91.8% | 101 | 5.94% | 0.5 |
|
| 4229 |
4229
Collective Family Office
York,
Pennsylvania
| USD 222 M | +USD 21.6 M | +11% | 9.47% | 52.5% | 194 | 26.8% | 1.3 |
|
| 4230 |
SSI
4230
Scott & Selber Inc
Houston,
Texas
| USD 222 M | +USD 14.9 M | +7% | 10.3% | 202% | 100 | 8% | 3.5 |
|
| 4231 |
4231
Engle Capital Management
Greenwich,
Connecticut
| USD 222 M | -USD 119 M | -35% | 8.26% | 398% | 31 | 64.52% | 0.6 |
|
| 4232 |
4232
Fountainhead AM
Warren,
New Jersey
| USD 222 M | +USD 23.9 M | +12% | 7.64% | 65.6% | 90 | 32.22% | 1.3 |
|
| 4233 |
AFS
4233
Aft Forsyth & Sober
Valrico,
Florida
| USD 222 M | +USD 16.5 M | +8% | 10.7% | 94.6% | 85 | 3.53% | 2.4 |
|
| 4234 |
4234
Quantum Financial Advisors
El Segundo,
California
| USD 222 M | -USD 3.3 M | -1% | 9% | 61.1% | 96 | 20.83% | 0.4 |
|
| 4235 |
4235
BetterWealth
San Jose,
California
| USD 222 M | +USD 27.7 M | +14% | 7.72% | 63.3% | 41 | 17.07% | 0.7 |
|
| 4236 |
LJHT
4236
Laurie J. Hall Trustee
| USD 222 M | +USD 19.2 M | +9% | 11.9% | 105% | 327 | 6.12% | 5.7 |
|
| 4237 |
4237
Physicians Financial Services
Raleigh,
North Carolina
| USD 222 M | +USD 15.2 M | +7% | 10.3% | 100% | 111 | 3.6% | 5.4 |
|
| 4238 |
4238
BBJS Financial Advisors
Seattle,
Washington
| USD 222 M | – | – | 4.12% | – | 139 | – | 0 |
|
| 4239 |
4239
Balboa Wealth Partners
Scottsdale,
Arizona
| USD 222 M | -USD 5.56 M | -2% | 2.79% | 214% | 295 | 16.61% | 0.2 |
|
| 4240 |
GJCM
4240
Grand Jean Capital Management
San Francisco,
California
| USD 222 M | -USD 3.93 M | -2% | 6.56% | 61.4% | 44 | 11.36% | 4.5 |
|
| 4241 |
4241
Phase 2 Partners
San Francisco,
California
| USD 221 M | +USD 10.9 M | +5% | 6.9% | 25.1% | 30 | 50% | 0.4 |
|
| 4242 |
IAM
4242
Innovis Asset Management
Chicago,
Illinois
| USD 221 M | – | – | 9.26% | – | 150 | – | 0 |
|
| 4243 |
4243
Insight Folios
Charlotte,
North Carolina
| USD 221 M | +USD 24.9 M | +13% | 12.7% | 32.9% | 106 | 2.83% | 1.8 |
|
| 4244 |
4244
Newman & Schimel
Deerfield,
Illinois
| USD 221 M | +USD 18.9 M | +9% | 6.15% | – | 54 | 24.07% | 1.4 |
|
| 4245 |
4245
MSH Capital Advisors
Scottsdale,
Arizona
| USD 221 M | +USD 18.3 M | +9% | 9.42% | 66.5% | 201 | 9.45% | 0.9 |
|
| 4246 |
HIM
4246
Hotaling Investment Management
Wayne,
Pennsylvania
| USD 221 M | +USD 12.7 M | +6% | 9.01% | 52.6% | 129 | 20.16% | 2.4 |
|
| 4247 |
4247
Auxano Advisors
Bellevue,
Washington
| USD 221 M | +USD 3.63 M | +2% | 3.87% | 85.4% | 103 | 11.65% | 1.4 |
|
| 4248 |
4248
Connacht Asset Management
New York
| USD 221 M | +USD 80 M | +57% | 32.2% | 63.8% | 157 | 52.87% | 0.6 |
|
| 4249 |
4249
Stelac Advisory Services
New York
| USD 221 M | +USD 1.15 M | +0.5% | 8.13% | 84.9% | 169 | 18.34% | 3 |
|
| 4250 |
WFA
4250
Wade Financial Advisory
Campbell,
California
| USD 221 M | +USD 21.1 M | +11% | 9.51% | 15.9% | 78 | 10.26% | 2.3 |
|