¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
NTCM
4276
Nut Tree Capital Management
New York
| USD 340 M | +USD 32.8 M | +11% | 6.83% | 101% | 12 | 16.67% | 2.1 |
|
| 4277 |
4277
Unio Capital
Princeton,
New Jersey
| USD 340 M | +USD 78.9 M | +30% | 8.37% | 97.8% | 24 | 16.67% | 4.8 |
|
| 4278 |
4278
Quantessence Capital
New York
| USD 340 M | -USD 60.2 M | -15% | 14.4% | – | 483 | 93.79% | 0.1 |
|
| 4279 |
4279
Kelly Financial Services
Braintree,
Massachusetts
| USD 339 M | +USD 51.7 M | +18% | 8.52% | 64.3% | 124 | 15.32% | 3.4 |
|
| 4280 |
4280
Ballast Advisors
Woodbury,
Minnesota
| USD 339 M | +USD 25.6 M | +8% | 8.83% | 66.7% | 173 | 8.09% | 4.3 |
|
| 4281 |
4281
Roman Butler Fullerton & Co
St Louis,
Missouri
| USD 339 M | +USD 81.7 M | +32% | 14% | 134% | 264 | 25.38% | 3.1 |
|
| 4282 |
4282
Iron Horse Wealth Management
Johston,
Iowa
| USD 339 M | +USD 27.5 M | +9% | 6.31% | 29.1% | 647 | 16.23% | 1.9 |
|
| 4283 |
4283
Carr Financial Group
Worcester,
Massachusetts
| USD 339 M | +USD 33.7 M | +11% | 8.84% | 66.1% | 197 | 16.24% | 1.8 |
|
| 4284 |
KLCM
4284
KG&L Capital Management
Saint Francisville,
Louisiana
| USD 339 M | +USD 30.2 M | +10% | 10.9% | 91.9% | 214 | 22.43% | 3 |
|
| 4285 |
4285
D.B. Root & Company
Pittsburgh,
Pennsylvania
| USD 339 M | +USD 29 M | +9% | 7.31% | 57.3% | 204 | 18.14% | 3.6 |
|
| 4286 |
4286
Gradient Capital Advisors
San Diego,
California
| USD 339 M | +USD 32.1 M | +10% | 9% | 78.5% | 166 | 9.04% | 4.4 |
|
| 4287 |
4287
Birnam Oak Advisors
New York
| USD 338 M | -USD 214 M | -39% | 0.21% | – | 36 | 50% | 0.3 |
|
| 4288 |
4288
Divergent Planning
Bethesda,
Maryland
| USD 338 M | +USD 37 M | +12% | 7.04% | 43.3% | 36 | 19.44% | 2.4 |
|
| 4289 |
LFGO
4289
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| USD 338 M | +USD 26.8 M | +9% | 8.06% | 64.2% | 93 | 20.43% | 1.8 |
|
| 4290 |
4290
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 338 M | -USD 991 k | -0.3% | 22.8% | 207% | 38 | 26.32% | 3 |
|
| 4291 |
4291
Selkirk Management
Chatham,
New Jersey
| USD 338 M | +USD 77.6 M | +30% | 34.5% | 245% | 15 | 13.33% | 5.3 |
|
| 4292 |
4292
West Branch Capital
Amherst,
Massachusetts
| USD 338 M | +USD 38.4 M | +13% | 14.1% | 156% | 540 | 14.63% | 3.3 |
|
| 4293 |
4293
Highline Wealth Partners
Sherman Oaks,
California
| USD 338 M | +USD 41 M | +14% | 12.8% | 93.8% | 1,100 | 26.55% | 1.2 |
|
| 4294 |
TA
4294
TrueWealth Advisors
Birmingham,
Alabama
| USD 338 M | +USD 33.4 M | +11% | 8.4% | 60.9% | 226 | 11.95% | 2.4 |
|
| 4295 |
4295
Haverford Financial Services
Radnor,
Pennsylvania
| USD 338 M | +USD 13.2 M | +4% | 10.1% | 57.9% | 44 | 9.09% | 6.1 |
|
| 4296 |
4296
BankPlus Trust Department
Jackson,
Mississippi
| USD 338 M | +USD 38.1 M | +13% | 8.4% | – | 488 | 12.3% | 0.5 |
|
| 4297 |
4297
WT Wealth Management
Scottsdale,
Arizona
| USD 338 M | +USD 29.8 M | +10% | 9.14% | 72% | 157 | 27.39% | 1.9 |
|
| 4298 |
4298
Ruedi Wealth Management
Champaign,
Illinois
| USD 337 M | +USD 17.5 M | +5% | 5.97% | 44.9% | 335 | 84.48% | 2.2 |
|
| 4299 |
4299
BNC Wealth Management
Beaverton,
Oregon
| USD 337 M | +USD 59.6 M | +21% | 25% | 204% | 108 | 18.52% | 2.6 |
|
| 4300 |
4300
Princeton Capital Management
Red Bank,
New Jersey
| USD 337 M | +USD 52.7 M | +19% | 25.7% | 206% | 135 | 17.04% | 3.9 |
|