¡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 |
4276
Rooted Wealth Advisors
Bourbonnais,
Illinois
| USD 379 M | +USD 23.8 M | +7% | 2.08% | 57.3% | 149 | 10.74% | 1.7 |
|
| 4277 |
CSWG
4277
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| USD 379 M | -USD 3.46 M | -0.9% | 2.15% | 76% | 65 | 12.31% | 3.9 |
|
| 4278 |
4278
BWM Planning
The Woodlands,
Texas
| USD 379 M | +USD 4.88 M | +1% | 2.79% | – | 98 | 15.31% | 1.3 |
|
| 4279 |
NICM
4279
Neo Ivy Capital Management
New York
| USD 379 M | -USD 254 M | -40% | 3.24% | – | 527 | 76.47% | 0.3 |
|
| 4280 |
KFS
4280
Kurt F. Somerville
| USD 379 M | -USD 211 M | -36% | 1.53% | 92.9% | 107 | 18.69% | 7.3 |
|
| 4281 |
4281
Carr Financial Group
Worcester,
Massachusetts
| USD 379 M | +USD 2.86 M | +0.8% | 1.29% | 71.6% | 200 | 19.5% | 2.3 |
|
| 4282 |
4282
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 379 M | -USD 10 M | -3% | 2.08% | 80% | 90 | 6.67% | 5.1 |
|
| 4283 |
4283
Fairway Wealth
Independence,
Ohio
| USD 379 M | +USD 8.17 M | +2% | 0.68% | 51.5% | 272 | 43.01% | 1.2 |
|
| 4284 |
4284
Progressive Investment Management
Lake Oswego,
Oregon
| USD 379 M | -USD 39.2 M | -9% | 4.17% | 139% | 63 | 20.63% | 4.6 |
|
| 4285 |
4285
Highland Financial Advisors
Wayne,
New Jersey
| USD 379 M | +USD 18 M | +5% | 2.22% | 70% | 73 | 17.81% | 2.3 |
|
| 4286 |
LFGO
4286
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| USD 378 M | -USD 3 M | -0.8% | 0.7% | 64.2% | 96 | 9.38% | 2.3 |
|
| 4287 |
4287
Morton Brown Family Wealth
Allentown,
Pennsylvania
| USD 378 M | +USD 11.2 M | +3% | 0.21% | 54.5% | 304 | 7.24% | 2.4 |
|
| 4288 |
4288
Bare Financial Services
Gap,
Pennsylvania
| USD 378 M | +USD 18.8 M | +5% | 0.63% | 53.6% | 1,915 | 29.61% | 0.7 |
|
| 4289 |
4289
Adamsbrown Wealth Consultants
Wichita,
Kansas
| USD 378 M | +USD 19.1 M | +5% | 1.01% | 60.6% | 144 | 17.36% | 2.2 |
|
| 4290 |
IFS
4290
Ifrah Financial Services
Little Rock,
Arkansas
| USD 378 M | -USD 11.1 M | -3% | 1.32% | 64.1% | 214 | 8.88% | 5.7 |
|
| 4291 |
4291
Vista Investment Partners
Oklahoma City,
Oklahoma
| USD 378 M | -USD 4.5 M | -1% | 4.51% | 112% | 184 | 18.48% | 1.6 |
|
| 4292 |
4292
Anchorage Capital Advisors
New York
| USD 378 M | -USD 429 M | -53% | 14.7% | – | 7 | 42.86% | 0.8 |
|
| 4293 |
4293
Alta Fox Capital Management
Fort Worth,
Texas
| USD 378 M | -USD 87 M | -19% | 1.24% | 261% | 16 | 62.5% | 0.8 |
|
| 4294 |
4294
Delta Air Lines
Atlanta,
Georgia
| USD 378 M | -USD 65.2 M | -15% | 20.5% | 5.3% | 3 | 0% | 2.6 |
|
| 4295 |
4295
Wakefield Asset Management
Englewood,
Colorado
| USD 377 M | +USD 8.78 M | +2% | 6.46% | 147% | 253 | 37.15% | 1.3 |
|
| 4296 |
4296
Fivespan Partners
San Francisco,
California
| USD 377 M | +USD 12.5 M | +3% | 18.1% | – | 6 | 33.33% | 0.3 |
|
| 4297 |
4297
Cliffwater
Marina Del Rey,
California
| USD 377 M | -USD 99 M | -21% | 4.6% | 29.4% | 22 | 9.09% | 4.8 |
|
| 4298 |
4298
TrueFG
Cedar Park,
Texas
| USD 377 M | +USD 4.59 M | +1% | 0.02% | 54.2% | 72 | 5.56% | 3.3 |
|
| 4299 |
4299
EnRich Financial Partners
Madison,
Wisconsin
| USD 377 M | +USD 10.2 M | +3% | 1.33% | 50.7% | 64 | 1.56% | 1.9 |
|
| 4300 |
4300
Global View Capital Management
Waukesha,
Wisconsin
| USD 377 M | -USD 160 M | -30% | 0.61% | – | 167 | 34.13% | 0.8 |
|