¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Lodbrok Capital
London,
United Kingdom
| USD 305 M | -USD 159 M | -34% | 19.3% | 25.9% | 5 | 0% | 2.2 |
|
| 4302 |
4302
American Assets Inc
San Diego,
California
| USD 305 M | +USD 32.5 M | +12% | 11.3% | 49.9% | 18 | 44.44% | 3.1 |
|
| 4303 |
4303
Global Wealth Strategies & Associates
Denver,
Colorado
| USD 304 M | +USD 25.8 M | +9% | 5.61% | 68.7% | 380 | 12.11% | 1.3 |
|
| 4304 |
4304
Modus Advisors
Excelsior,
Minnesota
| USD 304 M | +USD 21.7 M | +8% | 5.85% | 89.5% | 116 | 12.07% | 2.9 |
|
| 4305 |
AFS
4305
Aft Forsyth & Sober
Valrico,
Florida
| USD 304 M | +USD 12.2 M | +4% | 4.62% | 94.6% | 80 | 2.5% | 3.7 |
|
| 4306 |
4306
Wells Trecaso Financial Group
Akron,
Ohio
| USD 304 M | +USD 14.8 M | +5% | 5.94% | 108% | 93 | 5.38% | 4.5 |
|
| 4307 |
4307
Brooklyn Investment Group
Brooklyn,
New York
| USD 304 M | +USD 71.5 M | +31% | 6.82% | – | 1,040 | 77.98% | 0.2 |
|
| 4308 |
4308
Prevatt Capital
Nassau,
Bahamas
| USD 304 M | -USD 16.9 M | -5% | 10.8% | – | 15 | 13.33% | 0.7 |
|
| 4309 |
4309
Fosun International
Hong Kong,
China
| USD 304 M | +USD 7.4 M | +2% | 8.57% | 41.3% | 57 | 28.07% | 2.2 |
|
| 4310 |
4310
Channel Wealth
Santa Barbara,
California
| USD 304 M | +USD 27.6 M | +10% | 3.94% | 59.3% | 178 | 15.73% | 1.1 |
|
| 4311 |
4311
D.B. Root & Company
Pittsburgh,
Pennsylvania
| USD 303 M | +USD 10.3 M | +4% | 6.91% | 57.3% | 200 | 18.5% | 3.7 |
|
| 4312 |
4312
Biechele Royce Advisors
Fishers,
Indiana
| USD 303 M | +USD 7.23 M | +2% | 5.4% | 39.2% | 58 | 6.9% | 3.9 |
|
| 4313 |
4313
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| USD 303 M | +USD 20.1 M | +7% | 7.16% | 67.5% | 110 | 19.09% | 2.5 |
|
| 4314 |
4314
Precedent Wealth Partners
Houston,
Texas
| USD 303 M | +USD 54.9 M | +22% | 6.51% | 61.1% | 151 | 17.22% | 0.6 |
|
| 4315 |
4315
Arohi Asset Management
Singapore
| USD 303 M | +USD 59.9 M | +25% | 18.8% | – | 5 | 20% | 0.5 |
|
| 4316 |
4316
Fiduciary Family Office
Boca Raton,
Florida
| USD 303 M | +USD 49.5 M | +20% | 8.48% | – | 213 | 14.08% | 0.6 |
|
| 4317 |
4317
Parisi Gray Wealth Management
Mendham,
New Jersey
| USD 303 M | +USD 23.9 M | +9% | 6.24% | 137% | 116 | 11.21% | 3.8 |
|
| 4318 |
4318
Fielder Capital Group
Nashville,
Tennessee
| USD 303 M | +USD 42.5 M | +16% | 7.1% | – | 222 | 14.86% | 0.6 |
|
| 4319 |
4319
GSG Advisors
Mount Laurel,
New Jersey
| USD 302 M | +USD 19.3 M | +7% | 6.46% | 88% | 116 | 15.52% | 0.8 |
|
| 4320 |
4320
Norman Fields Gottscho Capital Management
New York
| USD 302 M | +USD 16.3 M | +6% | 8.54% | 96.9% | 63 | 12.7% | 5.7 |
|
| 4321 |
4321
Terril Brothers
St. Louis,
Missouri
| USD 302 M | +USD 23.4 M | +8% | 9.56% | 94.4% | 62 | 9.68% | 4.1 |
|
| 4322 |
4322
Frontier Asset Management
Sheridan,
Wyoming
| USD 302 M | +USD 26.2 M | +10% | 6.47% | 57.1% | 67 | 10.45% | 1.7 |
|
| 4323 |
4323
Gradient Capital Advisors
San Diego,
California
| USD 302 M | +USD 22.2 M | +8% | 6.34% | 78.5% | 148 | 5.41% | 4.2 |
|
| 4324 |
SC
4324
Slotnik Capital
Dallas,
Texas
| USD 302 M | +USD 95.3 M | +46% | 12.2% | – | 28 | 60.71% | 0.2 |
|
| 4325 |
4325
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| USD 302 M | +USD 27.1 M | +10% | 7.06% | 63.1% | 794 | 8.06% | 1.4 |
|