¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
MWP
4326
Meredith Wealth Planning
Maryville,
Illinois
| USD 424 M | +USD 54.6 M | +15% | 12.3% | 66.5% | 76 | 10.53% | 2 |
|
| 4327 |
WTFG
4327
Wood Tarver Financial Group
Boise,
Idaho
| USD 424 M | +USD 61.7 M | +17% | 16% | – | 170 | 11.76% | 1.3 |
|
| 4328 |
ACM
4328
Avalon Capital Management
Port Of Redwood City,
California
| USD 423 M | +USD 69.1 M | +19% | 16% | 151% | 143 | 23.78% | 2.1 |
|
| 4329 |
WPC
4329
White Pine Capital
Bloomington,
Minnesota
| USD 423 M | +USD 55.5 M | +15% | 26.2% | 143% | 247 | 9.72% | 6.5 |
|
| 4330 |
MVP
4330
Miller Value Partners
Sarasota,
Florida
| USD 423 M | +USD 39.9 M | +10% | 9.46% | 133% | 59 | 11.86% | 2.1 |
|
| 4331 |
BA
4331
Birinyi Associates
Westport,
Connecticut
| USD 423 M | +USD 55.6 M | +15% | 20.4% | 113% | 63 | 7.94% | 6.8 |
|
| 4332 |
MI
4332
M3F Inc
Salt Lake City,
Utah
| USD 422 M | +USD 18.7 M | +5% | 21.6% | 176% | 30 | 33.33% | 4.2 |
|
| 4333 |
WC
4333
Westwind Capital
Las Cruces,
New Mexico
| USD 422 M | +USD 5.64 M | +1% | 24.1% | 87.6% | 107 | 56.07% | 1.3 |
|
| 4334 |
GL
4334
Globe Life
Mckinney,
Texas
| USD 422 M | +USD 40.8 M | +11% | 13.1% | 60.1% | 2 | 0% | 6.1 |
|
| 4335 |
RH
4335
RenaissanceRe Holdings
Pembroke,
Bermuda
| USD 421 M | +USD 15.2 M | +4% | 4.06% | 40.8% | 5 | 0% | 4.2 |
|
| 4336 |
FA
4336
Fedenia Advisers
Madison,
Wisconsin
| USD 421 M | +USD 286 M | +213% | 62.1% | – | 461 | 79.83% | 0.2 |
|
| 4337 |
DFA
4337
Delta Financial Advisors
New Orleans,
Louisiana
| USD 421 M | +USD 37.2 M | +10% | 16.4% | 96% | 154 | 4.55% | 4.4 |
|
| 4338 |
EFP
4338
EnRich Financial Partners
Madison,
Wisconsin
| USD 421 M | +USD 43.9 M | +12% | 10.4% | – | 69 | 10.14% | 2 |
|
| 4339 |
CAG
4339
Compass Advisory Group
Melville,
New York
| USD 421 M | +USD 47.1 M | +13% | 10.2% | 49.2% | 89 | 3.37% | 3.5 |
|
| 4340 |
P8IP
4340
Pier 88 Investment Partners
San Francisco,
California
| USD 421 M | +USD 31 M | +8% | 9.66% | 36.1% | 127 | 25.2% | 1.5 |
|
| 4341 |
FIM
4341
Fruth Investment Management
Houston,
Texas
| USD 421 M | +USD 19.4 M | +5% | 12.3% | 79.4% | 236 | 8.47% | 8.7 |
|
| 4342 |
PWC
4342
PYA Waltman Capital
Knoxville,
Tennessee
| USD 421 M | +USD 59.8 M | +17% | 7.86% | 62.4% | 74 | 18.92% | 3.8 |
|
| 4343 |
TWD
4343
True Wealth Design
Akron,
Ohio
| USD 420 M | +USD 60 M | +17% | 11.5% | 57% | 2,944 | 18.14% | 1.5 |
|
| 4344 |
EPP
4344
ETF Portfolio Partners
Leawood,
Kansas
| USD 420 M | +USD 39.7 M | +10% | 10.8% | 44.3% | 72 | 8.33% | 4.5 |
|
| 4345 |
AWM
4345
Atticus Wealth Management
Palm Beach Gardens,
Florida
| USD 420 M | +USD 51.2 M | +14% | 14.4% | 63.8% | 190 | 11.58% | 3.8 |
|
| 4346 |
LSWP
4346
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| USD 420 M | +USD 61.4 M | +17% | 15% | – | 145 | 6.21% | 1.4 |
|
| 4347 |
UOC
4347
University of Chicago
Chicago,
Illinois
| USD 420 M | +USD 96.3 M | +30% | 37.8% | 62.3% | 15 | 20% | 1.6 |
|
| 4348 |
BA
4348
Ballast Advisors
Woodbury,
Minnesota
| USD 420 M | +USD 76.1 M | +22% | 11.8% | 66.7% | 407 | 54.3% | 4.3 |
|
| 4349 |
PWA
4349
Prairie Wealth Advisors
Omaha,
Nebraska
| USD 420 M | +USD 189 M | +82% | 13.8% | – | 256 | 0.39% | 0.1 |
|
| 4350 |
3C
4350
325 Capital
New York
| USD 419 M | +USD 145 M | +53% | 43.5% | 226% | 12 | 0% | 2.8 |
|