¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Outlook Wealth Advisors
Shenandoah,
Texas
| USD 121 M | -USD 98 M | -45% | 11.7% | 76% | 198 | 38.89% | 0.2 |
|
| 4352 |
4352
Aquiline Capital Partners
New York
| USD 121 M | +USD 18.2 M | +18% | 18.7% | 14.7% | 1 | 0% | 1.8 |
|
| 4353 |
4353
Half Sky Capital (UK)
London,
United Kingdom
| USD 121 M | +USD 10 M | +9% | 25.5% | 13% | 10 | 50% | 0.2 |
|
| 4354 |
4354
Conrad N. Hilton Foundation
Agoura Hills,
California
| USD 121 M | +USD 26.7 M | +28% | 13% | – | 5 | 20% | 1.3 |
|
| 4355 |
4355
Wolff Financial Management
Kalamazoo,
Michigan
| USD 121 M | +USD 17.7 M | +17% | 11.3% | 56.7% | 80 | 5% | 0.2 |
|
| 4356 |
AIM
4356
Act II Management
New York
| USD 120 M | +USD 8.75 M | +8% | 20.7% | 43.6% | 31 | 38.71% | 1.8 |
|
| 4357 |
4357
Inherent Group
New York
| USD 120 M | -USD 44.2 M | -27% | 2.61% | 61.7% | 9 | 44.44% | 0.2 |
|
| 4358 |
4358
Stableford Capital II
Scottsdale,
Arizona
| USD 120 M | +USD 25.9 M | +28% | 8.47% | 66.9% | 102 | 22.55% | 1.5 |
|
| 4359 |
RCA
4359
Rex Capital Advisors
Providence,
Rhode Island
| USD 120 M | +USD 14.4 M | +14% | 13.7% | 7.31% | 17 | 5.88% | 3.3 |
|
| 4360 |
VIA
4360
Vantis Investment Advisers
Miami,
Florida
| USD 120 M | -USD 102 M | -46% | 7.94% | 39.6% | 18 | 61.11% | 0.5 |
|
| 4361 |
4361
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 120 M | +USD 10.2 M | +9% | 9.9% | 70.2% | 187 | 1.6% | 2.1 |
|
| 4362 |
4362
Santori & Peters Inc
Canonsburg,
Pennsylvania
| USD 120 M | +USD 7.63 M | +7% | 10.8% | 103% | 81 | 45.68% | 1 |
|
| 4363 |
ABP
4363
Arthur B. Page
| USD 120 M | +USD 16.5 M | +16% | 15.2% | 40.4% | 63 | 3.17% | 4 |
|
| 4364 |
4364
Clearstead Trust
Portland,
Maine
| USD 120 M | +USD 12.3 M | +11% | 14.9% | 111% | 241 | 23.65% | 1.2 |
|
| 4365 |
4365
JFG Wealth Management
Denver,
Colorado
| USD 120 M | +USD 8.52 M | +8% | 12.5% | 65.2% | 27 | 48.15% | 0.3 |
|
| 4366 |
WC
4366
Weil Company
San Diego,
California
| USD 120 M | +USD 9.14 M | +8% | 12.5% | 71.7% | 108 | 14.81% | 1 |
|
| 4367 |
4367
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| USD 119 M | – | – | 59.6% | 172% | 5 | – | 0 |
|
| 4368 |
4368
Donor Advised Charitable Giving
San Francisco,
California
| USD 119 M | +USD 33.8 M | +40% | 31.1% | 418% | 30 | 43.33% | 0.6 |
|
| 4369 |
4369
Somerset Group
Wayzata,
Minnesota
| USD 119 M | +USD 20.5 M | +21% | 11% | 84.6% | 66 | 9.09% | 3.3 |
|
| 4370 |
4370
Edgbaston Investment Partners
| USD 119 M | +USD 9.8 M | +9% | 3.43% | 4.67% | 3 | 33.33% | 0.8 |
|
| 4371 |
4371
Keeler Thomas Management
Orem,
Utah
| USD 119 M | +USD 32.6 M | +38% | 11.9% | 52.1% | 53 | 3.77% | 1.1 |
|
| 4372 |
4372
Chartist Inc
Seal Beach,
California
| USD 119 M | +USD 67.3 M | +130% | 13.4% | – | 36 | 25% | 2.9 |
|
| 4373 |
AMAL
4373
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 119 M | +USD 13.9 M | +13% | 10.9% | 125% | 27 | 18.52% | 3 |
|
| 4374 |
4374
Wells Trecaso Financial Group
Akron,
Ohio
| USD 119 M | +USD 14.4 M | +14% | 13.2% | 108% | 71 | 8.45% | 1.1 |
|
| 4375 |
4375
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 119 M | +USD 16.2 M | +16% | 12.5% | 62.6% | 152 | 13.16% | 1.8 |
|