¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
United Bank (Georgia)
Zebulon,
Georgia
| USD 148 M | +USD 12.8 M | +9% | 7.01% | 81.2% | 79 | 7.59% | 2.3 |
|
| 4377 |
4377
Rings Capital Management
Chicago,
Illinois
| USD 147 M | +USD 14.9 M | +11% | 13.1% | 40.9% | 5 | 0% | 1 |
|
| 4378 |
4378
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| USD 147 M | -USD 76.1 M | -34% | 13.9% | 62.1% | 22 | 27.27% | 1.6 |
|
| 4379 |
4379
Seven Springs Wealth Group
Brentwood,
Tennessee
| USD 147 M | – | – | 13.9% | 59.2% | 197 | – | 0 |
|
| 4380 |
4380
Morgens Waterfall Vintiadis & Co
New York
| USD 147 M | +USD 17 M | +13% | 25.6% | 594% | 58 | 25.86% | 1.3 |
|
| 4381 |
4381
Fort Baker Capital Management
Larkspur,
California
| USD 147 M | +USD 38.7 M | +36% | 29.6% | 46.3% | 30 | 90% | 0.1 |
|
| 4382 |
4382
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 147 M | +USD 12.9 M | +10% | 12.6% | 107% | 98 | 9.18% | 2.9 |
|
| 4383 |
4383
RBA Wealth Management
Newport Beach,
California
| USD 147 M | +USD 15.7 M | +12% | 10.7% | 77.7% | 104 | 7.69% | 0.6 |
|
| 4384 |
FP
4384
Financial Perspectives
Minneapolis,
Minnesota
| USD 147 M | – | – | 6.42% | 87.8% | 513 | – | 0 |
|
| 4385 |
4385
Tiemann Investment Advisors
Menlo Park,
California
| USD 146 M | +USD 8.88 M | +6% | 8.2% | 77% | 187 | 6.95% | 4.1 |
|
| 4386 |
4386
Davis Rea
Toronto,
Ontario, Canada
| USD 146 M | +USD 9.8 M | +7% | 6.82% | 66.9% | 47 | 8.51% | 3.8 |
|
| 4387 |
4387
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| USD 146 M | +USD 16.4 M | +13% | 12.6% | 36.7% | 4 | 0% | 1.8 |
|
| 4388 |
4388
Marcho Partners
London,
United Kingdom
| USD 146 M | – | – | 3.21% | 115% | 10 | – | 0 |
|
| 4389 |
4389
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| USD 146 M | +USD 20.2 M | +16% | 10.4% | 74% | 88 | 7.95% | 0.9 |
|
| 4390 |
4390
Cougar Global Investments
Toronto,
Ontario, Canada
| USD 146 M | -USD 3.22 M | -2% | 2.86% | 17.4% | 19 | 0% | 1.7 |
|
| 4391 |
4391
Radnor Financial Advisors
Wayne,
Pennsylvania
| USD 146 M | – | – | 6.92% | 3.04% | 17 | – | 0 |
|
| 4392 |
4392
Turiya Advisors Asia
Hong Kong
| USD 146 M | +USD 35.7 M | +32% | 9.53% | 247% | 8 | 87.5% | 0.1 |
|
| 4393 |
4393
Deane Retirement Strategies
New Orleans,
Louisiana
| USD 146 M | +USD 5.88 M | +4% | 2.27% | 73.4% | 68 | 35.29% | 1.8 |
|
| 4394 |
4394
Marshall & Sullivan
Seattle,
Washington
| USD 146 M | +USD 9.9 M | +7% | 9.16% | 82% | 39 | 2.56% | 4.3 |
|
| 4395 |
4395
Ascension Capital Advisors
Houston,
Texas
| USD 146 M | – | – | 4.24% | 59.3% | 53 | – | 0 |
|
| 4396 |
WPEP
4396
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 146 M | +USD 5.62 M | +4% | 3.49% | 48% | 23 | 4.35% | 3.9 |
|
| 4397 |
FA
4397
Financial Advantage
Columbia,
Maryland
| USD 146 M | -USD 838 k | -0.6% | 6.64% | 24.3% | 154 | 34.42% | 1.8 |
|
| 4398 |
4398
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| USD 146 M | +USD 7.86 M | +6% | 5.4% | 13% | 36 | 8.33% | 3.2 |
|
| 4399 |
4399
Strategic Blueprint
Atlanta,
Georgia
| USD 146 M | +USD 12.7 M | +10% | 6.87% | 82.1% | 470 | 82.77% | 0.7 |
|
| 4400 |
4400
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
| USD 145 M | +USD 4.57 M | +3% | 4.87% | – | 74 | 4.05% | 1.4 |
|