¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
CWM
4451
CCG Wealth Management
San Diego,
California
| USD 103 M | – | – | 12.5% | 82.6% | 55 | – | 0 |
|
| 4452 |
4452
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 103 M | -USD 24 M | -19% | 13.1% | 62.6% | 159 | 16.35% | 1.8 |
|
| 4453 |
4453
Wolff Financial Management
Kalamazoo,
Michigan
| USD 103 M | – | – | 9.88% | 56.7% | 77 | – | 0 |
|
| 4454 |
4454
RPg Family Wealth Advisory
Burlington,
Massachusetts
| USD 103 M | -USD 30.1 M | -23% | 13.2% | 117% | 284 | 30.99% | 1.4 |
|
| 4455 |
4455
Greenlea Lane Capital Management
Weston,
Connecticut
| USD 103 M | – | – | 26.2% | 99.7% | 8 | – | 0 |
|
| 4456 |
4456
Sterneck Capital Management
Kansas City,
Missouri
| USD 103 M | -USD 36 M | -26% | 14.4% | 61.5% | 101 | 25.74% | 3.5 |
|
| 4457 |
4457
Elite Wealth Management
Kirkland,
Washington
| USD 103 M | -USD 366 M | -78% | 17.2% | 182% | 51 | 9.8% | 2.7 |
|
| 4458 |
4458
MBM Wealth Consultants
Chesterfield,
Missouri
| USD 103 M | – | – | 10.7% | 57.1% | 239 | – | 0 |
|
| 4459 |
4459
Kopp Investment Advisors
Bloomington,
Minnesota
| USD 103 M | -USD 16.3 M | -14% | 8.2% | 109% | 63 | 11.11% | 3.1 |
|
| 4460 |
4460
MACRO Consulting Group
Parsippany,
New Jersey
| USD 102 M | – | – | 7.74% | – | 57 | – | 0 |
|
| 4461 |
HAM
4461
Hammer Asset Management
Auburn,
California
| USD 102 M | -USD 19.8 M | -16% | 13.7% | – | 49 | 10.2% | 0.4 |
|
| 4462 |
4462
Global Strategic Management
San Juan,
Puerto Rico
| USD 102 M | – | – | 8.45% | – | 28 | – | 0 |
|
| 4463 |
4463
Gainplan
Bloomfield Hills,
Michigan
| USD 102 M | -USD 82.2 M | -45% | 23.5% | 103% | 32 | 71.88% | 0.4 |
|
| 4464 |
4464
First National Bank of South Miami
South Miami,
Florida
| USD 102 M | – | – | 11.3% | 35.2% | 275 | – | 0 |
|
| 4465 |
4465
Kathryn A. Hall
| USD 102 M | -USD 15.4 M | -13% | 12.8% | 95.2% | 7 | 14.29% | 2.5 |
|
| 4466 |
4466
Acima Private Wealth
Richmond,
Virginia
| USD 102 M | – | – | 9.21% | 51.1% | 297 | – | 0 |
|
| 4467 |
4467
Broadmark Asset Management
San Francisco,
California
| USD 102 M | -USD 131 M | -56% | 14% | 39.6% | 5 | 80% | 5.5 |
|
| 4468 |
4468
Hamilton Wealth
Encino,
California
| USD 102 M | – | – | 10.2% | 108% | 49 | – | 0 |
|
| 4469 |
4469
Arabesque Asset Management
London,
United Kingdom
| USD 102 M | – | – | 3.64% | 122% | 69 | – | 0 |
|
| 4470 |
4470
Norway Savings Bank
Portland,
Maine
| USD 102 M | -USD 12.7 M | -11% | 9.88% | 117% | 267 | 8.99% | 1.7 |
|
| 4471 |
4471
Private Wealth Group
Tampa,
Florida
| USD 102 M | +USD 4.84 M | +5% | 1.15% | 52.9% | 27 | 33.33% | 0.7 |
|
| 4472 |
4472
Beaton Management Company
Haverhill,
Massachusetts
| USD 102 M | -USD 19.2 M | -16% | 11.1% | 95.9% | 126 | 13.49% | 1.4 |
|
| 4473 |
4473
Knuff & Co
Foster City,
California
| USD 102 M | – | – | 10.6% | 108% | 132 | – | 0 |
|
| 4474 |
4474
Fairhaven Wealth Management
Oak Brook,
Illinois
| USD 102 M | – | – | 13% | – | 78 | – | 0 |
|
| 4475 |
AM
4475
Account Management
Boxford,
Massachusetts
| USD 102 M | -USD 28.3 M | -22% | 11.4% | 88.3% | 27 | 22.22% | 3.5 |
|