¡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 |
HH
4451
HWG Holdings
Houston,
Texas
| USD 273 M | – | – | 9.21% | – | 131 | – | 2.2 |
|
| 4452 |
4452
EnRich Financial Partners
Madison,
Wisconsin
| USD 273 M | +USD 5.71 M | +2% | 0.29% | 50.7% | 252 | 24.21% | 0.2 |
|
| 4453 |
4453
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 273 M | +USD 28.4 M | +12% | 1.99% | 74.6% | 85 | 27.06% | 2.2 |
|
| 4454 |
4454
Steamboat Capital Partners
Rye,
New York
| USD 272 M | -USD 17.8 M | -6% | 4.28% | 280% | 46 | 30.43% | 1.9 |
|
| 4455 |
ITIM
4455
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 272 M | +USD 24.4 M | +10% | 6.71% | 114% | 499 | 15.23% | 2.3 |
|
| 4456 |
4456
Praetorian PR
Rincon,
Puerto Rico
| USD 272 M | -USD 44.9 M | -14% | 3.54% | 80.3% | 32 | 75% | 0.5 |
|
| 4457 |
4457
Atlas Merchant Capital
New York
| USD 272 M | -USD 13 M | -5% | 0.7% | 65.7% | 78 | 33.33% | 0.8 |
|
| 4458 |
4458
GoodHaven Capital Management
Millburn,
New Jersey
| USD 272 M | +USD 6.63 M | +2% | 0.73% | 80.7% | 28 | 14.29% | 4.6 |
|
| 4459 |
4459
PYA Waltman Capital
Knoxville,
Tennessee
| USD 272 M | +USD 2.76 M | +1% | 1.96% | 62.4% | 69 | 8.7% | 2.7 |
|
| 4460 |
4460
Acima Private Wealth
Richmond,
Virginia
| USD 272 M | +USD 944 k | +0.3% | 0.98% | 51.1% | 200 | 11% | 4.6 |
|
| 4461 |
4461
American Assets Inc
San Diego,
California
| USD 272 M | +USD 5.65 M | +2% | 2.13% | 63.2% | 10 | 0% | 5.3 |
|
| 4462 |
4462
CJM Wealth Advisers
Falls Church,
Virginia
| USD 272 M | +USD 7.96 M | +3% | 2.66% | 76.8% | 68 | 8.82% | 1.9 |
|
| 4463 |
4463
TNF
Billings,
Montana
| USD 272 M | +USD 18.9 M | +7% | 2.44% | 21.3% | 125 | 8.8% | 1.9 |
|
| 4464 |
4464
Northern Right Capital Management
Darien,
Connecticut
| USD 271 M | -USD 6.37 M | -2% | 1.24% | 187% | 37 | 40.54% | 1.9 |
|
| 4465 |
4465
Integral Investment Advisors
Turlock,
California
| USD 271 M | +USD 29.6 M | +12% | 3.33% | 60% | 156 | 10.9% | 1.2 |
|
| 4466 |
4466
Abound Wealth Management
Franklin,
Tennessee
| USD 271 M | +USD 8.71 M | +3% | 1.79% | 65.7% | 1,339 | 16.06% | 1.3 |
|
| 4467 |
4467
Red Wave Investments
Dillsburg,
Pennsylvania
| USD 271 M | +USD 4.57 M | +2% | 2.49% | 58% | 110 | 8.18% | 2.7 |
|
| 4468 |
4468
Hilltop Partners
Mishawaka,
Indiana
| USD 271 M | -USD 8.75 M | -3% | 2.23% | 64.9% | 104 | 10.58% | 1.1 |
|
| 4469 |
4469
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| USD 271 M | +USD 33.8 M | +14% | 0.84% | 75.2% | 102 | 9.8% | 1 |
|
| 4470 |
4470
LongView Wealth Management
Atlanta,
Georgia
| USD 271 M | +USD 18.5 M | +7% | 1.52% | 60.8% | 190 | 11.58% | 0.4 |
|
| 4471 |
FP
4471
Financial Perspectives
Minneapolis,
Minnesota
| USD 271 M | +USD 6.98 M | +3% | 4.86% | 87.8% | 688 | 3.78% | 3.5 |
|
| 4472 |
4472
Altrafin AG
Zurich,
| USD 271 M | -USD 5.27 M | -2% | 8.06% | 97.6% | 62 | 8.06% | 1.9 |
|
| 4473 |
4473
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 270 M | -USD 115 M | -30% | 6.35% | 339% | 240 | 55.83% | 0.4 |
|
| 4474 |
TA
4474
TrueWealth Advisors
Birmingham,
Alabama
| USD 270 M | +USD 11.3 M | +4% | 1.31% | 60.9% | 235 | 18.72% | 1.9 |
|
| 4475 |
MI
4475
M3F Inc
Salt Lake City,
Utah
| USD 270 M | -USD 12.3 M | -4% | 6.61% | 139% | 38 | 13.16% | 3.9 |
|