¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Hollow Brook Wealth Management
Katonah,
New York
| USD 110 M | +USD 17.9 M | +19% | 3.64% | 92.8% | 52 | 11.54% | 3.2 |
|
| 4502 |
4502
Smart Portfolios LLC
Seattle,
Washington
| USD 110 M | -USD 8.18 M | -7% | 1.34% | 41.3% | 221 | 81% | 1.4 |
|
| 4503 |
4503
Ballew Advisors
Jackson,
Mississippi
| USD 110 M | +USD 1.32 M | +1% | 2.31% | 68% | 94 | 8.51% | 1.4 |
|
| 4504 |
4504
Kelly Financial Services
Braintree,
Massachusetts
| USD 110 M | +USD 20.1 M | +22% | 3.63% | 64.3% | 523 | 8.8% | 0.2 |
|
| 4505 |
PC
4505
PA Capital
Richmond,
Virginia
| USD 110 M | -USD 2.2 M | -2% | 5.2% | – | 134 | 37.31% | 0.4 |
|
| 4506 |
4506
Private Wealth Group
Tampa,
Florida
| USD 110 M | +USD 795 k | +0.7% | 3.59% | 52.9% | 27 | 3.7% | 0.9 |
|
| 4507 |
SCM
4507
Shoals Capital Management
Arlington,
Virginia
| USD 110 M | -USD 3.8 M | -3% | 3.24% | – | 20 | 50% | 0.2 |
|
| 4508 |
4508
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 110 M | +USD 942 k | +0.9% | 2.06% | 87.9% | 110 | 8.18% | 1.2 |
|
| 4509 |
4509
WealthBridge Capital Management
Westerville,
Ohio
| USD 110 M | -USD 47.8 M | -30% | 3.76% | 89.4% | 1,013 | 89.04% | 0.5 |
|
| 4510 |
4510
Protective Life
Birmingham,
Alabama
| USD 110 M | +USD 2.04 M | +2% | 1.91% | 38.4% | 12 | 0% | 0.8 |
|
| 4511 |
AIM
4511
Act II Management
New York
| USD 109 M | -USD 11 M | -9% | 5.11% | 43.6% | 26 | 15.38% | 2 |
|
| 4512 |
ASA
4512
Armstrong Shaw Associates
New Canaan,
Connecticut
| USD 109 M | +USD 5.18 M | +5% | 4.61% | 51.2% | 44 | 11.36% | 3.5 |
|
| 4513 |
4513
Clearshares
New York
| USD 109 M | +USD 6.12 M | +6% | 2.27% | – | 35 | 34.29% | 1.1 |
|
| 4514 |
4514
Acorn Wealth Advisors
Grand Blanc,
Michigan
| USD 109 M | -USD 1.51 M | -1% | 3.33% | 58.8% | 133 | 16.54% | 1.3 |
|
| 4515 |
4515
TPG Financial Advisors
Portland,
Oregon
| USD 109 M | +USD 5.75 M | +6% | 1.6% | – | 43 | 20.93% | 0.4 |
|
| 4516 |
4516
EDMP Inc
Lutz,
Florida
| USD 109 M | +USD 6.64 M | +6% | 1.73% | 71.6% | 55 | 20% | 3.5 |
|
| 4517 |
4517
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| USD 109 M | – | – | 0.92% | 143% | 41 | – | 0 |
|
| 4518 |
4518
Seneca House Advisors
Richmond,
Virginia
| USD 109 M | -USD 6.05 M | -5% | 2.83% | 58.2% | 97 | 10.31% | 1.3 |
|
| 4519 |
4519
TCG Advisors
Austin,
Texas
| USD 109 M | -USD 631 k | -0.6% | 1.46% | – | 588 | 34.18% | 0.2 |
|
| 4520 |
4520
Atwater Malick
Lancaster,
Pennsylvania
| USD 109 M | +USD 6.78 M | +7% | 4.67% | 83.4% | 36 | 5.56% | 0.5 |
|
| 4521 |
4521
Field & Main Bank
Henderson,
Kentucky
| USD 109 M | +USD 2.97 M | +3% | 4.16% | 107% | 211 | 3.79% | 3.8 |
|
| 4522 |
4522
Axis Capital Holdings
Pembroke,
| USD 109 M | +USD 3.9 M | +4% | 3.72% | 67% | 2 | 0% | 4.6 |
|
| 4523 |
4523
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 109 M | +USD 1.49 M | +1% | 4.4% | 75.5% | 93 | 10.75% | 3 |
|
| 4524 |
4524
Yorktown Energy Partners X
New York
| USD 109 M | +USD 13.2 M | +14% | 1.23% | 95.9% | 3 | 33.33% | 1.6 |
|
| 4525 |
4525
Hoover Financial Advisors
Malvern,
Pennsylvania
| USD 109 M | +USD 4.09 M | +4% | 3.75% | – | 66 | 9.09% | 0.5 |
|