¡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
Westend Capital Management
Sausalito,
California
| USD 357 M | +USD 13.6 M | +4% | 10.3% | – | 281 | 24.91% | 1.7 |
|
| 4502 |
4502
Haverford Financial Services
Radnor,
Pennsylvania
| USD 357 M | +USD 464 k | +0.1% | 2.96% | 57.9% | 48 | 6.25% | 5.9 |
|
| 4503 |
4503
Peak Planning Group
Centennial,
Colorado
| USD 357 M | +USD 165 M | +86% | 3.45% | 105% | 127 | 31.5% | 1.9 |
|
| 4504 |
4504
OLIO Financial Planning
Mclean,
Virginia
| USD 356 M | +USD 15.6 M | +5% | 2.16% | 52.9% | 75 | 16% | 2.3 |
|
| 4505 |
4505
Wood Tarver Financial Group
Boise,
Idaho
| USD 356 M | +USD 17.2 M | +5% | 2.21% | – | 153 | 2.61% | 1 |
|
| 4506 |
DCM
4506
Divisar Capital Management
San Francisco,
California
| USD 356 M | -USD 11.6 M | -3% | 17% | 194% | 28 | 17.86% | 3.5 |
|
| 4507 |
4507
Leeward Financial Partners
Bellevue,
Washington
| USD 356 M | +USD 4.28 M | +1% | 1.76% | 97.9% | 104 | 10.58% | 2.5 |
|
| 4508 |
4508
McMill Wealth Management
Norfolk,
Nebraska
| USD 356 M | +USD 4.69 M | +1% | 2.33% | – | 59 | 6.78% | 0.8 |
|
| 4509 |
4509
Doma Perpetual Capital Management
Miami,
Florida
| USD 356 M | +USD 57.8 M | +19% | 1.12% | – | 13 | 15.38% | 1.4 |
|
| 4510 |
4510
Fusion Capital
Mt. Pleasant,
South Carolina
| USD 356 M | +USD 11.9 M | +3% | 4.39% | 108% | 101 | 2.97% | 3.3 |
|
| 4511 |
4511
Naman Capital
Sao Paulo,
Brazil
| USD 356 M | -USD 764 k | -0.2% | 1.66% | 89.9% | 12 | 0% | 3.4 |
|
| 4512 |
4512
Highline Wealth Partners
Sherman Oaks,
California
| USD 355 M | -USD 16.4 M | -4% | 1.61% | 93.8% | 1,176 | 17.18% | 1.4 |
|
| 4513 |
4513
Crossingbridge Advisors
Pleasantville,
New York
| USD 355 M | +USD 160 M | +82% | 0.52% | – | 133 | 60.15% | 0.3 |
|
| 4514 |
4514
Rooted Wealth Advisors
Bourbonnais,
Illinois
| USD 355 M | +USD 27.5 M | +8% | 1.73% | 57.3% | 144 | 15.28% | 1.5 |
|
| 4515 |
4515
CenterStar Asset Management
Chicago,
Illinois
| USD 355 M | -USD 112 M | -24% | 9.3% | 104% | 435 | 77.24% | 0.3 |
|
| 4516 |
4516
Alaethes Wealth
Glenbrook,
Nevada
| USD 355 M | +USD 2.6 M | +0.7% | 2.36% | 96.4% | 121 | 11.57% | 2.5 |
|
| 4517 |
4517
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| USD 355 M | +USD 22.6 M | +7% | 2.2% | 46.9% | 193 | 8.29% | 3 |
|
| 4518 |
4518
Night Squared
New York
| USD 355 M | +USD 77.7 M | +28% | 5.83% | – | 88 | 64.77% | 0.2 |
|
| 4519 |
SWK
4519
Stephen W. Kidder
| USD 355 M | +USD 5.8 M | +2% | 5.31% | 94.7% | 77 | 10.39% | 7.1 |
|
| 4520 |
FAP
4520
Financial Advisory Partners
Winter Park,
Florida
| USD 355 M | +USD 12.2 M | +4% | 1.25% | 52.9% | 70 | 7.14% | 3 |
|
| 4521 |
4521
Empirical Asset Management
Wellesley,
Massachusetts
| USD 355 M | -USD 5.58 M | -2% | 3.7% | 94.5% | 387 | 12.92% | 1.5 |
|
| 4522 |
4522
Northcape Wealth Management
Williamsville,
New York
| USD 354 M | +USD 12 M | +4% | 3.58% | 74% | 146 | 10.27% | 2.7 |
|
| 4523 |
4523
FNY Investment Advisers
New York
| USD 354 M | +USD 43.2 M | +14% | 17.3% | 386% | 1,674 | 65.65% | 0.6 |
|
| 4524 |
4524
Peregrine Asset Advisers
Portland,
Oregon
| USD 354 M | +USD 20.8 M | +6% | 4.89% | 182% | 196 | 20.41% | 2.6 |
|
| 4525 |
4525
FCA Corp
Houston,
Texas
| USD 354 M | -USD 5.87 M | -2% | 2% | 57.4% | 201 | 6.47% | 5 |
|