¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| USD 241 M | +USD 16.8 M | +7% | 9.95% | 59.6% | 136 | 30.15% | 2.1 |
|
| 4552 |
4552
Tree Line Advisors
Central,
Hong Kong
| USD 241 M | +USD 6.15 M | +3% | 20.2% | 670% | 8 | 12.5% | 0.8 |
|
| 4553 |
4553
Rockline Wealth Management
Plainview,
New York
| USD 241 M | – | – | 12.1% | 176% | 88 | – | 0 |
|
| 4554 |
SC
4554
Schiavi & Co
Wilmington,
Delaware
| USD 241 M | +USD 4.05 M | +2% | 6.65% | 41.4% | 35 | 25.71% | 1.2 |
|
| 4555 |
AGC
4555
Alden Global Capital
Brandon,
Florida
| USD 240 M | +USD 93.4 M | +64% | 11% | 99.8% | 37 | 67.57% | 0.3 |
|
| 4556 |
4556
ArchPoint Investors
Coral Gables,
Florida
| USD 240 M | -USD 21.6 M | -8% | 8.27% | 111% | 59 | 15.25% | 4.4 |
|
| 4557 |
4557
PYA Waltman Capital
Knoxville,
Tennessee
| USD 240 M | +USD 4.09 M | +2% | 9.39% | 62.4% | 68 | 11.76% | 2.4 |
|
| 4558 |
4558
Global Wealth Strategies & Associates
Denver,
Colorado
| USD 240 M | +USD 26 M | +12% | 9.74% | 68.7% | 368 | 13.04% | 0.9 |
|
| 4559 |
4559
Stone House Capital Management
Bay Harbor Islands,
Florida
| USD 240 M | +USD 61 M | +34% | 17.9% | 151% | 3 | 0% | 1.5 |
|
| 4560 |
4560
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 240 M | +USD 20.3 M | +9% | 9.18% | 74.6% | 61 | 9.84% | 2.7 |
|
| 4561 |
4561
Cota Capital Management
San Francisco,
California
| USD 240 M | +USD 40.8 M | +20% | 30.1% | 46% | 11 | 0% | 2.6 |
|
| 4562 |
4562
Oakview Capital Management
Dallas,
Texas
| USD 240 M | +USD 14.2 M | +6% | 9.27% | 21.2% | 17 | 17.65% | 2.5 |
|
| 4563 |
4563
Websterrogers Financial Advisors
Florence,
South Carolina
| USD 240 M | +USD 12.4 M | +5% | 8.46% | 46% | 71 | 11.27% | 1.7 |
|
| 4564 |
4564
RIA Advisory Group
Des Moines,
Iowa
| USD 240 M | +USD 16.4 M | +7% | 6.91% | – | 208 | 83.65% | 0.2 |
|
| 4565 |
4565
Steward Partners Investment Solutions
Portland,
Oregon
| USD 240 M | – | – | 9.01% | – | 146 | – | 0 |
|
| 4566 |
4566
EnRich Financial Partners
Madison,
Wisconsin
| USD 240 M | – | – | 9.19% | 50.7% | 51 | – | 0 |
|
| 4567 |
4567
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 240 M | +USD 24.9 M | +12% | 8.44% | 63.9% | 134 | 6.72% | 5.3 |
|
| 4568 |
4568
Waterway Wealth Management
The Woodlands,
Texas
| USD 240 M | – | – | 9.4% | 52.2% | 63 | – | 0 |
|
| 4569 |
4569
Nalanda India Fund
Moka,
Mauritius
| USD 240 M | -USD 42.7 M | -15% | 7.68% | 15.3% | 1 | 0% | 5 |
|
| 4570 |
4570
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 240 M | +USD 16.3 M | +7% | 10.1% | 71.9% | 91 | 8.79% | 5.8 |
|
| 4571 |
4571
Stephens Group
Little Rock,
Arkansas
| USD 239 M | +USD 18.3 M | +8% | 9.37% | 45% | 4 | 0% | 1.8 |
|
| 4572 |
4572
Wick Capital Partners
Wayne,
Pennsylvania
| USD 239 M | +USD 60.9 M | +34% | 10.3% | 60% | 74 | 25.68% | 1.1 |
|
| 4573 |
SGH
4573
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 239 M | +USD 41.4 M | +21% | 10.7% | 83.8% | 44 | 36.36% | 2.1 |
|
| 4574 |
4574
Revolution Growth Management Company
Washington,
District of Columbia
| USD 239 M | -USD 64.6 M | -21% | 30.7% | 23.5% | 4 | 25% | 1.8 |
|
| 4575 |
4575
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 239 M | +USD 47.4 M | +25% | 15.9% | 207% | 39 | 25.64% | 4 |
|