¡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
O'Brien Greene & Co
Media,
Pennsylvania
| USD 306 M | +USD 7.64 M | +3% | 5.73% | 81.4% | 148 | 16.22% | 4.1 |
|
| 4552 |
EC
4552
Euclidean Capital
New York
| USD 306 M | +USD 39.6 M | +15% | 12.1% | 79.7% | 11 | 0% | 3.4 |
|
| 4553 |
4553
Cornell Pochily Investment Advisors
Ithaca,
New York
| USD 306 M | +USD 21.3 M | +7% | 7.1% | 97% | 182 | 11.54% | 4.7 |
|
| 4554 |
4554
TTP Investments
San Jose,
California
| USD 306 M | +USD 68.4 M | +29% | 19.1% | 197% | 55 | 41.82% | 1.6 |
|
| 4555 |
4555
Mindset Wealth Management
Indianapolis,
Indiana
| USD 305 M | +USD 48.6 M | +19% | 26.5% | – | 164 | 16.46% | 0.6 |
|
| 4556 |
BE
4556
Bonness Enterprises
Washington,
District of Columbia
| USD 305 M | -USD 1.12 M | -0.4% | 1.16% | 98.6% | 38 | 2.63% | 11.2 |
|
| 4557 |
4557
Kaydan Wealth Management
Fenton,
Michigan
| USD 305 M | -USD 6.35 M | -2% | 6.88% | 58% | 118 | 14.41% | 2.5 |
|
| 4558 |
4558
Fiduciary Family Office
Boca Raton,
Florida
| USD 305 M | +USD 4.8 M | +2% | 6.26% | – | 207 | 19.32% | 0.3 |
|
| 4559 |
4559
Oxford Asset Management
Oxford,
United Kingdom
| USD 305 M | +USD 86.6 M | +40% | 11.6% | – | 831 | 82.79% | 0.1 |
|
| 4560 |
4560
Impact Capital Partners
Greenwood Village,
Colorado
| USD 305 M | +USD 29.1 M | +11% | 11.7% | – | 275 | 11.27% | 0.4 |
|
| 4561 |
4561
Congress Park Capital
Saratoga Springs,
New York
| USD 305 M | +USD 41 M | +16% | 11.1% | 99.9% | 128 | 24.22% | 3.8 |
|
| 4562 |
4562
Accretive Wealth Partners
Parsippany,
New Jersey
| USD 305 M | +USD 21.9 M | +8% | 6.69% | 57.3% | 156 | 13.46% | 2.7 |
|
| 4563 |
4563
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| USD 305 M | +USD 23.5 M | +8% | 8.82% | 78% | 186 | 8.06% | 2.3 |
|
| 4564 |
4564
Fortitude Family Office
Scottsdale,
Arizona
| USD 305 M | +USD 23.9 M | +8% | 8.42% | 81.1% | 2,166 | 53.69% | 0.6 |
|
| 4565 |
4565
Stolper & Co
Tulsa,
Oklahoma
| USD 304 M | -USD 493 k | -0.2% | 2.11% | 77.1% | 91 | 6.59% | 4 |
|
| 4566 |
4566
Avanda Investment Management
Singapore
| USD 304 M | +USD 21.9 M | +8% | 6.79% | – | 33 | 48.48% | 0.9 |
|
| 4567 |
4567
Henry James International Management
New York
| USD 304 M | +USD 12 M | +4% | 10.8% | 125% | 99 | 4.04% | 5.5 |
|
| 4568 |
4568
Red Wave Investments
Dillsburg,
Pennsylvania
| USD 304 M | +USD 25.3 M | +9% | 8.32% | 58% | 112 | 15.18% | 3.2 |
|
| 4569 |
4569
Plan Group Financial
Oklahoma City,
Oklahoma
| USD 304 M | +USD 24 M | +9% | 6.25% | 63.4% | 176 | 25.57% | 1.1 |
|
| 4570 |
4570
Elite Wealth Management
Kirkland,
Washington
| USD 304 M | -USD 464 M | -60% | 27.3% | 142% | 36 | 22.22% | 4.4 |
|
| 4571 |
4571
ValueWorks
New York
| USD 304 M | +USD 38.6 M | +15% | 11.3% | 190% | 36 | 13.89% | 5.4 |
|
| 4572 |
4572
May Hill Capital
Cohasset,
Massachusetts
| USD 304 M | +USD 38.6 M | +15% | 11.3% | – | 233 | 33.05% | 0.3 |
|
| 4573 |
MWM
4573
MGB Wealth Management
Addison,
Texas
| USD 304 M | +USD 27.1 M | +10% | 15.5% | – | 324 | 15.74% | 1.2 |
|
| 4574 |
4574
Warren Street Wealth Advisors
Newport Beach,
California
| USD 303 M | +USD 45.9 M | +18% | 9.81% | 75.7% | 141 | 22.7% | 1.7 |
|
| 4575 |
4575
Old West Investment Management
Los Angeles,
California
| USD 303 M | +USD 26.1 M | +9% | 22% | 242% | 72 | 31.94% | 2.4 |
|