¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Engle Capital Management
Greenwich,
Connecticut
| USD 277 M | -USD 57.5 M | -17% | 6.11% | 398% | 30 | 43.33% | 0.7 |
|
| 4602 |
4602
Accel Wealth Management
Waverly,
Iowa
| USD 277 M | +USD 12.9 M | +5% | 1.3% | 82.4% | 266 | 9.4% | 2.4 |
|
| 4603 |
4603
Redpoint Management
Woodside,
California
| USD 277 M | -USD 40.9 M | -13% | 11.9% | 20.6% | 6 | 0% | 2.5 |
|
| 4604 |
4604
Private Wealth Advisors (California)
Fresno,
California
| USD 277 M | +USD 21.5 M | +8% | 4.59% | 63.6% | 94 | 15.96% | 3.4 |
|
| 4605 |
4605
Zeno Equity Partners
London,
United Kingdom
| USD 277 M | -USD 56.9 M | -17% | 5.45% | – | 13 | 15.38% | 0.9 |
|
| 4606 |
MWM
4606
MGB Wealth Management
Addison,
Texas
| USD 276 M | -USD 45.8 M | -14% | 3.48% | – | 310 | 13.55% | 1 |
|
| 4607 |
IAS
4607
Investment Advisory Services
The Woodlands,
Texas
| USD 276 M | -USD 7.2 M | -3% | 0.97% | 74.9% | 120 | 7.5% | 3.7 |
|
| 4608 |
4608
360 Financial
Wayzata,
Minnesota
| USD 276 M | -USD 274 k | -0.1% | 4.15% | 86.1% | 90 | 24.44% | 3 |
|
| 4609 |
ITIM
4609
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 276 M | -USD 17.6 M | -6% | 3.54% | 114% | 489 | 5.11% | 2.8 |
|
| 4610 |
4610
Impact Capital Partners
Greenwood Village,
Colorado
| USD 276 M | -USD 5.03 M | -2% | 0.67% | – | 274 | 15.33% | 0.2 |
|
| 4611 |
4611
Auour Investments
Woburn,
Massachusetts
| USD 276 M | -USD 10 M | -4% | 0.21% | 39.2% | 86 | 11.63% | 1.5 |
|
| 4612 |
4612
Sterling Financial Planning
Sparta,
New Jersey
| USD 276 M | +USD 3.94 M | +1% | 0.42% | 59.3% | 114 | 9.65% | 3.2 |
|
| 4613 |
4613
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| USD 276 M | +USD 41.8 M | +18% | 0.21% | 46.9% | 171 | 14.04% | 2.8 |
|
| 4614 |
4614
TFG Advisers
Auburn Hills,
Michigan
| USD 276 M | -USD 2.31 M | -0.8% | 0.68% | 61.8% | 212 | 4.25% | 4.4 |
|
| 4615 |
4615
Wealth Management Resources
Smithfield,
Rhode Island
| USD 276 M | +USD 4.55 M | +2% | 0.19% | 37.7% | 33 | 6.06% | 2.3 |
|
| 4616 |
SFMG
4616
Sage Financial Management Group
Mclean,
Virginia
| USD 276 M | +USD 5.5 M | +2% | 0.75% | 51.6% | 56 | 3.57% | 0.8 |
|
| 4617 |
4617
Prudent Man Advisors
Naperville,
Illinois
| USD 275 M | +USD 169 k | +0.1% | 1% | 92.5% | 180 | 11.11% | 3 |
|
| 4618 |
4618
Global View Capital Management
Waukesha,
Wisconsin
| USD 275 M | -USD 10 M | -4% | 2.42% | – | 141 | 39.01% | 0.2 |
|
| 4619 |
4619
Pinnacle Financial Group
Western Springs,
Illinois
| USD 275 M | +USD 19.9 M | +8% | 1.07% | 59.1% | 99 | 19.19% | 1.9 |
|
| 4620 |
4620
Centennial Wealth Advisory
Traverse City,
Michigan
| USD 275 M | +USD 20.2 M | +8% | 1.2% | 63% | 153 | 12.42% | 1.9 |
|
| 4621 |
4621
Evexia Wealth
Stevens Point,
Wisconsin
| USD 275 M | -USD 19.9 M | -7% | 1.39% | 95% | 76 | 2.63% | 1.3 |
|
| 4622 |
4622
Lunt Capital Management
Holladay,
Utah
| USD 275 M | +USD 17.9 M | +7% | 0.11% | 36.9% | 94 | 21.28% | 1.3 |
|
| 4623 |
4623
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| USD 275 M | +USD 2.27 M | +0.8% | 0.05% | 106% | 47 | 2.13% | 4.2 |
|
| 4624 |
4624
Proathlete Wealth Management
Boca Raton,
Florida
| USD 274 M | +USD 8.85 M | +3% | 3.99% | 73.9% | 212 | 71.7% | 0.3 |
|
| 4625 |
4625
Skaana Management
Brooklyn,
New York
| USD 274 M | -USD 115 M | -30% | 2.29% | 269% | 205 | 39.51% | 0.8 |
|