¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
KA
4651
Kooman & Associates
Altoona,
Pennsylvania
| USD 338 M | +USD 13.8 M | +4% | 2.66% | 66% | 55 | 9.09% | 2.1 |
|
| 4652 |
4652
Verger Capital Management
Winston-Salem,
North Carolina
| USD 338 M | +USD 29.6 M | +10% | 2.28% | 58.3% | 14 | 0% | 7.6 |
|
| 4653 |
4653
Mendon Capital Advisors
Key Largo,
Florida
| USD 338 M | +USD 76.9 M | +30% | 12.2% | – | 79 | 31.65% | 1.6 |
|
| 4654 |
4654
Provident Wealth Management
Brentwood,
Tennessee
| USD 338 M | +USD 6.98 M | +2% | 2.16% | 61.1% | 140 | 2.86% | 2.7 |
|
| 4655 |
4655
Sandy Cove Advisors
Hingham,
Massachusetts
| USD 338 M | +USD 24.8 M | +8% | 3.86% | 78% | 151 | 13.91% | 2.4 |
|
| 4656 |
VU
4656
Valence8 US
Cambridge,
Massachusetts
| USD 337 M | +USD 45.8 M | +16% | 2.78% | 76.6% | 15 | 6.67% | 1.6 |
|
| 4657 |
4657
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| USD 337 M | +USD 20.1 M | +6% | 1.21% | 49.9% | 616 | 25.65% | 1.5 |
|
| 4658 |
4658
Impact Capital Partners
Greenwood Village,
Colorado
| USD 337 M | +USD 4.95 M | +1% | 1.51% | – | 287 | 12.2% | 0.8 |
|
| 4659 |
4659
Silverleafe Capital Partners
Germantown,
Tennessee
| USD 337 M | +USD 10.4 M | +3% | 0.63% | 87.7% | 107 | 22.43% | 2.1 |
|
| 4660 |
4660
Accretive Wealth Partners
Parsippany,
New Jersey
| USD 337 M | +USD 9.2 M | +3% | 1.98% | 64.4% | 162 | 11.73% | 2.9 |
|
| 4661 |
4661
O'Brien Greene & Co
Media,
Pennsylvania
| USD 337 M | +USD 11.7 M | +4% | 2.34% | 90.9% | 145 | 17.93% | 4.1 |
|
| 4662 |
4662
Vance Wealth
Santa Clarita,
California
| USD 337 M | +USD 11.4 M | +4% | 2.19% | 66.4% | 119 | 5.04% | 2.6 |
|
| 4663 |
AB
4663
Atlas Brown
Louisville,
Kentucky
| USD 336 M | -USD 1.96 M | -0.6% | 3.14% | 115% | 235 | 7.23% | 6.5 |
|
| 4664 |
4664
HT Partners
Centerbrook,
Connecticut
| USD 336 M | +USD 9.17 M | +3% | 3% | 71.1% | 56 | 8.93% | 5.7 |
|
| 4665 |
4665
Red Wave Investments
Dillsburg,
Pennsylvania
| USD 336 M | +USD 10.2 M | +3% | 1.75% | 68.8% | 115 | 7.83% | 3.5 |
|
| 4666 |
4666
Lawson Kroeker Investment Management
Omaha,
Nebraska
| USD 336 M | -USD 212 M | -39% | 1.86% | 69.7% | 100 | 39% | 6.2 |
|
| 4667 |
4667
Mars Jewett Financial Group
Bellevue,
Washington
| USD 336 M | – | – | 1.48% | – | 39 | – | 0 |
|
| 4668 |
4668
Meredith Wealth Planning
Maryville,
Illinois
| USD 336 M | +USD 20.4 M | +6% | 2.31% | 66.5% | 66 | 10.61% | 2 |
|
| 4669 |
4669
Oldfather Financial Services
Kearney,
Nebraska
| USD 336 M | +USD 14.7 M | +5% | 2.06% | 60.8% | 106 | 20.75% | 3.3 |
|
| 4670 |
4670
Cove Private Wealth
Oyster Bay Cove,
New York
| USD 336 M | +USD 20.2 M | +6% | 4.95% | 126% | 165 | 9.7% | 1.2 |
|
| 4671 |
4671
Hudson Value Partners
Palm Beach,
Florida
| USD 336 M | +USD 12.9 M | +4% | 5.08% | 124% | 115 | 10.43% | 2.8 |
|
| 4672 |
4672
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 336 M | +USD 7.96 M | +2% | 2.16% | 74.9% | 166 | 7.23% | 5.8 |
|
| 4673 |
4673
Continental Grain Company
New York
| USD 336 M | -USD 10.3 M | -3% | 0.71% | 18.5% | 4 | 0% | 2.6 |
|
| 4674 |
4674
Acorn Wealth Advisors
Grand Blanc,
Michigan
| USD 336 M | +USD 16.6 M | +5% | 2.23% | 58.8% | 293 | 12.63% | 3.3 |
|
| 4675 |
4675
Quattro Financial Advisors
The Woodlands,
Texas
| USD 335 M | +USD 18.8 M | +6% | 2.27% | 77.6% | 94 | 23.4% | 2 |
|