¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Martin Capital Partners
Eugene,
Oregon
| USD 248 M | -USD 13.2 M | -5% | 1.97% | 42.3% | 71 | 2.82% | 4.1 |
|
| 4702 |
MAM
4702
Mystic Asset Management
Warwick,
Rhode Island
| USD 248 M | +USD 5.99 M | +2% | 3.96% | 114% | 171 | 6.43% | 2 |
|
| 4703 |
4703
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| USD 248 M | +USD 36.3 M | +17% | 0.58% | 89.7% | 47 | 17.02% | 2.8 |
|
| 4704 |
4704
United Community Bank
Greenville,
South Carolina
| USD 248 M | -USD 10 M | -4% | 0.48% | 66.2% | 395 | 11.65% | 1.5 |
|
| 4705 |
BCH
4705
Berkshire Capital Holdings
San Jose,
California
| USD 247 M | -USD 3.18 M | -1% | 16.3% | 2,748% | 100 | 24% | 2.5 |
|
| 4706 |
4706
Shaker Financial Services
Arlington,
Virginia
| USD 247 M | -USD 11.1 M | -4% | 0% | 12.9% | 182 | 27.47% | 1.9 |
|
| 4707 |
4707
SMART Wealth
Omaha,
Nebraska
| USD 247 M | +USD 25.3 M | +11% | 2.14% | 77.7% | 130 | 13.08% | 0.7 |
|
| 4708 |
4708
Robinswood Financial
Kirkland,
Washington
| USD 247 M | +USD 13.1 M | +6% | 0.31% | 43.2% | 368 | 32.61% | 0.6 |
|
| 4709 |
GWM
4709
Gibbs Wealth Management
Alpharetta,
Georgia
| USD 247 M | +USD 73.1 M | +42% | 0.89% | – | 251 | 31.08% | 0.2 |
|
| 4710 |
4710
Omega Financial Group
Santa Barbara,
California
| USD 247 M | +USD 2.59 M | +1% | 0.39% | 45.2% | 82 | 2.44% | 3.9 |
|
| 4711 |
4711
Windward Private Wealth Management
Overland Park,
Kansas
| USD 247 M | +USD 2.32 M | +0.9% | 0.57% | 35.5% | 47 | 2.13% | 3.1 |
|
| 4712 |
4712
Vista Investment Management
Pittsburgh,
Pennsylvania
| USD 247 M | +USD 1.29 M | +0.5% | 0.51% | 54.4% | 186 | 10.75% | 4.2 |
|
| 4713 |
4713
Veery Capital
Wilmington,
Delaware
| USD 247 M | +USD 2.84 M | +1% | 1.43% | 63.4% | 98 | 4.08% | 2.4 |
|
| 4714 |
4714
Mudrick Capital Management
New York
| USD 247 M | -USD 1.31 M | -0.5% | 3.55% | 212% | 10 | 40% | 2.3 |
|
| 4715 |
4715
Wind River Trust Company
Jackson,
Wyoming
| USD 247 M | -USD 28.1 M | -10% | 1.5% | 62.1% | 9 | 0% | 8.9 |
|
| 4716 |
4716
Sara-Bay Financial
Sarasota,
Florida
| USD 246 M | +USD 23.6 M | +11% | 8.84% | 233% | 89 | 15.73% | 2.5 |
|
| 4717 |
4717
Core Wealth Management
Jupiter,
Florida
| USD 246 M | +USD 15.9 M | +7% | 0.34% | 44.5% | 28 | 17.86% | 1 |
|
| 4718 |
4718
Sterling Financial Planning
Sparta,
New Jersey
| USD 246 M | -USD 365 k | -0.1% | 0.14% | 55.5% | 108 | 4.63% | 2.7 |
|
| 4719 |
4719
Graybill Wealth Management
Elmhurst,
Illinois
| USD 246 M | +USD 9.06 M | +4% | 1.75% | – | 58 | 5.17% | 5.5 |
|
| 4720 |
4720
Financial Life Advisors
San Antonio,
Texas
| USD 246 M | +USD 7.32 M | +3% | 1.91% | 47% | 62 | 11.29% | 2.7 |
|
| 4721 |
4721
Leeward Financial Partners
Bellevue,
Washington
| USD 246 M | +USD 9.9 M | +4% | 4.72% | 97.9% | 96 | 16.67% | 1.6 |
|
| 4722 |
4722
Malaga Cove Capital
Pv Estates,
California
| USD 246 M | +USD 818 k | +0.3% | 1.12% | 97.3% | 191 | 16.23% | 2.5 |
|
| 4723 |
4723
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| USD 246 M | +USD 22.2 M | +10% | 0.88% | 21.8% | 503 | 8.95% | 1.4 |
|
| 4724 |
4724
Sectoral Asset Management
Montreal,
Quebec, Canada
| USD 246 M | -USD 8.32 M | -3% | 1.72% | 168% | 106 | 21.7% | 2.3 |
|
| 4725 |
PH
4725
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 246 M | -USD 2.85 M | -1% | 1.02% | 79.6% | 253 | 26.88% | 5 |
|