¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Abbot Financial Management
Andover,
Massachusetts
| USD 205 M | -USD 19.1 M | -9% | 5.74% | 102% | 140 | 10% | 3.4 |
|
| 4752 |
4752
Marion Wealth Management
Monroeville,
Pennsylvania
| USD 205 M | -USD 6.22 M | -3% | 3.63% | 51.7% | 99 | 4.04% | 0.3 |
|
| 4753 |
4753
Mendel Money Management
Northbrook,
Illinois
| USD 205 M | +USD 31.3 M | +18% | 5.82% | 75.4% | 125 | 46.4% | 2.2 |
|
| 4754 |
4754
Client 1st Advisory Group
Dunedin,
Florida
| USD 205 M | -USD 174 k | -0.1% | 3.61% | 64.5% | 82 | 8.54% | 1.4 |
|
| 4755 |
4755
Sculati Wealth Management
Bloomfield Hills,
Michigan
| USD 205 M | -USD 2.31 M | -1% | 1.06% | 80.3% | 122 | 7.38% | 1.7 |
|
| 4756 |
4756
Townsend Asset Management
Raleigh,
North Carolina
| USD 205 M | -USD 4.82 M | -2% | 5.02% | 88.5% | 219 | 10.05% | 1.8 |
|
| 4757 |
4757
San Luis Wealth Advisors
San Luis Obispo,
California
| USD 205 M | +USD 106 M | +108% | 5.74% | 65% | 459 | 80.61% | 0.2 |
|
| 4758 |
4758
Robertson Opportunity Capital
Dallas,
Texas
| USD 204 M | -USD 14.1 M | -6% | 0.66% | 93.4% | 29 | 13.79% | 5 |
|
| 4759 |
4759
Prosperity Planning
Kansas City,
Missouri
| USD 204 M | +USD 6.97 M | +4% | 4.2% | 43.5% | 96 | 4.17% | 1 |
|
| 4760 |
4760
SG Capital Management
Chicago,
Illinois
| USD 204 M | -USD 61.1 M | -23% | 2.65% | 250% | 84 | 69.05% | 0.4 |
|
| 4761 |
4761
Northwest Wealth Management
Spencer,
Iowa
| USD 204 M | -USD 11 M | -5% | 1.61% | 63.4% | 143 | 20.28% | 2.8 |
|
| 4762 |
4762
Madrona Financial Services
Everett,
Washington
| USD 204 M | -USD 32.5 M | -14% | 4.09% | 85.1% | 82 | 14.63% | 2.4 |
|
| 4763 |
CWM
4763
CCG Wealth Management
San Diego,
California
| USD 204 M | +USD 12.2 M | +6% | 3.64% | 82.6% | 131 | 32.82% | 1.3 |
|
| 4764 |
4764
Bienville Capital Management
New York
| USD 204 M | +USD 65.9 M | +48% | 7.06% | 36.3% | 154 | 45.45% | 2 |
|
| 4765 |
4765
Ferguson Shapiro
Decatur,
Georgia
| USD 204 M | +USD 18.5 M | +10% | 7.19% | 42.7% | 42 | 50% | 0.7 |
|
| 4766 |
4766
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| USD 204 M | +USD 1.02 M | +0.5% | 4.42% | 58.9% | 76 | 18.42% | 1 |
|
| 4767 |
TL
4767
TowerView LLC
New York
| USD 204 M | +USD 1.4 M | +0.7% | 2.48% | 17.9% | 36 | 13.89% | 2.8 |
|
| 4768 |
4768
Newbridge Financial Services Group
Boca Raton,
Florida
| USD 203 M | -USD 8.32 M | -4% | 5.05% | 189% | 1,612 | 17.25% | 1 |
|
| 4769 |
4769
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 203 M | -USD 2.56 M | -1% | 3.37% | 136% | 133 | 22.56% | 2.2 |
|
| 4770 |
4770
Scissortail Wealth Management
Tulsa,
Oklahoma
| USD 203 M | -USD 56.4 M | -22% | 0.08% | 65% | 147 | 55.1% | 0.2 |
|
| 4771 |
SFA
4771
Spectrum Financial Alliance
Nicholasville,
Kentucky
| USD 203 M | -USD 1.8 M | -0.9% | 1.69% | 187% | 10 | 10% | 2.8 |
|
| 4772 |
4772
PYA Waltman Capital
Knoxville,
Tennessee
| USD 203 M | +USD 9.06 M | +5% | 1.56% | 62.4% | 216 | 8.33% | 0.5 |
|
| 4773 |
4773
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 203 M | -USD 16.9 M | -8% | 5.78% | 47% | 13 | 7.69% | 0.9 |
|
| 4774 |
4774
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 203 M | +USD 17 M | +9% | 10.5% | 79.4% | 37 | 2.7% | 4.9 |
|
| 4775 |
4775
New Leaf Venture Partners
New York
| USD 203 M | -USD 73.1 M | -26% | 22% | 3.91% | 22 | 4.55% | 2.7 |
|