¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
GFG
4776
Greystone Financial Group
Bloomfield Hills,
Michigan
| USD 358 M | +USD 4.51 M | +1% | 15.4% | 64.8% | 88 | 27.27% | 2.3 |
|
| 4777 |
PFT
4777
Providence First Trust
Scottsdale,
Arizona
| USD 358 M | +USD 73.2 M | +26% | 16.8% | 64.1% | 234 | 39.74% | 1.9 |
|
| 4778 |
MLICM
4778
Metropolitan Life Insurance Company (MetLife)
New York
| USD 357 M | +USD 29.2 M | +9% | 9.29% | 50.8% | 11 | 0% | 7.5 |
|
| 4779 |
SL
4779
Sentry LLC
Memphis,
Tennessee
| USD 357 M | +USD 43.1 M | +14% | 11.9% | 61.3% | 133 | 12.03% | 2.6 |
|
| 4780 |
PC
4780
Permit Capital
West Conshohocken,
Pennsylvania
| USD 357 M | +USD 63 M | +21% | 21.3% | 121% | 21 | 14.29% | 5.1 |
|
| 4781 |
MVM
4781
Menlo Ventures Management
Menlo Park,
California
| USD 357 M | +USD 30.5 M | +9% | 9.34% | – | 3 | 0% | 0.3 |
|
| 4782 |
BC
4782
Barrett & Company
Providence,
Rhode Island
| USD 357 M | +USD 66.6 M | +23% | 13.2% | 74.8% | 729 | 13.72% | 2.7 |
|
| 4783 |
GWMT
4783
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
| USD 357 M | +USD 27.1 M | +8% | 8.13% | – | 31 | 6.45% | 0.5 |
|
| 4784 |
IGM
4784
Incline Global Management
New York
| USD 357 M | +USD 102 M | +40% | 31.1% | 40.1% | 38 | 84.21% | 0.6 |
|
| 4785 |
CWM
4785
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 357 M | +USD 30.8 M | +9% | 11.9% | 65.9% | 173 | 10.98% | 5.6 |
|
| 4786 |
CPW
4786
Crestmont Private Wealth
Houston,
Texas
| USD 356 M | +USD 39.2 M | +12% | 11.1% | 54.8% | 119 | 23.53% | 1.9 |
|
| 4787 |
BOS
4787
Bank of Stockton
Stockton,
California
| USD 356 M | +USD 32.8 M | +10% | 26.8% | 92.3% | 135 | 8.15% | 6.8 |
|
| 4788 |
CCA
4788
Cora Capital Advisors
Marlton,
New Jersey
| USD 356 M | +USD 54.2 M | +18% | 18.6% | 70.5% | 154 | 18.83% | 2 |
|
| 4789 |
ACA
4789
Ascension Capital Advisors
Houston,
Texas
| USD 356 M | +USD 38.4 M | +12% | 11% | 59.3% | 100 | 21% | 1.6 |
|
| 4790 |
TM
4790
TigerOak Management
Albuquerque,
New Mexico
| USD 356 M | +USD 38.5 M | +12% | 17.8% | – | 140 | 10.71% | 1.2 |
|
| 4791 |
BWS
4791
BCR Wealth Strategies
Vestavia,
Alabama
| USD 356 M | +USD 36.9 M | +12% | 8.55% | 42.2% | 36 | 11.11% | 2.8 |
|
| 4792 |
EI
4792
eCIO Inc
Madison,
Wisconsin
| USD 356 M | +USD 128 M | +56% | 3.97% | – | 48 | 16.67% | 1 |
|
| 4793 |
NAH
4793
Neumann Advisory (HK)
Central,
Hong Kong
| USD 356 M | +USD 38.4 M | +12% | 14.3% | 77.3% | 6 | 0% | 5.9 |
|
| 4794 |
EC
4794
Eaton-Cambridge
Phoenix,
Arizona
| USD 356 M | +USD 36.2 M | +11% | 9.8% | – | 73 | 27.4% | 1.2 |
|
| 4795 |
GPW
4795
Genesis Private Wealth
Ashburn,
Virginia
| USD 356 M | +USD 38.1 M | +12% | 9.61% | – | 202 | 14.85% | 1 |
|
| 4796 |
CWM
4796
Core Wealth Management
Jupiter,
Florida
| USD 356 M | +USD 29.4 M | +9% | 8.29% | 41.1% | 43 | 9.3% | 2 |
|
| 4797 |
HLCM
4797
Hi-Line Capital Management
Watertown,
South Dakota
| USD 355 M | +USD 37.3 M | +12% | 3.31% | 57.5% | 36 | 22.22% | 2 |
|
| 4798 |
CBOA
4798
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| USD 355 M | +USD 124 M | +54% | 54.1% | – | 2 | 0% | 0.5 |
|
| 4799 |
RA
4799
Rise Advisors
Rochester,
New York
| USD 355 M | +USD 71.6 M | +25% | 13.4% | 62.8% | 103 | 8.74% | 3.6 |
|
| 4800 |
TC
4800
TFR Capital
Plano,
Texas
| USD 355 M | +USD 29.4 M | +9% | 19.3% | – | 172 | 9.3% | 1.2 |
|