¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Makena Capital Management
Menlo Park,
California
| USD 113 M | – | – | 8.81% | 85.5% | 40 | – | 1.6 |
|
| 4852 |
WFA
4852
Wade Financial Advisory
Campbell,
California
| USD 113 M | – | – | 6.57% | 15.9% | 62 | – | 0 |
|
| 4853 |
CWAG
4853
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 113 M | -USD 68.7 M | -38% | 6.78% | 76.1% | 67 | 16.42% | 0.9 |
|
| 4854 |
4854
1492 Capital Management
Milwaukee,
Wisconsin
| USD 113 M | +USD 10.5 M | +10% | 15.2% | 298% | 119 | 46.22% | 1.3 |
|
| 4855 |
FWM
4855
Filbrandt Wealth Management
Middleton,
Wisconsin
| USD 113 M | – | – | 7.49% | – | 191 | – | 0 |
|
| 4856 |
DI
4856
DAGCO Inc
Westlake,
Ohio
| USD 113 M | +USD 13.1 M | +13% | 7.91% | 75% | 99 | 4.04% | 0.9 |
|
| 4857 |
RHDIC
4857
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 113 M | +USD 5.59 M | +5% | 6.99% | 55.9% | 49 | 6.12% | 5.2 |
|
| 4858 |
PC
4858
PA Capital
Richmond,
Virginia
| USD 113 M | +USD 11.5 M | +11% | 12.7% | – | 161 | 44.72% | 0.5 |
|
| 4859 |
4859
Point72 Europe
London,
United Kingdom
| USD 113 M | +USD 26.9 M | +31% | 7.7% | 95.4% | 20 | 70% | 0.4 |
|
| 4860 |
4860
Virginia National Bank
Charlottesville,
Virginia
| USD 113 M | -USD 10.9 M | -9% | 9.98% | – | 101 | 19.8% | 1.1 |
|
| 4861 |
DL
4861
DOHJ LLC
Seattle,
Washington
| USD 113 M | – | – | 6.04% | 51.5% | 66 | – | 0 |
|
| 4862 |
4862
Wilshire Advisors
Santa Monica,
California
| USD 113 M | +USD 588 k | +0.5% | 4.14% | 129% | 25 | 0% | 3.1 |
|
| 4863 |
4863
Insight Folios
Charlotte,
North Carolina
| USD 113 M | – | – | 5.47% | 32.9% | 45 | – | 0 |
|
| 4864 |
4864
Prudent Investors Network
Lake Forest,
California
| USD 113 M | – | – | 3.64% | – | 22 | – | 0 |
|
| 4865 |
4865
Corrado Advisors
Ramsey,
New Jersey
| USD 113 M | +USD 1.62 M | +1% | 8.06% | 73.1% | 91 | 28.57% | 2.2 |
|
| 4866 |
4866
Defender Capital
Charlotte,
North Carolina
| USD 113 M | -USD 117 k | -0.1% | 16.7% | 101% | 19 | 5.26% | 0.9 |
|
| 4867 |
4867
Zebra Capital Management
Stamford,
Connecticut
| USD 113 M | +USD 21.1 M | +23% | 8.5% | 142% | 348 | 50% | 0.9 |
|
| 4868 |
LI
4868
Latash Investments
Anchorage,
Alaska
| USD 113 M | – | – | 8.17% | 111% | 20 | – | 0 |
|
| 4869 |
4869
Cordasco Financial Network
Naples,
Florida
| USD 112 M | +USD 7.66 M | +7% | 7.72% | 31.1% | 498 | 9.64% | 2.5 |
|
| 4870 |
4870
Wealth CMT
Cherry Hill,
New Jersey
| USD 112 M | – | – | 7.73% | 25% | 17 | – | 0 |
|
| 4871 |
4871
Successful Portfolios
Clearwater,
Florida
| USD 112 M | +USD 5.94 M | +6% | 6.63% | 110% | 168 | 11.9% | 1.5 |
|
| 4872 |
4872
Red Door Wealth Management
Memphis,
Tennessee
| USD 112 M | – | – | 9.84% | 117% | 105 | – | 0 |
|
| 4873 |
4873
Columbia Trust
Portland,
Oregon
| USD 112 M | – | – | 8.93% | 36% | 125 | – | 0 |
|
| 4874 |
VC
4874
Voit & Company
Brookfield,
Wisconsin
| USD 112 M | +USD 11.3 M | +11% | 9.04% | – | 78 | 25.64% | 0.8 |
|
| 4875 |
4875
Provident Wealth Management
Brentwood,
Tennessee
| USD 112 M | – | – | 5.94% | 61.1% | 59 | – | 0 |
|