¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Aprio Wealth Management
Atlanta,
Georgia
| USD 151 M | +USD 10.5 M | +7% | 10.8% | 66.1% | 74 | 41.89% | 0.8 |
|
| 4877 |
4877
KCS Wealth Advisory
Los Angeles,
California
| USD 151 M | +USD 26 M | +21% | 17.1% | 45.3% | 155 | 13.55% | 2.1 |
|
| 4878 |
4878
Plotkin Financial Advisors
Chevy Chase,
Maryland
| USD 151 M | +USD 60.5 M | +67% | 17.8% | 108% | 76 | 26.32% | 0.7 |
|
| 4879 |
4879
Investors Financial Group
Plymouth,
Minnesota
| USD 151 M | +USD 17.6 M | +13% | 12.9% | – | 177 | 18.08% | 0.7 |
|
| 4880 |
KCM
4880
Kempner Capital Management
Galveston,
Texas
| USD 151 M | +USD 26.3 M | +21% | 25.3% | 60.9% | 48 | 10.42% | 4.5 |
|
| 4881 |
OFG
4881
OTA Financial Group
Purchase,
New York
| USD 151 M | +USD 43.4 M | +40% | 24.2% | 320% | 97 | 74.23% | 0.3 |
|
| 4882 |
4882
Auxano Advisors
Bellevue,
Washington
| USD 151 M | +USD 21.8 M | +17% | 11.2% | 103% | 53 | 16.98% | 0.6 |
|
| 4883 |
MA
4883
Menlo Advisors
Menlo Park,
California
| USD 151 M | +USD 23.5 M | +18% | 15.5% | 108% | 39 | 10.26% | 3.5 |
|
| 4884 |
4884
HealthInvest Partners
Stockholm,
Sweden
| USD 151 M | – | – | 18.1% | 146% | 17 | – | 0.8 |
|
| 4885 |
4885
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 151 M | +USD 19.9 M | +15% | 11.5% | 45.1% | 27 | 18.52% | 4.5 |
|
| 4886 |
4886
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 151 M | +USD 23.1 M | +18% | 4.87% | 62.5% | 27 | 33.33% | 0.9 |
|
| 4887 |
4887
CTC (Chicago Trading Company)
Chicago,
Illinois
| USD 151 M | +USD 13.1 M | +10% | 8.28% | 205% | 89 | 33.71% | 1.4 |
|
| 4888 |
4888
Watchman Group
Plano,
Texas
| USD 151 M | +USD 15.3 M | +11% | 13.9% | 54% | 79 | 11.39% | 0.8 |
|
| 4889 |
4889
Clarus Wealth Advisors
Peoria,
Arizona
| USD 150 M | +USD 21.4 M | +17% | 15.8% | 89.7% | 148 | 27.7% | 1.4 |
|
| 4890 |
4890
Jeppson Wealth Management
Manhattan Beach,
California
| USD 150 M | +USD 22.8 M | +18% | 10.6% | 107% | 513 | 73.88% | 0.2 |
|
| 4891 |
4891
Harrington Investments
Napa,
California
| USD 150 M | +USD 9.14 M | +6% | 11.7% | 109% | 75 | 2.67% | 2.9 |
|
| 4892 |
4892
Apogem Capital
New York
| USD 150 M | – | – | 28.8% | – | 159 | – | 0 |
|
| 4893 |
4893
Stone Ridge Asset Management
New York
| USD 150 M | – | – | 38.3% | – | 1 | – | 0 |
|
| 4894 |
4894
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| USD 150 M | +USD 13.4 M | +10% | 12.5% | 66.8% | 136 | 1.47% | 2.5 |
|
| 4895 |
4895
Townsend Asset Management
Raleigh,
North Carolina
| USD 150 M | +USD 27 M | +22% | 15% | 88.5% | 185 | 11.89% | 0.9 |
|
| 4896 |
EP
4896
Elkhorn Partners
Omaha,
Nebraska
| USD 150 M | +USD 21.5 M | +17% | 20% | 33.1% | 45 | 26.67% | 4.4 |
|
| 4897 |
4897
Blue Square Asset Management
New York
| USD 150 M | +USD 3.84 M | +3% | 13.7% | 117% | 82 | 9.76% | 0.9 |
|
| 4898 |
SL
4898
SIB LLC
New York,
New York
| USD 150 M | -USD 499 k | -0.3% | 12.5% | 29.2% | 22 | 9.09% | 5.7 |
|
| 4899 |
4899
AllSquare Wealth Management
Albany,
New York
| USD 150 M | +USD 12.1 M | +9% | 11.6% | 62.4% | 499 | 10.02% | 3.2 |
|
| 4900 |
DI
4900
Disciplined Investments
Tulsa,
Oklahoma
| USD 150 M | +USD 14.1 M | +10% | 12.3% | 54.1% | 434 | 27.88% | 0.9 |
|