¡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
GPM Growth Investors
Bloomfield Hills,
Michigan
| USD 212 M | +USD 20.9 M | +11% | 11.9% | – | 39 | 7.69% | 2.6 |
|
| 4877 |
4877
Ruedi Wealth Management
Champaign,
Illinois
| USD 212 M | +USD 37.4 M | +21% | 9.68% | 44.9% | 251 | 13.94% | 0.8 |
|
| 4878 |
EVM
4878
Evelyn V. Moreno
| USD 212 M | -USD 247 M | -54% | 11.8% | 39.4% | 153 | 16.34% | 3.3 |
|
| 4879 |
4879
Channel Wealth
Santa Barbara,
California
| USD 212 M | +USD 33.3 M | +19% | 9.64% | 68.1% | 205 | 29.27% | 0.6 |
|
| 4880 |
4880
Keystone Financial Services (Colorado)
Loveland,
Colorado
| USD 212 M | +USD 22.7 M | +12% | 9.65% | 66% | 83 | 14.46% | 1.4 |
|
| 4881 |
4881
BNC Wealth Management
Beaverton,
Oregon
| USD 212 M | +USD 25.2 M | +14% | 12.5% | 204% | 110 | 23.64% | 2 |
|
| 4882 |
4882
Silverleafe Capital Partners
Germantown,
Tennessee
| USD 212 M | +USD 15.9 M | +8% | 8.55% | 87.7% | 59 | 22.03% | 2.7 |
|
| 4883 |
4883
Vishria Bird Financial Group
Memphis,
Tennessee
| USD 212 M | +USD 35.1 M | +20% | 9.08% | 74.3% | 61 | 13.11% | 2.9 |
|
| 4884 |
EAM
4884
Eukles Asset Management
Cincinnati,
Ohio
| USD 212 M | +USD 22.1 M | +12% | 12.8% | 87.9% | 264 | 12.88% | 3.4 |
|
| 4885 |
4885
LSP Investment Advisors
New York
| USD 211 M | +USD 8.5 M | +4% | 9.76% | 79.5% | 26 | 11.54% | 2 |
|
| 4886 |
4886
Alaethes Wealth
Glenbrook,
Nevada
| USD 211 M | +USD 28.7 M | +16% | 11.5% | 96.4% | 118 | 11.86% | 1.8 |
|
| 4887 |
4887
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 211 M | +USD 90.2 M | +75% | 9.54% | 86.3% | 28 | 39.29% | 1 |
|
| 4888 |
4888
Lloyd Advisory Services
Suwanee,
Georgia
| USD 211 M | -USD 92.9 M | -31% | 7.78% | 51.1% | 350 | 87.71% | 0.3 |
|
| 4889 |
TPWM
4889
Twelve Points Wealth Management
Concord,
Massachusetts
| USD 211 M | +USD 10 M | +5% | 8.11% | 56.8% | 175 | 9.14% | 1.7 |
|
| 4890 |
4890
Wolf Group Capital Advisors
Fairfax,
Virginia
| USD 211 M | -USD 565 k | -0.3% | 9.83% | 28.2% | 110 | 10.91% | 3.2 |
|
| 4891 |
4891
Rede Wealth
Charlottesville,
Virginia
| USD 211 M | +USD 11.3 M | +6% | 6.04% | 84.4% | 91 | 12.09% | 2.1 |
|
| 4892 |
4892
Iyo Bank
Matsuyama,
Japan
| USD 211 M | +USD 27.1 M | +15% | 14.1% | 125% | 32 | 9.38% | 1.7 |
|
| 4893 |
4893
Sachetta
Lynnfield,
Massachusetts
| USD 211 M | – | – | 10.5% | – | 1,150 | – | 0 |
|
| 4894 |
4894
Meros Investment Management
Dallas,
Texas
| USD 211 M | +USD 27.1 M | +15% | 15.1% | 102% | 44 | 22.73% | 1.3 |
|
| 4895 |
4895
FSA Wealth Management
Needham,
Massachusetts
| USD 211 M | +USD 32 M | +18% | 11.1% | – | 615 | 92.36% | 0.2 |
|
| 4896 |
4896
G&S Capital
Denver,
Colorado
| USD 211 M | +USD 14.4 M | +7% | 8.85% | 85.6% | 127 | 19.69% | 2.2 |
|
| 4897 |
4897
Topel & Distasi Wealth Management
Berkeley,
California
| USD 211 M | +USD 19.8 M | +10% | 9.55% | 43.6% | 74 | 8.11% | 1.6 |
|
| 4898 |
4898
Santori & Peters Inc
Canonsburg,
Pennsylvania
| USD 210 M | +USD 24.3 M | +13% | 13.6% | 103% | 59 | 6.78% | 3.3 |
|
| 4899 |
GBI
4899
GP Brinson Investments
Chicago,
Illinois
| USD 210 M | +USD 79.4 M | +61% | 8.87% | 51.2% | 16 | 12.5% | 2.3 |
|
| 4900 |
4900
Biltmore Wealth Management
Tempe,
Arizona
| USD 210 M | +USD 3.09 M | +1% | 8.67% | 59.8% | 53 | 1.89% | 3.3 |
|