¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| USD 111 M | +USD 20.4 M | +23% | 22.8% | 82.7% | 2 | 0% | 1.3 |
|
| 4902 |
4902
Stonebridge Financial Planning Group
Orlando,
Florida
| USD 111 M | – | – | 8.35% | 72.4% | 365 | – | 0 |
|
| 4903 |
TCM
4903
TAM Capital Management
Stamford,
Connecticut
| USD 110 M | – | – | 2.8% | 4.15% | 7 | – | 0.8 |
|
| 4904 |
4904
Washburn Capital Management
Vero Beach,
Florida
| USD 110 M | – | – | 9.51% | 123% | 35 | – | 0 |
|
| 4905 |
4905
Bluestem Financial Advisors
Champaign,
Illinois
| USD 110 M | – | – | 4.66% | 42.2% | 19 | – | 0 |
|
| 4906 |
4906
Peterson Wealth Management
Sparks,
Nevada
| USD 110 M | – | – | 4.68% | 88.9% | 46 | – | 0 |
|
| 4907 |
JPLA
4907
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 110 M | +USD 12.9 M | +13% | 7.31% | 84% | 502 | 11.55% | 0.6 |
|
| 4908 |
4908
Cox Capital Management
Andover,
Massachusetts
| USD 110 M | +USD 7.48 M | +7% | 7.51% | 106% | 75 | 12% | 1.3 |
|
| 4909 |
4909
Progeny 3 Inc
Kirkland,
Washington
| USD 110 M | +USD 11 M | +11% | 4.93% | 96.8% | 20 | 10% | 1.3 |
|
| 4910 |
4910
Lloyd Advisory Services
Suwanee,
Georgia
| USD 110 M | – | – | 4.18% | 51.1% | 381 | – | 0 |
|
| 4911 |
SA
4911
Sunesis Advisors
Overland Park,
Kansas
| USD 110 M | +USD 13.5 M | +14% | 9.55% | – | 30 | 10% | 1.2 |
|
| 4912 |
4912
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 110 M | +USD 5.17 M | +5% | 1.9% | 50.2% | 69 | 36.23% | 0.9 |
|
| 4913 |
4913
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 110 M | – | – | 9.69% | 75.2% | 14 | – | 0 |
|
| 4914 |
4914
DigitalBridge Group
Boca Raton,
Florida
| USD 110 M | – | – | 2.29% | 161% | 38 | – | 0 |
|
| 4915 |
4915
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| USD 110 M | +USD 6.71 M | +7% | 7.42% | 44% | 38 | 2.63% | 0.9 |
|
| 4916 |
4916
Stableford Capital II
Scottsdale,
Arizona
| USD 110 M | +USD 3 M | +3% | 5.32% | 66.9% | 104 | 20.19% | 1.8 |
|
| 4917 |
4917
Hanseatic Management Services
Albuquerque,
New Mexico
| USD 110 M | +USD 12 M | +12% | 12.2% | – | 272 | 40.81% | 0.7 |
|
| 4918 |
GIC
4918
Gantzert Investment Company
Joliet,
Illinois
| USD 109 M | +USD 7.42 M | +7% | 9.39% | – | 61 | 3.28% | 1 |
|
| 4919 |
4919
Chapman Investment Management
San Anselmo,
California
| USD 109 M | – | – | 8.89% | 57.3% | 37 | – | 0 |
|
| 4920 |
4920
Northwest Capital Management
Lake Oswego,
Oregon
| USD 109 M | +USD 14.7 M | +16% | 5.51% | 57% | 68 | 26.47% | 1.3 |
|
| 4921 |
4921
Northwest Wealth Management
Spencer,
Iowa
| USD 109 M | -USD 12.7 M | -10% | 5.69% | 68.2% | 118 | 18.64% | 2.3 |
|
| 4922 |
4922
Garrison Point Advisors
Walnut Creek,
California
| USD 109 M | +USD 8.07 M | +8% | 8.84% | 81.5% | 132 | 7.58% | 0.9 |
|
| 4923 |
4923
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 109 M | – | – | 6.93% | 74.5% | 47 | – | 0 |
|
| 4924 |
4924
Brooktree Capital Management
Gand Rapids,
Michigan
| USD 109 M | – | – | 8.19% | 82.9% | 100 | – | 0 |
|
| 4925 |
AFS
4925
Aft Forsyth & Sober
Valrico,
Florida
| USD 109 M | – | – | 1.81% | 94.6% | 67 | – | 1.7 |
|