¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
IA
5151
IMZ Advisory
Boca Raton,
Florida
| USD 316 M | +USD 51.4 M | +19% | 17.1% | – | 40 | 7.5% | 2.2 |
|
| 5152 |
EW
5152
Enzi Wealth
Austin,
Texas
| USD 316 M | +USD 27.7 M | +10% | 15% | 77% | 77 | 7.79% | 2.5 |
|
| 5153 |
RCA
5153
Ranch Capital Advisors
Sarasota,
Florida
| USD 316 M | +USD 39 M | +14% | 12.9% | 92.6% | 162 | 8.02% | 3.9 |
|
| 5154 |
TWC
5154
Tencap Wealth Coaching
South Jordan,
Utah
| USD 315 M | +USD 49.7 M | +19% | 9.4% | – | 20 | 65% | 0.2 |
|
| 5155 |
MIM
5155
Meros Investment Management
Dallas,
Texas
| USD 315 M | +USD 84.4 M | +37% | 39.2% | 102% | 59 | 27.12% | 1.6 |
|
| 5156 |
TWM
5156
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 315 M | +USD 42.8 M | +16% | 15.1% | 56.7% | 82 | 20.73% | 2.9 |
|
| 5157 |
RMP
5157
Richards, Merrill & Peterson
Spokane,
Washington
| USD 315 M | +USD 42.5 M | +16% | 18.8% | – | 295 | 7.46% | 1.1 |
|
| 5158 |
VAM
5158
VMS Asset Management
Hong Kong,
| USD 315 M | +USD 151 M | +92% | 116% | – | 46 | 78.26% | 0.1 |
|
| 5159 |
TC
5159
TAGStone Capital
Charlotte,
North Carolina
| USD 315 M | +USD 31.8 M | +11% | 10.8% | 58.3% | 143 | 6.99% | 2.5 |
|
| 5160 |
TCM
5160
Thomist Capital Management
Houston,
Texas
| USD 315 M | -USD 56.9 M | -15% | 1.38% | 71.2% | 82 | 76.83% | 0.3 |
|
| 5161 |
IWM
5161
Inlight Wealth Management
Atlanta,
Georgia
| USD 315 M | +USD 44.5 M | +16% | 8.08% | – | 63 | 22.22% | 1.1 |
|
| 5162 |
LC
5162
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| USD 314 M | +USD 70 M | +29% | 49% | – | 57 | 29.82% | 1.6 |
|
| 5163 |
MAM
5163
MMA Asset Management
Conshohocken,
Pennsylvania
| USD 314 M | +USD 30.2 M | +11% | 10.8% | 54.3% | 188 | 8.51% | 2.2 |
|
| 5164 |
MWM
5164
Mosley Wealth Management
Anaheim,
California
| USD 314 M | +USD 93.4 M | +42% | 12.4% | – | 829 | 49.58% | 0.4 |
|
| 5165 |
AFGI4KRSP
5165
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| USD 314 M | +USD 11.9 M | +4% | 9.58% | 17.8% | 1 | 0% | 13 |
|
| 5166 |
CF
5166
Cypress Funds
Los Angeles,
California
| USD 314 M | -USD 83.5 M | -21% | 9.72% | 100% | 14 | 0% | 4.6 |
|
| 5167 |
MCC
5167
Malaga Cove Capital
Pv Estates,
California
| USD 314 M | +USD 35.8 M | +13% | 23.7% | 88.1% | 207 | 17.87% | 2.9 |
|
| 5168 |
DRD
5168
Dennis R. Delaney
| USD 314 M | +USD 31.6 M | +11% | 25.3% | 84.3% | 62 | 4.84% | 5.5 |
|
| 5169 |
SFPG
5169
Stonebridge Financial Planning Group
Orlando,
Florida
| USD 314 M | +USD 41.6 M | +15% | 15.6% | 67.2% | 188 | 11.7% | 3.4 |
|
| 5170 |
PP
5170
Praetorian PR
Rincon,
Puerto Rico
| USD 314 M | +USD 38.8 M | +14% | 1.05% | 80.3% | 16 | 31.25% | 0.8 |
|
| 5171 |
MA
5171
Macro Advisors
York,
Pennsylvania
| USD 314 M | +USD 71.5 M | +30% | 11.5% | – | 48 | 20.83% | 0.2 |
|
| 5172 |
MI
5172
Merk Investments
Menlo Park,
California
| USD 314 M | -USD 54.3 M | -15% | 18.4% | 303% | 11 | 0% | 3.9 |
|
| 5173 |
RCM
5173
Raleigh Capital Management
Cary,
North Carolina
| USD 313 M | +USD 23.5 M | +8% | 10.9% | 71.8% | 785 | 24.84% | 2.3 |
|
| 5174 |
PSA
5174
Plum Street Advisors
New Orleans,
Louisiana
| USD 313 M | +USD 24.3 M | +8% | 8.45% | – | 109 | 11.93% | 1.8 |
|
| 5175 |
SWM
5175
StoneCrest Wealth Management
Chandler,
Arizona
| USD 313 M | +USD 76.6 M | +32% | 42.2% | – | 84 | 26.19% | 1.4 |
|