¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
Kondo Wealth Advisors
Pasadena,
California
| USD 266 M | +USD 4.29 M | +2% | 1.09% | – | 75 | 13.33% | 1.1 |
|
| 5277 |
5277
Weitzel Financial Services
Dubuque,
Iowa
| USD 265 M | +USD 6.98 M | +3% | 0.74% | 46.3% | 51 | 9.8% | 3.2 |
|
| 5278 |
5278
Buckhead Capital Management
Atlanta,
Georgia
| USD 265 M | -USD 13.4 M | -5% | 1.4% | 76.1% | 154 | 14.29% | 4.8 |
|
| 5279 |
5279
Wills Financial Group
Richmond,
Virginia
| USD 265 M | +USD 3.67 M | +1% | 2.47% | 57.5% | 80 | 15% | 5.1 |
|
| 5280 |
AFA
5280
Alta Fundamental Advisers
New York
| USD 265 M | +USD 43.5 M | +20% | 21.4% | 199% | 29 | 41.38% | 1.8 |
|
| 5281 |
5281
Wind River Trust Company
Jackson,
Wyoming
| USD 265 M | -USD 2.62 M | -1% | 2.15% | 62.1% | 11 | 9.09% | 8.7 |
|
| 5282 |
LWMI
5282
Landmark Wealth Management (Illinois)
Normal,
Illinois
| USD 265 M | +USD 335 k | +0.1% | 1.15% | 42.4% | 42 | 7.14% | 1.5 |
|
| 5283 |
5283
Tranquility Partners
Brentwood,
Tennessee
| USD 265 M | -USD 12.5 M | -5% | 3.48% | 77.3% | 239 | 10.46% | 3.9 |
|
| 5284 |
5284
Beacon Investment Advisors
Gaithersburg,
Maryland
| USD 265 M | +USD 15.6 M | +6% | 4.71% | 96.4% | 174 | 8.05% | 2.4 |
|
| 5285 |
5285
NYL Investors
New York
| USD 265 M | -USD 29.7 M | -10% | 0.75% | 10.8% | 32 | 3.13% | 5.1 |
|
| 5286 |
5286
Retirement Capital Strategies
San Jose,
California
| USD 265 M | -USD 5.08 M | -2% | 2.34% | 59% | 73 | 21.92% | 3.2 |
|
| 5287 |
5287
FWG Holdings
Winter Park,
Florida
| USD 265 M | +USD 1.11 M | +0.4% | 0.69% | 91.6% | 143 | 23.78% | 2.3 |
|
| 5288 |
5288
IMZ Advisory
Boca Raton,
Florida
| USD 264 M | -USD 8.71 M | -3% | 3.98% | 73.1% | 40 | 5% | 2 |
|
| 5289 |
5289
FIDELIS iM
Medford,
Oregon
| USD 264 M | +USD 6.7 M | +3% | 1.23% | 44.8% | 27 | 14.81% | 3 |
|
| 5290 |
5290
Saiph Capital
Wyckoff,
New Jersey
| USD 264 M | -USD 14.1 M | -5% | 5.13% | 52.4% | 79 | 15.19% | 2 |
|
| 5291 |
SST
5291
S Squared Technology
New York
| USD 264 M | +USD 5.96 M | +2% | 3.73% | 223% | 37 | 18.92% | 3 |
|
| 5292 |
AFP
5292
Advus Financial Partners
Winter Park,
Florida
| USD 264 M | -USD 14.2 M | -5% | 0.82% | 56.5% | 73 | 16.44% | 2.6 |
|
| 5293 |
5293
Brown Financial Advisors
Milford,
Ohio
| USD 264 M | -USD 9.21 M | -3% | 1.09% | – | 214 | 31.31% | 0.8 |
|
| 5294 |
5294
Silphium Asset Management
London,
United Kingdom
| USD 264 M | +USD 28.1 M | +12% | 1.99% | 118% | 56 | 32.14% | 1.1 |
|
| 5295 |
5295
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| USD 264 M | -USD 10.3 M | -4% | 1.6% | – | 634 | 11.2% | 1.1 |
|
| 5296 |
5296
Zullo Investment Group
Scranton,
Pennsylvania
| USD 264 M | -USD 9.9 M | -4% | 2.99% | 143% | 166 | 12.05% | 3.4 |
|
| 5297 |
WOCP
5297
White Oak Capital Partners
Singapore
| USD 264 M | +USD 940 k | +0.4% | 5.11% | – | 20 | 25% | 0.9 |
|
| 5298 |
5298
Cherokee Insurance
Sterling Heights,
Michigan
| USD 263 M | +USD 16.8 M | +7% | 11% | – | 123 | 3.25% | 1.2 |
|
| 5299 |
SWMG
5299
Signature Wealth Management Group
Atlanta,
Georgia
| USD 263 M | +USD 18.1 M | +7% | 2.51% | – | 135 | 26.67% | 3.2 |
|
| 5300 |
5300
Meridian Financial Partners
Warrenton,
Virginia
| USD 263 M | +USD 10.3 M | +4% | 0.02% | 80.8% | 125 | 8.8% | 2.3 |
|