¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Kondo Wealth Advisors
Pasadena,
California
| USD 299 M | +USD 33.6 M | +13% | 10.3% | – | 79 | 17.72% | 1.2 |
|
| 5302 |
5302
Woodward Financial Advisors
Chapel Hill,
North Carolina
| USD 299 M | +USD 39.6 M | +15% | 9.83% | 55% | 67 | 11.94% | 3.1 |
|
| 5303 |
5303
Maltin Wealth Management
Ridgewood,
New Jersey
| USD 299 M | +USD 37.4 M | +14% | 9.38% | 58.2% | 153 | 15.69% | 3.3 |
|
| 5304 |
SIA
5304
Schear Investment Advisers
Cincinnati,
Ohio
| USD 299 M | +USD 72.2 M | +32% | 56.4% | 241% | 85 | 11.76% | 2.5 |
|
| 5305 |
5305
Glass Wealth Management
San Antonio,
Texas
| USD 299 M | +USD 40.4 M | +16% | 26.4% | – | 73 | 13.7% | 1.7 |
|
| 5306 |
5306
HighMark Wealth Management
St. Paul,
Minnesota
| USD 299 M | +USD 52.9 M | +22% | 21.8% | 110% | 600 | 13.67% | 3.4 |
|
| 5307 |
5307
Highlander Partners
Dallas,
Texas
| USD 298 M | +USD 42.8 M | +17% | 21.3% | 241% | 46 | 6.52% | 2.4 |
|
| 5308 |
5308
Searcy Financial Services
Overland Park,
Kansas
| USD 298 M | +USD 28.5 M | +11% | 10.7% | 60.2% | 28 | 7.14% | 3.3 |
|
| 5309 |
SC
5309
Sawyer & Company
Boston,
Massachusetts
| USD 298 M | +USD 38.2 M | +15% | 25% | 111% | 211 | 10.9% | 4.6 |
|
| 5310 |
5310
Strategic Equity Management
Tucson,
Arizona
| USD 298 M | +USD 31.7 M | +12% | 15.5% | 70.3% | 76 | 22.37% | 1.8 |
|
| 5311 |
SIIL
5311
Sinvest Investments II Ltd
Nassau, New Providence,
| USD 298 M | +USD 11.8 M | +4% | 4.12% | – | 1 | 0% | 0.5 |
|
| 5312 |
5312
Bluescape Energy Partners
Dallas,
Texas
| USD 297 M | -USD 24.8 M | -8% | 4.09% | 57.9% | 5 | 20% | 4.5 |
|
| 5313 |
BOC
5313
Barbara Oil Co
Chicago,
Illinois
| USD 297 M | +USD 37.7 M | +15% | 19% | 76.9% | 74 | 8.11% | 9.2 |
|
| 5314 |
5314
MBA Advisors
Hermitage,
Pennsylvania
| USD 297 M | +USD 36.8 M | +14% | 9.52% | 66.1% | 169 | 15.38% | 3.1 |
|
| 5315 |
5315
Vertrix Wealth Management
Troy,
Michigan
| USD 297 M | +USD 25.5 M | +9% | 12.4% | – | 113 | 24.78% | 0.2 |
|
| 5316 |
5316
Foundry Financial
Pasadena,
California
| USD 297 M | +USD 60.9 M | +26% | 11.2% | – | 87 | 19.54% | 0.4 |
|
| 5317 |
5317
TCFG Investment Advisors
Laguna Niguel,
California
| USD 297 M | +USD 29.4 M | +11% | 19.1% | – | 317 | 19.24% | 0.2 |
|
| 5318 |
5318
Dayah Capital
Stamford,
Connecticut
| USD 297 M | +USD 35.6 M | +14% | 7.28% | – | 54 | 74.07% | 0.2 |
|
| 5319 |
5319
HF Capital
Knoxville,
Tennessee
| USD 297 M | +USD 57.5 M | +24% | 37.4% | – | 5 | 0% | 0.5 |
|
| 5320 |
5320
Silphium Asset Management
London,
United Kingdom
| USD 297 M | +USD 32.6 M | +12% | 18.9% | 118% | 57 | 19.3% | 1.1 |
|
| 5321 |
5321
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| USD 297 M | +USD 43.4 M | +17% | 8.1% | 68.8% | 134 | 9.7% | 3.2 |
|
| 5322 |
5322
Harper Investing
Santa Clara,
California
| USD 297 M | +USD 67.4 M | +29% | 13% | 58.7% | 86 | 15.12% | 1.6 |
|
| 5323 |
5323
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| USD 297 M | +USD 28.8 M | +11% | 11.8% | – | 10 | 0% | 1.9 |
|
| 5324 |
5324
Shrier Wealth Management
Los Angeles,
California
| USD 296 M | +USD 22.9 M | +8% | 6.83% | – | 139 | 9.35% | 0.5 |
|
| 5325 |
5325
Continuum Wealth Advisors
Saratoga Springs,
New York
| USD 296 M | +USD 55.3 M | +23% | 9.39% | 69% | 87 | 25.29% | 1.7 |
|