¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Lunt Capital Management
Holladay,
Utah
| USD 267 M | +USD 5.48 M | +2% | 1.03% | 36.9% | 107 | 21.5% | 1.7 |
|
| 5352 |
5352
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 267 M | -USD 1.08 M | -0.4% | 2.2% | 66.9% | 94 | 3.19% | 8.6 |
|
| 5353 |
5353
Gainplan
Bloomfield Hills,
Michigan
| USD 267 M | +USD 30.9 M | +13% | 1.49% | 103% | 81 | 44.44% | 1.6 |
|
| 5354 |
5354
River Street Advisors
Aurora,
Illinois
| USD 267 M | +USD 8.93 M | +3% | 3.62% | 93.5% | 175 | 11.43% | 1.9 |
|
| 5355 |
5355
Parkshore Wealth Management
Granite Bay,
California
| USD 266 M | +USD 21 M | +9% | 2.08% | – | 69 | 1.45% | 0.9 |
|
| 5356 |
5356
Colorado Capital Management
Boulder,
Colorado
| USD 266 M | +USD 7.81 M | +3% | 2.77% | 60.4% | 106 | 2.83% | 5.2 |
|
| 5357 |
5357
Tanglewood Legacy Advisors
Houston,
Texas
| USD 266 M | +USD 7.44 M | +3% | 2.53% | 61.1% | 284 | 9.86% | 2.5 |
|
| 5358 |
5358
Blackhawk Capital Partners
Thiensville,
Wisconsin
| USD 266 M | +USD 9.25 M | +4% | 2.38% | 92.9% | 174 | 27.01% | 1.6 |
|
| 5359 |
5359
Seaview Investment Managers
Miami,
Florida
| USD 266 M | -USD 4.83 M | -2% | 4.87% | 148% | 89 | 35.96% | 1.5 |
|
| 5360 |
5360
Triton Wealth Management
Sun City,
Arizona
| USD 266 M | +USD 2.81 M | +1% | 2.48% | – | 138 | 28.26% | 2.4 |
|
| 5361 |
5361
Martin Capital Partners
Eugene,
Oregon
| USD 266 M | +USD 8.03 M | +3% | 1.77% | 42.3% | 71 | 2.82% | 4.3 |
|
| 5362 |
5362
1776 Wealth
Atlanta,
Georgia
| USD 266 M | +USD 6.19 M | +2% | 2.16% | 115% | 147 | 8.84% | 3.1 |
|
| 5363 |
5363
Powers Advisory Group
Highland,
Illinois
| USD 266 M | +USD 14.4 M | +6% | 1.65% | 49.8% | 129 | 8.53% | 2.7 |
|
| 5364 |
5364
Altman Advisors
Chicago,
Illinois
| USD 265 M | +USD 4.01 M | +2% | 4.34% | 143% | 97 | 7.22% | 2.7 |
|
| 5365 |
5365
Members Advisory Group
Williamsville,
New York
| USD 265 M | -USD 17.5 M | -6% | 2.98% | 74.9% | 46 | 43.48% | 1.3 |
|
| 5366 |
5366
Kennedy Investment Group
West Depford,
New Jersey
| USD 265 M | +USD 13.6 M | +5% | 2.75% | 95.4% | 148 | 12.16% | 2.1 |
|
| 5367 |
5367
Summit Investment Advisory Services
Roseville,
Minnesota
| USD 265 M | +USD 13.9 M | +6% | 1.98% | 74.2% | 83 | 9.64% | 1.2 |
|
| 5368 |
5368
First Financial Corp
Terre Haute,
Indiana
| USD 265 M | +USD 9.7 M | +4% | 3.41% | 95.3% | 322 | 5.9% | 8.1 |
|
| 5369 |
5369
Biltmore Wealth Management
Tempe,
Arizona
| USD 265 M | +USD 2.96 M | +1% | 2.43% | 59.8% | 59 | 1.69% | 4.4 |
|
| 5370 |
5370
Beddow Capital Management
Jackson,
Wyoming
| USD 265 M | -USD 6.4 M | -2% | 2.38% | 50.7% | 56 | 3.57% | 6.2 |
|
| 5371 |
5371
HG Vora Capital Management
New York
| USD 265 M | -USD 473 M | -64% | 7.17% | 42.6% | 15 | 60% | 1.7 |
|
| 5372 |
LWMI
5372
Landmark Wealth Management (Illinois)
Normal,
Illinois
| USD 265 M | +USD 8.7 M | +3% | 1.73% | 42.4% | 43 | 16.28% | 1.3 |
|
| 5373 |
PIP
5373
Palisades Investment Partners
Santa Monica,
California
| USD 265 M | +USD 10 M | +4% | 5.2% | – | 53 | 11.32% | 1 |
|
| 5374 |
5374
GE Investment Management
Norwalk,
Connecticut
| USD 265 M | +USD 6.17 M | +2% | 2.39% | – | 4 | 0% | 1.9 |
|
| 5375 |
5375
Envision Financial Planning
Memphis,
Tennessee
| USD 265 M | +USD 28.7 M | +12% | 1.72% | 32.1% | 47 | 4.26% | 1.6 |
|