¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Collaborative Wealth Management
Lake Mary,
Florida
| USD 247 M | +USD 18 M | +8% | 5.79% | 41.6% | 201 | 11.94% | 3 |
|
| 5377 |
5377
1492 Capital Management
Milwaukee,
Wisconsin
| USD 247 M | +USD 30.1 M | +14% | 11.8% | 332% | 126 | 20.63% | 1.6 |
|
| 5378 |
5378
BCU Wealth Advisors
Vernon Hills,
Illinois
| USD 247 M | +USD 24.5 M | +11% | 6.27% | 57.7% | 61 | 8.2% | 1.2 |
|
| 5379 |
5379
Tealwood Asset Management
Minneapolis,
Minnesota
| USD 247 M | +USD 22.4 M | +10% | 8.02% | 128% | 136 | 9.56% | 3.3 |
|
| 5380 |
CCP
5380
Caden Capital Partners
Santa Monica,
California
| USD 247 M | -USD 54.1 M | -18% | 5.85% | 19.1% | 12 | 16.67% | 1.5 |
|
| 5381 |
AAG
5381
Avalon Advisory Group
Wexford,
Pennsylvania
| USD 247 M | +USD 13.9 M | +6% | 5.55% | 46% | 18 | 11.11% | 2.9 |
|
| 5382 |
5382
Evergreen Private Wealth
Greenwood Village,
Colorado
| USD 247 M | +USD 8.02 M | +3% | 6.26% | 80.2% | 299 | 23.75% | 1.3 |
|
| 5383 |
5383
Swan Capital
Pensacola,
Florida
| USD 247 M | +USD 16.4 M | +7% | 5.47% | 47.9% | 558 | 26.34% | 0.9 |
|
| 5384 |
5384
ANB Bank
Denver,
Colorado
| USD 247 M | +USD 23.9 M | +11% | 7.08% | – | 137 | 18.98% | 0.6 |
|
| 5385 |
5385
HFM Investment Advisors
Glassboro,
New Jersey
| USD 246 M | +USD 19 M | +8% | 5.64% | – | 1,323 | 6.88% | 0.5 |
|
| 5386 |
AA
5386
AF Advisors
Sacramento,
California
| USD 246 M | -USD 43.7 M | -15% | 14.2% | 76.5% | 30 | 6.67% | 2.4 |
|
| 5387 |
5387
Weitzel Financial Services
Dubuque,
Iowa
| USD 246 M | +USD 9.9 M | +4% | 4.5% | 46.3% | 49 | 4.08% | 2.9 |
|
| 5388 |
5388
Mine & Arao Wealth Creation & Management
Campbell,
California
| USD 246 M | +USD 22.1 M | +10% | 10.2% | 105% | 78 | 6.41% | 5 |
|
| 5389 |
5389
Moerus Capital Management
New York
| USD 246 M | +USD 11.7 M | +5% | 11.8% | 220% | 14 | 7.14% | 4.4 |
|
| 5390 |
5390
Grunden Financial Advisory
Denton,
Texas
| USD 246 M | +USD 19.5 M | +9% | 4.93% | – | 32 | 6.25% | 1.3 |
|
| 5391 |
5391
Mills Wealth Advisors
Southlake,
Texas
| USD 246 M | +USD 27.7 M | +13% | 4.39% | 37.9% | 74 | 12.16% | 1.5 |
|
| 5392 |
5392
Trellis Wealth Advisors
San Luis Obispo,
California
| USD 246 M | +USD 16 M | +7% | 6.65% | 62.2% | 38 | 2.63% | 1.9 |
|
| 5393 |
5393
Kensington Investment Counsel
Long Beach,
California
| USD 246 M | +USD 12.3 M | +5% | 4.8% | 81.9% | 108 | 10.19% | 3.1 |
|
| 5394 |
RFG
5394
RFP Financial Group
Atlanta,
Georgia
| USD 246 M | +USD 3.34 M | +1% | 6.53% | 53.2% | 112 | 25.89% | 1.7 |
|
| 5395 |
5395
Parkshore Wealth Management
Granite Bay,
California
| USD 245 M | +USD 40.8 M | +20% | 7.71% | – | 70 | 11.43% | 0.6 |
|
| 5396 |
5396
Red Spruce Capital
Berwyn,
Pennsylvania
| USD 245 M | +USD 14.5 M | +6% | 7.88% | 98.4% | 93 | 4.3% | 3.9 |
|
| 5397 |
GBI
5397
GP Brinson Investments
Chicago,
Illinois
| USD 245 M | +USD 10.7 M | +5% | 4.67% | 51.2% | 16 | 0% | 3.6 |
|
| 5398 |
CNBT
5398
Cornerstone National Bank & Trust
Palatine,
Illinois
| USD 245 M | +USD 12.7 M | +5% | 4.24% | 38.5% | 178 | 7.87% | 2.2 |
|
| 5399 |
5399
Keeler Thomas Management
Orem,
Utah
| USD 245 M | +USD 12.7 M | +5% | 2.94% | 52.1% | 110 | 9.09% | 1.3 |
|
| 5400 |
5400
Northstar Advisory Group
Northfield,
New Jersey
| USD 245 M | +USD 40.1 M | +20% | 13% | 141% | 122 | 27.05% | 1.7 |
|