¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
AWM
5401
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 126 M | -USD 6.73 M | -5% | 8.4% | 73.1% | 163 | 10.43% | 1 |
|
| 5402 |
5402
Round Rock Advisors
Wilton,
Connecticut
| USD 126 M | +USD 16.6 M | +15% | 6.87% | 87.4% | 69 | 23.19% | 0.2 |
|
| 5403 |
5403
Chicago Wealth Management
Chicago,
Illinois
| USD 126 M | +USD 17.7 M | +16% | 7.93% | 134% | 43 | 44.19% | 0.5 |
|
| 5404 |
5404
Greenspring Associates
Owings Mills,
Maryland
| USD 126 M | +USD 48.7 M | +63% | 0.66% | – | 13 | 84.62% | 0.4 |
|
| 5405 |
KLC
5405
Knowledge Leaders Capital
Denver,
Colorado
| USD 126 M | +USD 10.6 M | +9% | 9.31% | 51.6% | 141 | 41.84% | 0.6 |
|
| 5406 |
5406
HealthInvest Partners
Stockholm,
Sweden
| USD 126 M | -USD 25.4 M | -17% | 3.77% | 146% | 20 | 40% | 1.1 |
|
| 5407 |
5407
Franklin Street Capital Partners
New York
| USD 126 M | +USD 22.1 M | +21% | 7.4% | – | 56 | 71.43% | 0.3 |
|
| 5408 |
5408
SVB Investment Services
Salt Lake City,
Utah
| USD 126 M | -USD 3.26 M | -3% | 4.27% | – | 63 | 42.86% | 1.2 |
|
| 5409 |
5409
HighMark Wealth Management
St. Paul,
Minnesota
| USD 125 M | +USD 9.03 M | +8% | 6.81% | 110% | 526 | 21.86% | 0.9 |
|
| 5410 |
GWA
5410
GGM Wealth Advisors
Baltimore,
Maryland
| USD 125 M | +USD 24 M | +24% | 4.96% | 25.9% | 87 | 20.69% | 0.2 |
|
| 5411 |
SA
5411
Sunesis Advisors
Overland Park,
Kansas
| USD 125 M | +USD 1.52 M | +1% | 2.38% | – | 32 | 3.13% | 2.3 |
|
| 5412 |
OFG
5412
OTA Financial Group
Purchase,
New York
| USD 125 M | -USD 26.1 M | -17% | 29.8% | 320% | 98 | 79.59% | 0.1 |
|
| 5413 |
5413
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| USD 125 M | +USD 9.9 M | +9% | 7.4% | 56.7% | 204 | 11.27% | 0.2 |
|
| 5414 |
5414
CNO Financial Group
Carmel,
Indiana
| USD 125 M | +USD 13.5 M | +12% | 0.68% | – | 12 | 8.33% | 1.3 |
|
| 5415 |
5415
St. Clair Advisors
Mayfield Hts,
Ohio
| USD 125 M | +USD 19.1 M | +18% | 7.66% | 77.5% | 46 | 17.39% | 0.2 |
|
| 5416 |
WEO
5416
William E. Oberndorf
| USD 125 M | -USD 98.4 M | -44% | 10.6% | 36.2% | 8 | 12.5% | 1.4 |
|
| 5417 |
5417
Texas Capital Bancshares
Dallas,
Texas
| USD 124 M | +USD 49.7 M | +67% | 7.74% | 175% | 76 | 40.79% | 1.6 |
|
| 5418 |
5418
Renasant Bank
Tupelo,
Mississippi
| USD 124 M | +USD 2.24 M | +2% | 6.44% | 72.3% | 204 | 20.59% | 0.2 |
|
| 5419 |
5419
Yorktown Energy Partners VIII
New York
| USD 124 M | +USD 40.9 M | +49% | 71% | 15.2% | 2 | 0% | 4.5 |
|
| 5420 |
5420
Summit Place Financial Advisors
Summit,
New Jersey
| USD 124 M | +USD 8.9 M | +8% | 5.92% | 111% | 103 | 19.42% | 0.6 |
|
| 5421 |
5421
Rain Capital Management
Lake Oswego,
Oregon
| USD 124 M | -USD 3.92 M | -3% | 1.12% | 18.2% | 51 | 31.37% | 2.3 |
|
| 5422 |
OCP
5422
OCO Capital Partners
New York
| USD 124 M | +USD 10.2 M | +9% | 12.2% | 679% | 6 | 50% | 0.9 |
|
| 5423 |
5423
Solitude Financial Services
Charlottesville,
Virginia
| USD 124 M | +USD 10.2 M | +9% | 6.75% | 62.4% | 43 | 9.3% | 0.2 |
|
| 5424 |
5424
Alhambra Investment Management
Palmetto Bay,
Florida
| USD 124 M | +USD 30.2 M | +32% | 4.41% | 67.7% | 150 | 23.33% | 0.8 |
|
| 5425 |
5425
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 124 M | +USD 7.26 M | +6% | 7.64% | 61% | 106 | 11.32% | 3.9 |
|