¡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 |
5401
Horizon Financial Services
Winston Salem,
North Carolina
| USD 138 M | +USD 23.8 M | +21% | 4.23% | 39.5% | 172 | 52.91% | 0.4 |
|
| 5402 |
5402
Fure Financial Corporation
Bloomington,
Minnesota
| USD 138 M | +USD 10.2 M | +8% | 5.73% | 59.5% | 87 | 77.01% | 0.7 |
|
| 5403 |
5403
Amtrust Financial Services
New York
| USD 137 M | -USD 20.1 M | -13% | 4.1% | 61.9% | 96 | 48.96% | 0.6 |
|
| 5404 |
5404
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 137 M | +USD 7.28 M | +6% | 8.04% | 44% | 2 | 0% | 1.4 |
|
| 5405 |
5405
Mountaineer Partners Management
New York
| USD 137 M | -USD 5.41 M | -4% | 5.06% | 158% | 19 | 47.37% | 1 |
|
| 5406 |
ASI
5406
Advisory Services & Investments
Bend,
Oregon
| USD 137 M | +USD 14.1 M | +11% | 6.26% | 19.9% | 23 | 4.35% | 0.2 |
|
| 5407 |
5407
Round Rock Advisors
Wilton,
Connecticut
| USD 137 M | +USD 11.4 M | +9% | 6.14% | 87.4% | 71 | 9.86% | 0.4 |
|
| 5408 |
5408
Pinnacle Wealth Management Group
Plymouth,
Michigan
| USD 137 M | – | – | 5.67% | 64.3% | 120 | – | 0 |
|
| 5409 |
5409
Moulton Wealth Management
Spokane,
Washington
| USD 137 M | +USD 4.51 M | +3% | 5.31% | 47.8% | 42 | 33.33% | 0.5 |
|
| 5410 |
5410
Planning Directions
Glen Mills,
Pennsylvania
| USD 137 M | +USD 9.8 M | +8% | 3.65% | 46.3% | 71 | 14.08% | 1.2 |
|
| 5411 |
CWM
5411
Capital Wealth Management
W. Warwick,
Rhode Island
| USD 137 M | +USD 10.5 M | +8% | 5.57% | 46.7% | 37 | 16.22% | 2.1 |
|
| 5412 |
5412
Bank of Marin
Novato,
California
| USD 137 M | +USD 10.3 M | +8% | 8.86% | 80.3% | 129 | 5.43% | 1.2 |
|
| 5413 |
5413
EMJ Capital
Toronto,
Ontario, Canada
| USD 136 M | -USD 317 M | -70% | 4.02% | – | 39 | 74.36% | 0.2 |
|
| 5414 |
5414
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 136 M | +USD 16.8 M | +14% | 9.75% | 120% | 146 | 12.33% | 0.4 |
|
| 5415 |
5415
Cairn Investment Group
Vancouver,
Washington
| USD 136 M | +USD 16.2 M | +13% | 5.57% | 61.3% | 77 | 15.58% | 1.2 |
|
| 5416 |
5416
JNE Partners
London,
United Kingdom
| USD 136 M | -USD 22.4 M | -14% | 0.41% | 100% | 14 | 57.14% | 0.4 |
|
| 5417 |
MRCP
5417
Manor Road Capital Partners
New York
| USD 136 M | +USD 1.49 M | +1% | 13.7% | 78.3% | 9 | 0% | 1.8 |
|
| 5418 |
5418
HighMark Wealth Management
St. Paul,
Minnesota
| USD 136 M | +USD 10.6 M | +8% | 6.4% | 110% | 539 | 15.77% | 1 |
|
| 5419 |
5419
Summit Place Financial Advisors
Summit,
New Jersey
| USD 136 M | +USD 11.8 M | +9% | 6.87% | 111% | 106 | 8.49% | 0.8 |
|
| 5420 |
5420
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| USD 136 M | +USD 6 M | +5% | 9.06% | 82.2% | 59 | 25.42% | 0.9 |
|
| 5421 |
5421
Capital Square
Chattanooga,
Tennessee
| USD 136 M | +USD 1.13 M | +0.8% | 6.56% | 62.5% | 160 | 20% | 1.1 |
|
| 5422 |
PM
5422
Parametrica Management
Wanchai,
Hong Kong
| USD 135 M | -USD 72.6 M | -35% | 13% | 584% | 205 | 75.61% | 0.3 |
|
| 5423 |
5423
Range Financial Group
Tigard,
Oregon
| USD 135 M | +USD 25.5 M | +23% | 9.04% | 195% | 184 | 36.41% | 0.2 |
|
| 5424 |
5424
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 135 M | +USD 11.4 M | +9% | 5.98% | 70.7% | 54 | 5.56% | 1.2 |
|
| 5425 |
MAS
5425
Madden Advisory Services
Jacksonville,
Florida
| USD 135 M | +USD 7.48 M | +6% | 6.68% | 52.3% | 69 | 1.45% | 4.6 |
|