¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Omnia Family Wealth
Aventura,
Florida
| USD 164 M | +USD 19.1 M | +13% | 7.52% | 87.5% | 78 | 15.38% | 3.2 |
|
| 5452 |
5452
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 164 M | +USD 19.9 M | +14% | 5.82% | 62.6% | 160 | 11.25% | 3.3 |
|
| 5453 |
5453
Central Asset Investments & Management Holdings
Hong Kong
| USD 164 M | -USD 22.5 M | -12% | 10.8% | 3,078% | 78 | 26.92% | 0.7 |
|
| 5454 |
CWA
5454
Clearview Wealth Advisors
Salem,
Oregon
| USD 164 M | +USD 6.2 M | +4% | 6.28% | 45.2% | 751 | 17.84% | 0.8 |
|
| 5455 |
5455
Scott Capital Advisors
Portland,
Oregon
| USD 164 M | – | – | 8.11% | 50.9% | 38 | – | 0 |
|
| 5456 |
5456
New England Professional Planning Group
Westerly,
Rhode Island
| USD 164 M | -USD 4.78 M | -3% | 7.3% | 64.1% | 52 | 11.54% | 2.9 |
|
| 5457 |
5457
Roubaix Capital
Denver,
Colorado
| USD 164 M | +USD 11.4 M | +7% | 2.21% | 159% | 58 | 56.9% | 0.6 |
|
| 5458 |
5458
Altman Advisors
Chicago,
Illinois
| USD 164 M | -USD 16.8 M | -9% | 13.3% | 143% | 84 | 14.29% | 1.9 |
|
| 5459 |
5459
First Financial Corp
Terre Haute,
Indiana
| USD 164 M | +USD 13.2 M | +9% | 10.2% | 95.3% | 356 | 4.49% | 5.6 |
|
| 5460 |
5460
Costello Asset Management
Feasterville,
Pennsylvania
| USD 164 M | +USD 7.26 M | +5% | 6.75% | 81.5% | 252 | 15.87% | 1.4 |
|
| 5461 |
FIM
5461
FWL Investment Management
Dallas,
Texas
| USD 164 M | +USD 4.69 M | +3% | 5.14% | 165% | 56 | 25% | 0.7 |
|
| 5462 |
5462
Brooktree Capital Management
Gand Rapids,
Michigan
| USD 164 M | +USD 6.72 M | +4% | 7.9% | 92.6% | 43 | 4.65% | 1.7 |
|
| 5463 |
5463
Bay Rivers Group
Williamsburg,
Virginia
| USD 164 M | +USD 16.5 M | +11% | 11.2% | 166% | 75 | 1.33% | 1.5 |
|
| 5464 |
5464
Broadmark Asset Management
San Francisco,
California
| USD 163 M | -USD 24.5 M | -13% | 10.7% | 39.6% | 3 | 66.67% | 1.5 |
|
| 5465 |
5465
626 Financial
Portage,
Michigan
| USD 163 M | – | – | 8.56% | 81.1% | 110 | – | 0.7 |
|
| 5466 |
5466
Westhampton Capital
Winston-Salem,
North Carolina
| USD 163 M | +USD 17.2 M | +12% | 12.5% | 105% | 115 | 3.48% | 2.1 |
|
| 5467 |
5467
TPG Financial Advisors
Portland,
Oregon
| USD 163 M | +USD 11.8 M | +8% | 5.6% | – | 41 | 21.95% | 2.1 |
|
| 5468 |
5468
Triatomic Management
Palo Alto,
California
| USD 163 M | – | – | 6.66% | – | 41 | – | 0 |
|
| 5469 |
5469
Prostatis Group
Hanover,
Maryland
| USD 163 M | -USD 4.28 M | -3% | 8.8% | 77.4% | 102 | 17.65% | 1.2 |
|
| 5470 |
5470
Financial Avengers
Oakland,
California
| USD 163 M | +USD 13.5 M | +9% | 13.7% | 108% | 171 | 12.28% | 0.9 |
|
| 5471 |
5471
Performa Ltd (US)
Charleston,
South Carolina
| USD 163 M | -USD 7.98 M | -5% | 9.11% | 59.6% | 72 | 22.22% | 0.7 |
|
| 5472 |
5472
HC Advisors
Sandy Springs,
Georgia
| USD 163 M | +USD 10.6 M | +7% | 5.58% | 70.7% | 89 | 12.36% | 1.2 |
|
| 5473 |
5473
Jess S. Morgan & Co
Los Angeles,
California
| USD 163 M | +USD 11.3 M | +7% | 4.96% | 69.3% | 47 | 14.89% | 1.5 |
|
| 5474 |
5474
Brightline Capital Management
Miami,
Florida
| USD 163 M | +USD 23 M | +16% | 10.5% | 672% | 13 | 7.69% | 0.8 |
|
| 5475 |
5475
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 163 M | +USD 12.2 M | +8% | 7.03% | 70.6% | 666 | 35.29% | 1.5 |
|