¡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
Riverwater Partners
Milwaukee,
Wisconsin
| USD 258 M | +USD 17.4 M | +7% | 2.03% | 112% | 227 | 11.01% | 2 |
|
| 5452 |
SST
5452
S Squared Technology
New York
| USD 258 M | -USD 4.8 M | -2% | 2.28% | 223% | 37 | 16.22% | 3.3 |
|
| 5453 |
5453
Victrix Investment Advisors
Stuart,
Florida
| USD 258 M | +USD 75.8 M | +42% | 5.04% | – | 108 | 38.89% | 0.6 |
|
| 5454 |
5454
Socorro Asset Management
Dallas,
Texas
| USD 258 M | -USD 19.4 M | -7% | 2.27% | 43.8% | 34 | 8.82% | 3 |
|
| 5455 |
5455
Dover Advisors
Richmond,
Virginia
| USD 258 M | +USD 7.21 M | +3% | 2.38% | 65% | 177 | 13.56% | 1.7 |
|
| 5456 |
5456
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 258 M | +USD 3.75 M | +1% | 4.82% | 58.1% | 99 | 15.15% | 3.7 |
|
| 5457 |
BWIA
5457
Bryant Woods Investment Advisors
Getzville,
New York
| USD 258 M | +USD 2.28 M | +0.9% | 2.32% | 74.4% | 55 | 12.73% | 2.9 |
|
| 5458 |
5458
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| USD 258 M | -USD 17.8 M | -6% | 2.85% | 66.8% | 109 | 9.17% | 7.1 |
|
| 5459 |
SLA
5459
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 258 M | +USD 6.77 M | +3% | 1.86% | 76.7% | 110 | 11.82% | 4.5 |
|
| 5460 |
5460
Lloyd Advisory Services
Suwanee,
Georgia
| USD 258 M | +USD 45.3 M | +21% | 1.13% | 51.1% | 565 | 80.88% | 0.2 |
|
| 5461 |
5461
JDM Financial Group
Austin,
Texas
| USD 258 M | +USD 19 M | +8% | 1.4% | 56.7% | 305 | 26.89% | 1.9 |
|
| 5462 |
5462
Hanover Advisors
Seneca,
South Carolina
| USD 258 M | -USD 142 k | -0.1% | 1.58% | – | 114 | 14.04% | 1.5 |
|
| 5463 |
5463
FIDELIS iM
Medford,
Oregon
| USD 258 M | +USD 96.4 M | +60% | 0.83% | 44.8% | 26 | 34.62% | 2.7 |
|
| 5464 |
5464
Tiemann Investment Advisors
Menlo Park,
California
| USD 258 M | -USD 3.89 M | -1% | 2.73% | 86.2% | 218 | 11.93% | 6.8 |
|
| 5465 |
5465
Foursixthree Capital
New York
| USD 257 M | -USD 106 M | -29% | 15.4% | – | 22 | 45.45% | 0.8 |
|
| 5466 |
5466
Mayfair Advisory Group
Birmingham,
Alabama
| USD 257 M | +USD 24.3 M | +10% | 2.6% | 71.5% | 197 | 13.71% | 2.7 |
|
| 5467 |
HRC
5467
Hoertkorn Richard Charles
| USD 257 M | -USD 1.17 M | -0.5% | 2.99% | 182% | 81 | 7.41% | 8.5 |
|
| 5468 |
5468
Vivid Wealth Management
West Des Moines,
Iowa
| USD 257 M | +USD 5.71 M | +2% | 1.28% | 107% | 71 | 15.49% | 1.3 |
|
| 5469 |
5469
Prosperitas Financial
Valencia,
California
| USD 257 M | +USD 16.1 M | +7% | 4.01% | 118% | 83 | 22.89% | 1.3 |
|
| 5470 |
EAM
5470
Eukles Asset Management
Cincinnati,
Ohio
| USD 257 M | +USD 349 k | +0.1% | 1.87% | 87.9% | 243 | 7% | 4.7 |
|
| 5471 |
5471
Swan Capital
Pensacola,
Florida
| USD 257 M | +USD 10.5 M | +4% | 0.56% | 47.9% | 560 | 20.89% | 1 |
|
| 5472 |
ORC
5472
O'Rourke & Company
Boston,
Massachusetts
| USD 257 M | +USD 17.8 M | +7% | 3.02% | 71.9% | 172 | 5.81% | 2.8 |
|
| 5473 |
5473
Adaptive Financial Consulting
Beachwood,
Ohio
| USD 257 M | +USD 6.93 M | +3% | 0.94% | 37% | 19 | 5.26% | 5.1 |
|
| 5474 |
5474
TradeWell Securities
Fort Wayne,
Indiana
| USD 257 M | +USD 19 M | +8% | 3.22% | – | 48 | 12.5% | 0.9 |
|
| 5475 |
5475
Eos Management LP
New York
| USD 257 M | +USD 3.29 M | +1% | 1.37% | 149% | 47 | 17.02% | 3 |
|