¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 182 M | +USD 14 M | +8% | 7.98% | 68.6% | 100 | 10% | 3.1 |
|
| 5502 |
5502
Tandem Wealth Advisors
Phoenix,
Arizona
| USD 182 M | +USD 8.54 M | +5% | 4.97% | 43.1% | 67 | 28.36% | 1.1 |
|
| 5503 |
5503
Ballentine Capital Advisors
Greenville,
South Carolina
| USD 182 M | +USD 11.8 M | +7% | 4.75% | 48.8% | 32 | 9.38% | 0.2 |
|
| 5504 |
GF
5504
Genesis Fortune
Grand Cayman,
Cayman Islands
| USD 182 M | -USD 3.06 M | -2% | 1.66% | – | 1 | 0% | 0.3 |
|
| 5505 |
5505
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 182 M | +USD 17.4 M | +11% | 6.98% | 72.4% | 80 | 7.5% | 1.6 |
|
| 5506 |
5506
Crown Oak Advisors
Piedmont,
California
| USD 182 M | +USD 10.6 M | +6% | 6.32% | 53.3% | 22 | 4.55% | 0.2 |
|
| 5507 |
5507
Gables Capital Management
Miami,
Florida
| USD 182 M | +USD 20.6 M | +13% | 16% | 173% | 412 | 13.11% | 4 |
|
| 5508 |
FIM
5508
FWL Investment Management
Dallas,
Texas
| USD 181 M | +USD 9.8 M | +6% | 7.67% | 165% | 268 | 26.12% | 0.7 |
|
| 5509 |
5509
SVB Financial Group
Dallas,
Texas
| USD 181 M | +USD 68.5 M | +61% | 164% | – | 15 | 26.67% | 0.9 |
|
| 5510 |
5510
AJ Advisors
Nashville,
Tennessee
| USD 181 M | +USD 18.7 M | +12% | 7.37% | 64.6% | 49 | 14.29% | 0.8 |
|
| 5511 |
5511
Abbot Financial Management
Andover,
Massachusetts
| USD 181 M | +USD 15 M | +9% | 10.2% | 116% | 125 | 9.6% | 4.6 |
|
| 5512 |
5512
JPL Wealth Management
Highlands Ranch,
Colorado
| USD 181 M | +USD 42.3 M | +30% | 8.04% | – | 120 | 24.17% | 0.2 |
|
| 5513 |
5513
Adalta Capital Management
New York
| USD 181 M | +USD 15.7 M | +9% | 8.63% | 80.4% | 104 | 9.62% | 3.4 |
|
| 5514 |
5514
Interactive Financial Advisors
New Lenox,
Illinois
| USD 181 M | -USD 5.72 M | -3% | 5.35% | 47.6% | 86 | 5.81% | 6.1 |
|
| 5515 |
5515
Fluent Financial
Dallas,
Texas
| USD 181 M | +USD 12.4 M | +7% | 8.26% | 46.9% | 89 | 21.35% | 1.6 |
|
| 5516 |
CCP
5516
Cunning Capital Partners
Morrisville,
North Carolina
| USD 181 M | +USD 20.3 M | +13% | 22.2% | 268% | 92 | 20.65% | 0.5 |
|
| 5517 |
5517
ORBA Wealth Advisors
Chicago,
Illinois
| USD 181 M | +USD 13.9 M | +8% | 6.23% | 70.5% | 97 | 5.15% | 0.2 |
|
| 5518 |
5518
Strategic Financial Partners
Bend,
Oregon
| USD 181 M | +USD 8.48 M | +5% | 6.65% | 59.6% | 79 | 22.78% | 2.9 |
|
| 5519 |
DFS
5519
Dixon Fnancial Services
Lafayette,
California
| USD 181 M | +USD 18 M | +11% | 7.97% | 76.6% | 36 | 25% | 1.4 |
|
| 5520 |
5520
New Perspectives Inc
Ridgeland,
Mississippi
| USD 181 M | – | – | 6.62% | – | 30 | – | 1.7 |
|
| 5521 |
5521
First City Capital Management
Savannah,
Georgia
| USD 181 M | +USD 8.26 M | +5% | 10.8% | 86.4% | 177 | 11.86% | 5.9 |
|
| 5522 |
5522
Toronado Partners
San Francisco,
California
| USD 181 M | -USD 9.6 M | -5% | 8.56% | 158% | 12 | 16.67% | 2.3 |
|
| 5523 |
5523
HMS Capital Management
Nashville,
Tennessee
| USD 181 M | +USD 17.8 M | +11% | 15.3% | 140% | 125 | 28% | 2.3 |
|
| 5524 |
5524
Bluesphere Advisors
East Norriton,
Pennsylvania
| USD 181 M | +USD 19.3 M | +12% | 11.6% | 105% | 95 | 10.53% | 2.1 |
|
| 5525 |
5525
KM Capital Management
Austin,
Texas
| USD 180 M | +USD 7.27 M | +4% | 7.45% | 67.9% | 48 | 18.75% | 0.9 |
|