¡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
Avaii Wealth Management
Appleton,
Wisconsin
| USD 198 M | +USD 17.7 M | +10% | 4.73% | 100% | 159 | 29.56% | 1.5 |
|
| 5502 |
5502
Doma Perpetual Capital Management
Miami,
Florida
| USD 198 M | -USD 17.7 M | -8% | 4.46% | – | 10 | 30% | 0.6 |
|
| 5503 |
5503
Lipe & Dalton
Syracuse,
New York
| USD 198 M | +USD 12 M | +6% | 8.73% | 101% | 105 | 9.52% | 5.5 |
|
| 5504 |
5504
Meridian Financial Partners
Warrenton,
Virginia
| USD 198 M | +USD 29.5 M | +18% | 6.3% | 80.8% | 104 | 25% | 1.4 |
|
| 5505 |
5505
Security Benefit Life Insurance Company
Topeka,
Kansas
| USD 198 M | -USD 109 M | -36% | 29.8% | 60.6% | 32 | 25% | 2.1 |
|
| 5506 |
5506
Beaton Management Company
Haverhill,
Massachusetts
| USD 198 M | +USD 11.7 M | +6% | 7.56% | 95.9% | 140 | 6.43% | 5.2 |
|
| 5507 |
5507
ORBA Wealth Advisors
Chicago,
Illinois
| USD 198 M | +USD 4.41 M | +2% | 6.03% | 70.5% | 107 | 10.28% | 0.7 |
|
| 5508 |
5508
Painted Porch Advisors
Santa Barbara,
California
| USD 198 M | +USD 20.6 M | +12% | 8.71% | – | 446 | 12.11% | 0.3 |
|
| 5509 |
5509
Littlejohn & Co
Greenwich,
Connecticut
| USD 198 M | +USD 1.38 M | +0.7% | 50.5% | 56.2% | 30 | 20% | 2.1 |
|
| 5510 |
5510
Plum Street Advisors
New Orleans,
Louisiana
| USD 197 M | +USD 26.1 M | +15% | 6.41% | – | 84 | 22.62% | 0.6 |
|
| 5511 |
ASM
5511
AI-Squared Management
Hong Kong
| USD 197 M | +USD 19.7 M | +11% | 11.1% | – | 38 | 65.79% | 0.2 |
|
| 5512 |
5512
Boyd Wealth Management
Sacramento,
California
| USD 197 M | +USD 16.2 M | +9% | 5.9% | 56.8% | 50 | 16% | 1.9 |
|
| 5513 |
5513
Tri Ri Asset Management
Toronto,
Ontario, Canada
| USD 197 M | – | – | 10.2% | – | 29 | – | 0 |
|
| 5514 |
5514
Tandem Wealth Advisors
Phoenix,
Arizona
| USD 197 M | +USD 10.8 M | +6% | 5.69% | 43.1% | 51 | 5.88% | 1.5 |
|
| 5515 |
5515
Garrison Asset Management
Fayetteville,
Arkansas
| USD 197 M | +USD 7.07 M | +4% | 6.6% | 52.1% | 111 | 8.11% | 6 |
|
| 5516 |
5516
Luminus Management
Houston,
Texas
| USD 197 M | +USD 23.5 M | +14% | 26% | 8.7% | 28 | 35.71% | 1.5 |
|
| 5517 |
5517
American Financial & Tax Strategies
New York
| USD 197 M | +USD 7.38 M | +4% | 6.41% | 46.9% | 93 | 1.08% | 0.7 |
|
| 5518 |
5518
Firethorn Wealth Partners
Augusta,
Georgia
| USD 197 M | +USD 20.1 M | +11% | 6.26% | 75.1% | 165 | 19.39% | 2 |
|
| 5519 |
5519
Westhampton Capital
Winston-Salem,
North Carolina
| USD 197 M | +USD 12.5 M | +7% | 8.49% | 105% | 121 | 9.09% | 3.8 |
|
| 5520 |
5520
Traveka Wealth
Los Altos,
California
| USD 197 M | -USD 7.87 M | -4% | 5.7% | 78.1% | 143 | 16.08% | 0.6 |
|
| 5521 |
5521
Fairway Wealth
Independence,
Ohio
| USD 197 M | +USD 27.2 M | +16% | 6.78% | 51.5% | 380 | 77.89% | 0.6 |
|
| 5522 |
HM
5522
Harvest Management
New York
| USD 197 M | +USD 65.7 M | +50% | 7.56% | 610% | 65 | 55.38% | 0.4 |
|
| 5523 |
5523
Jackson Hill Advisors
Houston,
Texas
| USD 197 M | +USD 14.2 M | +8% | 16.2% | 61.2% | 13 | 0% | 1.9 |
|
| 5524 |
5524
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| USD 197 M | -USD 7.33 M | -4% | 7.3% | 62% | 360 | 43.06% | 2.1 |
|
| 5525 |
5525
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| USD 197 M | -USD 19.1 M | -9% | 6.05% | 75.5% | 498 | 1.41% | 3 |
|