¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| USD 109 M | -USD 5.45 M | -5% | 14.7% | 72% | 1,322 | 91.3% | 0.3 |
|
| 5527 |
STC
5527
Sarah T. Connolly
| USD 109 M | – | – | 11.5% | 35% | 88 | – | 0 |
|
| 5528 |
5528
Boardman Bay Capital Management
New York
| USD 109 M | +USD 11.9 M | +12% | 35.4% | 145% | 87 | 58.62% | 0.8 |
|
| 5529 |
5529
Mosaic Advisors
Houston,
Texas
| USD 109 M | – | – | 12.6% | 50.9% | 29 | – | 0 |
|
| 5530 |
5530
Financial Gravity Asset Management
Lakeway,
Texas
| USD 109 M | – | – | 12.3% | – | 727 | – | 1.9 |
|
| 5531 |
5531
Round Rock Advisors
Wilton,
Connecticut
| USD 109 M | – | – | 15.2% | 94.6% | 55 | – | 0 |
|
| 5532 |
5532
Millennium TVP Management
New York
| USD 109 M | -USD 18.2 M | -14% | 9.8% | – | 5 | 0% | 4.9 |
|
| 5533 |
5533
LifeSteps Financial
Claremont,
California
| USD 109 M | +USD 14.2 M | +15% | 13.2% | 98.4% | 87 | 13.79% | 0.8 |
|
| 5534 |
FIG
5534
Freed Investment Group
Boston,
Massachusetts
| USD 109 M | – | – | 13.6% | – | 16 | – | 0 |
|
| 5535 |
NED
5535
Nancy E. Dempze
| USD 109 M | +USD 10.3 M | +10% | 12.2% | 94.5% | 67 | 5.97% | 3.8 |
|
| 5536 |
5536
Vanguard Capital Wealth Advisors
Denver,
Colorado
| USD 109 M | – | – | 22.8% | 234% | 145 | – | 1.4 |
|
| 5537 |
5537
McGinn Penninger Investment Management
Alexandria,
Virginia
| USD 109 M | – | – | 16.8% | 71.6% | 33 | – | 0 |
|
| 5538 |
5538
Everhart Financial Group
Dublin,
Ohio
| USD 108 M | – | – | 15.4% | 123% | 80 | – | 0 |
|
| 5539 |
5539
High Pines Wealth Management
Duxbury,
Massachusetts
| USD 108 M | – | – | 12.5% | 28.3% | 40 | – | 0 |
|
| 5540 |
EL
5540
EQ LLC
Bellevue,
Washington
| USD 108 M | – | – | 14.6% | 80% | 48 | – | 0 |
|
| 5541 |
5541
Chicago Wealth Management
Chicago,
Illinois
| USD 108 M | +USD 19.6 M | +22% | 17.9% | 134% | 32 | 31.25% | 0.5 |
|
| 5542 |
5542
Nierenberg Investment Management Company
Camas,
Washington
| USD 108 M | – | – | 29.7% | 127% | 32 | – | 0.4 |
|
| 5543 |
FA
5543
Financial Advantage
Columbia,
Maryland
| USD 108 M | +USD 2.7 M | +3% | 15.2% | 24.3% | 123 | 13.82% | 2.2 |
|
| 5544 |
5544
Element Wealth
Ridgeland,
Mississippi
| USD 108 M | +USD 14.4 M | +15% | 16.4% | 64.5% | 160 | 17.5% | 0.7 |
|
| 5545 |
5545
AllGen Financial Advisors
Orlando,
Florida
| USD 108 M | – | – | 7.73% | 39.7% | 32 | – | 0 |
|
| 5546 |
CM
5546
CM Management
Gulf Breeze,
Florida
| USD 108 M | – | – | 38.2% | 107% | 80 | – | 0 |
|
| 5547 |
5547
HPS Investment Partners
New York
| USD 108 M | – | – | 41.4% | 55.9% | 8 | – | 0.4 |
|
| 5548 |
5548
Sterling Manor Financial
Saratoga Springs,
New York
| USD 108 M | – | – | 20.3% | – | 74 | – | 0 |
|
| 5549 |
5549
Sloane Robinson
London,
United Kingdom
| USD 108 M | -USD 36 M | -25% | 11.8% | 175% | 23 | 47.83% | 1.2 |
|
| 5550 |
ECT
5550
Ebor Charitable Trust
Jackson,
Wyoming
| USD 108 M | +USD 11.1 M | +12% | 14.7% | 66.1% | 2 | 0% | 1 |
|