¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Tiemann Investment Advisors
Menlo Park,
California
| USD 276 M | +USD 21.1 M | +8% | 15.5% | 77% | 217 | 10.6% | 6.8 |
|
| 5552 |
5552
Mine & Arao Wealth Creation & Management
Campbell,
California
| USD 276 M | +USD 37.6 M | +16% | 17.5% | 105% | 80 | 8.75% | 5.4 |
|
| 5553 |
5553
MRA Advisory Group
Parsippany,
New Jersey
| USD 276 M | +USD 30.6 M | +12% | 17.1% | 86.8% | 181 | 33.7% | 2.1 |
|
| 5554 |
5554
Islander Capital Partners
San Francisco,
California
| USD 276 M | -USD 32.2 M | -10% | 19.5% | – | 19 | 42.11% | 0.4 |
|
| 5555 |
5555
Wealth Analytics Partners
San Diego,
California
| USD 276 M | +USD 29.7 M | +12% | 11.9% | – | 50 | 8% | 0.5 |
|
| 5556 |
5556
Greykasell Wealth Strategies
Danville,
California
| USD 275 M | +USD 27.4 M | +11% | 18% | – | 570 | 15.79% | 1 |
|
| 5557 |
5557
Dopkins Wealth Management
Williamsville,
New York
| USD 275 M | +USD 26.3 M | +11% | 11.7% | 64.4% | 95 | 8.42% | 2.2 |
|
| 5558 |
5558
Valued Wealth Advisors
Holladay,
Utah
| USD 275 M | +USD 28.4 M | +12% | 10.9% | – | 936 | 22.76% | 1.5 |
|
| 5559 |
5559
Unique Wealth Strategies
Burr Ridge,
Illinois
| USD 275 M | +USD 28.6 M | +12% | 18.7% | 96.9% | 276 | 41.3% | 1.1 |
|
| 5560 |
5560
Spreng Capital Management
Bucyrus,
Ohio
| USD 275 M | +USD 62.9 M | +30% | 13.9% | 72.5% | 79 | 18.99% | 4.4 |
|
| 5561 |
5561
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| USD 275 M | +USD 32.8 M | +14% | 18% | – | 1,452 | 23.83% | 1 |
|
| 5562 |
5562
American Capital Advisory
Ketchum,
Idaho
| USD 275 M | +USD 27.1 M | +11% | 10% | 69% | 1,234 | 13.29% | 1.2 |
|
| 5563 |
5563
Wills Financial Group
Richmond,
Virginia
| USD 275 M | +USD 9.4 M | +4% | 10.6% | 57.5% | 82 | 8.54% | 4.9 |
|
| 5564 |
5564
Westfuller Advisors
New York
| USD 275 M | +USD 43 M | +19% | 15.3% | – | 813 | 14.15% | 0.8 |
|
| 5565 |
SL
5565
SOF Ltd
George Town,
Cayman Islands
| USD 274 M | -USD 4.4 M | -2% | 1.58% | 42.3% | 1 | 0% | 9.5 |
|
| 5566 |
CP
5566
CPV Partners
Stamford,
Connecticut
| USD 274 M | +USD 50.2 M | +22% | 9.46% | 105% | 5 | 20% | 4.3 |
|
| 5567 |
5567
Kerusso Capital Management
Winston Salem,
North Carolina
| USD 274 M | +USD 74.7 M | +37% | 14.8% | – | 59 | 11.86% | 1.5 |
|
| 5568 |
5568
Boulder Wealth Advisors
Boulder,
Colorado
| USD 274 M | +USD 23.4 M | +9% | 14.2% | – | 41 | 34.15% | 1.8 |
|
| 5569 |
5569
Cloud Capital Management
Seattle,
Washington
| USD 274 M | +USD 44.7 M | +19% | 11.9% | – | 127 | 18.11% | 0.8 |
|
| 5570 |
JCFM
5570
JBR Co Financial Management
Ardmore,
Oklahoma
| USD 274 M | +USD 35.2 M | +15% | 19.3% | 126% | 139 | 17.99% | 1.7 |
|
| 5571 |
5571
Chris Bulman
Roseville,
California
| USD 274 M | +USD 45.5 M | +20% | 12.7% | – | 181 | 25.97% | 1.1 |
|
| 5572 |
5572
Meramec Financial Planners
Saint Louis,
Missouri
| USD 274 M | +USD 21.6 M | +9% | 12.8% | – | 628 | 29.62% | 0.4 |
|
| 5573 |
5573
Kinloch Capital
Glen Allen,
Virginia
| USD 274 M | +USD 28.4 M | +12% | 11.7% | 63.4% | 85 | 9.41% | 3.7 |
|
| 5574 |
5574
Parker Financial
Silverdale,
Washington
| USD 273 M | +USD 23.2 M | +9% | 9.89% | 45% | 37 | 0% | 3 |
|
| 5575 |
MEPT
5575
Missouri Education Pension Trust
Jefferson City,
Missouri
| USD 273 M | -USD 20.1 M | -7% | 17.7% | – | 2 | 0% | 0.5 |
|