¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Resolute Financial
Newburyport,
Massachusetts
| USD 115 M | -USD 7.87 M | -6% | 10.6% | – | 133 | 25.56% | 0.4 |
|
| 5677 |
5677
Carl Stuart Investment Advisor
Austin,
Texas
| USD 115 M | -USD 22.6 M | -16% | 14.6% | 84.4% | 97 | 75.26% | 0.5 |
|
| 5678 |
5678
Guardian Investment Management
Tiburon,
California
| USD 115 M | -USD 13.8 M | -11% | 13% | 103% | 59 | 6.78% | 4.9 |
|
| 5679 |
5679
Brendel Financial Advisors
Hanover,
New Hampshire
| USD 115 M | -USD 69.1 M | -38% | 8.03% | 126% | 123 | 34.96% | 0.8 |
|
| 5680 |
5680
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 115 M | -USD 19.7 M | -15% | 12.7% | 81.3% | 52 | 7.69% | 3.2 |
|
| 5681 |
5681
Riverview Trust Company
Vancouver,
Washington
| USD 115 M | -USD 20.1 M | -15% | 13.5% | 87.6% | 904 | 42.37% | 1.1 |
|
| 5682 |
5682
Goldstream Capital Management
Central,
Hong Kong
| USD 115 M | -USD 283 M | -71% | 38.4% | 686% | 18 | 55.56% | 0.3 |
|
| 5683 |
5683
Jackson Hill Advisors
Houston,
Texas
| USD 115 M | -USD 43.2 M | -27% | 24.2% | 61.2% | 11 | 18.18% | 0.4 |
|
| 5684 |
BC
5684
Bowman & Company
Oshkosh,
Wisconsin
| USD 115 M | -USD 15.4 M | -12% | 12.8% | 59.7% | 89 | 16.85% | 0.4 |
|
| 5685 |
5685
Petiole USA
New York
| USD 114 M | -USD 14.6 M | -11% | 11.6% | 105% | 43 | 13.95% | 0.4 |
|
| 5686 |
5686
Wealth Management Partners
Tucson,
Arizona
| USD 114 M | -USD 25.9 M | -18% | 16.9% | 194% | 122 | 30.33% | 1.2 |
|
| 5687 |
5687
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| USD 114 M | -USD 10.7 M | -9% | 11.1% | 46.9% | 111 | 9.01% | 1.3 |
|
| 5688 |
5688
MRA Advisory Group
Parsippany,
New Jersey
| USD 114 M | -USD 17.4 M | -13% | 10.4% | 86.8% | 123 | 23.58% | 1.1 |
|
| 5689 |
5689
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 114 M | -USD 26.3 M | -19% | 11.7% | 96.8% | 366 | 10.38% | 1.1 |
|
| 5690 |
AIFAIM
5690
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| USD 114 M | -USD 23.6 M | -17% | 12.4% | 72.8% | 128 | 18.75% | 1.9 |
|
| 5691 |
5691
Norwood Investment Partners
Mill Valley,
California
| USD 114 M | -USD 49.3 M | -30% | 16.6% | 25.2% | 12 | 41.67% | 0.3 |
|
| 5692 |
5692
Dean Capital Management
Overland Park,
Kansas
| USD 114 M | -USD 923 k | -0.8% | 4.61% | 89.7% | 83 | 19.28% | 1.4 |
|
| 5693 |
5693
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| USD 114 M | +USD 1.6 M | +1% | 3.42% | 45.3% | 132 | 44.7% | 0.3 |
|
| 5694 |
MFG
5694
MTM Financial Group
Bethlehem,
Pennsylvania
| USD 114 M | +USD 18.5 M | +19% | 7.83% | 36.5% | 51 | 11.76% | 0.2 |
|
| 5695 |
5695
Kessler Investment Group
Columbus,
Indiana
| USD 114 M | -USD 58.3 M | -34% | 16.1% | 251% | 196 | 16.84% | 2 |
|
| 5696 |
5696
Wayfinding Financial
Lynnwood,
Washington
| USD 114 M | -USD 5.78 M | -5% | 13.4% | 68.3% | 89 | 20.22% | 0.4 |
|
| 5697 |
5697
EnCap Energy Capital Fund IX
Houston,
Texas
| USD 114 M | -USD 120 M | -51% | 11.4% | 69.2% | 3 | 33.33% | 3 |
|
| 5698 |
5698
Masso Torrence Wealth Management
Marlton,
New Jersey
| USD 114 M | -USD 11.2 M | -9% | 14.9% | 130% | 84 | 14.29% | 0.5 |
|
| 5699 |
5699
RFG Holdings
Argyle,
Texas
| USD 114 M | -USD 47.4 M | -29% | 12.3% | 72.3% | 22 | 22.73% | 1.3 |
|
| 5700 |
5700
Bank of Marin
Novato,
California
| USD 114 M | -USD 23.7 M | -17% | 14.7% | 80.3% | 130 | 15.38% | 2.1 |
|