¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
rebel Financial
Groveport,
Ohio
| USD 234 M | +USD 4.66 M | +2% | 0.75% | – | 65 | 100% | 0 |
|
| 5752 |
5752
Capital Wealth Alliance
Scottsdale,
Arizona
| USD 234 M | +USD 32.8 M | +16% | 14.4% | 124% | 90 | 18.89% | 2.4 |
|
| 5753 |
5753
NavPoint Financial
Prior Lake,
Minnesota
| USD 234 M | +USD 43.3 M | +23% | 2.43% | 58.5% | 72 | 9.72% | 1.4 |
|
| 5754 |
5754
B. Riley Financial
Los Angeles,
California
| USD 234 M | +USD 86.1 M | +58% | 86.6% | 682% | 32 | 59.38% | 1 |
|
| 5755 |
5755
Forge Financial Services
Edmond,
Oklahoma
| USD 234 M | +USD 20.4 M | +10% | 1.97% | – | 27 | 22.22% | 0.8 |
|
| 5756 |
5756
Cherry Creek Investment Advisors
Englewood,
Colorado
| USD 234 M | +USD 2.58 M | +1% | 1.96% | 151% | 128 | 17.19% | 2.7 |
|
| 5757 |
5757
Keyvantage Wealth
Bethlehem,
Pennsylvania
| USD 234 M | -USD 4.56 M | -2% | 1.98% | – | 104 | 10.58% | 0.9 |
|
| 5758 |
5758
IDG China Venture Capital Fund IV Associates
Hong Kong
| USD 233 M | -USD 243 M | -51% | 17.1% | 59.2% | 4 | 0% | 3.8 |
|
| 5759 |
5759
Tull Financial Group
Chesapeake,
Virginia
| USD 233 M | +USD 7.02 M | +3% | 1.77% | – | 33 | 9.09% | 1 |
|
| 5760 |
5760
Mainsail Asset Management
Birmingham,
Alabama
| USD 233 M | +USD 5.42 M | +2% | 0.98% | 90.4% | 123 | 40.65% | 1 |
|
| 5761 |
CWM
5761
CCG Wealth Management
San Diego,
California
| USD 233 M | +USD 21.2 M | +10% | 2.52% | 82.6% | 101 | 17.82% | 3 |
|
| 5762 |
5762
Shelton Wealth Management
Fort Worth,
Texas
| USD 233 M | +USD 12.3 M | +6% | 3.35% | 89.4% | 183 | 26.78% | 1.5 |
|
| 5763 |
5763
Oakcliff Capital Partners
New York
| USD 233 M | +USD 1.56 M | +0.7% | 2.44% | 133% | 8 | 0% | 5.5 |
|
| 5764 |
5764
Summa Corp
Tomball,
Texas
| USD 233 M | +USD 5.75 M | +3% | 4.29% | 348% | 84 | 17.86% | 1.2 |
|
| 5765 |
5765
Investment Research Partners
Lemont,
Pennsylvania
| USD 233 M | +USD 10.7 M | +5% | 4.75% | – | 245 | 13.47% | 0.2 |
|
| 5766 |
5766
Verity Asset Management
Durham,
North Carolina
| USD 233 M | -USD 73.3 M | -24% | 3.34% | 87% | 264 | 29.55% | 2.7 |
|
| 5767 |
CCC
5767
Chelsea Counsel Company
Los Angeles,
California
| USD 233 M | +USD 7.65 M | +3% | 6.91% | 106% | 245 | 4.49% | 3.5 |
|
| 5768 |
CP
5768
CPV Partners
Stamford,
Connecticut
| USD 233 M | +USD 1.3 M | +0.6% | 1.91% | 105% | 4 | 0% | 4.8 |
|
| 5769 |
5769
Yarger Wealth Strategies
Westerville,
Ohio
| USD 233 M | +USD 14.6 M | +7% | 3.65% | 55.1% | 131 | 12.98% | 1.9 |
|
| 5770 |
5770
Accent Capital Management
Centerville,
Ohio
| USD 233 M | -USD 5.67 M | -2% | 5.38% | – | 389 | 14.91% | 0.9 |
|
| 5771 |
5771
Spinecap SAS
Paris,
France
| USD 233 M | +USD 5.46 M | +2% | 9.46% | – | 15 | 26.67% | 0.7 |
|
| 5772 |
5772
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| USD 233 M | +USD 5.46 M | +2% | 4.48% | – | 60 | 8.33% | 1 |
|
| 5773 |
5773
Aurelius Family Office
Bedford,
New Hampshire
| USD 233 M | +USD 7.76 M | +3% | 1.18% | – | 49 | 2.04% | 0.9 |
|
| 5774 |
5774
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| USD 233 M | +USD 9.5 M | +4% | 3.2% | 83.9% | 108 | 5.56% | 3.1 |
|
| 5775 |
5775
626 Financial
Portage,
Michigan
| USD 232 M | +USD 4.61 M | +2% | 2.55% | 81.1% | 125 | 9.6% | 3.1 |
|