¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
GIM
5826
Greenwich Investment Management
Norwalk,
Connecticut
| USD 126 M | -USD 6.2 M | -5% | 3.3% | – | 49 | 22.45% | 3.5 |
|
| 5827 |
5827
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| USD 126 M | -USD 7.04 M | -5% | 3.33% | 72% | 112 | 9.82% | 2.4 |
|
| 5828 |
5828
Rise Advisors
Rochester,
New York
| USD 126 M | -USD 3.21 M | -2% | 3.07% | 62.8% | 704 | 11.36% | 1.6 |
|
| 5829 |
5829
SFG Wealth Management
Towson,
Maryland
| USD 126 M | +USD 6.55 M | +5% | 2.02% | 86.3% | 109 | 27.52% | 1.1 |
|
| 5830 |
5830
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 126 M | -USD 6.67 M | -5% | 3.83% | 92.7% | 90 | 10% | 5.1 |
|
| 5831 |
5831
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| USD 126 M | -USD 5.23 M | -4% | 3.19% | 106% | 168 | 23.21% | 1.2 |
|
| 5832 |
5832
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| USD 126 M | +USD 657 k | +0.5% | 0.23% | 83% | 129 | 18.6% | 1.2 |
|
| 5833 |
5833
Blue Investment Partners
Alamo,
California
| USD 126 M | -USD 5.35 M | -4% | 5.96% | – | 33 | 27.27% | 0.6 |
|
| 5834 |
5834
Financial Council
Towson,
Maryland
| USD 126 M | -USD 5.31 M | -4% | 4.01% | 88.6% | 72 | 11.11% | 1.4 |
|
| 5835 |
5835
Precept Management
Dallas,
Texas
| USD 126 M | +USD 52 M | +70% | 4.05% | 110% | 36 | 47.22% | 0.8 |
|
| 5836 |
BC
5836
Bowman & Company
Oshkosh,
Wisconsin
| USD 126 M | -USD 6.42 M | -5% | 2.75% | 59.7% | 89 | 5.62% | 1.4 |
|
| 5837 |
MA
5837
McBroom & Associates
Las Vegas,
Nevada
| USD 126 M | -USD 1.17 M | -0.9% | 3.38% | 148% | 38 | 7.89% | 1.4 |
|
| 5838 |
5838
BCR Wealth Strategies
Vestavia,
Alabama
| USD 126 M | -USD 3.78 M | -3% | 3.35% | 45.1% | 19 | 0% | 1.6 |
|
| 5839 |
5839
Beirne Wealth Consulting Services
Shelton,
Connecticut
| USD 125 M | +USD 94 | +0% | 3.4% | 81.9% | 94 | 0% | 2.6 |
|
| 5840 |
5840
Swan Capital
Pensacola,
Florida
| USD 125 M | – | – | 4.1% | 47.9% | 31 | – | 0.4 |
|
| 5841 |
5841
Piedmont Capital Management (Montana)
Whitefish,
Montana
| USD 125 M | -USD 6.41 M | -5% | 3.74% | 94% | 47 | 8.51% | 1.7 |
|
| 5842 |
5842
Naman Capital
Sao Paulo,
Brazil
| USD 125 M | -USD 21.8 M | -15% | 1.6% | 89.9% | 11 | 9.09% | 3.4 |
|
| 5843 |
5843
Arrow Investment Advisors
Laurel,
Maryland
| USD 125 M | -USD 1.86 M | -1% | 2.32% | 38.1% | 70 | 44.29% | 1.2 |
|
| 5844 |
VCM
5844
Viewpoint Capital Management
Seattle,
Washington
| USD 125 M | -USD 4.18 M | -3% | 3.36% | 127% | 128 | 5.47% | 1.5 |
|
| 5845 |
5845
Finer Wealth Management
Salem,
Massachusetts
| USD 125 M | -USD 2.92 M | -2% | 2.08% | 175% | 85 | 9.41% | 1.5 |
|
| 5846 |
5846
Shelton Wealth Management
Fort Worth,
Texas
| USD 125 M | -USD 3.96 M | -3% | 1.81% | 89.4% | 70 | 10% | 1.5 |
|
| 5847 |
SLFPAM
5847
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| USD 125 M | +USD 25.1 M | +25% | 0.7% | 139% | 37 | 62.16% | 0.4 |
|
| 5848 |
5848
Mills Wealth Advisors
Southlake,
Texas
| USD 125 M | -USD 6.65 M | -5% | 1.99% | 37.9% | 51 | 11.76% | 0.6 |
|
| 5849 |
5849
V Wealth Advisors
Overland Park,
Kansas
| USD 125 M | -USD 475 M | -79% | 3.03% | 36.9% | 388 | 72.94% | 3.8 |
|
| 5850 |
5850
HTG Investment Advisors
New Canaan,
Connecticut
| USD 125 M | +USD 3.7 M | +3% | 3.65% | 57.4% | 54 | 9.26% | 0.7 |
|