¡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 |
5826
Kieckhefer Group
Mequon,
Wisconsin
| USD 214 M | +USD 29.2 M | +16% | 18.8% | – | 57 | 21.05% | 0.6 |
|
| 5827 |
5827
Fox Hill Wealth Management
Dedham,
Massachusetts
| USD 214 M | +USD 19.1 M | +10% | 11.7% | – | 136 | 20.59% | 1.3 |
|
| 5828 |
5828
FCG Investment Company
Germantown,
Tennessee
| USD 214 M | +USD 21.9 M | +11% | 16.3% | – | 98 | 16.33% | 0.9 |
|
| 5829 |
5829
Forge Financial Services
Edmond,
Oklahoma
| USD 213 M | +USD 80.2 M | +60% | 5.66% | – | 22 | 9.09% | 0.7 |
|
| 5830 |
5830
Southern Capital Advisors
Jackson,
Tennessee
| USD 213 M | +USD 17.9 M | +9% | 7.11% | 66.8% | 84 | 5.95% | 2.4 |
|
| 5831 |
5831
Napa Wealth Management
Napa,
California
| USD 213 M | +USD 4.3 M | +2% | 10.4% | – | 181 | 45.3% | 0.7 |
|
| 5832 |
AFT
5832
Alpha Family Trust
Los Angeles,
California
| USD 213 M | +USD 11.3 M | +6% | 12.6% | 215% | 205 | 14.63% | 1.7 |
|
| 5833 |
5833
Leslie Global Wealth
Itasca,
Illinois
| USD 213 M | +USD 26.1 M | +14% | 7.79% | – | 81 | 19.75% | 0.9 |
|
| 5834 |
5834
Rings Capital Management
Chicago,
Illinois
| USD 213 M | +USD 6.27 M | +3% | 6.9% | 40.9% | 7 | 0% | 3.2 |
|
| 5835 |
5835
Inlight Wealth Management
Atlanta,
Georgia
| USD 213 M | +USD 19.8 M | +10% | 9.21% | – | 257 | 7.78% | 0.5 |
|
| 5836 |
5836
Battery Global Advisors
Boston,
Massachusetts
| USD 213 M | +USD 9.9 M | +5% | 3.65% | 76.5% | 152 | 9.21% | 1 |
|
| 5837 |
5837
StepStone Group
La Jolla,
California
| USD 213 M | +USD 162 M | +322% | 11.5% | 107% | 21 | 57.14% | 1.6 |
|
| 5838 |
5838
Steinberganna Wealth Management
Huntington,
New York
| USD 213 M | – | – | 10.3% | – | 133 | – | 0 |
|
| 5839 |
5839
Hiley Hunt Wealth Management
Omaha,
Nebraska
| USD 213 M | +USD 14.6 M | +7% | 5.28% | 48.4% | 46 | 6.52% | 1.4 |
|
| 5840 |
5840
First Affirmative Financial Network
Colorado Springs,
Colorado
| USD 213 M | +USD 18 M | +9% | 6.95% | – | 311 | 15.11% | 2.1 |
|
| 5841 |
5841
Lloyd Advisory Services
Suwanee,
Georgia
| USD 212 M | +USD 5.54 M | +3% | 5.45% | 51.1% | 122 | 37.7% | 0.9 |
|
| 5842 |
5842
Versant Venture Management
San Francisco,
California
| USD 212 M | +USD 130 M | +159% | 55.8% | 409% | 9 | 11.11% | 2.2 |
|
| 5843 |
5843
Kapstone Financial Advisors
Lebanon,
Ohio
| USD 212 M | +USD 11.8 M | +6% | 6.95% | 131% | 126 | 7.94% | 2 |
|
| 5844 |
5844
PACK Private Wealth
Wayzata,
Minnesota
| USD 212 M | +USD 23.6 M | +12% | 7.81% | 52.8% | 55 | 12.73% | 2.4 |
|
| 5845 |
5845
22NW LP
Seattle,
Washington
| USD 212 M | +USD 53.5 M | +34% | 43.2% | 138% | 23 | 17.39% | 1.9 |
|
| 5846 |
5846
Summit Place Financial Advisors
Summit,
New Jersey
| USD 212 M | +USD 13.5 M | +7% | 9.16% | 111% | 105 | 17.14% | 3 |
|
| 5847 |
CWM
5847
CCG Wealth Management
San Diego,
California
| USD 212 M | +USD 22.4 M | +12% | 9.4% | 82.6% | 88 | 12.5% | 3.2 |
|
| 5848 |
5848
Kilter Group
Rhinebeck,
New York
| USD 212 M | -USD 7.8 M | -4% | 8.02% | – | 1,330 | 21.43% | 0.2 |
|
| 5849 |
5849
Bernzott Capital Advisors
Camarillo,
California
| USD 212 M | +USD 16 M | +8% | 11.9% | 46.2% | 34 | 8.82% | 3.1 |
|
| 5850 |
5850
Seamount Financial Group
Colorado Springs,
Colorado
| USD 212 M | +USD 17.3 M | +9% | 7.11% | 79.7% | 142 | 14.79% | 1.2 |
|