¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Retirement Guys Formula
Maumee,
Ohio
| USD 95 M | -USD 2.44 M | -3% | 4.92% | 75.7% | 136 | 19.12% | 0.6 |
|
| 5927 |
5927
Andrews Lucia Wealth Management
Danville,
California
| USD 94.9 M | -USD 10.8 M | -10% | 5.88% | 59.7% | 26 | 42.31% | 0.5 |
|
| 5928 |
5928
Kinsale Capital Group
Richmond,
Virginia
| USD 94.9 M | -USD 5.3 M | -5% | 5.56% | 70.9% | 2 | 0% | 0.8 |
|
| 5929 |
CWM
5929
Cordatus Wealth Management
Newtown,
Pennsylvania
| USD 94.9 M | -USD 120 M | -56% | 3.07% | 108% | 147 | 68.03% | 0.5 |
|
| 5930 |
5930
WealthTrust Asset Management
Destin,
Florida
| USD 94.9 M | -USD 11 M | -10% | 2.12% | 102% | 80 | 30% | 0.8 |
|
| 5931 |
5931
W.H. Cornerstone Investments
Kingston,
Massachusetts
| USD 94.9 M | – | – | 5.18% | 51.4% | 118 | – | 0 |
|
| 5932 |
5932
Millennium Capital Advisors
Little Rock,
Arkansas
| USD 94.8 M | -USD 7.59 M | -7% | 4.35% | 134% | 97 | 11.34% | 0.7 |
|
| 5933 |
ASI
5933
Advisory Services & Investments
Bend,
Oregon
| USD 94.7 M | -USD 10 M | -10% | 6.73% | 19.9% | 42 | 14.29% | 1 |
|
| 5934 |
5934
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 94.7 M | -USD 5.7 M | -6% | 11.2% | 46.8% | 5 | 0% | 5.2 |
|
| 5935 |
5935
LCM Capital Management
Chicago,
Illinois
| USD 94.7 M | -USD 6.9 M | -7% | 4.37% | 128% | 89 | 8.99% | 1.5 |
|
| 5936 |
5936
5th Street Advisors
Southport,
Connecticut
| USD 94.7 M | -USD 828 k | -0.9% | 6.6% | 47.5% | 20 | 25% | 0.6 |
|
| 5937 |
5937
Campion Asset Management
Falls Church,
Virginia
| USD 94.6 M | -USD 6.56 M | -6% | 6.15% | 70.2% | 93 | 8.6% | 1.4 |
|
| 5938 |
5938
Family CFO
Los Altos,
California
| USD 94.4 M | +USD 2.81 M | +3% | 6.25% | 84% | 55 | 0% | 0.7 |
|
| 5939 |
5939
Greencape Capital
Melbourne,
Australia
| USD 94.3 M | -USD 77.6 M | -45% | 17.1% | 98.1% | 3 | 0% | 3.8 |
|
| 5940 |
5940
Harrison & Co Wealth Management
Roanoke,
Virginia
| USD 94.3 M | -USD 11 M | -10% | 5.33% | – | 80 | 11.25% | 0.7 |
|
| 5941 |
GL
5941
GHE LLC
Memphis,
Tennessee
| USD 94.2 M | +USD 2.81 M | +3% | 6.28% | 188% | 61 | 29.51% | 0.6 |
|
| 5942 |
5942
Tru Independence Asset Management 2
Portland,
Oregon
| USD 94.1 M | -USD 27.4 M | -23% | 1.2% | – | 87 | 44.83% | 0.8 |
|
| 5943 |
5943
Von Berge Wealth Management Group
San Diego,
California
| USD 94.1 M | -USD 2.15 M | -2% | 5.53% | 60.5% | 64 | 14.06% | 0.7 |
|
| 5944 |
5944
Signify Wealth
Saint Louis,
Missouri
| USD 94 M | +USD 21.9 M | +30% | 3.86% | 36.7% | 31 | 48.39% | 0.7 |
|
| 5945 |
5945
Wealth Quarterback
Toms River,
New Jersey
| USD 94 M | -USD 34.2 M | -27% | 5.6% | 109% | 120 | 15.83% | 2.2 |
|
| 5946 |
NED
5946
Nancy E. Dempze
| USD 93.9 M | -USD 5.61 M | -6% | 2.81% | 83.1% | 68 | 7.35% | 4.3 |
|
| 5947 |
5947
Steinberg Asset Management
New York
| USD 93.9 M | -USD 861 k | -0.9% | 1.56% | 130% | 36 | 16.67% | 3.7 |
|
| 5948 |
5948
EDMP Inc
Lutz,
Florida
| USD 93.8 M | -USD 8.58 M | -8% | 5.72% | 78% | 59 | 5.08% | 4.2 |
|
| 5949 |
5949
Objective Capital Management
Pepper Pike,
Ohio
| USD 93.8 M | -USD 5.4 M | -5% | 5.4% | – | 94 | 6.38% | 0.7 |
|
| 5950 |
5950
Raffles Associates
New York
| USD 93.8 M | +USD 1.92 M | +2% | 0.16% | 50% | 58 | 31.03% | 1.9 |
|