¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Basepoint Wealth
Cedar Rapids,
Iowa
| USD 93.7 M | -USD 2.07 M | -2% | 4.72% | 113% | 85 | 4.71% | 0.6 |
|
| 5952 |
5952
McAlister Sweet & Associates
Houston,
Texas
| USD 93.6 M | -USD 5.05 M | -5% | 4.41% | 83.6% | 38 | 44.74% | 0.6 |
|
| 5953 |
5953
Cynosure Group
Salt Lake City,
Utah
| USD 93.4 M | -USD 8.45 M | -8% | 3.98% | 56.8% | 47 | 48.94% | 2 |
|
| 5954 |
5954
MY Wealth Management
Germantown,
Maryland
| USD 93.2 M | +USD 649 k | +0.7% | 4.79% | 41.2% | 27 | 7.41% | 0.7 |
|
| 5955 |
5955
Vazirani Asset Management
New York
| USD 93.2 M | +USD 16 M | +21% | 17.1% | 436% | 56 | 82.14% | 0.1 |
|
| 5956 |
ASA
5956
Armstrong Shaw Associates
New Canaan,
Connecticut
| USD 93.2 M | -USD 6.04 M | -6% | 5.02% | 51.2% | 42 | 2.38% | 5.8 |
|
| 5957 |
5957
Presidio Capital Management
San Diego,
California
| USD 93.2 M | +USD 20 k | +0% | 4.43% | 56.1% | 29 | 13.79% | 0.6 |
|
| 5958 |
AM
5958
Anqa Management
Sag Harbor,
New York
| USD 93.1 M | +USD 398 k | +0.4% | 3.69% | 171% | 29 | 17.24% | 0.9 |
|
| 5959 |
5959
Wealthstream Advisors
New York
| USD 93.1 M | -USD 5.88 M | -6% | 5.35% | 88.2% | 74 | 17.57% | 0.6 |
|
| 5960 |
5960
Capital CS Group
Irvine,
California
| USD 93.1 M | -USD 3.07 M | -3% | 6.51% | 22.5% | 78 | 65.38% | 0.6 |
|
| 5961 |
5961
Anabranch Capital Management
Stamford,
Connecticut
| USD 93.1 M | -USD 3.11 M | -3% | 1.3% | 139% | 8 | 12.5% | 1.3 |
|
| 5962 |
5962
Hofer & Associates
Thousand Oaks,
California
| USD 93 M | -USD 3.07 M | -3% | 3.87% | 61.7% | 49 | 4.08% | 0.7 |
|
| 5963 |
5963
Ascension Capital Advisors
Houston,
Texas
| USD 93 M | -USD 8.45 M | -8% | 4.17% | 59.3% | 28 | 3.57% | 2.3 |
|
| 5964 |
5964
Benchmark Investment Advisors
Chicago,
Illinois
| USD 92.8 M | -USD 3.09 M | -3% | 4.6% | – | 99 | 13.13% | 0.6 |
|
| 5965 |
5965
CMG Global Holdings
Plano,
Texas
| USD 92.8 M | -USD 3.84 M | -4% | 5.34% | 80.8% | 80 | 7.5% | 1.4 |
|
| 5966 |
5966
Maripau Wealth Management
Fort Wayne,
Indiana
| USD 92.7 M | +USD 204 k | +0.2% | 5.53% | 55.6% | 91 | 29.67% | 0.5 |
|
| 5967 |
5967
TI-Trust
Quincy,
Illinois
| USD 92.6 M | -USD 4.83 M | -5% | 5.84% | 88.8% | 108 | 6.48% | 2.4 |
|
| 5968 |
5968
Yost Capital Management
Houston,
Texas
| USD 92.6 M | +USD 7.01 M | +8% | 12.6% | 125% | 17 | 41.18% | 0.9 |
|
| 5969 |
GG
5969
Golden Green
Seneca,
South Carolina
| USD 92.6 M | -USD 2.92 M | -3% | 0.44% | 92.4% | 80 | 30% | 0.8 |
|
| 5970 |
5970
PFS Partners
Mine Hill,
New Jersey
| USD 92.5 M | -USD 10.3 M | -10% | 5.12% | 65.2% | 375 | 6.13% | 0.7 |
|
| 5971 |
5971
Copperleaf Capital
Raleigh,
North Carolina
| USD 92.4 M | -USD 6.36 M | -6% | 6.07% | 102% | 76 | 27.63% | 1.6 |
|
| 5972 |
5972
EnCap Energy Capital Fund IX
Houston,
Texas
| USD 92.4 M | -USD 21.4 M | -19% | 1.09% | 69.2% | 2 | 0% | 3.3 |
|
| 5973 |
5973
Courant Investment Management
Franklin,
Tennessee
| USD 92.4 M | -USD 12.3 M | -12% | 6.19% | 35.2% | 13 | 15.38% | 3.6 |
|
| 5974 |
5974
Oppenheimer & Close
New York
| USD 92.4 M | +USD 4.74 M | +5% | 6.05% | 149% | 63 | 9.52% | 3.8 |
|
| 5975 |
5975
Cladis Investment Advisory
Billings,
Montana
| USD 92.4 M | -USD 7.76 M | -8% | 4.99% | 131% | 141 | 18.44% | 0.7 |
|