¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
Ivy Lane Capital Management
Winter Park,
Florida
| USD 111 M | +USD 8.41 M | +8% | 7.19% | 101% | 14 | 57.14% | 0.9 |
|
| 6002 |
6002
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| USD 111 M | -USD 25 M | -18% | 9.79% | 62.3% | 62 | 17.74% | 1.2 |
|
| 6003 |
6003
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 111 M | +USD 8.05 M | +8% | 8.05% | 104% | 131 | 10.69% | 0.8 |
|
| 6004 |
6004
26North Partners
New York
| USD 111 M | – | – | 6.97% | 77.8% | 3 | – | 0 |
|
| 6005 |
6005
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 111 M | +USD 16.1 M | +17% | 23.8% | 46.8% | 5 | 0% | 5.5 |
|
| 6006 |
AFT
6006
Alpha Family Trust
Los Angeles,
California
| USD 111 M | -USD 21.5 M | -16% | 5.57% | 198% | 132 | 76.52% | 0.2 |
|
| 6007 |
6007
Yorktown Energy Partners X
New York
| USD 111 M | +USD 6.07 M | +6% | 3.73% | 95.9% | 4 | 25% | 2.1 |
|
| 6008 |
6008
Capital Square
Chattanooga,
Tennessee
| USD 111 M | +USD 673 k | +0.6% | 8.43% | 62.5% | 151 | 16.56% | 1.9 |
|
| 6009 |
6009
Mills Wealth Advisors
Southlake,
Texas
| USD 111 M | – | – | 5.56% | 37.9% | 51 | – | 0 |
|
| 6010 |
MCM
6010
McMillion Capital Management
Greensboro,
North Carolina
| USD 111 M | +USD 2.49 M | +2% | 11.3% | 59.3% | 212 | 64.62% | 6 |
|
| 6011 |
6011
Fort Henry Capital
Wheeling,
West Virginia
| USD 110 M | +USD 7.75 M | +8% | 4.96% | 39.3% | 15 | 0% | 1.7 |
|
| 6012 |
6012
Merk Investments
Menlo Park,
California
| USD 110 M | +USD 8.81 M | +9% | 22% | 303% | 15 | 0% | 2.2 |
|
| 6013 |
6013
Ergawealth Advisors
Oak Brook,
Illinois
| USD 110 M | – | – | 9.44% | 50% | 52 | – | 0 |
|
| 6014 |
6014
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 110 M | -USD 2.13 M | -2% | 11% | 67.4% | 67 | 14.93% | 5.6 |
|
| 6015 |
6015
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| USD 110 M | – | – | 9.08% | 72.1% | 47 | – | 0.9 |
|
| 6016 |
6016
Presidio Capital Management
San Diego,
California
| USD 110 M | +USD 17.2 M | +18% | 8.86% | 56.1% | 43 | 53.49% | 0.5 |
|
| 6017 |
6017
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 110 M | +USD 5.45 M | +5% | 7.61% | 54.2% | 35 | 2.86% | 1.3 |
|
| 6018 |
OF
6018
Outfitter Financial
Brunswick,
Maine
| USD 110 M | +USD 8.08 M | +8% | 11.1% | 97.6% | 87 | 8.05% | 1.8 |
|
| 6019 |
6019
Chicago Capital Management
Chicago,
Illinois
| USD 110 M | -USD 73.6 M | -40% | 28.8% | 270% | 44 | 70.45% | 0.1 |
|
| 6020 |
6020
Purus Wealth Management
Newport Beach,
California
| USD 110 M | +USD 1.59 M | +1% | 5.9% | 174% | 110 | 8.18% | 1.5 |
|
| 6021 |
6021
Buttonwood Financial Group
Kansas City,
Missouri
| USD 110 M | +USD 13.8 M | +14% | 7.31% | 77.9% | 28 | 28.57% | 0.5 |
|
| 6022 |
6022
Washburn Capital Management
Vero Beach,
Florida
| USD 110 M | +USD 5.34 M | +5% | 9.58% | 123% | 52 | 15.38% | 1.9 |
|
| 6023 |
6023
Wealthspan Partners
Davenport,
Iowa
| USD 110 M | +USD 13.3 M | +14% | 11.1% | 65% | 70 | 7.14% | 0.9 |
|
| 6024 |
CAM
6024
Crown Advisors Management
Larkspur,
California
| USD 110 M | +USD 9.12 M | +9% | 13.7% | 284% | 51 | 31.37% | 1.9 |
|
| 6025 |
6025
Apricus Wealth
Beaufort,
South Carolina
| USD 110 M | +USD 9.16 M | +9% | 12.6% | 80.6% | 85 | 14.12% | 0.9 |
|