¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| USD 125 M | +USD 12.3 M | +11% | 6.29% | 62.6% | 68 | 10.29% | 0.9 |
|
| 6102 |
6102
Helen Stephens Group
Fort Worth,
Texas
| USD 125 M | – | – | 6.89% | 53.4% | 57 | – | 0 |
|
| 6103 |
6103
Wayfinding Financial
Lynnwood,
Washington
| USD 125 M | – | – | 10.7% | 81.9% | 86 | – | 0 |
|
| 6104 |
6104
Cladis Investment Advisory
Billings,
Montana
| USD 125 M | – | – | 7.99% | 145% | 146 | – | 0 |
|
| 6105 |
CCA
6105
Covey Capital Advisors
Atlanta,
Georgia
| USD 125 M | -USD 573 k | -0.5% | 5.45% | 118% | 40 | 17.5% | 2.9 |
|
| 6106 |
6106
Rain Capital Management
Lake Oswego,
Oregon
| USD 125 M | +USD 4.25 M | +4% | 4.9% | 18.2% | 47 | 2.13% | 3.1 |
|
| 6107 |
6107
VeriStar Capital Management
New York
| USD 125 M | – | – | 12.5% | 41% | 10 | – | 0 |
|
| 6108 |
PGM
6108
Parian Global Management
Pound Ridge,
New York
| USD 125 M | -USD 18.8 M | -13% | 4.2% | 65.2% | 51 | 72.55% | 0.3 |
|
| 6109 |
6109
Zeit Capital
Greenwood Village,
Colorado
| USD 125 M | +USD 7.08 M | +6% | 5.69% | 56.5% | 38 | 0% | 1 |
|
| 6110 |
6110
Silverhawk Asset Management
Scottsdale,
Arizona
| USD 125 M | – | – | 4.63% | – | 28 | – | 0 |
|
| 6111 |
6111
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| USD 124 M | – | – | 4.88% | 14.4% | 74 | – | 0 |
|
| 6112 |
6112
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 124 M | – | – | 9% | 101% | 560 | – | 0 |
|
| 6113 |
GG
6113
Golden Green
Seneca,
South Carolina
| USD 124 M | -USD 3.91 M | -3% | 10.1% | 92.4% | 171 | 46.2% | 0.6 |
|
| 6114 |
6114
Palladiem
Bryn Mawr,
Pennsylvania
| USD 124 M | +USD 633 k | +0.5% | 2.81% | – | 67 | 17.91% | 1.7 |
|
| 6115 |
6115
Primoris Wealth Advisors
North Palm Beach,
Florida
| USD 124 M | – | – | 13.6% | 206% | 86 | – | 0 |
|
| 6116 |
6116
Vahanian & Associates Financial Planning
Saratoga Springs,
New York
| USD 124 M | – | – | 5.95% | – | 152 | – | 0 |
|
| 6117 |
6117
Gouws Capital LLC
Charlotte,
North Carolina
| USD 124 M | – | – | 11% | 114% | 53 | – | 0 |
|
| 6118 |
6118
Courant Investment Management
Franklin,
Tennessee
| USD 124 M | +USD 5.33 M | +4% | 5.31% | 35.2% | 12 | 8.33% | 2.9 |
|
| 6119 |
6119
4Thought Financial Group
Syosset,
New York
| USD 124 M | +USD 8.65 M | +8% | 3.45% | 40.8% | 102 | 4.9% | 0.7 |
|
| 6120 |
6120
Nova R Wealth
Overland Park,
Kansas
| USD 124 M | – | – | 7.93% | 60.7% | 79 | – | 0 |
|
| 6121 |
6121
Taylor & Morgan Wealth Management
Flint,
Michigan
| USD 124 M | – | – | 7.84% | 85.9% | 68 | – | 0 |
|
| 6122 |
TPWM
6122
Twelve Points Wealth Management
Concord,
Massachusetts
| USD 123 M | – | – | 5.27% | 56.8% | 166 | – | 0 |
|
| 6123 |
6123
Washington Capital Management
Seattle,
Washington
| USD 123 M | +USD 10.4 M | +9% | 7.9% | 81.8% | 114 | 18.42% | 2.4 |
|
| 6124 |
6124
Aspire Wealth Management
Waltham,
Massachusetts
| USD 123 M | – | – | 7.45% | 26% | 175 | – | 0 |
|
| 6125 |
6125
Kinsale Capital Group
Richmond,
Virginia
| USD 123 M | – | – | 8.64% | 75.2% | 2 | – | 0 |
|