¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Stegent Equity Advisors
Houston,
Texas
| USD 123 M | – | – | 4.13% | 96.4% | 100 | – | 0 |
|
| 6127 |
6127
Paladin Advisory Group
Clive,
Iowa
| USD 123 M | – | – | – | 78.7% | 278 | – | 0 |
|
| 6128 |
SCC
6128
Steel Canyon Capital
Phoenix,
Arizona
| USD 123 M | -USD 7.04 M | -5% | 4.28% | 62.8% | 24 | 12.5% | 1.3 |
|
| 6129 |
CWMGP
6129
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| USD 123 M | – | – | 9.57% | 85.4% | 80 | – | 0 |
|
| 6130 |
6130
McDonough Capital Management
Orlando,
Florida
| USD 123 M | – | – | 9.93% | 98.1% | 41 | – | 0 |
|
| 6131 |
ASA
6131
Armstrong Shaw Associates
New Canaan,
Connecticut
| USD 123 M | +USD 8.57 M | +7% | 11.8% | 51.2% | 44 | 6.82% | 4.9 |
|
| 6132 |
6132
Operose Advisors
Milwaukee,
Wisconsin
| USD 123 M | – | – | 6.8% | 68.8% | 304 | – | 0 |
|
| 6133 |
6133
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 123 M | +USD 9.9 M | +9% | 8.59% | 74.4% | 121 | 7.44% | 0.9 |
|
| 6134 |
6134
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| USD 123 M | – | – | 6.7% | 61.6% | 316 | – | 0 |
|
| 6135 |
6135
Surience Private Wealth
Yakima,
Washington
| USD 123 M | – | – | 12.7% | 169% | 23 | – | 0 |
|
| 6136 |
6136
Draper Asset Management
Smithtown,
New York
| USD 123 M | +USD 16.1 M | +15% | 16.2% | 187% | 67 | 44.78% | 0.6 |
|
| 6137 |
6137
Peterson Financial Group
Des Moines,
Iowa
| USD 123 M | – | – | 11.9% | 32.4% | 79 | – | 0 |
|
| 6138 |
6138
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| USD 122 M | – | – | 4.61% | 50.6% | 118 | – | 0 |
|
| 6139 |
6139
Accurate Wealth Management
Wesley Chapel,
Florida
| USD 122 M | +USD 7.52 M | +7% | 9.58% | 101% | 144 | 6.94% | 0.4 |
|
| 6140 |
6140
Caxton Corporation
Princeton,
New Jersey
| USD 122 M | -USD 1.06 M | -0.9% | 2.6% | 512% | 57 | 12.28% | 1.2 |
|
| 6141 |
6141
Defined Wealth Management
Beaverton,
Oregon
| USD 122 M | +USD 9.5 M | +8% | 8.35% | 78.1% | 96 | 6.25% | 0.9 |
|
| 6142 |
6142
Weinberger Asset Management
Los Angeles,
California
| USD 122 M | – | – | 8.48% | 89.6% | 35 | – | 0 |
|
| 6143 |
6143
Financial Futures
Brielle,
New Jersey
| USD 122 M | – | – | 5.24% | 48.5% | 52 | – | 0 |
|
| 6144 |
6144
Menard Financial Group
Houston,
Texas
| USD 122 M | +USD 7.9 M | +7% | 11.4% | 141% | 175 | 28% | 0.9 |
|
| 6145 |
LJCM
6145
Lee Johnson Capital Management
Fort Worth,
Texas
| USD 122 M | – | – | 11.3% | 136% | 69 | – | 0 |
|
| 6146 |
6146
Paragon Financial Partners
Woodland Hills,
California
| USD 122 M | – | – | 10.3% | 90.6% | 86 | – | 0 |
|
| 6147 |
6147
Axiom Advisory
San Diego,
California
| USD 122 M | – | – | 5.25% | 16.4% | 32 | – | 0 |
|
| 6148 |
6148
Robinson Value Management
San Antonio,
Texas
| USD 122 M | +USD 9.7 M | +9% | 8.56% | 79.3% | 116 | 45.69% | 2.6 |
|
| 6149 |
6149
Orca Investment Management
Roseburg,
Oregon
| USD 122 M | +USD 7.43 M | +7% | 8.41% | 139% | 66 | 12.12% | 4.6 |
|
| 6150 |
6150
Nierenberg Investment Management Company
Camas,
Washington
| USD 122 M | -USD 7.38 M | -6% | 5.55% | 135% | 40 | 7.5% | 0.9 |
|