¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 111 M | -USD 2.74 M | -2% | 4.25% | 84.1% | 57 | 8.77% | 0.2 |
|
| 6177 |
6177
Penobscot Wealth Management
Portland,
Maine
| USD 111 M | -USD 6.25 M | -5% | 5.33% | 56.7% | 68 | 23.53% | 0.6 |
|
| 6178 |
6178
Erickson Financial Group
Allentown,
Pennsylvania
| USD 111 M | -USD 4.9 M | -4% | 7.87% | 63.3% | 26 | 3.85% | 0.2 |
|
| 6179 |
6179
Rise Advisors
Rochester,
New York
| USD 111 M | +USD 6.09 M | +6% | 5.27% | 62.8% | 687 | 7.71% | 0.2 |
|
| 6180 |
6180
Protective Life
Birmingham,
Alabama
| USD 111 M | -USD 3.07 M | -3% | 7.15% | 38.4% | 15 | 13.33% | 2.7 |
|
| 6181 |
6181
Archvest Wealth Advisors
Concord,
California
| USD 111 M | -USD 4.56 M | -4% | 4.47% | 53.1% | 45 | 13.33% | 0.2 |
|
| 6182 |
6182
CEDRUS
Littleton,
Colorado
| USD 111 M | +USD 7.23 M | +7% | 5.66% | 19.8% | 166 | 18.67% | 0.2 |
|
| 6183 |
6183
Tenret Company
Tampa,
Florida
| USD 111 M | -USD 687 k | -0.6% | 5.52% | – | 33 | 21.21% | 0.6 |
|
| 6184 |
6184
Mork Capital Management
Healdsburg,
California
| USD 111 M | -USD 36.7 M | -25% | 1.04% | 61.9% | 116 | 20.69% | 2.4 |
|
| 6185 |
HFAS
6185
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 111 M | -USD 7.74 M | -7% | 5.6% | 71.8% | 107 | 6.54% | 1.9 |
|
| 6186 |
6186
Buttonwood Financial Advisors
Baltimore,
Maryland
| USD 111 M | +USD 8.58 M | +8% | 2.95% | 73.4% | 70 | 30% | 0.2 |
|
| 6187 |
NICM
6187
Neo Ivy Capital Management
New York
| USD 111 M | +USD 41.2 M | +59% | 2.72% | – | 617 | 55.43% | 0.3 |
|
| 6188 |
6188
Maripau Wealth Management
Fort Wayne,
Indiana
| USD 111 M | +USD 5.17 M | +5% | 4.09% | 55.6% | 94 | 21.28% | 0.2 |
|
| 6189 |
6189
Tevis Investment Management
Plano,
Texas
| USD 111 M | -USD 4.16 M | -4% | 0.57% | 58.7% | 523 | 12.62% | 0.2 |
|
| 6190 |
6190
Alethea Capital Management
Mercer Island,
Washington
| USD 111 M | -USD 7.29 M | -6% | 1.09% | 275% | 104 | 54.81% | 2.7 |
|
| 6191 |
6191
American Asset Management
Boca Raton,
Florida
| USD 111 M | -USD 3.01 M | -3% | 2.91% | 42.5% | 9 | 11.11% | 4.7 |
|
| 6192 |
6192
Boyu Capital Investment Management Company
Hong Kong
| USD 110 M | -USD 6.3 M | -5% | 2.25% | – | 4 | 0% | 1.3 |
|
| 6193 |
BWM
6193
Bullock Wealth Management
Bloomington,
Indiana
| USD 110 M | -USD 5.58 M | -5% | 4.44% | 101% | 537 | 9.31% | 0.5 |
|
| 6194 |
6194
Wilson & Boucher Capital Management
Moraga,
California
| USD 110 M | -USD 630 k | -0.6% | 3.45% | 69.8% | 112 | 8.04% | 0.2 |
|
| 6195 |
6195
Wealthspan Partners
Davenport,
Iowa
| USD 110 M | -USD 2.86 M | -3% | 1.65% | 65% | 71 | 8.45% | 0.2 |
|
| 6196 |
6196
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| USD 110 M | -USD 4.92 M | -4% | 5.1% | 64.9% | 69 | 66.67% | 0.1 |
|
| 6197 |
6197
Portland Hill Asset Management
London,
United Kingdom
| USD 110 M | -USD 21.4 M | -16% | 11.6% | 30.2% | 44 | 6.82% | 2.5 |
|
| 6198 |
DGM
6198
Darwin Global Management
St. Helier,
Jersey
| USD 110 M | -USD 544 M | -83% | 13.9% | 2,582% | 13 | 92.31% | 0.3 |
|
| 6199 |
6199
Arctis Global
San Juan,
Puerto Rico
| USD 110 M | -USD 157 M | -59% | 14.9% | 69.5% | 16 | 68.75% | 0.6 |
|
| 6200 |
6200
EMFO LLC
Weston,
Florida
| USD 110 M | -USD 3.15 M | -3% | 1% | 25.8% | 356 | 10.11% | 0.7 |
|