¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
TrueWealth Financial Partners
Bellevue,
Washington
| USD 143 M | +USD 10.9 M | +8% | 5.26% | 36.4% | 18 | 11.11% | 1.7 |
|
| 6202 |
6202
KilterHowling LLC
Boulder,
Colorado
| USD 142 M | +USD 8.98 M | +7% | 6.43% | 51.3% | 46 | 0% | 1.8 |
|
| 6203 |
6203
Hein Park Capital Management
New York
| USD 142 M | -USD 264 M | -65% | 17.3% | 122% | 6 | 33.33% | 1.3 |
|
| 6204 |
6204
Lantern Wealth Advisors
Melville,
New York
| USD 142 M | +USD 14.8 M | +12% | 7.33% | – | 130 | 13.08% | 0.2 |
|
| 6205 |
HCM
6205
Helios Capital Management
Singapore
| USD 142 M | +USD 16 M | +13% | 16.3% | 124% | 49 | 0% | 1.5 |
|
| 6206 |
6206
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 142 M | +USD 8 M | +6% | 8.38% | 67.4% | 73 | 15.07% | 5.5 |
|
| 6207 |
6207
Kingdom Financial Group
Peoria,
Arizona
| USD 142 M | +USD 27.5 M | +24% | 4.45% | 49.9% | 92 | 52.17% | 0.5 |
|
| 6208 |
6208
Apricus Wealth
Beaufort,
South Carolina
| USD 142 M | +USD 10.9 M | +8% | 7.4% | 80.6% | 95 | 11.58% | 1.6 |
|
| 6209 |
6209
Carson Advisory
Athens,
Georgia
| USD 142 M | +USD 13.6 M | +11% | 8.41% | 70.9% | 176 | 10.8% | 1.5 |
|
| 6210 |
6210
Vanguard Capital Wealth Advisors
Denver,
Colorado
| USD 142 M | +USD 18.5 M | +15% | 12.8% | 234% | 169 | 20.12% | 2.7 |
|
| 6211 |
6211
FSC Wealth Advisors
Fishkill,
New York
| USD 142 M | +USD 5.52 M | +4% | 6.18% | 66.4% | 312 | 26.6% | 1.3 |
|
| 6212 |
6212
Aufman Associates
Sewickley,
Pennsylvania
| USD 142 M | +USD 9.5 M | +7% | 7.32% | 141% | 46 | 6.52% | 3 |
|
| 6213 |
6213
FFG Retirement Advisors
Centennial,
Colorado
| USD 142 M | +USD 12.5 M | +10% | 4.71% | 43.4% | 48 | 16.67% | 0.8 |
|
| 6214 |
6214
True Vision MN
Woodbury,
Minnesota
| USD 142 M | +USD 17.5 M | +14% | 5.68% | – | 107 | 34.58% | 0.2 |
|
| 6215 |
6215
Refined Wealth Management
Salt Lake City,
Utah
| USD 142 M | +USD 13.7 M | +11% | 11.5% | 99.4% | 29 | 10.34% | 1.9 |
|
| 6216 |
6216
Gould Capital
Tacoma,
Washington
| USD 142 M | +USD 5.2 M | +4% | 4.67% | 60.1% | 204 | 9.31% | 2 |
|
| 6217 |
6217
Massachusetts Wealth Management
North Andover,
Massachusetts
| USD 142 M | +USD 18 M | +15% | 10.4% | 110% | 91 | 3.3% | 1.1 |
|
| 6218 |
6218
Richardson Financial Services
Medway,
Massachusetts
| USD 142 M | +USD 27.7 M | +24% | 6.98% | 77.4% | 646 | 45.05% | 0.1 |
|
| 6219 |
6219
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 142 M | +USD 9.37 M | +7% | 9.35% | 61% | 91 | 1.1% | 6.1 |
|
| 6220 |
6220
Palo Alto Wealth Advisors
Palo Alto,
California
| USD 142 M | +USD 9.6 M | +7% | 7.66% | 108% | 43 | 13.95% | 1 |
|
| 6221 |
6221
Sterling Investment Management
Tucson,
Arizona
| USD 142 M | +USD 5.49 M | +4% | 6.37% | 45.3% | 65 | 6.15% | 4.6 |
|
| 6222 |
6222
Tenret Company
Tampa,
Florida
| USD 142 M | +USD 15.1 M | +12% | 5.1% | – | 30 | 3.33% | 2.3 |
|
| 6223 |
6223
Capital Square
Chattanooga,
Tennessee
| USD 142 M | +USD 53.2 M | +60% | 5.75% | 62.5% | 161 | 34.16% | 1.8 |
|
| 6224 |
6224
Long Island Wealth Management
Melville,
New York
| USD 142 M | +USD 1.4 M | +1% | 7.33% | 58.2% | 433 | 83.14% | 0.3 |
|
| 6225 |
LI
6225
LHM Inc
Sandy,
Utah
| USD 142 M | +USD 21 M | +17% | 9.12% | – | 15 | 46.67% | 0.1 |
|