¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
Crew Capital Management
Cincinnati,
Ohio
| USD 92.9 M | +USD 4.94 M | +6% | 1.99% | 111% | 92 | 27.17% | 1.9 |
|
| 6402 |
6402
Yost Capital Management
Houston,
Texas
| USD 92.8 M | -USD 10.3 M | -10% | 0.76% | 125% | 15 | 13.33% | 0.6 |
|
| 6403 |
6403
Echo Wealth Management
Plymouth,
Minnesota
| USD 92.8 M | +USD 302 k | +0.3% | 2.43% | 42.9% | 42 | 14.29% | 1.8 |
|
| 6404 |
6404
Gordian Capital (Singapore)
Singapore
| USD 92.7 M | +USD 20.8 M | +29% | 2.51% | 321% | 139 | 12.23% | 1.3 |
|
| 6405 |
SIA
6405
Schear Investment Advisers
Cincinnati,
Ohio
| USD 92.7 M | -USD 1.9 M | -2% | 0.7% | 241% | 81 | 3.7% | 0.7 |
|
| 6406 |
6406
Agincourt Capital Management
Richmond,
Virginia
| USD 92.7 M | -USD 3.22 M | -3% | 3.73% | 0.36% | 4 | 0% | 1.8 |
|
| 6407 |
6407
Farley Capital
New York
| USD 92.7 M | +USD 650 k | +0.7% | 3.51% | 116% | 12 | 8.33% | 5.5 |
|
| 6408 |
6408
Lauer Wealth
Valparaiso,
Indiana
| USD 92.6 M | -USD 4.1 M | -4% | 3.52% | 89.4% | 50 | 18% | 0.4 |
|
| 6409 |
6409
Palladiem
Bryn Mawr,
Pennsylvania
| USD 92.6 M | -USD 4.58 M | -5% | 1.98% | – | 64 | 23.44% | 2.3 |
|
| 6410 |
6410
Peak Financial Advisors
Denver,
Colorado
| USD 92.5 M | -USD 34.9 M | -27% | 1.46% | 39.1% | 78 | 46.15% | 1 |
|
| 6411 |
6411
Copperleaf Capital
Raleigh,
North Carolina
| USD 92.5 M | -USD 14.2 M | -13% | 3.36% | 102% | 88 | 22.73% | 1.6 |
|
| 6412 |
6412
Starfox Financial Services
The Woodlands,
Texas
| USD 92.5 M | -USD 4.68 M | -5% | 2.23% | – | 30 | 30% | 1.1 |
|
| 6413 |
6413
Oder Investment Management
Woodland Hills,
California
| USD 92.3 M | +USD 1.05 M | +1% | 2.82% | 115% | 89 | 4.49% | 1.9 |
|
| 6414 |
6414
EDBI Pte Ltd
Singapore
| USD 92.3 M | -USD 31.4 M | -25% | 11.9% | 6.21% | 19 | 10.53% | 1.4 |
|
| 6415 |
BAM
6415
Bosun Asset Management
Chicago,
Illinois
| USD 92.3 M | -USD 9.7 M | -9% | 1.35% | 278% | 208 | 59.62% | 1 |
|
| 6416 |
6416
Precision Wealth Strategies
Saint Louis,
Missouri
| USD 92.2 M | +USD 31.1 M | +51% | 0.71% | 106% | 110 | 66.36% | 0.8 |
|
| 6417 |
6417
Clifford Group
Wayland,
Massachusetts
| USD 92.2 M | -USD 907 k | -1% | 3.14% | 67.9% | 72 | 4.17% | 0.7 |
|
| 6418 |
RFMS
6418
RWQ Financial Management Services
Naples,
Florida
| USD 92.1 M | -USD 21.9 M | -19% | 2.55% | 446% | 27 | 33.33% | 1.4 |
|
| 6419 |
6419
Melfa Wealth Management
Westborough,
Massachusetts
| USD 92 M | -USD 6.64 M | -7% | 6.89% | 49.9% | 142 | 3.52% | 0.7 |
|
| 6420 |
6420
Twenty Acre Capital
Newtown,
Pennsylvania
| USD 92 M | -USD 1.55 M | -2% | 6.67% | 196% | 20 | 25% | 1.1 |
|
| 6421 |
EVP
6421
Evergreen Venture Partners
Tel Aviv,
Israel
| USD 92 M | +USD 16.5 M | +22% | 21.9% | 88.4% | 1 | 0% | 1.8 |
|
| 6422 |
6422
National Wealth Management Group
Cincinnati,
Ohio
| USD 91.9 M | -USD 4.25 M | -4% | 0.73% | 128% | 156 | 39.1% | 0.9 |
|
| 6423 |
6423
Monetta Financial Services
Wheaton,
Illinois
| USD 91.8 M | -USD 10.5 M | -10% | 0.54% | 275% | 57 | 35.09% | 2.6 |
|
| 6424 |
6424
Columbia Advisory Partners
Spokane,
Washington
| USD 91.8 M | -USD 1.76 M | -2% | 2.53% | 69.7% | 70 | 21.43% | 0.9 |
|
| 6425 |
6425
Sanctuary Wealth Management
Pocatello,
Idaho
| USD 91.7 M | -USD 2.81 M | -3% | 2.31% | – | 314 | 16.88% | 0.9 |
|