¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Tegean Capital Management
New York
| USD 99.4 M | – | – | 3.4% | – | 71 | – | 0.3 |
|
| 6527 |
6527
Life Planning Partners
Jacksonville,
Florida
| USD 99.3 M | – | – | 3.16% | 50.3% | 172 | – | 0 |
|
| 6528 |
6528
Old North State Wealth Management
Wilmington,
North Carolina
| USD 99.2 M | – | – | 5.46% | 91.5% | 57 | – | 0 |
|
| 6529 |
6529
MU Investments Company
Tokyo,
Japan
| USD 99.2 M | +USD 5.92 M | +6% | 16.2% | 40.4% | 29 | 31.03% | 4.5 |
|
| 6530 |
MI
6530
Markston International
White Plains,
New York
| USD 99.1 M | -USD 7.74 M | -7% | 7.87% | 109% | 147 | 6.8% | 6.2 |
|
| 6531 |
6531
Khrom Capital Management
Miami Beach,
Florida
| USD 99 M | -USD 21.5 M | -18% | 8.95% | 35.6% | 20 | 25% | 0.4 |
|
| 6532 |
6532
Woodward Financial Advisors
Chapel Hill,
North Carolina
| USD 99 M | – | – | 7.18% | 55% | 40 | – | 0 |
|
| 6533 |
6533
Endowment Wealth Management
Appleton,
Wisconsin
| USD 98.9 M | – | – | 3.07% | 70.7% | 122 | – | 0 |
|
| 6534 |
ALS
6534
Andrew L. Share
| USD 98.9 M | +USD 3.18 M | +3% | 4.05% | 3.31% | 8 | 50% | 0.6 |
|
| 6535 |
6535
Pin Oak Investment Advisors
Houston,
Texas
| USD 98.8 M | +USD 8.19 M | +9% | 7.34% | 62.7% | 442 | 12.67% | 2.5 |
|
| 6536 |
6536
Guild Investment Management
Los Angeles,
California
| USD 98.8 M | -USD 5.06 M | -5% | 6.59% | 119% | 87 | 26.44% | 1 |
|
| 6537 |
6537
Avondale Wealth Management
West Lake Hills,
Texas
| USD 98.8 M | -USD 3.62 M | -4% | 5.45% | 83.8% | 121 | 27.27% | 2.2 |
|
| 6538 |
6538
Osmium Partners
Greenbrae,
California
| USD 98.8 M | -USD 17.1 M | -15% | 16.2% | 28.4% | 10 | 30% | 2.8 |
|
| 6539 |
6539
Serent Capital Management Company
San Francisco,
California
| USD 98.7 M | – | – | 3.49% | – | 1 | – | 0 |
|
| 6540 |
6540
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| USD 98.7 M | -USD 7.18 M | -7% | 3.78% | 41.2% | 54 | 16.67% | 0.7 |
|
| 6541 |
6541
Carson Advisory
Athens,
Georgia
| USD 98.7 M | – | – | 9.59% | 70.9% | 134 | – | 0 |
|
| 6542 |
6542
Tower Wealth Partners
Lewisburg,
Pennsylvania
| USD 98.7 M | +USD 3.83 M | +4% | 5.53% | 53.7% | 53 | 15.09% | 0.9 |
|
| 6543 |
6543
Schubert & Co
Mckinney,
Texas
| USD 98.4 M | – | – | 0.33% | 47.3% | 1,399 | – | 0 |
|
| 6544 |
AIM
6544
Alerce Investment Management
Chicago,
Illinois
| USD 98.3 M | -USD 47.8 M | -33% | 31.2% | 25.1% | 7 | 0% | 1 |
|
| 6545 |
6545
San Luis Wealth Advisors
San Luis Obispo,
California
| USD 98.2 M | -USD 81.3 M | -45% | 11.4% | 65% | 167 | 55.09% | 0.6 |
|
| 6546 |
6546
Horizon Family Wealth
Chicago,
Illinois
| USD 98.1 M | – | – | 8.36% | 68.6% | 47 | – | 0 |
|
| 6547 |
BSWA
6547
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| USD 98 M | – | – | 7.47% | – | 27 | – | 0 |
|
| 6548 |
ST
6548
Sphinx Trading
Chicago,
Illinois
| USD 98 M | +USD 2.74 M | +3% | 3.21% | – | 190 | 45.79% | 0.3 |
|
| 6549 |
DLDF
6549
Dan L. Duncan Foundation
Houston,
Texas
| USD 97.9 M | -USD 7.4 M | -7% | 2.58% | 11.8% | 5 | 60% | 0.7 |
|
| 6550 |
6550
OmniStar Financial Group
Wilmington,
North Carolina
| USD 97.8 M | +USD 13.1 M | +16% | 10.1% | 75.6% | 122 | 12.3% | 0.9 |
|