¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Financial Designs
Claremont,
California
| USD 144 M | -USD 8.21 M | -5% | 1.02% | 49% | 22 | 18.18% | 0.9 |
|
| 6552 |
6552
Paul R. Ried Financial Group
Bellevue,
Washington
| USD 144 M | +USD 990 k | +0.7% | 1.2% | – | 31 | 9.68% | 0.2 |
|
| 6553 |
6553
Papamarkou Wellner Asset Management
New York
| USD 144 M | -USD 1.64 M | -1% | 1.02% | – | 89 | 21.35% | 0.2 |
|
| 6554 |
SWP
6554
Semus Wealth Partners
Boca Raton,
Florida
| USD 144 M | -USD 7.49 M | -5% | 6.25% | 107% | 124 | 17.74% | 1.7 |
|
| 6555 |
6555
Greater Midwest Financial Group
St. Paul,
Minnesota
| USD 143 M | -USD 14.5 M | -9% | 6.39% | 157% | 60 | 16.67% | 1 |
|
| 6556 |
6556
Pinnacle Wealth Management Group
Plymouth,
Michigan
| USD 143 M | -USD 17.2 M | -11% | 1.55% | 64.3% | 126 | 24.6% | 2.2 |
|
| 6557 |
6557
SummerHaven Investment Management
Stamford,
Connecticut
| USD 143 M | -USD 18.9 M | -12% | 9.21% | 150% | 198 | 2.02% | 1.5 |
|
| 6558 |
6558
Index Venture Life Associates VI
St. Helier,
Jersey
| USD 143 M | -USD 23.8 M | -14% | 14.1% | – | 2 | 50% | 3.3 |
|
| 6559 |
6559
Addis & Hill
Wayne,
Pennsylvania
| USD 143 M | +USD 7.98 M | +6% | 1.6% | 65.1% | 28 | 17.86% | 1 |
|
| 6560 |
6560
Gould Capital
Tacoma,
Washington
| USD 143 M | -USD 610 k | -0.4% | 0.85% | 60.1% | 225 | 9.33% | 2.5 |
|
| 6561 |
WF
6561
Williams Financial
North Bennington,
Vermont
| USD 143 M | -USD 17.5 M | -11% | 0.35% | 33.1% | 26 | 73.08% | 0.7 |
|
| 6562 |
6562
Stegner Investment Associates
Louisville,
Kentucky
| USD 143 M | -USD 8.07 M | -5% | 5.74% | 84.8% | 27 | 3.7% | 3.2 |
|
| 6563 |
6563
Hager Investment Management Services
New London,
New Hampshire
| USD 143 M | -USD 17.2 M | -11% | 5.63% | – | 320 | 15.31% | 0.2 |
|
| 6564 |
HFS
6564
Hoge Financial Services
Canonsburg,
Pennsylvania
| USD 143 M | +USD 6.46 M | +5% | 1.06% | 60.8% | 63 | 19.05% | 1 |
|
| 6565 |
TCM
6565
Thoma Capital Management
Towson,
Maryland
| USD 143 M | -USD 3.05 M | -2% | 3.1% | – | 64 | 9.38% | 0.2 |
|
| 6566 |
6566
Clay Northam Wealth Management
Huntington Beach,
California
| USD 143 M | -USD 11.9 M | -8% | 6.34% | 125% | 97 | 12.37% | 2.2 |
|
| 6567 |
6567
Michael S. Ryan Inc
Latham,
New York
| USD 143 M | -USD 3.97 M | -3% | 2.37% | 63.3% | 52 | 21.15% | 1.3 |
|
| 6568 |
6568
Toronado Partners
San Francisco,
California
| USD 143 M | -USD 15.3 M | -10% | 14.9% | 158% | 11 | 0% | 2.5 |
|
| 6569 |
6569
Riverchase Wealth Management
Flower Mound,
Texas
| USD 143 M | +USD 9.11 M | +7% | 0.13% | – | 68 | 7.35% | 0.2 |
|
| 6570 |
6570
Conrad N. Hilton Foundation
Agoura Hills,
California
| USD 143 M | -USD 42.6 k | -0% | 3.49% | – | 5 | 60% | 0.8 |
|
| 6571 |
6571
Ciovacco Capital Management
Atlanta,
Georgia
| USD 143 M | -USD 32.2 M | -18% | 5.88% | 88.5% | 20 | 5% | 2 |
|
| 6572 |
6572
Varde Management
Minneapolis,
Minnesota
| USD 143 M | +USD 21 M | +17% | 1.53% | 149% | 6 | 50% | 1 |
|
| 6573 |
RCWM
6573
Royal Capital Wealth Management
Carmel,
Indiana
| USD 143 M | +USD 63 k | +0% | 0.02% | 83.8% | 92 | 11.96% | 2.5 |
|
| 6574 |
6574
Keystone Global Partners
Denver,
Colorado
| USD 143 M | – | – | 1.49% | – | 200 | – | 0 |
|
| 6575 |
MF
6575
Meridian Financial
Holliston,
Massachusetts
| USD 143 M | -USD 2.27 M | -2% | 2.34% | 58.5% | 128 | 12.5% | 2.4 |
|