¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
6601
Solas Capital Management
Darien,
Connecticut
| USD 164 M | -USD 14.9 M | -8% | 5.36% | 62.5% | 22 | 18.18% | 1.9 |
|
| 6602 |
6602
Pring Turner Capital Group
Alamo,
California
| USD 164 M | +USD 9 M | +6% | 7.92% | 70.8% | 69 | 2.9% | 4.5 |
|
| 6603 |
ECP
6603
Elwood Capital Partners
New York
| USD 164 M | +USD 33.8 M | +26% | 8.03% | – | 25 | 32% | 0.6 |
|
| 6604 |
6604
Rareview Capital
Las Vegas,
Nevada
| USD 164 M | +USD 5.36 M | +3% | 4.61% | – | 59 | 27.12% | 1 |
|
| 6605 |
6605
RiverGlades Family Offices
Naples,
Florida
| USD 164 M | +USD 11.3 M | +7% | 7.24% | – | 93 | 9.68% | 4.1 |
|
| 6606 |
6606
Lakehouse Capital
Sydney NSW,
Australia
| USD 164 M | -USD 259 k | -0.2% | 1.45% | 87.4% | 13 | 0% | 4 |
|
| 6607 |
6607
Kingdom Financial Group
Peoria,
Arizona
| USD 164 M | +USD 49.1 M | +43% | 5.19% | 46.2% | 87 | 47.13% | 0.6 |
|
| 6608 |
6608
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| USD 164 M | +USD 23.4 M | +17% | 6.26% | – | 207 | 15.94% | 0.8 |
|
| 6609 |
6609
McClarren Financial Advisors
State College,
Pennsylvania
| USD 164 M | +USD 9.8 M | +6% | 7.2% | 63% | 76 | 5.26% | 1.3 |
|
| 6610 |
6610
Stanich Group
Montauk,
New York
| USD 163 M | +USD 51.7 M | +46% | 6.14% | – | 57 | 33.33% | 0.5 |
|
| 6611 |
MIM
6611
Meixler Investment Management
Show Low,
Arizona
| USD 163 M | +USD 17.9 M | +12% | 8.98% | 66.2% | 113 | 15.04% | 1.8 |
|
| 6612 |
6612
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| USD 163 M | +USD 12.6 M | +8% | 13.4% | 117% | 172 | 77.91% | 2.8 |
|
| 6613 |
6613
Capasso Planning Partners
Charleston,
South Carolina
| USD 163 M | -USD 13.7 M | -8% | 6.32% | 51.6% | 89 | 28.09% | 2.4 |
|
| 6614 |
RCWM
6614
Royal Capital Wealth Management
Carmel,
Indiana
| USD 163 M | +USD 12.7 M | +8% | 8.52% | 83.8% | 92 | 8.7% | 2.9 |
|
| 6615 |
6615
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 163 M | +USD 10.5 M | +7% | 8.61% | 85.3% | 64 | 7.81% | 3.5 |
|
| 6616 |
CC
6616
CF Capital
Cohasset,
Massachusetts
| USD 163 M | +USD 84.6 M | +108% | 3.14% | – | 56 | 41.07% | 0.5 |
|
| 6617 |
6617
Klein Pavlis & Peasley Financial
Irvine,
California
| USD 163 M | +USD 13 M | +9% | 9.69% | 97.4% | 99 | 35.35% | 0.9 |
|
| 6618 |
6618
Frazier Financial Advisors
Columbus,
Ohio
| USD 163 M | +USD 21.1 M | +15% | 5.96% | – | 692 | 20.38% | 1.4 |
|
| 6619 |
6619
Taylor & Morgan Wealth Management
Flint,
Michigan
| USD 163 M | +USD 14.7 M | +10% | 8.91% | 85.9% | 74 | 5.41% | 2.6 |
|
| 6620 |
6620
Archer Investment Management
Austin,
Texas
| USD 163 M | +USD 25 M | +18% | 4.97% | – | 63 | 22.22% | 0.6 |
|
| 6621 |
6621
Peoples Bank (Ohio)
Marietta,
Ohio
| USD 163 M | +USD 892 k | +0.6% | 6.26% | 78.9% | 101 | 10.89% | 6 |
|
| 6622 |
6622
Kerusso Capital Management
Winston Salem,
North Carolina
| USD 163 M | +USD 1.12 M | +0.7% | 7.04% | – | 59 | 13.56% | 1.1 |
|
| 6623 |
6623
Forthright Family Wealth Advisory
Houston,
Texas
| USD 163 M | +USD 4.77 M | +3% | 6.55% | – | 60 | 25% | 1.2 |
|
| 6624 |
6624
Byrne Asset Management
Kingston,
New Jersey
| USD 163 M | +USD 11.5 M | +8% | 10.2% | 126% | 621 | 35.59% | 1.4 |
|
| 6625 |
6625
Innovative Advisory Group
Lexington,
Massachusetts
| USD 163 M | +USD 44.1 M | +37% | 15.6% | – | 268 | 9.7% | 0.7 |
|