¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Counterweight Ventures
Wilmington,
North Carolina
| USD 110 M | – | – | 11% | – | 61 | – | 0 |
|
| 6652 |
6652
Alexander Randolph Advisory
Mclean,
Virginia
| USD 110 M | – | – | 12% | 56% | 53 | – | 0 |
|
| 6653 |
6653
Arlington Capital Management
Arlington Heights,
Illinois
| USD 110 M | +USD 14.6 M | +15% | 18.7% | 146% | 151 | 80.13% | 0.2 |
|
| 6654 |
6654
STAR Financial Bank
Fort Wayne,
Indiana
| USD 110 M | +USD 12.4 M | +13% | 10.9% | 53.4% | 92 | 8.7% | 0.9 |
|
| 6655 |
6655
LAM Group
Lake Oswego,
Oregon
| USD 110 M | +USD 8.05 M | +8% | 12.9% | 61.8% | 125 | 12% | 0.9 |
|
| 6656 |
6656
Vienna Asset Management
Saratoga,
California
| USD 110 M | – | – | 8.05% | – | 40 | – | 0.7 |
|
| 6657 |
6657
Bruce G. Allen Investments
Denver,
Colorado
| USD 110 M | – | – | 8.42% | – | 1,008 | – | 0 |
|
| 6658 |
6658
EDMP Inc
Lutz,
Florida
| USD 110 M | +USD 11.8 M | +12% | 9.93% | 78% | 73 | 13.7% | 3.6 |
|
| 6659 |
FWM
6659
FMA Wealth Management
Duxbury,
Massachusetts
| USD 110 M | – | – | 7.59% | 40.8% | 38 | – | 0 |
|
| 6660 |
6660
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 110 M | +USD 9.5 M | +9% | 8.64% | 66.6% | 110 | 22.73% | 1.6 |
|
| 6661 |
6661
Oppenheimer & Close
New York
| USD 110 M | +USD 9.46 M | +9% | 8.58% | 149% | 57 | 8.77% | 4.6 |
|
| 6662 |
6662
Signature Resources Capital Management
Newport Beach,
California
| USD 110 M | – | – | 9.7% | 67.8% | 405 | – | 0 |
|
| 6663 |
MCM
6663
Magnolia Capital Management
Cold Spring,
New York
| USD 110 M | +USD 6.73 M | +7% | 11.2% | 85.9% | 130 | 50% | 2.8 |
|
| 6664 |
6664
Live Oak Investment Partners
Austin,
Texas
| USD 110 M | -USD 6.46 M | -6% | 8.49% | – | 289 | 0% | 0.9 |
|
| 6665 |
NAMNJ
6665
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| USD 110 M | – | – | 10.8% | – | 75 | – | 0 |
|
| 6666 |
6666
4J Wealth Management
Alexandria,
Virginia
| USD 109 M | +USD 9 M | +9% | 7.85% | 74.7% | 91 | 15.38% | 1.9 |
|
| 6667 |
6667
FMB Wealth Management
Westlake Village,
California
| USD 109 M | +USD 16.3 M | +17% | 10.7% | 71.1% | 63 | 17.46% | 0.8 |
|
| 6668 |
6668
Fortune 45 LLC
Gonzales,
Louisiana
| USD 109 M | +USD 9.48 M | +9% | 10.5% | 85.2% | 28 | 17.86% | 1.5 |
|
| 6669 |
HFAS
6669
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 109 M | +USD 11.3 M | +11% | 11.8% | 71.8% | 99 | 5.05% | 3.2 |
|
| 6670 |
6670
William Marsh Rice University
Houston,
Texas
| USD 109 M | -USD 17.2 M | -14% | 5.71% | 1.81% | 5 | 20% | 2.9 |
|
| 6671 |
6671
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| USD 109 M | – | – | 11.6% | 90.4% | 127 | – | 0 |
|
| 6672 |
6672
Strategic Vision Investment
Hong Kong
| USD 109 M | +USD 5.81 M | +6% | 20.5% | 95.6% | 16 | 68.75% | 0.3 |
|
| 6673 |
6673
Axim Planning & Wealth
Springboro,
Ohio
| USD 109 M | -USD 3.88 M | -3% | 1.06% | 32.3% | 33 | 30.3% | 1 |
|
| 6674 |
TCM
6674
Tao Capital Management
San Francisco,
California
| USD 109 M | -USD 19.8 M | -15% | 48.8% | 314% | 13 | 23.08% | 2.4 |
|
| 6675 |
6675
LifePlan Investment Advisors
Raleigh,
North Carolina
| USD 109 M | +USD 15.2 M | +16% | 8.92% | 60.9% | 70 | 14.29% | 0.4 |
|