¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Anabranch Capital Management
Stamford,
Connecticut
| USD 159 M | -USD 8.6 M | -5% | 5.99% | 139% | 6 | 0% | 3.6 |
|
| 6702 |
6702
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| USD 159 M | +USD 12.3 M | +8% | 7.05% | 64.5% | 129 | 13.18% | 1.7 |
|
| 6703 |
6703
Sterling Manor Financial
Saratoga Springs,
New York
| USD 159 M | +USD 8.62 M | +6% | 5.48% | – | 36 | 19.44% | 1.7 |
|
| 6704 |
6704
Terra Nova Asset Management
New York
| USD 159 M | +USD 15.5 M | +11% | 8.55% | 172% | 99 | 15.15% | 3.2 |
|
| 6705 |
6705
Zynergy Retirement Planning
Red Bank,
New Jersey
| USD 159 M | +USD 9.48 M | +6% | 4.97% | – | 28 | 10.71% | 1.1 |
|
| 6706 |
6706
Teca Partners
Austin,
Texas
| USD 159 M | +USD 15.3 M | +11% | 4.89% | 66% | 13 | 30.77% | 1.1 |
|
| 6707 |
6707
Providence Wealth Advisors
Frankfort,
Illinois
| USD 159 M | +USD 12.8 M | +9% | 8.33% | 121% | 88 | 6.82% | 4.8 |
|
| 6708 |
6708
Richmond Brothers
Jackson,
Michigan
| USD 158 M | +USD 5.73 M | +4% | 6.26% | 77.2% | 35 | 17.14% | 1.6 |
|
| 6709 |
6709
Paragon Financial Partners
Woodland Hills,
California
| USD 158 M | +USD 12 M | +8% | 8.38% | 90.6% | 72 | 2.78% | 3.2 |
|
| 6710 |
6710
VERITY Wealth Advisors
Sausalito,
United States
| USD 158 M | +USD 9.46 M | +6% | 6.72% | 59.9% | 79 | 6.33% | 4.4 |
|
| 6711 |
6711
Nipun Capital
Foster City,
California
| USD 158 M | -USD 26 M | -14% | 2.69% | 30.2% | 13 | 53.85% | 1.5 |
|
| 6712 |
6712
Graphene Investments SAS
Paris,
France
| USD 158 M | +USD 4.72 M | +3% | 8.52% | 103% | 47 | 10.64% | 1.9 |
|
| 6713 |
6713
Optimas Capital
Central,
Hong Kong
| USD 158 M | +USD 63.3 M | +67% | 18.8% | 358% | 42 | 85.71% | 0.2 |
|
| 6714 |
6714
Lakeside Advisors
Seattle,
Washington
| USD 158 M | +USD 2.91 M | +2% | 4.57% | 83.7% | 64 | 4.69% | 3.3 |
|
| 6715 |
6715
Boyar Asset Management
New York
| USD 158 M | +USD 5.23 M | +3% | 6.55% | 75.5% | 81 | 7.41% | 7.5 |
|
| 6716 |
6716
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| USD 158 M | +USD 13.9 M | +10% | 7.12% | 59.7% | 64 | 4.69% | 2.4 |
|
| 6717 |
6717
IDG China Venture Capital Fund V Associates
Hong Kong
| USD 158 M | +USD 25.2 M | +19% | 19% | 7.34% | 1 | 0% | 3.8 |
|
| 6718 |
6718
Redwood Financial Network
Solon,
Ohio
| USD 158 M | +USD 9.9 M | +7% | 6.14% | 82.2% | 183 | 9.29% | 2.2 |
|
| 6719 |
6719
Hengistbury Investment Partners
London,
United Kingdom
| USD 158 M | +USD 11.5 M | +8% | 9.74% | 108% | 3 | 0% | 5.3 |
|
| 6720 |
6720
Members Wealth
Media,
Pennsylvania
| USD 158 M | – | – | 5.69% | – | 104 | – | 1.1 |
|
| 6721 |
6721
Bain Capital Public Equity
Boston,
Massachusetts
| USD 158 M | +USD 6.7 M | +4% | 9.03% | 169% | 32 | 46.88% | 0.5 |
|
| 6722 |
6722
Stonekeep Investments
Sante Fe,
New Mexico
| USD 158 M | +USD 9.31 M | +6% | 8.11% | – | 66 | 3.03% | 1 |
|
| 6723 |
6723
Hestia Capital Management
Cranberry Township,
Pennsylvania
| USD 158 M | +USD 11.2 M | +8% | 6.11% | – | 17 | 41.18% | 0.2 |
|
| 6724 |
6724
Momentous Wealth Management
Vancouver,
Washington
| USD 158 M | +USD 2.95 M | +2% | 5.58% | – | 47 | 17.02% | 0.7 |
|
| 6725 |
6725
Doheny Asset Management
Los Angeles,
California
| USD 158 M | +USD 14.9 M | +10% | 12.1% | 135% | 67 | 5.97% | 6.3 |
|