¡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
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 173 M | -USD 1.39 M | -0.8% | 4.97% | 98.3% | 19 | 0% | 4.5 |
|
| 6702 |
6702
Wealth Science Advisors
Alpharetta,
Georgia
| USD 173 M | – | – | 3.49% | – | 71 | – | 0 |
|
| 6703 |
HSM
6703
H Squared Management
New York
| USD 173 M | – | – | 1.01% | – | 11 | – | 0 |
|
| 6704 |
PS
6704
Presima Securities
Montreal,
Quebec, Canada
| USD 173 M | -USD 191 M | -52% | 3.11% | 10.3% | 48 | 0% | 5.6 |
|
| 6705 |
SBCM
6705
Silverberg Bernstein Capital Management
Armonk,
New York
| USD 173 M | +USD 8.38 M | +5% | 6.83% | 133% | 67 | 1.49% | 1.7 |
|
| 6706 |
6706
Lennar Corp
Miami,
Florida
| USD 173 M | – | – | 21.8% | – | 5 | – | 0 |
|
| 6707 |
6707
Heronetta Management
New York
| USD 173 M | -USD 9.7 M | -5% | 0.45% | 55.4% | 25 | 0% | 7.6 |
|
| 6708 |
6708
Finivi Inc
Westborough,
Massachusetts
| USD 173 M | +USD 15.9 M | +10% | 2.49% | 144% | 104 | 7.69% | 2.2 |
|
| 6709 |
6709
Michael S. Ryan Inc
Latham,
New York
| USD 173 M | +USD 5.3 M | +3% | 2.46% | 63.3% | 58 | 13.79% | 1.5 |
|
| 6710 |
WF
6710
Williams Financial
North Bennington,
Vermont
| USD 173 M | +USD 75.9 M | +78% | 1.08% | 33.1% | 31 | 67.74% | 0.4 |
|
| 6711 |
6711
Brookmont Capital Management
Dallas,
Texas
| USD 173 M | -USD 7.05 M | -4% | 3.74% | 32.2% | 59 | 8.47% | 7.1 |
|
| 6712 |
6712
Lagoda Investment Management
New York
| USD 173 M | -USD 4.05 M | -2% | 2.35% | 250% | 26 | 15.38% | 6.7 |
|
| 6713 |
CF
6713
Carlson Financial
Canby,
Oregon
| USD 173 M | – | – | 0.25% | – | 180 | – | 0 |
|
| 6714 |
6714
Tacita Capital
Toronto,
Ontario, Canada
| USD 173 M | +USD 7.14 M | +4% | 3.06% | 72.3% | 222 | 6.76% | 3.5 |
|
| 6715 |
6715
Atmos Advisory
Pittsburgh,
Pennsylvania
| USD 173 M | +USD 8.44 M | +5% | 0.61% | 31.9% | 21 | 4.76% | 3.8 |
|
| 6716 |
6716
Align Financial
Hermantown,
Minnesota
| USD 172 M | – | – | 2.5% | – | 389 | – | 0 |
|
| 6717 |
6717
Velan Capital Investment Management
Alpharetta,
Georgia
| USD 172 M | +USD 65.9 M | +62% | 117% | 2,395% | 57 | 33.33% | 0.8 |
|
| 6718 |
6718
LeClair Wealth Partners
Dublin,
Ohio
| USD 172 M | +USD 11.9 M | +7% | 2.78% | – | 115 | 11.3% | 0.8 |
|
| 6719 |
6719
SeaTown Holdings
Singapore
| USD 172 M | -USD 1.09 M | -0.6% | 5.61% | 220% | 21 | 33.33% | 1.1 |
|
| 6720 |
6720
Tranquilli Financial Advisor
Clinton,
New Jersey
| USD 172 M | +USD 3.08 M | +2% | 2.3% | 55.1% | 136 | 17.65% | 2.1 |
|
| 6721 |
PVAMC
6721
PPS&V Asset Management Consultants
Portage,
Michigan
| USD 172 M | -USD 954 k | -0.6% | 2.51% | 80.7% | 43 | 4.65% | 2.6 |
|
| 6722 |
GFG
6722
Genesis Financial Group
Paramus,
New Jersey
| USD 172 M | – | – | 1.82% | – | 101 | – | 0 |
|
| 6723 |
6723
Anderson Financial Strategies
Dayton,
Ohio
| USD 172 M | +USD 3.42 M | +2% | 0.64% | – | 40 | 10% | 0.8 |
|
| 6724 |
6724
McGinn Penninger Investment Management
Alexandria,
Virginia
| USD 172 M | +USD 1.65 M | +1% | 3.46% | 71.6% | 36 | 5.56% | 3.2 |
|
| 6725 |
6725
11.2 Capital Management
Las Vegas,
Nevada
| USD 172 M | – | – | 5.36% | – | 1 | – | 0 |
|