¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
CMS
6801
Capital Market Strategies
Palm Beach Gardens,
Florida
| USD 144 M | -USD 6.01 M | -4% | 17.5% | 120% | 153 | 15.69% | 1.9 |
|
| 6802 |
6802
Investment Partners Asset Management
Metuchen,
New Jersey
| USD 144 M | +USD 16.3 M | +13% | 9.43% | 86.1% | 157 | 7.01% | 1.3 |
|
| 6803 |
6803
Authentikos Wealth Advisory
Morgan Hill,
California
| USD 144 M | +USD 15.8 M | +12% | 5.02% | 43.5% | 70 | 37.14% | 0.6 |
|
| 6804 |
BRWM
6804
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| USD 144 M | +USD 25.7 M | +22% | 10.9% | – | 106 | 12.26% | 0.4 |
|
| 6805 |
6805
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| USD 144 M | +USD 15.9 M | +12% | 10% | 74.9% | 45 | 4.44% | 1.9 |
|
| 6806 |
CWA
6806
Clearview Wealth Advisors
Salem,
Oregon
| USD 144 M | +USD 9.7 M | +7% | 7.31% | 45.2% | 106 | 11.32% | 2.9 |
|
| 6807 |
6807
Widmann Financial Services
Bowie,
Maryland
| USD 143 M | +USD 14.7 M | +11% | 8.56% | 75.2% | 112 | 10.71% | 2.6 |
|
| 6808 |
6808
Renaissance Capital
Stamford,
Connecticut
| USD 143 M | +USD 13.9 M | +11% | 37.1% | 392% | 29 | 6.9% | 1.1 |
|
| 6809 |
6809
Wilson & Boucher Capital Management
Moraga,
California
| USD 143 M | +USD 9.14 M | +7% | 8% | 69.8% | 113 | 7.96% | 2.9 |
|
| 6810 |
6810
Chapman Investment Management
San Anselmo,
California
| USD 143 M | +USD 9.34 M | +7% | 10.1% | 44% | 29 | 3.45% | 3.7 |
|
| 6811 |
6811
Teca Partners
Austin,
Texas
| USD 143 M | +USD 3.77 M | +3% | 11% | 66% | 13 | 38.46% | 0.9 |
|
| 6812 |
CIG
6812
Cascade Investment Group
Colorado Springs,
Colorado
| USD 143 M | +USD 13.2 M | +10% | 8.89% | 93.2% | 145 | 11.72% | 1.9 |
|
| 6813 |
6813
Integrity Wealth Advisors
Ventura,
California
| USD 143 M | +USD 6.63 M | +5% | 5.13% | – | 70 | 22.86% | 0.4 |
|
| 6814 |
6814
Terra Nova Asset Management
New York
| USD 143 M | +USD 16 M | +13% | 18.4% | 172% | 91 | 8.79% | 3.3 |
|
| 6815 |
FSBI
6815
Fearless Solutions (Best Invest)
San Antonio,
Texas
| USD 143 M | +USD 14.3 M | +11% | 7.7% | – | 109 | 8.26% | 0.4 |
|
| 6816 |
6816
WESPAC Advisors
Orinda,
California
| USD 143 M | +USD 20.3 M | +17% | 9.13% | 112% | 203 | 40.39% | 1 |
|
| 6817 |
6817
Allen Wealth Management
Boone,
North Carolina
| USD 143 M | -USD 2.27 M | -2% | 0.61% | – | 62 | 6.45% | 1.3 |
|
| 6818 |
6818
Central Asset Investments & Management Holdings
Hong Kong
| USD 143 M | +USD 83.7 M | +141% | 36.6% | 3,210% | 51 | 37.25% | 1.1 |
|
| 6819 |
6819
Berry Wealth Group
Granbury,
Texas
| USD 143 M | +USD 15.1 M | +12% | 13% | – | 111 | 17.12% | 0.9 |
|
| 6820 |
6820
Andina Capital Management
Lehi,
Utah
| USD 143 M | +USD 2.4 M | +2% | 7.22% | 38.9% | 151 | 21.85% | 0.6 |
|
| 6821 |
6821
Repertoire Partners
New York
| USD 143 M | -USD 84.2 M | -37% | 14.5% | 37.5% | 19 | 73.68% | 0.5 |
|
| 6822 |
BCM
6822
Berbice Capital Management
Melville,
New York
| USD 143 M | +USD 26.7 M | +23% | 26.2% | – | 196 | 26.02% | 0.4 |
|
| 6823 |
6823
Doheny Asset Management
Los Angeles,
California
| USD 143 M | +USD 15 M | +12% | 18.2% | 135% | 68 | 5.88% | 5.9 |
|
| 6824 |
6824
Great Hill Partners
Boston,
Massachusetts
| USD 143 M | +USD 53.3 M | +60% | 59.7% | 24% | 1 | 0% | 3 |
|
| 6825 |
6825
Hurley Capital
New York
| USD 143 M | +USD 10.7 M | +8% | 7.46% | – | 555 | 24.32% | 0.5 |
|