¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
Argo Wealth Advisory
Mclean,
Virginia
| USD 167 M | – | – | 1.11% | – | 52 | – | 0 |
|
| 6827 |
6827
Primoris Wealth Advisors
North Palm Beach,
Florida
| USD 167 M | +USD 9.9 M | +6% | 9.5% | 206% | 119 | 17.65% | 2.1 |
|
| 6828 |
6828
Tenzing Global Management
San Francisco,
California
| USD 167 M | -USD 14.6 M | -8% | 8.77% | 273% | 27 | 55.56% | 1 |
|
| 6829 |
6829
Thompson Davis & Co
Richmond,
Virginia
| USD 167 M | +USD 5.04 M | +3% | 4.14% | 179% | 186 | 36.02% | 2.2 |
|
| 6830 |
6830
Catherine Avery Investment Management
Longboat Key,
Florida
| USD 167 M | +USD 11.7 M | +8% | 4.04% | – | 167 | 8.38% | 0.9 |
|
| 6831 |
IFS
6831
Integrated Financial Solutions
Reston,
Virginia
| USD 167 M | +USD 21.8 M | +15% | 5.1% | – | 36 | 33.33% | 0.3 |
|
| 6832 |
6832
SharpePoint
Phoenix,
Arizona
| USD 167 M | +USD 56 M | +51% | 6.29% | – | 86 | 53.49% | 0.4 |
|
| 6833 |
6833
Salus Financial Advisors
Colorado Springs,
Colorado
| USD 167 M | +USD 4.71 M | +3% | 1.47% | – | 35 | 8.57% | 0.9 |
|
| 6834 |
6834
Instrumental Wealth
Tampa,
Florida
| USD 167 M | +USD 24.2 M | +17% | 2.02% | 38.2% | 82 | 25.61% | 1.4 |
|
| 6835 |
6835
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 167 M | -USD 54.3 M | -25% | 2.48% | 51.8% | 25 | 24% | 2.3 |
|
| 6836 |
6836
Conscious Wealth Investments
Coral Gables,
Florida
| USD 167 M | -USD 2.01 M | -1% | 0.96% | – | 61 | 8.2% | 1.5 |
|
| 6837 |
BCM
6837
Berbice Capital Management
Melville,
New York
| USD 167 M | +USD 4.26 M | +3% | 2.27% | – | 207 | 36.23% | 0.8 |
|
| 6838 |
6838
Pacific Asset Management
Gig Harbor,
Washington
| USD 167 M | +USD 19.3 M | +13% | 2.69% | – | 70 | 7.14% | 0.8 |
|
| 6839 |
6839
Shotwell Rutter Baer
Lansing,
Michigan
| USD 167 M | +USD 11.6 M | +7% | 1.92% | 45.5% | 39 | 5.13% | 1.5 |
|
| 6840 |
6840
Perry Creek Capital
New York
| USD 167 M | -USD 6.13 M | -4% | 2.34% | 51.2% | 13 | 7.69% | 3.6 |
|
| 6841 |
6841
Papamarkou Wellner Asset Management
New York
| USD 166 M | +USD 4.69 M | +3% | 5.21% | – | 95 | 24.21% | 0.8 |
|
| 6842 |
6842
H&F Corporate Investors VIII
San Francisco,
California
| USD 166 M | -USD 120 M | -42% | 19.5% | 33.8% | 1 | 0% | 5 |
|
| 6843 |
TCM
6843
TAM Capital Management
Stamford,
Connecticut
| USD 166 M | -USD 35.5 M | -18% | 9.62% | 4.15% | 10 | 30% | 0.4 |
|
| 6844 |
6844
Allen Wealth Management
Boone,
North Carolina
| USD 166 M | +USD 18.7 M | +13% | 3.73% | 60.3% | 61 | 8.2% | 1.7 |
|
| 6845 |
6845
Tevis Investment Management
Plano,
Texas
| USD 166 M | USD 0 | 0% | 1.47% | 58.7% | 106 | 0% | 2.6 |
|
| 6846 |
6846
Jericho Financial
Westerville,
Ohio
| USD 166 M | +USD 1.27 M | +0.8% | 3.24% | – | 43 | 11.63% | 0.9 |
|
| 6847 |
6847
Civilization Ventures Management
Belvedere Tiburon,
California
| USD 166 M | – | – | 4.23% | – | 3 | – | 0 |
|
| 6848 |
6848
Whitebark Investors
Incline Village,
Nevada
| USD 166 M | -USD 44 M | -21% | 13% | – | 11 | 27.27% | 0.8 |
|
| 6849 |
6849
W.H. Cornerstone Investments
Kingston,
Massachusetts
| USD 166 M | +USD 1.88 M | +1% | 1.77% | 58.2% | 118 | 6.78% | 2.2 |
|
| 6850 |
6850
Pillar Financial Advisors
Louisville,
Kentucky
| USD 166 M | +USD 6.59 M | +4% | 2.3% | – | 125 | 17.6% | 0.9 |
|