¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
6901
Pearl Planning
Dexter,
Michigan
| USD 164 M | – | – | 2.42% | – | 52 | – | 0 |
|
| 6902 |
6902
Widmann Financial Services
Bowie,
Maryland
| USD 163 M | +USD 4.43 M | +3% | 2.36% | 75.2% | 120 | 11.67% | 2.8 |
|
| 6903 |
6903
Daner Wealth Management
Alpharetta,
Georgia
| USD 163 M | +USD 9.34 M | +6% | 1.98% | – | 105 | 18.1% | 0.7 |
|
| 6904 |
6904
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| USD 163 M | +USD 6.71 M | +4% | 0.77% | – | 83 | 2.41% | 1 |
|
| 6905 |
6905
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 163 M | -USD 3.06 M | -2% | 3.51% | 85.5% | 33 | 0% | 5.4 |
|
| 6906 |
6906
Fort Henry Capital
Wheeling,
West Virginia
| USD 163 M | +USD 5.82 M | +4% | 1% | 39.3% | 17 | 5.88% | 4.1 |
|
| 6907 |
6907
Camelot Portfolios
Maumee,
Ohio
| USD 163 M | -USD 6.19 M | -4% | 1.64% | 41.3% | 612 | 65.2% | 1.1 |
|
| 6908 |
EMB
6908
Elefante Mark B
| USD 163 M | +USD 6.9 M | +4% | 5.16% | – | 58 | 6.9% | 4.7 |
|
| 6909 |
6909
Saxony Capital Management
St. Louis,
Missouri
| USD 163 M | +USD 11.5 M | +8% | 2.48% | 90% | 187 | 30.48% | 1.1 |
|
| 6910 |
BWM
6910
BCO Wealth Management
Carlsbad,
New Mexico
| USD 163 M | +USD 11.5 M | +8% | 1.78% | – | 41 | 9.76% | 0.8 |
|
| 6911 |
6911
Panoramic Capital Partners
Lake Oswego,
Oregon
| USD 163 M | +USD 7.41 M | +5% | 2.22% | – | 67 | 19.4% | 0.8 |
|
| 6912 |
6912
Columbia River Financial Group
Vancouver,
Washington
| USD 163 M | +USD 786 k | +0.5% | 0.59% | – | 54 | 1.85% | 1 |
|
| 6913 |
6913
Kastel Capital Advisors
Wellesley,
Massachusetts
| USD 163 M | – | – | 1.49% | – | 55 | – | 0 |
|
| 6914 |
6914
Erickson Financial Group
Allentown,
Pennsylvania
| USD 163 M | +USD 3.61 M | +2% | 2.26% | 69.3% | 26 | 3.85% | 3.3 |
|
| 6915 |
6915
Obsido Oy
Tampere,
| USD 163 M | +USD 12.5 M | +8% | 1.98% | – | 20 | 0% | 1 |
|
| 6916 |
6916
Westco Advisory Services
Lynbrook,
New York
| USD 163 M | – | – | 4.26% | – | 93 | – | 0 |
|
| 6917 |
6917
Live Oak Investment Partners
Austin,
Texas
| USD 163 M | +USD 11.8 M | +8% | 2.28% | – | 96 | 27.08% | 2 |
|
| 6918 |
6918
Brewster Financial Planning
Brooklyn,
New York
| USD 163 M | +USD 3.71 M | +2% | 1.28% | 44.3% | 27 | 3.7% | 2.5 |
|
| 6919 |
SLFPAM
6919
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| USD 163 M | +USD 7.6 M | +5% | 6.38% | 139% | 52 | 46.15% | 0.6 |
|
| 6920 |
6920
Arlington Capital Management
Arlington Heights,
Illinois
| USD 163 M | +USD 6.08 M | +4% | 6.23% | 146% | 129 | 37.21% | 0.9 |
|
| 6921 |
6921
Caldwell Investment Management
Toronto,
Ontario, Canada
| USD 163 M | +USD 10.3 M | +7% | 5.06% | 162% | 35 | 42.86% | 1.1 |
|
| 6922 |
6922
Lummis Asset Management
Fort Worth,
Texas
| USD 163 M | +USD 10.3 M | +7% | 4% | – | 197 | 24.87% | 1.4 |
|
| 6923 |
6923
English Capital Management
Bloomfield Hills,
Michigan
| USD 163 M | +USD 7.8 M | +5% | 7.31% | – | 36 | 2.78% | 1.6 |
|
| 6924 |
6924
Zynergy Retirement Planning
Red Bank,
New Jersey
| USD 163 M | +USD 3.97 M | +3% | 0.8% | – | 29 | 10.34% | 1.4 |
|
| 6925 |
6925
Paragon Financial Partners
Woodland Hills,
California
| USD 163 M | +USD 4.13 M | +3% | 1.59% | 90.6% | 77 | 9.09% | 3.3 |
|