¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
Nabity-Jensen Investment Management
Omaha,
Nebraska
| USD 126 M | -USD 6.56 M | -5% | 3.02% | 85.3% | 68 | 5.88% | 1.1 |
|
| 6952 |
6952
Gordian Advisors
Tucson,
Arizona
| USD 126 M | -USD 515 k | -0.4% | 0.73% | 55.4% | 39 | 5.13% | 0.9 |
|
| 6953 |
6953
Ellerson Group
Annapolis,
Maryland
| USD 126 M | -USD 11.3 M | -8% | 4.42% | 178% | 52 | 7.69% | 1.7 |
|
| 6954 |
6954
Clio Asset Management
Charlottesville,
Virginia
| USD 126 M | -USD 9.8 M | -7% | 5.31% | 60.6% | 16 | 12.5% | 1.3 |
|
| 6955 |
ICMP
6955
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 126 M | -USD 904 k | -0.7% | 1.02% | 39.7% | 75 | 9.33% | 2.8 |
|
| 6956 |
KCM
6956
KRS Capital Management
Bloomfield,
Michigan
| USD 126 M | -USD 15.8 M | -11% | 7.9% | 272% | 113 | 12.39% | 2.5 |
|
| 6957 |
6957
EQ Wealth Advisors
Dallas,
Texas
| USD 126 M | +USD 21.5 M | +21% | 3.66% | – | 280 | 81.07% | 0 |
|
| 6958 |
6958
Armor Advisors
New York
| USD 125 M | +USD 29.4 M | +31% | 2.37% | 78.5% | 20 | 40% | 1.2 |
|
| 6959 |
6959
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| USD 125 M | -USD 916 k | -0.7% | 0.56% | – | 92 | 5.43% | 1.1 |
|
| 6960 |
6960
Davis Capital Management
Jacksonville,
Florida
| USD 125 M | +USD 2.68 M | +2% | 0.65% | – | 323 | 4.95% | 3.3 |
|
| 6961 |
6961
S.R. Schill & Associates
Mercer Island,
Washington
| USD 125 M | +USD 5.85 M | +5% | 0.43% | 42.7% | 33 | 39.39% | 3.2 |
|
| 6962 |
6962
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| USD 125 M | -USD 3.32 M | -3% | 5.31% | 88.8% | 6 | 0% | 2.8 |
|
| 6963 |
6963
Parkworth Wealth Management
Los Gatos,
California
| USD 125 M | +USD 5.06 M | +4% | 0.64% | – | 1,307 | 9.26% | 0.2 |
|
| 6964 |
6964
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| USD 125 M | -USD 6.39 M | -5% | 0.47% | – | 104 | 14.42% | 0.2 |
|
| 6965 |
APW
6965
Aurora Private Wealth
Rockaway,
New Jersey
| USD 125 M | -USD 8.33 M | -6% | 2.87% | – | 169 | 18.34% | 2.8 |
|
| 6966 |
6966
TRV GP V
Boston,
Massachusetts
| USD 125 M | -USD 169 M | -57% | 53% | – | 4 | 25% | 0.2 |
|
| 6967 |
6967
Enhancing Capital
Harrisburg,
Pennsylvania
| USD 125 M | -USD 474 k | -0.4% | 0.66% | – | 94 | 7.45% | 2.3 |
|
| 6968 |
6968
Paladin Advisory Group
Clive,
Iowa
| USD 125 M | -USD 5.61 M | -4% | 2.3% | 78.7% | 242 | 7.85% | 1.8 |
|
| 6969 |
6969
MontVue Capital Management
Lynchburg,
Virginia
| USD 125 M | -USD 6.16 M | -5% | 2.07% | 76% | 62 | 12.9% | 1.1 |
|
| 6970 |
6970
Babb Wealth Advisors
Flagstaff,
Arizona
| USD 125 M | +USD 688 k | +0.6% | 1.38% | – | 19 | 0% | 0.3 |
|
| 6971 |
RFL
6971
RD Finance Ltd
Limassol,
Cyprus
| USD 125 M | – | – | 7.1% | – | 28 | – | 0 |
|
| 6972 |
6972
Capstone Capital
Henderson,
Nevada
| USD 125 M | +USD 2.4 M | +2% | 0.48% | 62.8% | 24 | 4.17% | 1.1 |
|
| 6973 |
6973
Alpha Financial Partners
Lexington,
Kentucky
| USD 125 M | -USD 1.85 M | -1% | 2.71% | 66.1% | 90 | 13.33% | 0.7 |
|
| 6974 |
6974
Gibson Wealth Advisors
Tyler,
Texas
| USD 125 M | +USD 3.47 M | +3% | 0.49% | – | 38 | 13.16% | 2.6 |
|
| 6975 |
6975
Redwood Park Advisors
Redwood City,
California
| USD 125 M | -USD 21.5 M | -15% | 1.4% | – | 363 | 10.47% | 0.2 |
|