¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6976 |
6976
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| USD 155 M | -USD 10 M | -6% | 3.93% | 117% | 41 | 17.07% | 3 |
|
| 6977 |
6977
Archvest Wealth Advisors
Concord,
California
| USD 155 M | -USD 1.72 M | -1% | 0.87% | 53.1% | 78 | 21.79% | 2 |
|
| 6978 |
TL
6978
TowerView LLC
New York
| USD 155 M | +USD 17 M | +12% | 18.3% | 16.3% | 16 | 0% | 5.7 |
|
| 6979 |
6979
OneFund LLC
Saint Petersburg,
Florida
| USD 155 M | -USD 12.7 M | -8% | 1.72% | – | 519 | 3.66% | 1.1 |
|
| 6980 |
MA
6980
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 155 M | +USD 5.19 M | +3% | 12.5% | 166% | 57 | 15.79% | 8.4 |
|
| 6981 |
EL
6981
ES4 LLC
Newport Beach,
California
| USD 155 M | +USD 9.8 M | +7% | 1.02% | – | 35 | 17.14% | 0.2 |
|
| 6982 |
6982
AtlasMark Financial
Austin,
Texas
| USD 155 M | USD 0 | 0% | 2.07% | – | 47 | 0% | 4.3 |
|
| 6983 |
6983
Mountain Lake Investment Management
Boca Raton,
Florida
| USD 155 M | +USD 23.2 M | +18% | 12.5% | 64% | 32 | 37.5% | 1.5 |
|
| 6984 |
ALAM
6984
Asahi Life Asset Management
Tokyo,
Japan
| USD 155 M | -USD 24.6 M | -14% | 1.1% | 133% | 200 | 47% | 2.2 |
|
| 6985 |
6985
Equity Wealth Partners
Independence,
Missouri
| USD 155 M | +USD 503 k | +0.3% | 1.87% | – | 79 | 5.06% | 0.5 |
|
| 6986 |
6986
LeConte Wealth Management
Maryville,
Tennessee
| USD 155 M | +USD 1.65 M | +1% | 0.45% | – | 167 | 26.35% | 0.6 |
|
| 6987 |
6987
Elevate Capital Advisors
Eagle,
Colorado
| USD 155 M | +USD 3.42 M | +2% | 0.01% | – | 88 | 29.55% | 0.8 |
|
| 6988 |
6988
Yorkville Advisors Global
Mountainside,
New Jersey
| USD 155 M | -USD 4.18 M | -3% | 24.4% | – | 52 | 61.54% | 0.2 |
|
| 6989 |
6989
DecisionMap Wealth Management
Great Falls,
Virginia
| USD 155 M | -USD 7.67 M | -5% | 2.79% | – | 142 | 14.79% | 1 |
|
| 6990 |
6990
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| USD 155 M | -USD 1.87 M | -1% | 2.49% | 101% | 147 | 14.29% | 3.5 |
|
| 6991 |
6991
Collar Capital Management
Appleton,
Wisconsin
| USD 155 M | +USD 4.84 M | +3% | 5.96% | – | 80 | 16.25% | 1 |
|
| 6992 |
6992
Grantvest Financial Group
Matawan,
New Jersey
| USD 154 M | -USD 1.57 M | -1% | 1.27% | – | 180 | 16.11% | 0.9 |
|
| 6993 |
6993
Leigh Baldwin & Co
Cazenovia,
New York
| USD 154 M | +USD 2.35 M | +2% | 0.01% | – | 176 | 15.34% | 1 |
|
| 6994 |
6994
Albert D. Mason Inc
Boston,
Massachusetts
| USD 154 M | +USD 2.53 M | +2% | 6.92% | 83.4% | 146 | 16.44% | 6.2 |
|
| 6995 |
6995
Steinberg Asset Management
New York
| USD 154 M | +USD 20 M | +15% | 22.8% | 108% | 42 | 9.52% | 4.5 |
|
| 6996 |
6996
Rare Wolf Capital
Bellevue,
Washington
| USD 154 M | -USD 5.71 M | -4% | 6.54% | – | 137 | 17.52% | 0.2 |
|
| 6997 |
AIFAIM
6997
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| USD 154 M | -USD 1.23 M | -0.8% | 0.73% | 79.1% | 158 | 8.23% | 3.5 |
|
| 6998 |
6998
Pathfinder Wealth Consulting
Wilmington,
North Carolina
| USD 154 M | -USD 4.1 M | -3% | 1.37% | – | 177 | 14.12% | 0.2 |
|
| 6999 |
6999
Stonekeep Investments
Sante Fe,
New Mexico
| USD 154 M | -USD 2.14 M | -1% | 2.96% | – | 70 | 18.57% | 1.4 |
|
| 7000 |
7000
NDWM LLC
La Jolla,
California
| USD 154 M | +USD 3.08 M | +2% | 1.41% | 50.3% | 39 | 15.38% | 1.4 |
|