¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
JD6
7076
J Digital 6
Chicago,
Illinois
| USD 169 M | +USD 29 M | +21% | 6.6% | – | 3 | 33.33% | 0.5 |
|
| 7077 |
FWMM
7077
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| USD 169 M | +USD 21.1 M | +14% | 15.1% | 64% | 52 | 21.15% | 2.2 |
|
| 7078 |
DCM
7078
Davis Capital Management
Jacksonville,
Florida
| USD 169 M | +USD 21.4 M | +14% | 11.3% | – | 1,286 | 55.44% | 1.2 |
|
| 7079 |
DIG
7079
Daniel Investment Group
Royal Oak,
Michigan
| USD 169 M | – | – | 7.08% | – | 33 | – | 0 |
|
| 7080 |
FCM
7080
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 169 M | +USD 9.09 M | +6% | 14.8% | 81.3% | 52 | 11.54% | 5.9 |
|
| 7081 |
MSWA
7081
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| USD 169 M | +USD 16 M | +10% | 11.3% | – | 356 | 8.15% | 1.3 |
|
| 7082 |
PWCM
7082
Processus Wealth & Capital Management
Brentwood,
Tennessee
| USD 169 M | +USD 21.5 M | +15% | 22.2% | 160% | 36 | 5.56% | 2.2 |
|
| 7083 |
SFG
7083
Somnio Financial Group
Glastonbury,
Connecticut
| USD 169 M | +USD 16.6 M | +11% | 9.79% | – | 14 | 0% | 1.9 |
|
| 7084 |
NDBT
7084
North Dallas Bank & Trust
Dallas,
Texas
| USD 169 M | +USD 20.9 M | +14% | 17.2% | – | 119 | 13.45% | 0.8 |
|
| 7085 |
GGA
7085
Granite Group Advisors
Stamford,
Connecticut
| USD 169 M | +USD 3.34 M | +2% | 10.4% | 74% | 96 | 22.92% | 1.6 |
|
| 7086 |
AIM
7086
Athena Investment Management
Orinda,
California
| USD 169 M | -USD 24.1 M | -13% | 19% | 80.6% | 156 | 17.31% | 3.6 |
|
| 7087 |
BCG
7087
Bravias Capital Group
Iselin,
New Jersey
| USD 168 M | +USD 15.5 M | +10% | 9.7% | – | 101 | 8.91% | 1.2 |
|
| 7088 |
SFS
7088
Sunrise Financial Services
Burien,
Washington
| USD 168 M | +USD 27.2 M | +19% | 15.5% | – | 658 | 16.26% | 0.4 |
|
| 7089 |
E3F
7089
Eight 31 Financial
Midland,
Texas
| USD 168 M | +USD 2.61 M | +2% | 3.56% | – | 75 | 16% | 1.8 |
|
| 7090 |
KLCM
7090
KG&L Capital Management
Saint Francisville,
Louisiana
| USD 168 M | +USD 28.6 M | +21% | 16.5% | 91.9% | 150 | 23.33% | 3.5 |
|
| 7091 |
CF
7091
CBM Financial
Austin,
Texas
| USD 168 M | +USD 7.82 M | +5% | 11.5% | – | 18 | 22.22% | 1 |
|
| 7092 |
SIM
7092
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 168 M | +USD 22.2 M | +15% | 14.9% | 103% | 1 | 0% | 0.5 |
|
| 7093 |
USWIA
7093
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| USD 168 M | +USD 9.15 M | +6% | 17.8% | – | 108 | 12.96% | 1.6 |
|
| 7094 |
VFS
7094
Valpey Financial Services
Concord,
New Hampshire
| USD 168 M | +USD 14.2 M | +9% | 9.77% | – | 77 | 3.9% | 0.9 |
|
| 7095 |
KK
7095
Karl Kapital
San Francisco,
California
| USD 168 M | +USD 23.6 M | +16% | 26.9% | – | 33 | 57.58% | 0.2 |
|
| 7096 |
RCA
7096
Runnymede Capital Advisors
Dublin,
Ohio
| USD 168 M | +USD 51.4 M | +44% | 70.2% | – | 81 | 12.35% | 0.5 |
|
| 7097 |
SVWA
7097
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| USD 168 M | +USD 5.42 M | +3% | 2.25% | – | 148 | 8.78% | 1.1 |
|
| 7098 |
IIL
7098
Income Insurance Ltd
Singapore,
| USD 168 M | +USD 20.7 M | +14% | 28.9% | – | 189 | 15.87% | 0.4 |
|
| 7099 |
PCM
7099
Pincus Capital Management
New York
| USD 168 M | +USD 24.1 M | +17% | 23% | – | 53 | 7.55% | 0.5 |
|
| 7100 |
E
7100
Evansbrook
Bolingbrook,
Illinois
| USD 168 M | +USD 17.9 M | +12% | 17.8% | – | 129 | 10.85% | 0.4 |
|