¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
7151
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| USD 126 M | +USD 11.7 M | +10% | 7.53% | 64.9% | 88 | 12.5% | 2.6 |
|
| 7152 |
7152
Legacy Advisory Services
Exton,
Pennsylvania
| USD 126 M | +USD 7.7 M | +7% | 5.21% | 59.4% | 54 | 24.07% | 1.1 |
|
| 7153 |
7153
Emmett Investment Management
New York
| USD 126 M | +USD 16.6 M | +15% | 12.1% | – | 30 | 43.33% | 0.3 |
|
| 7154 |
7154
CVFG LLC
Shelbyville,
Indiana
| USD 126 M | +USD 16.1 M | +15% | 9.34% | – | 98 | 8.16% | 0.4 |
|
| 7155 |
DRP
7155
Decade Renewable Partners
Houston,
Texas
| USD 126 M | -USD 4.92 M | -4% | 12.3% | – | 36 | 52.78% | 0.5 |
|
| 7156 |
7156
Koa Wealth Management
Encinitas,
California
| USD 126 M | +USD 2.09 M | +2% | 1.97% | 74.8% | 55 | 12.73% | 1.2 |
|
| 7157 |
7157
Instrumental Wealth
Tampa,
Florida
| USD 126 M | +USD 15.4 M | +14% | 9.48% | 38.2% | 62 | 14.52% | 1.4 |
|
| 7158 |
7158
Illumine Investment Management
Poulsbo,
Washington
| USD 126 M | +USD 3.6 M | +3% | 11.6% | – | 95 | 13.68% | 0.5 |
|
| 7159 |
7159
Wallace Hart
Lexington,
Kentucky
| USD 126 M | +USD 85.9 M | +216% | 18.2% | – | 61 | 75.41% | 0.4 |
|
| 7160 |
7160
Acuitas Investments
Seattle,
Washington
| USD 126 M | +USD 8.29 M | +7% | 20.3% | 145% | 78 | 47.44% | 1.5 |
|
| 7161 |
7161
EJF Capital
Arlington,
Virginia
| USD 126 M | -USD 32 M | -20% | 7.19% | 127% | 81 | 17.28% | 2.1 |
|
| 7162 |
7162
Life Planning Partners
Jacksonville,
Florida
| USD 126 M | +USD 15.2 M | +14% | 8.08% | – | 67 | 11.94% | 2.8 |
|
| 7163 |
7163
Muirfield Wealth Advisors
Charlotte,
North Carolina
| USD 126 M | +USD 7.88 M | +7% | 7.52% | – | 76 | 18.42% | 1.2 |
|
| 7164 |
7164
Coastwise Capital Group
La Jolla,
California
| USD 126 M | +USD 6.76 M | +6% | 7.68% | 88.8% | 129 | 9.3% | 2.4 |
|
| 7165 |
7165
J2 Capital Management
Troy,
Michigan
| USD 125 M | +USD 16.7 M | +15% | 5.02% | – | 131 | 32.06% | 1.5 |
|
| 7166 |
7166
Elevate Capital Advisors
Eagle,
Colorado
| USD 125 M | +USD 17.3 M | +16% | 8.38% | – | 74 | 31.08% | 0.4 |
|
| 7167 |
CAM
7167
Crown Advisors Management
Larkspur,
California
| USD 125 M | +USD 11.9 M | +10% | 17.7% | 284% | 45 | 31.11% | 2.5 |
|
| 7168 |
7168
denkapparat Operations
Berlin,
Germany
| USD 125 M | +USD 30.8 M | +33% | 9.56% | – | 272 | 32.35% | 0.3 |
|
| 7169 |
7169
Sequent Asset Management
Houston,
Texas
| USD 125 M | -USD 54.3 M | -30% | 10.6% | 51.3% | 84 | 23.81% | 3.9 |
|
| 7170 |
MCM
7170
Magnolia Capital Management
Cold Spring,
New York
| USD 125 M | +USD 8.56 M | +7% | 9.55% | 85.9% | 76 | 6.58% | 3.8 |
|
| 7171 |
7171
Centricity Wealth Management
Westerville,
Ohio
| USD 125 M | +USD 15 M | +14% | 7.97% | – | 457 | 7.66% | 0.5 |
|
| 7172 |
7172
Robinson Smith Wealth Advisors
South Portland,
Maine
| USD 125 M | +USD 5.66 M | +5% | 6.64% | 62.6% | 96 | 16.67% | 1.2 |
|
| 7173 |
7173
PUREfi Wealth
Boston,
Massachusetts
| USD 125 M | +USD 25.1 M | +25% | 10.3% | – | 166 | 23.49% | 0.4 |
|
| 7174 |
7174
Birch Financial Group
Keene,
New Hampshire
| USD 125 M | +USD 12.8 M | +11% | 6.54% | – | 124 | 20.97% | 0.4 |
|
| 7175 |
7175
White & Co Financial Planning
Sunnyside,
Washington
| USD 125 M | +USD 8.99 M | +8% | 6.96% | – | 19 | 0% | 0.5 |
|