¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
7176
Columbia Advisory Partners
Spokane,
Washington
| USD 115 M | +USD 7.83 M | +7% | 1.37% | 69.7% | 78 | 25.64% | 1.4 |
|
| 7177 |
HC
7177
Hoese & Co
Glencoe,
Minnesota
| USD 115 M | +USD 121 k | +0.1% | 0.69% | 51% | 166 | 7.83% | 2.9 |
|
| 7178 |
7178
Brightline Capital Management
Miami,
Florida
| USD 115 M | -USD 30.5 M | -21% | 15.2% | 810% | 15 | 33.33% | 0.6 |
|
| 7179 |
7179
Vista Finance
Clayton,
Missouri
| USD 115 M | +USD 17.9 M | +18% | 3.18% | 50.7% | 57 | 8.77% | 0.8 |
|
| 7180 |
7180
Chico Wealth RIA
Chico,
California
| USD 115 M | +USD 858 k | +0.8% | 0.84% | 74.7% | 32 | 12.5% | 1.9 |
|
| 7181 |
7181
Birchview Capital
Burlington,
Vermont
| USD 115 M | -USD 7.74 M | -6% | 4.62% | 327% | 72 | 11.11% | 3.2 |
|
| 7182 |
7182
Brucke Financial
Indianapolis,
Indiana
| USD 115 M | -USD 1.15 M | -1% | 1.08% | – | 146 | 10.27% | 0.2 |
|
| 7183 |
TF
7183
TME Financial
Huntington Beach,
California
| USD 115 M | +USD 8.04 M | +8% | 0.02% | – | 75 | 17.33% | 0.2 |
|
| 7184 |
7184
Clayton Partners
Berkeley,
California
| USD 115 M | -USD 29.6 M | -20% | 0.41% | 109% | 40 | 20% | 2.4 |
|
| 7185 |
7185
Tide Cove Capital Partners
San Diego,
California
| USD 115 M | -USD 1.19 M | -1% | 1.96% | – | 11 | 0% | 0.3 |
|
| 7186 |
7186
Octahedron Capital Management
Burlingame,
California
| USD 115 M | +USD 9.6 M | +9% | 6.11% | 234% | 24 | 37.5% | 1 |
|
| 7187 |
AA
7187
Alpha Advisors
Richmond,
Virginia
| USD 115 M | +USD 17.7 M | +18% | 1.53% | – | 45 | 17.78% | 0.2 |
|
| 7188 |
7188
LifePlan Financial
Mankato,
Minnesota
| USD 115 M | +USD 1.5 M | +1% | 1.66% | 69.9% | 94 | 13.83% | 1 |
|
| 7189 |
7189
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| USD 115 M | +USD 17.5 M | +18% | 18% | – | 1 | 0% | 0.3 |
|
| 7190 |
7190
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| USD 115 M | -USD 20.9 M | -15% | 0.76% | 64.9% | 85 | 15.29% | 2.5 |
|
| 7191 |
7191
Tassel Capital Management
Matthews,
North Carolina
| USD 114 M | +USD 1.64 M | +1% | 0.05% | – | 42 | 21.43% | 0.2 |
|
| 7192 |
7192
First Community Trust
Dubuque,
Iowa
| USD 114 M | -USD 25.7 M | -18% | 4% | 128% | 331 | 8.76% | 2.5 |
|
| 7193 |
7193
Savoir Faire Capital Management
Norwalk,
Connecticut
| USD 114 M | -USD 96.2 M | -46% | 6.85% | 0.01% | 54 | 33.33% | 0.8 |
|
| 7194 |
7194
SharpePoint
Phoenix,
Arizona
| USD 114 M | +USD 3.1 M | +3% | 1.31% | – | 86 | 25.58% | 0.2 |
|
| 7195 |
7195
Roberts Capital Advisors
Denver,
Colorado
| USD 114 M | -USD 5.36 M | -4% | 6.78% | – | 110 | 51.82% | 2.1 |
|
| 7196 |
OP
7196
Orvieto Partners
Boston,
Massachusetts
| USD 114 M | -USD 4.54 M | -4% | 11.9% | – | 39 | 15.38% | 0.2 |
|
| 7197 |
7197
Madison Park Capital Advisors
Seattle,
Washington
| USD 114 M | -USD 11.4 M | -9% | 1.99% | 62.4% | 63 | 14.29% | 1 |
|
| 7198 |
7198
Saxony Capital Management
St. Louis,
Missouri
| USD 114 M | +USD 330 k | +0.3% | 1.11% | 90% | 146 | 26.03% | 0.9 |
|
| 7199 |
7199
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| USD 114 M | +USD 328 k | +0.3% | 0.78% | – | 71 | 21.13% | 0.2 |
|
| 7200 |
7200
Elm3 Financial Group
Alpharetta,
Georgia
| USD 114 M | -USD 3.47 M | -3% | 3.95% | – | 105 | 18.1% | 0.2 |
|