¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
7201
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| USD 145 M | -USD 7.35 M | -5% | 2.04% | – | 55 | 25.45% | 0.9 |
|
| 7202 |
7202
Immersion
Aventura,
Florida
| USD 145 M | -USD 1.23 M | -0.8% | 4.84% | – | 9 | 11.11% | 0.8 |
|
| 7203 |
7203
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| USD 145 M | +USD 2.48 M | +2% | 0.78% | 79.6% | 68 | 67.65% | 0.8 |
|
| 7204 |
7204
Fairscale Capital
Nashua,
New Hampshire
| USD 145 M | -USD 6.23 M | -4% | 3.98% | – | 443 | 4.97% | 1.4 |
|
| 7205 |
7205
Custos Family Office
Austin,
Texas
| USD 145 M | -USD 1.91 M | -1% | 2.57% | 57.4% | 67 | 13.43% | 2 |
|
| 7206 |
CFP
7206
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| USD 144 M | -USD 6.82 M | -5% | 2.72% | – | 451 | 22.17% | 1 |
|
| 7207 |
7207
Karl Kapital
San Francisco,
California
| USD 144 M | +USD 31.6 M | +28% | 9.06% | – | 29 | 62.07% | 0.1 |
|
| 7208 |
7208
Covestor
London,
United Kingdom
| USD 144 M | -USD 46.6 M | -24% | 2.64% | 134% | 2,911 | 8.14% | 3.3 |
|
| 7209 |
TF
7209
TME Financial
Huntington Beach,
California
| USD 144 M | +USD 1.94 M | +1% | 0.27% | – | 73 | 12.33% | 1.1 |
|
| 7210 |
7210
Exchange Bank
Santa Rosa,
California
| USD 144 M | -USD 295 k | -0.2% | 3.02% | 75.2% | 126 | 11.11% | 2.3 |
|
| 7211 |
TPC
7211
Twin Peaks Capital
Hong Kong,
| USD 144 M | +USD 2.63 M | +2% | 12.6% | – | 19 | 63.16% | 0.1 |
|
| 7212 |
7212
Nabity-Jensen Investment Management
Omaha,
Nebraska
| USD 144 M | -USD 3.48 M | -2% | 2.46% | 85.3% | 74 | 10.81% | 1.9 |
|
| 7213 |
7213
Arrow Capital Management
New York
| USD 144 M | -USD 27.8 M | -16% | 5.9% | – | 16 | 0% | 3.2 |
|
| 7214 |
IFS
7214
Integrated Financial Solutions
Reston,
Virginia
| USD 144 M | -USD 22.8 M | -14% | 9.99% | – | 37 | 21.62% | 0.6 |
|
| 7215 |
7215
Macroview Investment Management
Bethesda,
Maryland
| USD 144 M | -USD 2.31 M | -2% | 0.82% | 76.6% | 106 | 13.21% | 4.6 |
|
| 7216 |
7216
Hillman Capital Management
Bethesda,
Maryland
| USD 144 M | -USD 14.9 M | -9% | 4.05% | 20.2% | 62 | 19.35% | 3.2 |
|
| 7217 |
7217
Impact Investors
San Francisco,
California
| USD 144 M | -USD 194 k | -0.1% | 0.3% | – | 118 | 31.36% | 0.9 |
|
| 7218 |
AL
7218
Advaya LLP
London,
United Kingdom
| USD 144 M | -USD 9.36 M | -6% | 5.22% | – | 9 | 44.44% | 0.2 |
|
| 7219 |
7219
Anchor Capital Management Group
Aliso Viejo,
California
| USD 144 M | -USD 53.8 M | -27% | 5.04% | – | 18 | 22.22% | 1.1 |
|
| 7220 |
7220
Gladwyn Financial Advisors
Chantilly,
Virginia
| USD 144 M | +USD 1.41 M | +1% | 1.44% | – | 87 | 1.15% | 0.7 |
|
| 7221 |
7221
Aureum Wealth Management
North Palm Beach,
Florida
| USD 144 M | +USD 35.9 M | +33% | 0.04% | – | 63 | 26.98% | 0.2 |
|
| 7222 |
7222
Pincus Capital Management
New York
| USD 144 M | -USD 6.21 M | -4% | 1.55% | – | 52 | 5.77% | 0.2 |
|
| 7223 |
7223
GordonMD Global Investments
Beverely Hills,
California
| USD 144 M | +USD 4.1 M | +3% | 1.79% | – | 16 | 18.75% | 0.2 |
|
| 7224 |
CWMA
7224
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| USD 143 M | +USD 6.38 M | +5% | 2.28% | – | 52 | 11.54% | 1.1 |
|
| 7225 |
7225
Wernau Asset Management
Gloucester,
Massachusetts
| USD 143 M | -USD 41.5 M | -22% | 3.92% | – | 52 | 9.62% | 1.1 |
|