¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
CFG
7251
Chapman Financial Group
Kailua,
Hawaii
| USD 147 M | +USD 2.09 M | +1% | 3.99% | – | 277 | 10.47% | 0.8 |
|
| 7252 |
7252
Columbia Advisory Partners
Spokane,
Washington
| USD 147 M | +USD 2.17 M | +2% | 3.04% | 69.7% | 100 | 20% | 1.6 |
|
| 7253 |
7253
Integrity Wealth Advisors
Ventura,
California
| USD 147 M | -USD 132 M | -47% | 1.92% | – | 100 | 45% | 0.6 |
|
| 7254 |
7254
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| USD 147 M | -USD 2.21 k | -0% | 2.65% | – | 82 | 15.85% | 0.8 |
|
| 7255 |
7255
Oppenheimer & Close
New York
| USD 147 M | -USD 1.3 M | -0.9% | 6.89% | 148% | 60 | 13.33% | 4.5 |
|
| 7256 |
7256
Walnut Level Capital
Denver,
Colorado
| USD 147 M | -USD 20.4 M | -12% | 6.12% | – | 41 | 19.51% | 1.3 |
|
| 7257 |
KSCM
7257
Kamunting Street Capital Management
Miami Beach,
Florida
| USD 147 M | +USD 12.2 M | +9% | 2.23% | 7.47% | 24 | 54.17% | 1.1 |
|
| 7258 |
7258
Unifi Asset Management
New York
| USD 147 M | – | – | 3.17% | – | 77 | – | 0 |
|
| 7259 |
RPGNY
7259
Retirement Planning Group (New York)
Malta,
New York
| USD 147 M | +USD 12.9 M | +10% | 1.79% | – | 91 | 8.79% | 0.8 |
|
| 7260 |
7260
Custos Family Office
Austin,
Texas
| USD 147 M | -USD 30.4 M | -17% | 1.69% | 57.4% | 68 | 16.18% | 1.9 |
|
| 7261 |
7261
Paladin Wealth
Arden Hills,
Minnesota
| USD 146 M | +USD 8.57 M | +6% | 1.48% | – | 124 | 13.71% | 0.9 |
|
| 7262 |
7262
Robinson Smith Wealth Advisors
South Portland,
Maine
| USD 146 M | +USD 7.14 M | +5% | 3.02% | 62.6% | 91 | 9.89% | 1.6 |
|
| 7263 |
7263
Mosaic Financial Group
Chicago,
Illinois
| USD 146 M | +USD 5.92 M | +4% | 3.01% | – | 128 | 8.59% | 1.4 |
|
| 7264 |
7264
Abbington Investment Group
Westport,
Connecticut
| USD 146 M | +USD 29.6 M | +25% | 10.6% | – | 55 | 23.64% | 0.2 |
|
| 7265 |
LWM
7265
Lighthouse Wealth Management
Ashland,
Ohio
| USD 146 M | +USD 23.2 M | +19% | 1.25% | – | 46 | 10.87% | 0.9 |
|
| 7266 |
7266
Macroview Investment Management
Bethesda,
Maryland
| USD 146 M | +USD 12.2 M | +9% | 2.57% | 76.6% | 102 | 13.73% | 4.7 |
|
| 7267 |
7267
Elevate Wealth Advisory
Athens,
Georgia
| USD 146 M | +USD 8.65 M | +6% | 2.08% | 49.5% | 129 | 11.63% | 1.7 |
|
| 7268 |
7268
Affinity Wealth
Canton,
Ohio
| USD 146 M | +USD 14.6 M | +11% | 2.4% | – | 86 | 46.51% | 0.4 |
|
| 7269 |
7269
Hemming & Wealth Management
Traverse City,
Michigan
| USD 146 M | – | – | 2.22% | – | 15 | – | 0 |
|
| 7270 |
7270
Strategic Value Bank Partners
Cleveland,
Ohio
| USD 146 M | +USD 5.48 M | +4% | 8.16% | 80.8% | 14 | 14.29% | 3 |
|
| 7271 |
7271
Bitterroot Capital Advisors
Bozeman,
Montana
| USD 146 M | – | – | 1.43% | – | 51 | – | 0 |
|
| 7272 |
7272
Jordan Park Trust
Portsmouth,
New Hampshire
| USD 146 M | +USD 43 M | +42% | 4.25% | – | 17 | 17.65% | 0.8 |
|
| 7273 |
7273
Genesis Wealth Advisors
Braintree,
Massachusetts
| USD 146 M | +USD 4.13 M | +3% | 2.21% | – | 67 | 13.43% | 6.2 |
|
| 7274 |
7274
Immersion
Aventura,
Florida
| USD 146 M | -USD 16 M | -10% | 9.21% | – | 9 | 33.33% | 0.6 |
|
| 7275 |
7275
Nova Wealth Management
Bonita Springs,
Florida
| USD 146 M | +USD 3.88 M | +3% | 1.67% | – | 609 | 8.54% | 0.8 |
|