¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
7326
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
| USD 143 M | -USD 1.44 M | -1% | 2.39% | – | 57 | 17.54% | 0.8 |
|
| 7327 |
DW
7327
Durante & Waters
Brewster,
New York
| USD 143 M | +USD 7.41 M | +5% | 2.88% | 59.1% | 33 | 3.03% | 1.8 |
|
| 7328 |
7328
Blodgett Wealth Advisors
Concord,
California
| USD 143 M | -USD 1.9 M | -1% | 4.03% | 150% | 66 | 10.61% | 3 |
|
| 7329 |
7329
Cornerstone Financial Group
Omaha,
Nebraska
| USD 143 M | +USD 14.1 M | +11% | 1.06% | – | 73 | 6.85% | 0.9 |
|
| 7330 |
7330
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| USD 143 M | +USD 9.9 M | +7% | 6.59% | – | 32 | 12.5% | 1.5 |
|
| 7331 |
7331
bLong Financial
Memphis,
Tennessee
| USD 143 M | -USD 218 k | -0.2% | 5.54% | – | 80 | 12.5% | 0.9 |
|
| 7332 |
7332
WealthTrust Asset Management
Destin,
Florida
| USD 143 M | -USD 1.13 M | -0.8% | 4.02% | 102% | 89 | 19.1% | 2 |
|
| 7333 |
CC
7333
Copos Capital
Luxembourg,
| USD 143 M | – | – | 1.57% | – | 45 | – | 0 |
|
| 7334 |
7334
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| USD 143 M | +USD 6.72 M | +5% | 2.83% | – | 128 | 21.09% | 0.7 |
|
| 7335 |
RWIA
7335
Roger Wittlin Investment Advisory
San Francisco,
California
| USD 143 M | -USD 36.9 M | -21% | 1.91% | 61.3% | 44 | 18.18% | 2.4 |
|
| 7336 |
7336
Black Maple Capital Management
Milwaukee,
Wisconsin
| USD 143 M | -USD 63.5 M | -31% | 1.05% | 35.7% | 114 | 42.98% | 1 |
|
| 7337 |
7337
Yorktown Energy Partners XI
New York
| USD 143 M | -USD 52 M | -27% | 26.4% | 105% | 4 | 25% | 4 |
|
| 7338 |
FCP
7338
Fosse Capital Partners
London,
United Kingdom
| USD 143 M | -USD 21.9 M | -13% | 6.54% | 80% | 2 | 0% | 5 |
|
| 7339 |
7339
SwitchPoint Financial Planning
Lehi,
Utah
| USD 143 M | +USD 4.71 M | +3% | 3.49% | – | 63 | 4.76% | 0.8 |
|
| 7340 |
7340
Spear Advisors
East Hampton,
New York
| USD 143 M | – | – | 14.9% | – | 21 | – | 0 |
|
| 7341 |
7341
Guided Capital Wealth Management
Houston,
Texas
| USD 143 M | +USD 26 M | +22% | 5.02% | – | 42 | 30.95% | 0.7 |
|
| 7342 |
7342
Safir Wealth Advisors
Greenland,
New Hampshire
| USD 143 M | +USD 1.05 M | +0.7% | 1.5% | 52.1% | 17 | 5.88% | 3.4 |
|
| 7343 |
7343
Pin Oak Investment Advisors
Houston,
Texas
| USD 143 M | +USD 2.54 M | +2% | 0.92% | 62.7% | 530 | 11.51% | 4.1 |
|
| 7344 |
7344
Brown University
Providence,
Rhode Island
| USD 143 M | -USD 26.5 M | -16% | 8.24% | 40.1% | 10 | 20% | 2.3 |
|
| 7345 |
7345
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 142 M | +USD 14.4 M | +11% | 3.97% | 96.8% | 412 | 16.99% | 3.5 |
|
| 7346 |
TF
7346
TME Financial
Huntington Beach,
California
| USD 142 M | +USD 8.89 M | +7% | 0.82% | – | 79 | 13.92% | 0.9 |
|
| 7347 |
7347
Asset Planning Inc
Cypress,
California
| USD 142 M | +USD 4.13 M | +3% | 5.01% | – | 305 | 7.21% | 0.9 |
|
| 7348 |
7348
Gladwyn Financial Advisors
Chantilly,
Virginia
| USD 142 M | +USD 2.98 M | +2% | 0.43% | – | 87 | 2.3% | 0.5 |
|
| 7349 |
7349
Synergy Financial Group
San Ramon,
California
| USD 142 M | -USD 5.98 M | -4% | 0.3% | 133% | 119 | 6.72% | 2.5 |
|
| 7350 |
7350
Brandywine Asset Management
Thornton,
Pennsylvania
| USD 142 M | – | – | 2.29% | – | 15 | – | 0 |
|