¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
UFA
7526
Uptown Financial Advisors
Dallas,
Texas
| USD 98 M | +USD 5.25 M | +6% | 1.77% | – | 71 | 9.86% | 0.2 |
|
| 7527 |
PCMN
7527
Paradigm Capital Management (Nevada)
Reno,
Nevada
| USD 97.8 M | -USD 9.16 M | -9% | 2.82% | – | 60 | 13.33% | 2.3 |
|
| 7528 |
7528
Affinity Wealth
Canton,
Ohio
| USD 97.8 M | -USD 398 k | -0.4% | 5.37% | – | 53 | 30.19% | 0.2 |
|
| 7529 |
MPEM
7529
Marathon Partners Equity Management
New York
| USD 97.7 M | -USD 17.4 M | -15% | 1.61% | – | 29 | 44.83% | 1.4 |
|
| 7530 |
7530
Crescent Sterling
Metairie,
Louisiana
| USD 97.5 M | +USD 49.6 k | +0.1% | 1.32% | 68.6% | 81 | 14.81% | 1.9 |
|
| 7531 |
7531
AG Asset Advisory
Los Angeles,
California
| USD 97.5 M | -USD 2.76 M | -3% | 2.43% | – | 23 | 4.35% | 0.3 |
|
| 7532 |
7532
Pitti Group Wealth Management
Victor,
New York
| USD 97.5 M | -USD 1.19 M | -1% | 1.58% | 65.3% | 79 | 15.19% | 2.2 |
|
| 7533 |
7533
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
| USD 97.5 M | -USD 11.7 M | -11% | 14.8% | – | 12 | 33.33% | 0.2 |
|
| 7534 |
7534
StepStone Group
La Jolla,
California
| USD 97.4 M | -USD 17 M | -15% | 8.38% | 107% | 19 | 42.11% | 1.9 |
|
| 7535 |
7535
Talisman Wealth Advisors
Mountainside,
New Jersey
| USD 97.4 M | +USD 3.1 M | +3% | 1.22% | 70.8% | 110 | 13.64% | 1.7 |
|
| 7536 |
YF
7536
Yu Fan
| USD 97.3 M | +USD 44.1 M | +83% | 4.25% | 42.7% | 9 | 22.22% | 0.7 |
|
| 7537 |
7537
LWM Advisors
El Dorado Hills,
California
| USD 97.3 M | -USD 2.36 M | -2% | 2.05% | – | 28 | 21.43% | 0.2 |
|
| 7538 |
7538
Shepherd Wealth Management
Cincinnati,
Ohio
| USD 97.3 M | -USD 4.44 M | -4% | 4.53% | – | 52 | 48.08% | 0.2 |
|
| 7539 |
7539
Lattice Capital Management
Kirkland,
Washington
| USD 97.3 M | -USD 24.1 M | -20% | 11.8% | 242% | 29 | 24.14% | 1.7 |
|
| 7540 |
7540
Velan Capital Investment Management
Alpharetta,
Georgia
| USD 97.2 M | -USD 18.7 M | -16% | 5.48% | 2,395% | 55 | 32.73% | 0.5 |
|
| 7541 |
7541
Panoramic Capital Partners
Lake Oswego,
Oregon
| USD 97 M | -USD 16.8 M | -15% | 4.93% | – | 69 | 39.13% | 0.2 |
|
| 7542 |
7542
Flight Deck Capital
San Francisco,
California
| USD 96.9 M | +USD 6.96 M | +8% | 5.58% | 379% | 16 | 37.5% | 0.8 |
|
| 7543 |
7543
Scratch Capital
Boise,
Idaho
| USD 96.9 M | +USD 15 M | +18% | 1.11% | – | 36 | 16.67% | 0.2 |
|
| 7544 |
7544
Bingham Private Wealth
San Francisco,
California
| USD 96.7 M | +USD 2.76 M | +3% | 0.31% | – | 155 | 10.32% | 0.2 |
|
| 7545 |
7545
Accel Leaders 4 Associates
Palo Alto,
California
| USD 96.7 M | -USD 30.2 M | -24% | 23.8% | – | 1 | 0% | 0.3 |
|
| 7546 |
7546
Safe Harbor Fiduciary
Pensacola,
Florida
| USD 96.7 M | -USD 1.43 M | -1% | 3.4% | – | 233 | 17.17% | 0.4 |
|
| 7547 |
WA
7547
Wilmar Advisors
Juno Beach,
Florida
| USD 96.6 M | -USD 11.5 M | -11% | 7.38% | – | 16 | 0% | 0.3 |
|
| 7548 |
7548
Rolek Wealth Management
Berwyn,
Pennsylvania
| USD 96.6 M | -USD 31 M | -24% | 7.26% | – | 14 | 21.43% | 0.2 |
|
| 7549 |
7549
QSV Equity Investors
Naperville,
Illinois
| USD 96.6 M | -USD 7.4 M | -7% | 5.03% | – | 95 | 18.95% | 1 |
|
| 7550 |
7550
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| USD 96.5 M | -USD 2.12 M | -2% | 0.66% | – | 129 | 37.98% | 0.2 |
|