¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7676 |
7676
Guardian Investment Management
Tiburon,
California
| USD 128 M | +USD 10.7 M | +9% | 4.91% | 103% | 56 | 1.79% | 6.9 |
|
| 7677 |
B
7677
BennBridge
Edinburgh,
United Kingdom
| USD 128 M | -USD 15 M | -10% | 0.16% | – | 7 | 14.29% | 0.6 |
|
| 7678 |
7678
Capital Squared Financial
Rockville,
Maryland
| USD 128 M | +USD 12.9 M | +11% | 2.33% | – | 83 | 7.23% | 0.4 |
|
| 7679 |
7679
Momentum Wealth Planning
Estero,
Florida
| USD 128 M | -USD 317 k | -0.2% | 2.46% | – | 49 | 30.61% | 0.4 |
|
| 7680 |
7680
Richard Young Associates
Augusta,
Georgia
| USD 128 M | – | – | 3.03% | – | 25 | – | 0 |
|
| 7681 |
WA
7681
Wilmar Advisors
Juno Beach,
Florida
| USD 128 M | +USD 6.2 M | +5% | 7.25% | – | 28 | 21.43% | 0.6 |
|
| 7682 |
7682
SBI Holdings USA
Santa Clara,
California
| USD 128 M | – | – | 40.2% | – | 1 | – | 0 |
|
| 7683 |
PWM
7683
Positano Wealth Management
Hong Kong,
| USD 128 M | – | – | 11.2% | – | 21 | – | 0 |
|
| 7684 |
7684
Williamson Legacy Group
Carmel,
Indiana
| USD 128 M | -USD 1.49 M | -1% | 18.5% | – | 125 | 48.8% | 0.6 |
|
| 7685 |
7685
Makaira Partners
La Jolla,
California
| USD 128 M | -USD 66.8 M | -34% | 10.9% | 22% | 12 | 8.33% | 3.7 |
|
| 7686 |
7686
Harbour Wealth Management Group
Daniel Island,
South Carolina
| USD 128 M | – | – | 4.13% | – | 91 | – | 0 |
|
| 7687 |
7687
Benningfield Financial Advisors
San Francisco,
California
| USD 128 M | +USD 1.02 M | +0.8% | 1.1% | – | 19 | 10.53% | 0.8 |
|
| 7688 |
LC
7688
Lalia Capital
New York
| USD 128 M | – | – | 2.24% | – | 9 | – | 0 |
|
| 7689 |
7689
Mozayyx Management
Austin,
Texas
| USD 127 M | – | – | 54.4% | – | 11 | – | 0 |
|
| 7690 |
RIP
7690
Reliant Investment Partners
Pinehurst,
North Carolina
| USD 127 M | -USD 201 k | -0.2% | 2.24% | – | 115 | 11.3% | 0.9 |
|
| 7691 |
7691
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
| USD 127 M | – | – | 2.22% | – | 101 | – | 0 |
|
| 7692 |
7692
VanWeelden Wealth Management
West Chester Township,
Ohio
| USD 127 M | +USD 5.76 M | +5% | 0.49% | – | 22 | 18.18% | 1 |
|
| 7693 |
AF
7693
ASL Financial
Los Gatos,
California
| USD 127 M | – | – | 2.83% | – | 94 | – | 0 |
|
| 7694 |
OF
7694
Outfitter Financial
Brunswick,
Maine
| USD 127 M | +USD 3.46 M | +3% | 3.34% | 97.6% | 79 | 6.33% | 3.3 |
|
| 7695 |
7695
Orca Investment Management
Roseburg,
Oregon
| USD 127 M | +USD 4.85 M | +4% | 9.98% | 139% | 61 | 4.92% | 7.8 |
|
| 7696 |
7696
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
| USD 127 M | – | – | 1.58% | – | 32 | – | 0 |
|
| 7697 |
7697
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| USD 127 M | +USD 8.37 M | +7% | 3.55% | – | 147 | 21.77% | 0.7 |
|
| 7698 |
7698
Redstone Wealth Management
Oklahoma City,
Oklahoma
| USD 127 M | – | – | 2.74% | – | 39 | – | 0 |
|
| 7699 |
7699
Graver Capital Management
Columbus,
Ohio
| USD 127 M | +USD 7.9 M | +7% | 2.8% | – | 26 | 7.69% | 1 |
|
| 7700 |
7700
JCP Investment Management
Houston,
Texas
| USD 127 M | -USD 26 M | -17% | 5.21% | 94.7% | 21 | 28.57% | 1.1 |
|