¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8076 |
8076
Roan Capital Partners
Johnson City,
Tennessee
| USD 121 M | +USD 12.3 M | +11% | 8.34% | – | 89 | 25.84% | 0.2 |
|
| 8077 |
8077
KDK Private Wealth Management
Houston,
Texas
| USD 121 M | +USD 11.3 M | +10% | 9.05% | – | 62 | 11.29% | 1.4 |
|
| 8078 |
8078
Mission Financial Group
Las Vegas,
Nevada
| USD 121 M | – | – | 13.5% | – | 158 | – | 3.3 |
|
| 8079 |
8079
Viaable
Wayne,
Pennsylvania
| USD 121 M | – | – | 2.91% | – | 36 | – | 0 |
|
| 8080 |
8080
Morangie Management
Vero Beach,
Florida
| USD 120 M | +USD 11.8 M | +11% | 15.3% | – | 35 | 5.71% | 1.3 |
|
| 8081 |
8081
Helium Advisors
Everett,
Washington
| USD 120 M | +USD 15.3 M | +15% | 15.1% | – | 110 | 18.18% | 1 |
|
| 8082 |
8082
Mirabaud Asset Management
London,
United Kingdom
| USD 120 M | -USD 1.16 M | -1% | 25.5% | – | 53 | 47.17% | 1.2 |
|
| 8083 |
8083
RHL Group
Holly,
Michigan
| USD 120 M | +USD 3.1 M | +3% | 15.9% | – | 297 | 28.96% | 0.3 |
|
| 8084 |
8084
Blom & Howell Financial Planning
Modesto,
California
| USD 120 M | +USD 18.2 M | +18% | 16.3% | – | 67 | 8.96% | 0.4 |
|
| 8085 |
PC
8085
Payne Capital
Lake Oswego,
Oregon
| USD 120 M | +USD 11.1 M | +10% | 11.1% | – | 59 | 6.78% | 0.6 |
|
| 8086 |
8086
Blue Line Capital
Chicago,
Illinois
| USD 120 M | +USD 31.5 M | +36% | 30.3% | – | 98 | 40.82% | 0.3 |
|
| 8087 |
8087
Investment Management Corporation
Roanoke,
Virginia
| USD 120 M | +USD 3.37 M | +3% | 11.2% | – | 56 | 17.86% | 1.1 |
|
| 8088 |
8088
January Capital Advisors
San Francisco,
California
| USD 120 M | +USD 45.5 M | +61% | 13.1% | – | 58 | 15.52% | 1.4 |
|
| 8089 |
8089
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| USD 120 M | +USD 11.5 M | +11% | 13.6% | 161% | 220 | 10% | 3.8 |
|
| 8090 |
8090
Grand Central Investment Group
Tampa,
Florida
| USD 120 M | -USD 15.6 M | -12% | 8.09% | – | 45 | 13.33% | 3.2 |
|
| 8091 |
8091
ETF Store
Overland Park,
Kansas
| USD 120 M | +USD 16.9 M | +16% | 11.6% | 61% | 119 | 20.17% | 2.6 |
|
| 8092 |
8092
Heffernan Advisory
Flagstaff,
Arizona
| USD 120 M | +USD 11.7 M | +11% | 9.52% | – | 43 | 44.19% | 0.3 |
|
| 8093 |
8093
Mann Financial Group
Detroit Lakes,
Minnesota
| USD 120 M | +USD 13.3 M | +13% | 10.8% | – | 35 | 14.29% | 0.7 |
|
| 8094 |
8094
Baer Investment Advisory
Corte Madera,
California
| USD 119 M | +USD 19.4 M | +19% | 15.5% | – | 43 | 11.63% | 0.9 |
|
| 8095 |
8095
1015 Capital Partners
Pottstown,
Pennsylvania
| USD 119 M | +USD 16.5 M | +16% | 20.8% | – | 630 | 8.57% | 0.5 |
|
| 8096 |
8096
Ankerstar Wealth
Leander,
Texas
| USD 119 M | +USD 24.5 M | +26% | 9.27% | – | 1,068 | 17.88% | 0.4 |
|
| 8097 |
8097
Red Mountain Financial
Fort Collins,
Colorado
| USD 119 M | +USD 13 M | +12% | 7.21% | – | 88 | 17.05% | 1.8 |
|
| 8098 |
8098
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| USD 119 M | -USD 12.9 M | -10% | 12% | 58.1% | 61 | 11.48% | 3.1 |
|
| 8099 |
8099
Bannerstone Capital Management
Wayzata,
Minnesota
| USD 119 M | +USD 11.5 M | +11% | 36.5% | – | 127 | 34.65% | 0.3 |
|
| 8100 |
8100
Oakmont Advisory Group
Albuquerque,
New Mexico
| USD 119 M | +USD 20.9 M | +21% | 11.5% | – | 513 | 77.58% | 0.1 |
|