¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
1276
Alpine Associates Management
Palm Beach,
Florida
| USD 2182 M | +USD 91.8 M | +4% | 5.69% | 366% | 63 | 53.97% | 0.4 |
|
| 1277 |
1277
GHP Investment Advisors
Denver,
Colorado
| USD 2181 M | +USD 179 M | +9% | 8.81% | 81.4% | 1,093 | 22.69% | 3.6 |
|
| 1278 |
1278
Stratos Wealth Advisors
Beachwood,
Ohio
| USD 2181 M | +USD 159 M | +8% | 5.56% | 65.7% | 766 | 12.79% | 2.2 |
|
| 1279 |
1279
D.J. St. Germain
Springfield,
Massachusetts
| USD 2176 M | +USD 109 M | +5% | 6.5% | 65.3% | 810 | 8.4% | 2.8 |
|
| 1280 |
1280
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 2173 M | +USD 175 M | +9% | 5.81% | 91.5% | 303 | 12.54% | 3 |
|
| 1281 |
1281
Merewether Investment Management
Dallas,
Texas
| USD 2169 M | +USD 274 M | +14% | 10.7% | 262% | 55 | 36.36% | 0.6 |
|
| 1282 |
1282
Lake Street Advisors Group
Portsmouth,
New Hampshire
| USD 2166 M | +USD 86.6 M | +4% | 6.62% | 16% | 666 | 9.01% | 1.7 |
|
| 1283 |
1283
Lockheed Martin Investment Management
Bethesda,
Maryland
| USD 2160 M | +USD 432 M | +25% | 5.44% | 94.6% | 163 | 46.01% | 2.9 |
|
| 1284 |
1284
Leeward Investments
Boston,
Massachusetts
| USD 2156 M | -USD 22.1 M | -1% | 10.9% | 88% | 148 | 4.05% | 2.1 |
|
| 1285 |
1285
Sowell Financial Services
North Little Rock,
Arkansas
| USD 2153 M | +USD 58.5 M | +3% | 5.62% | 95.6% | 592 | 22.47% | 2 |
|
| 1286 |
1286
Simplify Asset Management
Las Vegas,
Nevada
| USD 2146 M | +USD 655 M | +44% | 6.99% | 45% | 129 | 33.33% | 1 |
|
| 1287 |
1287
North Reef Capital Management
Laguna Beach,
California
| USD 2143 M | -USD 15.9 M | -0.7% | 12.4% | 81.9% | 56 | 32.14% | 1.1 |
|
| 1288 |
1288
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| USD 2142 M | +USD 195 M | +10% | 6.84% | 95% | 908 | 12.33% | 1.8 |
|
| 1289 |
1289
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 2133 M | +USD 54.9 M | +3% | 9.29% | 307% | 279 | 32.26% | 1.3 |
|
| 1290 |
1290
Heritage Wealth Advisors
Richmond,
Virginia
| USD 2132 M | -USD 83.4 M | -4% | 8.2% | 65% | 645 | 19.22% | 3.8 |
|
| 1291 |
1291
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 2129 M | +USD 61.2 M | +3% | 5.47% | 80.1% | 179 | 4.47% | 6.7 |
|
| 1292 |
1292
CoreCap Advisors
Southfield,
Michigan
| USD 2125 M | +USD 1163 M | +121% | 5.71% | 89.8% | 2,770 | 46.5% | 0.5 |
|
| 1293 |
1293
Southeastern Asset Management
Memphis,
Tennessee
| USD 2120 M | -USD 175 M | -8% | 13.9% | 26.7% | 50 | 18% | 3 |
|
| 1294 |
1294
Montag & Associates
Atlanta,
Georgia
| USD 2117 M | +USD 135 M | +7% | 6.38% | 82.9% | 1,056 | 9.85% | 3.8 |
|
| 1295 |
1295
Integrated Advisors Network
Dallas,
Texas
| USD 2115 M | +USD 162 M | +8% | 7.02% | 107% | 758 | 16.23% | 2.7 |
|
| 1296 |
1296
Bogart Wealth LLC
Mclean,
Virginia
| USD 2113 M | +USD 148 M | +8% | 6.26% | 60.5% | 1,179 | 9.5% | 3 |
|
| 1297 |
1297
Chai Trust Company
Chicago,
Illinois
| USD 2111 M | +USD 1462 M | +225% | 11.7% | 12.7% | 12 | 16.67% | 5.4 |
|
| 1298 |
1298
Main Management ETF Advisors
San Francisco,
California
| USD 2109 M | +USD 107 M | +5% | 2.87% | 97.2% | 164 | 84.76% | 0.4 |
|
| 1299 |
1299
Senator Investment Group
New York
| USD 2106 M | +USD 55.7 M | +3% | 11.2% | 252% | 84 | 41.67% | 0.7 |
|
| 1300 |
1300
Chesley Taft & Associates
Chicago,
Illinois
| USD 2098 M | +USD 103 M | +5% | 6.35% | 93.1% | 329 | 7.9% | 6.2 |
|