¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Oxford Financial Group
Carmel,
Indiana
| USD 1683 M | +USD 257 M | +18% | 6.37% | 77.2% | 272 | 8.82% | 3.8 |
|
| 1577 |
1577
Efficient Advisors
Mason,
Ohio
| USD 1679 M | +USD 144 M | +9% | 6.56% | 30.6% | 101 | 44.55% | 4.4 |
|
| 1578 |
1578
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 1675 M | +USD 88.6 M | +6% | 7.6% | 83.5% | 75 | 1.33% | 8.2 |
|
| 1579 |
SC
1579
SRB Corp
Boston,
Massachusetts
| USD 1667 M | +USD 134 M | +9% | 11.8% | 87.3% | 23 | 0% | 3.8 |
|
| 1580 |
1580
Univest Financial
Souderton,
Pennsylvania
| USD 1667 M | +USD 136 M | +9% | 10.9% | 82.6% | 289 | 12.8% | 2.7 |
|
| 1581 |
1581
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| USD 1665 M | +USD 135 M | +9% | 8.72% | 69.1% | 368 | 9.78% | 2.6 |
|
| 1582 |
1582
Spinnaker Trust
Portland,
Maine
| USD 1663 M | +USD 131 M | +9% | 9.02% | 68.2% | 295 | 6.78% | 6.2 |
|
| 1583 |
1583
Maren Capital
Chicago,
Illinois
| USD 1659 M | +USD 193 M | +13% | 9.32% | – | 25 | 0% | 1.4 |
|
| 1584 |
1584
Motley Fool Wealth Management
Alexandria,
Virginia
| USD 1657 M | -USD 33.6 M | -2% | 10.6% | 70.7% | 138 | 17.39% | 4.2 |
|
| 1585 |
1585
Sax Wealth Advisors
Parsippany,
New Jersey
| USD 1656 M | +USD 259 M | +19% | 8.08% | 64.3% | 427 | 16.86% | 1.6 |
|
| 1586 |
1586
Financiere des Professionnels
Montreal,
Quebec, Canada
| USD 1656 M | +USD 110 M | +7% | 9.94% | 79.7% | 395 | 58.23% | 0.5 |
|
| 1587 |
1587
L1 Capital
Melbourne VIC 3000,
Australia
| USD 1655 M | +USD 581 M | +54% | 19% | 127% | 31 | 58.06% | 0.7 |
|
| 1588 |
1588
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 1651 M | +USD 62.8 M | +4% | 7.91% | 64.6% | 651 | 13.82% | 4.3 |
|
| 1589 |
1589
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| USD 1650 M | +USD 198 M | +14% | 12.6% | 137% | 394 | 14.97% | 2.3 |
|
| 1590 |
1590
Courier Capital
Buffalo,
New York
| USD 1647 M | +USD 119 M | +8% | 7.92% | 70.8% | 397 | 8.82% | 5.7 |
|
| 1591 |
CWM
1591
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 1647 M | +USD 170 M | +11% | 8.83% | 69.8% | 664 | 10.99% | 3.9 |
|
| 1592 |
TP
1592
Theleme Partners
London,
United Kingdom
| USD 1645 M | +USD 373 M | +29% | 14.7% | 35.5% | 13 | 30.77% | 1.3 |
|
| 1593 |
1593
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| USD 1642 M | +USD 233 M | +17% | 29.1% | 478% | 239 | 24.69% | 2 |
|
| 1594 |
1594
Evensky & Katz
Coral Gables,
Florida
| USD 1637 M | +USD 147 M | +10% | 8.6% | 57.1% | 79 | 8.86% | 6.5 |
|
| 1595 |
1595
SoFi Wealth
San Francisco,
California
| USD 1637 M | +USD 307 M | +23% | 10.6% | 62.2% | 46 | 13.04% | 1.1 |
|
| 1596 |
KNB
1596
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
| USD 1637 M | +USD 161 M | +11% | 9.6% | 73.6% | 17 | 17.65% | 1.3 |
|
| 1597 |
1597
Sofinnova Investments
Menlo Park,
California
| USD 1635 M | +USD 104 M | +7% | 13.9% | 450% | 80 | 41.25% | 1.2 |
|
| 1598 |
1598
Chai Trust Company
Chicago,
Illinois
| USD 1633 M | +USD 23 M | +1% | 2.12% | 12.7% | 12 | 8.33% | 5.9 |
|
| 1599 |
1599
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 1633 M | +USD 103 M | +7% | 11.2% | 99.5% | 263 | 7.6% | 6.4 |
|
| 1600 |
1600
BloombergSen
Toronto,
Ontario, Canada
| USD 1630 M | +USD 17.5 M | +1% | 4.75% | 46.9% | 34 | 17.65% | 3.4 |
|