¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| USD 946 M | +USD 547 M | +137% | 9.32% | – | 647 | 88.1% | 0 |
|
| 2402 |
2402
Meteora Capital
Boca Raton,
Florida
| USD 945 M | +USD 406 M | +75% | 5.77% | 56.9% | 370 | 66.76% | 0.3 |
|
| 2403 |
2403
Polymer Capital Management
New York
| USD 945 M | +USD 98.2 M | +12% | 13.4% | – | 985 | 63.65% | 0.2 |
|
| 2404 |
2404
Gladius Capital Management
Chicago,
Illinois
| USD 944 M | +USD 671 M | +245% | 11.8% | 78% | 114 | 47.37% | 1.6 |
|
| 2405 |
2405
Coppell Advisory Solutions
Coppell,
Texas
| USD 944 M | +USD 101 M | +12% | 6.42% | – | 418 | 16.75% | 1.7 |
|
| 2406 |
2406
Sloy Dahl & Holst
Vancouver,
Washington
| USD 944 M | +USD 224 M | +31% | 31.4% | 132% | 121 | 12.4% | 2.6 |
|
| 2407 |
2407
Heritage Trust
Oklahoma City,
Oklahoma
| USD 944 M | +USD 77.6 M | +9% | 9.14% | – | 309 | 7.44% | 4.8 |
|
| 2408 |
2408
Kora Management
Brooklyn,
New York
| USD 942 M | +USD 128 M | +16% | 22.9% | 307% | 7 | 14.29% | 2.4 |
|
| 2409 |
2409
Red Door Wealth Management
Memphis,
Tennessee
| USD 942 M | +USD 104 M | +12% | 8.62% | 100% | 306 | 14.71% | 2.5 |
|
| 2410 |
AP
2410
Archon Partners
Princeton Junction,
New Jersey
| USD 941 M | +USD 74.3 M | +9% | 7.58% | 99.5% | 41 | 19.51% | 5.9 |
|
| 2411 |
2411
Proem Advisors
Dallas,
Texas
| USD 941 M | +USD 181 M | +24% | 89.9% | – | 55 | 52.73% | 0.5 |
|
| 2412 |
2412
Cheviot Value Management
Beverly Hills,
California
| USD 940 M | +USD 68 M | +8% | 11.3% | 77.8% | 454 | 7.27% | 1.3 |
|
| 2413 |
2413
Focused Wealth Management
Newburgh,
New York
| USD 939 M | +USD 114 M | +14% | 7.8% | 73.9% | 243 | 31.28% | 5.8 |
|
| 2414 |
2414
SCHF (GPE)
Wilson,
Wyoming
| USD 938 M | +USD 96.3 M | +11% | 7.64% | – | 10 | 60% | 0.2 |
|
| 2415 |
2415
Harvey Investment Company
Louisville,
Kentucky
| USD 937 M | +USD 27.2 M | +3% | 7.94% | 56.4% | 104 | 4.81% | 8.3 |
|
| 2416 |
2416
FJ Capital Management
Mclean,
Virginia
| USD 937 M | -USD 6.38 M | -0.7% | 6.59% | 97.9% | 194 | 60.82% | 1 |
|
| 2417 |
2417
Center for Financial Planning
Southfied,
Michigan
| USD 936 M | +USD 63.7 M | +7% | 6.51% | 64.4% | 702 | 13.82% | 3.6 |
|
| 2418 |
2418
SYM Financial Corp
Winona Lake,
Indiana
| USD 935 M | +USD 41.3 M | +5% | 6.13% | 64.3% | 474 | 25.32% | 1.7 |
|
| 2419 |
2419
Coastline Trust
Providence,
Rhode Island
| USD 932 M | +USD 58.7 M | +7% | 8.4% | 106% | 407 | 7.13% | 4.9 |
|
| 2420 |
2420
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| USD 930 M | +USD 92.1 M | +11% | 9.38% | 82.9% | 162 | 30.25% | 2.9 |
|
| 2421 |
2421
Rossmore Private Capital
Glastonbury,
Connecticut
| USD 928 M | +USD 71.5 M | +8% | 7.87% | 87.1% | 331 | 23.26% | 3.8 |
|
| 2422 |
2422
Inscription Capital
Houston,
Texas
| USD 928 M | +USD 234 M | +34% | 8.07% | – | 668 | 32.78% | 1.4 |
|
| 2423 |
2423
Toth Financial Advisory
Leesburg,
Virginia
| USD 928 M | +USD 70.4 M | +8% | 7.67% | 90.4% | 849 | 22.85% | 3.9 |
|
| 2424 |
2424
Tairen Capital
Hong Kong
| USD 925 M | -USD 53.1 M | -5% | 19.8% | 462% | 101 | 67.33% | 0.3 |
|
| 2425 |
2425
Middleton & Co
Boston,
Massachusetts
| USD 925 M | +USD 35 M | +4% | 6.7% | 81.8% | 169 | 6.51% | 6.5 |
|