¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Rodgers Brothers
Harmony,
Pennsylvania
| USD 306 M | -USD 404 k | -0.1% | 3.91% | 108% | 193 | 14.51% | 3 |
|
| 2702 |
2702
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 306 M | +USD 10.2 M | +3% | 0.15% | 140% | 210 | 40.48% | 1.6 |
|
| 2703 |
2703
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 306 M | +USD 15 M | +5% | 1.22% | 63.2% | 440 | 65% | 0.9 |
|
| 2704 |
2704
Lawson Kroeker Investment Management
Omaha,
Nebraska
| USD 306 M | -USD 5.41 M | -2% | 1.53% | 69.7% | 71 | 2.82% | 3.8 |
|
| 2705 |
2705
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 305 M | -USD 22.5 M | -7% | 2.64% | 60.2% | 78 | 8.97% | 3.2 |
|
| 2706 |
2706
Montecito Bank & Trust
Santa Barbara,
California
| USD 305 M | -USD 2.11 M | -0.7% | 0.78% | – | 197 | 18.27% | 2.6 |
|
| 2707 |
2707
Tairen Capital
Hong Kong
| USD 305 M | +USD 209 M | +218% | 5.34% | 462% | 17 | 88.24% | 0 |
|
| 2708 |
2708
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 305 M | -USD 8.44 M | -3% | 0.37% | 76.4% | 154 | 11.04% | 1.9 |
|
| 2709 |
2709
Northside Capital Management
Hood River,
Oregon
| USD 305 M | -USD 46 M | -13% | 2.37% | 99.6% | 65 | 1.54% | 2.4 |
|
| 2710 |
ARMC
2710
American Research & Management Company
Marion,
Massachusetts
| USD 305 M | -USD 19.5 M | -6% | 0.84% | 35.1% | 397 | 15.11% | 3.2 |
|
| 2711 |
2711
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 304 M | +USD 13.2 M | +5% | 1.46% | 71.4% | 157 | 15.92% | 1.8 |
|
| 2712 |
2712
BHZ Capital Management
San Jose,
California
| USD 304 M | +USD 24.3 M | +9% | 0.63% | 3.24% | 120 | 15.83% | 1.4 |
|
| 2713 |
IA
2713
Independence Advisors
Wayne,
Pennsylvania
| USD 303 M | +USD 6.8 M | +2% | 1.11% | 24.4% | 80 | 10% | 1.3 |
|
| 2714 |
2714
Capstone Financial Advisors
Downers Grove,
Illinois
| USD 303 M | +USD 35.1 M | +13% | 0.84% | 54.5% | 102 | 24.51% | 2.1 |
|
| 2715 |
2715
Snow Park Capital Partners
New York
| USD 303 M | +USD 65.3 M | +27% | 5.97% | – | 79 | 59.49% | 0.1 |
|
| 2716 |
2716
Wealth Architects
Mountain View,
California
| USD 302 M | -USD 2.98 M | -1% | 0.95% | 80.1% | 136 | 10.29% | 2.4 |
|
| 2717 |
2717
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 302 M | -USD 2.49 M | -0.8% | 3.79% | – | 127 | 51.18% | 1 |
|
| 2718 |
2718
Pacific Grove Capital
San Francisco,
California
| USD 302 M | +USD 90.7 M | +43% | 7.95% | 9.9% | 101 | 51.49% | 0.4 |
|
| 2719 |
2719
Arete Wealth Advisors
Chicago,
Illinois
| USD 302 M | -USD 5.57 M | -2% | 0.54% | 85.3% | 357 | 22.97% | 1.3 |
|
| 2720 |
2720
Advanced Asset Management Advisors
Dublin,
Ohio
| USD 301 M | -USD 2.91 M | -1% | 0.09% | 93.6% | 128 | 6.25% | 0.2 |
|
| 2721 |
2721
Raytheon Master Pension Trust
Waltham,
Massachusetts
| USD 301 M | +USD 90 M | +43% | 2.13% | 36.3% | 5 | 0% | 1.6 |
|
| 2722 |
2722
Greenline Partners
New York
| USD 301 M | -USD 279 k | -0.1% | 1.78% | 69.6% | 71 | 14.08% | 0.2 |
|
| 2723 |
VHMC
2723
Value Holdings Management Company
Hampton Bays,
New York
| USD 301 M | +USD 15.3 M | +5% | 3.26% | 125% | 30 | 6.67% | 3.4 |
|
| 2724 |
2724
Foresite Capital Management II
Larkspur,
California
| USD 301 M | +USD 14.4 M | +5% | 4.93% | 66.2% | 15 | 53.33% | 1.2 |
|
| 2725 |
2725
Security National Trust
Wheeling,
West Virginia
| USD 301 M | -USD 9.6 M | -3% | 1.69% | 58.3% | 409 | 9.78% | 3.8 |
|