¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
ASA Gold & Precious Metals
Portland,
Maine
| USD 199 M | -USD 13 M | -6% | 3.26% | 7.34% | 19 | 0% | 2.8 |
|
| 2927 |
2927
Evermay Wealth Management
Arlington,
Virginia
| USD 199 M | +USD 7.15 M | +4% | 3.21% | 56.2% | 80 | 8.75% | 2.1 |
|
| 2928 |
2928
Squadra Investments
Rio De Janeiro,
Brazil
| USD 198 M | +USD 47.4 M | +31% | 0.21% | 1.55% | 6 | 50% | 0.8 |
|
| 2929 |
2929
Ausdal Financial Partners
Davenport,
Iowa
| USD 198 M | +USD 3.56 M | +2% | 2.48% | 63.2% | 281 | 12.46% | 0.6 |
|
| 2930 |
2930
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 198 M | +USD 6.07 M | +3% | 1.41% | 76.8% | 78 | 12.82% | 1.4 |
|
| 2931 |
SGH
2931
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 198 M | -USD 2.84 M | -1% | 6.86% | 83.8% | 69 | 49.28% | 1 |
|
| 2932 |
2932
AlphaMark Advisors
Ft. Wright,
Kentucky
| USD 198 M | +USD 28.6 M | +17% | 5.19% | 26.4% | 357 | 10.64% | 1.9 |
|
| 2933 |
2933
Willingdon Wealth Management
Huntersville,
North Carolina
| USD 198 M | +USD 3.3 M | +2% | 0.9% | 15.3% | 124 | 12.9% | 1.1 |
|
| 2934 |
2934
TSP Capital Management Group
Summit,
New Jersey
| USD 198 M | +USD 4.78 M | +2% | 4.93% | 186% | 61 | 100% | – |
|
| 2935 |
2935
Claar Advisors
New York
| USD 198 M | -USD 3.53 M | -2% | 7.62% | 65.5% | 33 | 42.42% | 0.8 |
|
| 2936 |
2936
Harber Asset Management
Asheville,
North Carolina
| USD 198 M | +USD 16.8 M | +9% | 13.5% | 63.6% | 56 | 30.36% | 0.9 |
|
| 2937 |
2937
Ascent Wealth Partners
New Hartford,
New York
| USD 198 M | +USD 4.69 M | +2% | 3.21% | 94.4% | 122 | 10.66% | 1.8 |
|
| 2938 |
GIM
2938
Greystone Investment Management
Cincinnati,
Ohio
| USD 197 M | -USD 24.2 M | -11% | 4.92% | 32.8% | 57 | 12.28% | 1.9 |
|
| 2939 |
HIS
2939
Horizon Investment Services
Hammond,
Indiana
| USD 197 M | -USD 715 k | -0.4% | 6.77% | 250% | 119 | 23.53% | 1.3 |
|
| 2940 |
2940
Wellington Shields & Co
New York
| USD 197 M | +USD 36 M | +22% | 8.49% | 109% | 129 | 12.4% | 2.1 |
|
| 2941 |
2941
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 197 M | +USD 9.21 M | +5% | 1.18% | 41.6% | 180 | 38.33% | 1.1 |
|
| 2942 |
2942
Gemmer Asset Management
Walnut Creek,
California
| USD 196 M | +USD 11.4 M | +6% | 3.08% | 96.8% | 1,305 | 6.59% | 2.1 |
|
| 2943 |
2943
Oarsman Capital
Milwaukee,
Wisconsin
| USD 196 M | +USD 3.69 M | +2% | 5.01% | 70.6% | 194 | 5.67% | 2.5 |
|
| 2944 |
2944
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 196 M | +USD 19.4 M | +11% | 3.58% | 70.2% | 621 | 8.86% | 0.5 |
|
| 2945 |
2945
Waterstone Capital Management
St. Louis Park,
Minnesota
| USD 196 M | -USD 15 M | -7% | 5.04% | 23.4% | 21 | 23.81% | 1.1 |
|
| 2946 |
2946
Highland Private Wealth Management
Bellevue,
Washington
| USD 195 M | +USD 17.6 M | +10% | 6.15% | 19% | 84 | 17.86% | 0.5 |
|
| 2947 |
CCC
2947
Chelsea Counsel Company
Los Angeles,
California
| USD 195 M | -USD 25.9 M | -12% | 2.16% | 106% | 98 | 13.27% | 2.8 |
|
| 2948 |
CCM
2948
CrestPoint Capital Management
Four Seasons,
Missouri
| USD 195 M | +USD 7.43 M | +4% | 4.39% | 42.6% | 252 | 31.35% | 1.4 |
|
| 2949 |
2949
VHCP Management II
New York
| USD 195 M | +USD 29.1 M | +18% | 31.8% | 2,334% | 26 | 19.23% | 0.6 |
|
| 2950 |
2950
Doheny Asset Management
Los Angeles,
California
| USD 195 M | -USD 4.52 M | -2% | 5.57% | 135% | 115 | 14.78% | 2.3 |
|