¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Edmond de Rothschild Private Merchant Banking
London,
United Kingdom
| USD 166 M | – | – | 9.53% | – | 24 | – | 0 |
|
| 3002 |
3002
First Washington Corp
Seattle,
Washington
| USD 166 M | -USD 13.8 M | -8% | 7.74% | 142% | 98 | 10.2% | 1.6 |
|
| 3003 |
PCMI
3003
Princeton Capital Management Inc
Princeton,
New Jersey
| USD 165 M | -USD 23.8 M | -13% | 7.11% | 57.9% | 71 | 11.27% | 1.9 |
|
| 3004 |
3004
Beaconlight Capital
New York
| USD 165 M | +USD 29.8 M | +22% | 17.6% | 282% | 26 | 50% | 0.6 |
|
| 3005 |
3005
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 165 M | -USD 11.9 M | -7% | 6.43% | 79% | 693 | 12.12% | 0.6 |
|
| 3006 |
3006
USA Mutuals Advisors
Dallas,
Texas
| USD 165 M | -USD 21 M | -11% | 1.98% | 14.1% | 203 | 60.59% | 0.7 |
|
| 3007 |
SHCM
3007
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| USD 164 M | – | – | 7.33% | 31.2% | 71 | – | 0 |
|
| 3008 |
3008
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 164 M | +USD 5.48 M | +3% | 4.1% | 109% | 85 | 21.18% | 1.6 |
|
| 3009 |
3009
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 164 M | -USD 9.08 M | -5% | 2.51% | 66.9% | 114 | 14.04% | 1.9 |
|
| 3010 |
3010
Vantage Wealth
Pasadena,
California
| USD 164 M | -USD 8.28 M | -5% | 5.99% | 56.1% | 27 | 7.41% | 2 |
|
| 3011 |
3011
Davis Rea
Toronto,
Ontario, Canada
| USD 164 M | +USD 1.18 M | +0.7% | 9.21% | 66.9% | 43 | 9.3% | 1.8 |
|
| 3012 |
3012
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 164 M | -USD 58.3 M | -26% | 17.2% | 62.6% | 178 | 14.04% | 0.5 |
|
| 3013 |
3013
Axel Capital Management
New York
| USD 164 M | +USD 21.5 M | +15% | 6.64% | 194% | 30 | 10% | 1.5 |
|
| 3014 |
HA
3014
Havens Advisors
New York
| USD 164 M | +USD 29.6 M | +22% | 2.9% | 460% | 46 | 63.04% | 0.6 |
|
| 3015 |
3015
Telos Capital Management
San Diego,
California
| USD 164 M | -USD 17.6 M | -10% | 6.61% | 71.1% | 146 | 15.07% | 1.8 |
|
| 3016 |
3016
Bank of Stockton
Stockton,
California
| USD 163 M | -USD 15.8 M | -9% | 7.14% | 99.2% | 107 | 14.02% | 1.8 |
|
| 3017 |
FNBOMD
3017
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 163 M | -USD 15.7 M | -9% | 7.14% | 96.2% | 95 | 15.79% | 2 |
|
| 3018 |
3018
Garcia Hamilton & Associates
Houston,
Texas
| USD 163 M | -USD 16.8 M | -9% | 6.91% | 39.1% | 72 | 18.06% | 1.6 |
|
| 3019 |
3019
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 163 M | -USD 9.23 M | -5% | 9.45% | 53.3% | 250 | 15.6% | 0.5 |
|
| 3020 |
3020
Permanens Capital
New York
| USD 163 M | +USD 48.6 M | +43% | 9.6% | 76.9% | 7 | 28.57% | 1 |
|
| 3021 |
3021
Gratry & Company
Beachwood,
Ohio
| USD 163 M | -USD 28.3 M | -15% | 7.95% | 44.3% | 72 | 40.28% | 0.9 |
|
| 3022 |
3022
Fort Point Capital Partners
San Francisco,
California
| USD 163 M | +USD 3.27 M | +2% | 8.9% | 62.2% | 100 | 37% | 0.8 |
|
| 3023 |
3023
Monetta Financial Services
Wheaton,
Illinois
| USD 163 M | -USD 13.4 M | -8% | 4.36% | 275% | 112 | 44.64% | 0.7 |
|
| 3024 |
KWMG
3024
King Wealth Management Group
Naples,
Florida
| USD 163 M | -USD 20.2 M | -11% | 6.04% | 86% | 125 | 20% | 1.5 |
|
| 3025 |
SFM
3025
Signature Financial Management
Norfolk,
Virginia
| USD 163 M | +USD 8.11 M | +5% | 10.5% | 20.8% | 112 | 23.21% | 1.5 |
|