¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 251 M | +USD 13.9 M | +6% | 0.9% | 43.8% | 75 | 17.33% | 2.3 |
|
| 3127 |
3127
Stordahl Capital Management
Greenwood Village,
Colorado
| USD 251 M | -USD 7.09 M | -3% | 0.22% | 54% | 48 | 8.33% | 1.5 |
|
| 3128 |
RCM
3128
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| USD 250 M | -USD 41.2 M | -14% | 0.71% | 31.2% | 39 | 10.26% | 3.4 |
|
| 3129 |
3129
Hardy Reed
Tupelo,
Mississippi
| USD 250 M | -USD 4.09 M | -2% | 0.91% | 69.7% | 71 | 9.86% | 0.7 |
|
| 3130 |
3130
Searchlight Capital Partners
New York
| USD 250 M | -USD 10.4 M | -4% | 4.47% | 38.5% | 6 | 0% | 1.3 |
|
| 3131 |
3131
Patton Fund Management
Dallas,
Texas
| USD 250 M | -USD 1.76 M | -0.7% | 1.84% | 211% | 89 | 40.45% | 0.2 |
|
| 3132 |
3132
MAK Capital One
New York
| USD 250 M | +USD 39.4 M | +19% | 13.9% | 200% | 5 | 0% | 2 |
|
| 3133 |
3133
Deer VIII & Co
Larchmont,
New York
| USD 250 M | -USD 201 M | -45% | 36.5% | – | 2 | 0% | 0.4 |
|
| 3134 |
3134
Callodine Capital Management
Boston,
Massachusetts
| USD 250 M | +USD 20.4 M | +9% | 0.4% | 53.8% | 39 | 35.9% | 0.5 |
|
| 3135 |
3135
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 250 M | +USD 10.4 M | +4% | 2.56% | 75.5% | 189 | 12.17% | 2.8 |
|
| 3136 |
EGA
3136
E&G Advisors
Houston,
Texas
| USD 250 M | +USD 15.2 M | +6% | 2.11% | 97.7% | 187 | 8.56% | 2.7 |
|
| 3137 |
3137
Bach Option
Wanchai,
Hong Kong
| USD 249 M | -USD 69.7 M | -22% | 2.31% | 30.6% | 99 | 53.54% | 0.9 |
|
| 3138 |
SXL
3138
Summit X LLC
Chesterfield,
Missouri
| USD 249 M | +USD 4.68 M | +2% | 2.54% | 62.9% | 248 | 12.5% | 1.5 |
|
| 3139 |
3139
Corbyn Investment Management
Lutherville,
Maryland
| USD 249 M | -USD 34.7 M | -12% | 1.96% | 71.9% | 51 | 5.88% | 3.4 |
|
| 3140 |
3140
Fruth Investment Management
Houston,
Texas
| USD 249 M | -USD 447 k | -0.2% | 1.14% | 79.4% | 206 | 7.77% | 4.8 |
|
| 3141 |
3141
Affinity Wealth Management
Wilmington,
Delaware
| USD 249 M | -USD 6.06 M | -2% | 0.49% | 116% | 115 | 33.04% | 1.5 |
|
| 3142 |
3142
Doliver Advisors
Houston,
Texas
| USD 249 M | -USD 4.79 M | -2% | 2.81% | 92.3% | 182 | 39.56% | 1 |
|
| 3143 |
3143
White Lighthouse Investment Management
Bedford,
Massachusetts
| USD 248 M | +USD 8.88 M | +4% | 0.92% | 62% | 131 | 4.58% | 1.4 |
|
| 3144 |
3144
First National Corp
Rockland,
Massachusetts
| USD 248 M | +USD 5.99 M | +2% | 2.26% | 56.3% | 144 | 6.94% | 0.7 |
|
| 3145 |
3145
Glenview State Bank Trust Department
Glenview,
Illinois
| USD 248 M | +USD 7.38 M | +3% | 3.54% | 76.6% | 117 | 6.84% | 3.9 |
|
| 3146 |
3146
Schnieders Capital Management
Pasadena,
California
| USD 248 M | -USD 6.87 M | -3% | 3.38% | 103% | 171 | 8.77% | 3.7 |
|
| 3147 |
3147
Glassman Wealth Services
Vienna,
Virginia
| USD 248 M | +USD 392 k | +0.2% | 1.41% | 62.6% | 1,593 | 20.34% | 1.7 |
|
| 3148 |
3148
Marathon Capital Management
Hunt Valley,
Maryland
| USD 248 M | +USD 2.75 M | +1% | 4.05% | 74% | 124 | 18.55% | 2.4 |
|
| 3149 |
3149
Firsthand Capital Management
San Jose,
California
| USD 248 M | -USD 12 M | -5% | 4.39% | 265% | 58 | 20.69% | 2.5 |
|
| 3150 |
KS
3150
Karpas Strategies
Litchfield,
Connecticut
| USD 247 M | +USD 6.45 M | +3% | 4.17% | 16.1% | 123 | 2.44% | 4.8 |
|