¡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 |
FRM
3126
Fox Run Management
Greenwich,
Connecticut
| USD 648 M | +USD 6.48 M | +1% | 3.51% | 71.7% | 1,337 | 69.93% | 0.2 |
|
| 3127 |
3127
Strategic Global Advisors
Newport Beach,
California
| USD 647 M | -USD 13 M | -2% | 2.13% | 137% | 163 | 33.13% | 2.1 |
|
| 3128 |
3128
Allied Investment Advisors
Billings,
Montana
| USD 647 M | +USD 18.5 M | +3% | 3.24% | 68.4% | 108 | 15.74% | 3.8 |
|
| 3129 |
CBT
3129
Central Bank & Trust
Lexington,
Kentucky
| USD 647 M | +USD 12.3 M | +2% | 3.27% | 118% | 183 | 4.37% | 7.8 |
|
| 3130 |
3130
SC&H Financial Advisors
Sparks,
Maryland
| USD 646 M | +USD 33 M | +5% | 2.67% | 66.2% | 162 | 11.11% | 3 |
|
| 3131 |
3131
Foguth Wealth Management
Brighton,
Michigan
| USD 645 M | – | – | 1.57% | – | 175 | – | 1 |
|
| 3132 |
3132
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| USD 645 M | -USD 58.4 M | -8% | 2.26% | 83% | 166 | 20.48% | 2.8 |
|
| 3133 |
3133
Blue Fin Capital
Warren,
Rhode Island
| USD 645 M | +USD 8.78 M | +1% | 3.52% | 147% | 154 | 5.19% | 6.7 |
|
| 3134 |
3134
Soundwatch Capital
Rowayton,
Connecticut
| USD 645 M | +USD 21.2 M | +3% | 2.45% | 79.6% | 49 | 22.45% | 1.3 |
|
| 3135 |
3135
Stone House Investment Management
Tunkhannock,
Pennsylvania
| USD 644 M | +USD 50.6 M | +9% | 1.44% | 57.9% | 950 | 34.84% | 0.5 |
|
| 3136 |
3136
Horizon Wealth Management
La Grange,
Illinois
| USD 644 M | -USD 37 M | -5% | 2.61% | 109% | 140 | 19.29% | 2 |
|
| 3137 |
3137
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 644 M | +USD 22.8 M | +4% | 4.19% | 76.4% | 163 | 6.75% | 6.1 |
|
| 3138 |
3138
Wilsey Asset Management
San Diego,
California
| USD 644 M | +USD 98.8 M | +18% | 1.05% | 66.9% | 32 | 21.88% | 3.8 |
|
| 3139 |
3139
Newbridge Financial Services Group
Boca Raton,
Florida
| USD 644 M | -USD 25.2 M | -4% | 1.13% | 189% | 1,460 | 31.44% | 1.8 |
|
| 3140 |
3140
Corsair Capital Management
New York
| USD 644 M | +USD 38.7 M | +6% | 14.8% | 435% | 195 | 37.44% | 1.8 |
|
| 3141 |
3141
Burling Wealth Partners
Chicago,
Illinois
| USD 644 M | +USD 39.7 M | +7% | 3.09% | – | 189 | 8.99% | 0.8 |
|
| 3142 |
3142
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| USD 643 M | +USD 13.5 M | +2% | 2.47% | 44% | 103 | 3.88% | 3.8 |
|
| 3143 |
ACPLP
3143
Amberjack Capital Partners, L.P.
Houston,
Texas
| USD 642 M | +USD 97.8 M | +18% | 18% | – | 1 | 0% | 1 |
|
| 3144 |
3144
Versor Investments
New York
| USD 642 M | +USD 98.5 M | +18% | 15.4% | 240% | 825 | 55.03% | 0.4 |
|
| 3145 |
3145
Schnieders Capital Management
Pasadena,
California
| USD 642 M | +USD 81.1 M | +14% | 4.67% | 118% | 228 | 8.77% | 6.1 |
|
| 3146 |
3146
Cornerstone Planning Group
Fairfield,
New Jersey
| USD 641 M | +USD 16.9 M | +3% | 1.57% | 60% | 1,869 | 17.87% | 1.6 |
|
| 3147 |
3147
Eclectic Associates
Fullerton,
California
| USD 641 M | +USD 96.4 M | +18% | 1.35% | 53.8% | 153 | 22.22% | 2.5 |
|
| 3148 |
3148
Nalanda India Equity Fund
Mauritius
| USD 641 M | +USD 110 M | +21% | 11.7% | 13.6% | 1 | 0% | 7 |
|
| 3149 |
3149
Stablepoint Partners
Braintree,
Massachusetts
| USD 641 M | +USD 10.9 M | +2% | 3.4% | 92.8% | 251 | 3.59% | 1.8 |
|
| 3150 |
3150
Greystone Financial Group
Bloomfield Hills,
Michigan
| USD 641 M | -USD 4.7 M | -0.7% | 1.97% | 79.3% | 105 | 12.38% | 1.9 |
|