¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
FNBOMD
3151
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 227 M | +USD 23.9 M | +12% | 8.87% | 96.2% | 96 | 26.04% | 2.6 |
|
| 3152 |
3152
Beck Capital Management
Austin,
Texas
| USD 227 M | +USD 17.6 M | +8% | 7.55% | 291% | 124 | 28.23% | 1.1 |
|
| 3153 |
TBA
3153
Train Babcock Advisors
New York
| USD 227 M | +USD 47.7 M | +27% | 7.14% | 41.9% | 115 | 40.87% | 2.4 |
|
| 3154 |
3154
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 227 M | +USD 12.3 M | +6% | 8.85% | 60.5% | 41 | 0% | 3.8 |
|
| 3155 |
3155
Carderock Capital Management
Chevy Chase,
Maryland
| USD 227 M | +USD 5.24 M | +2% | 5.73% | 97.6% | 77 | 9.09% | 3.3 |
|
| 3156 |
3156
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| USD 226 M | +USD 22.5 M | +11% | 5.04% | 82.9% | 232 | 37.93% | 1.1 |
|
| 3157 |
3157
Lucia Wealth Services
San Diego,
California
| USD 226 M | – | – | 4.6% | 45.6% | 121 | – | 0 |
|
| 3158 |
3158
Spitfire Capital
Mill Valley,
California
| USD 226 M | -USD 13.7 M | -6% | 6.54% | 25.9% | 20 | 0% | 3 |
|
| 3159 |
3159
Chartist Inc
Seal Beach,
California
| USD 226 M | +USD 13.4 M | +6% | 9.3% | – | 37 | 16.22% | 2.1 |
|
| 3160 |
3160
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 226 M | -USD 44 M | -16% | 6.86% | 221% | 154 | 49.35% | 0.9 |
|
| 3161 |
3161
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 226 M | +USD 15.6 M | +7% | 7.75% | 88.9% | 53 | 0% | 3.2 |
|
| 3162 |
3162
MYDA Advisors
Woodmere,
New York
| USD 225 M | – | – | 6.54% | 232% | 157 | – | 0 |
|
| 3163 |
3163
Strategic Wealth Partners Group
Deerfield,
Illinois
| USD 225 M | +USD 509 k | +0.2% | 4.78% | – | 27 | 0% | 1.3 |
|
| 3164 |
3164
CAMG Solamere Management
Charlotte,
North Carolina
| USD 225 M | +USD 24.5 M | +12% | 7.59% | 51.7% | 144 | 14.58% | 0.8 |
|
| 3165 |
3165
Oakview Capital Management
Dallas,
Texas
| USD 225 M | +USD 14.8 M | +7% | 3.96% | 21.2% | 18 | 27.78% | 0.2 |
|
| 3166 |
3166
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 224 M | +USD 4.83 M | +2% | 7.42% | 282% | 35 | 34.29% | 0.8 |
|
| 3167 |
3167
Simon Quick Advisors
Morristown,
New Jersey
| USD 224 M | -USD 51.5 M | -19% | 5.91% | 69.5% | 651 | 50.38% | 0.4 |
|
| 3168 |
3168
Clarius Group LLC
Seattle,
Washington
| USD 224 M | -USD 13.5 M | -6% | 4.7% | 92.1% | 77 | 22.08% | 1.5 |
|
| 3169 |
PC
3169
Palo Capital
Newport Beach,
California
| USD 224 M | +USD 34.6 M | +18% | 9.31% | 34.6% | 132 | 12.88% | 1.6 |
|
| 3170 |
3170
Birinyi Associates
Westport,
Connecticut
| USD 224 M | +USD 13.7 M | +6% | 7.93% | 113% | 100 | 16% | 2.8 |
|
| 3171 |
3171
Princeton Capital Management
Red Bank,
New Jersey
| USD 224 M | – | – | 10.1% | 180% | 100 | – | 1.2 |
|
| 3172 |
LP
3172
LGL Partners
Philadelphia,
Pennsylvania
| USD 224 M | +USD 67.8 M | +44% | 4.09% | 68.9% | 58 | 8.62% | 1.5 |
|
| 3173 |
3173
IMA Advisory Services
Denver,
Colorado
| USD 224 M | +USD 7.98 M | +4% | 3.34% | 74.5% | 135 | 21.48% | 2 |
|
| 3174 |
GWA
3174
Guidant Wealth Advisors
Palatine,
Illinois
| USD 223 M | +USD 82.5 M | +59% | 3.28% | 17.8% | 213 | 18.78% | 1 |
|
| 3175 |
3175
Mittleman Investment Management
Melville,
New York
| USD 223 M | +USD 4.34 M | +2% | 3.3% | 11.6% | 7 | 0% | 3.4 |
|