¡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 |
3151
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| USD 639 M | +USD 3.88 M | +0.6% | 0.8% | 129% | 326 | 57.67% | 0.5 |
|
| 3152 |
3152
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 638 M | +USD 14.4 M | +2% | 0.34% | 75.1% | 165 | 12.73% | 4.2 |
|
| 3153 |
3153
St. James Investment Company
Southlake,
Texas
| USD 638 M | +USD 15.3 M | +2% | 6.2% | 48.4% | 31 | 32.26% | 4 |
|
| 3154 |
3154
Bearing Point Capital
Bloomington,
Minnesota
| USD 638 M | -USD 1.29 M | -0.2% | 3.04% | – | 188 | 14.36% | 1 |
|
| 3155 |
3155
Wilsey Asset Management
San Diego,
California
| USD 638 M | -USD 6.32 M | -1% | 5.76% | 66.9% | 30 | 20% | 3.8 |
|
| 3156 |
3156
Kultura Capital Management
Park City,
Utah
| USD 638 M | +USD 477 M | +296% | 17.5% | – | 83 | 77.11% | 0.1 |
|
| 3157 |
3157
Farmers Trust Company
Youngstown,
Ohio
| USD 637 M | +USD 23.8 M | +4% | 1.7% | 73.5% | 210 | 10% | 6.4 |
|
| 3158 |
3158
Phocas Financial Corp
Alameda,
California
| USD 637 M | -USD 132 M | -17% | 8.64% | – | 170 | 21.76% | 2.8 |
|
| 3159 |
CBT
3159
Central Bank & Trust
Lexington,
Kentucky
| USD 636 M | -USD 10.3 M | -2% | 0.43% | 118% | 185 | 5.95% | 7.8 |
|
| 3160 |
WCM
3160
Woodson Capital Management
Greenwich,
Connecticut
| USD 636 M | -USD 85.5 M | -12% | 13.8% | 235% | 40 | 42.5% | 1 |
|
| 3161 |
3161
Pacific Sage Partners
Edmonds,
Washington
| USD 636 M | +USD 4.59 M | +0.7% | 2.49% | 58.9% | 125 | 6.4% | 2.3 |
|
| 3162 |
3162
Affinity Partners
Sunny Isles Beach,
Florida
| USD 635 M | +USD 4.25 M | +0.7% | 0.67% | – | 1 | 0% | 1.3 |
|
| 3163 |
3163
SFE Investment Counsel
Los Angeles,
California
| USD 635 M | -USD 18.1 M | -3% | 2.35% | 114% | 154 | 12.34% | 5.5 |
|
| 3164 |
3164
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| USD 634 M | -USD 8.85 M | -1% | 1.26% | 44% | 107 | 6.54% | 3.8 |
|
| 3165 |
3165
Arini Captial Management
London,
United Kingdom
| USD 634 M | +USD 483 M | +322% | 4.71% | – | 8 | 62.5% | 0.1 |
|
| 3166 |
LCM
3166
Lynx1 Capital Management
San Juan,
Puerto Rico
| USD 633 M | +USD 139 M | +28% | 17.4% | 883% | 27 | 33.33% | 0.9 |
|
| 3167 |
3167
SilverOak Wealth Management
Edina,
Minnesota
| USD 632 M | -USD 5.65 M | -0.9% | 2.55% | 77.8% | 124 | 5.65% | 1.7 |
|
| 3168 |
3168
Rollins Financial Advisors
New York City,
New York
| USD 632 M | -USD 49 M | -7% | 6.25% | 122% | 162 | 9.26% | 1.6 |
|
| 3169 |
SFS
3169
Security Financial Services
Fort Wayne,
Indiana
| USD 632 M | -USD 4.65 M | -0.7% | 1.64% | 67.7% | 231 | 20.35% | 2.3 |
|
| 3170 |
3170
WFM Asia
Road Town, Tortola,
British Virgin Islands
| USD 632 M | -USD 173 M | -21% | 18.2% | 89.9% | 8 | 50% | 2.6 |
|
| 3171 |
3171
American Money Management
Rancho Santa Fe,
California
| USD 632 M | -USD 4.36 M | -0.7% | 0.87% | 70.5% | 173 | 6.94% | 4.7 |
|
| 3172 |
3172
Secure Asset Management
Troy,
Michigan
| USD 632 M | -USD 7.14 M | -1% | 0.8% | 97.2% | 388 | 27.32% | 1.9 |
|
| 3173 |
3173
Essex Investment Management
Boston,
Massachusetts
| USD 632 M | -USD 24.2 M | -4% | 7.95% | 370% | 333 | 16.52% | 4 |
|
| 3174 |
3174
Commonwealth Financial Services
Vienna,
West Virginia
| USD 632 M | +USD 25.4 M | +4% | 0.69% | 64.2% | 293 | 24.57% | 3.1 |
|
| 3175 |
3175
Summit Wealth Partners
Orlando,
Florida
| USD 632 M | +USD 90.4 M | +17% | 1.1% | 44.9% | 273 | 26.37% | 2.8 |
|