¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Princeton Capital Management
Red Bank,
New Jersey
| USD 120 M | +USD 10.5 M | +10% | 10.7% | 206% | 103 | 16.5% | 0.5 |
|
| 3277 |
3277
Financial Engines Advisors
Santa Clara,
California
| USD 120 M | +USD 242 k | +0.2% | 11.1% | 42.3% | 56 | 5.36% | 0.5 |
|
| 3278 |
3278
WESPAC Advisors
Orinda,
California
| USD 120 M | +USD 34.4 M | +40% | 10% | 126% | 152 | 32.24% | 0.3 |
|
| 3279 |
3279
Amarillo National Bank
Amarillo,
Texas
| USD 120 M | +USD 2.84 M | +2% | 10.6% | 63.5% | 134 | 10.45% | 0.5 |
|
| 3280 |
3280
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 120 M | +USD 9.28 M | +8% | 10.5% | 79.4% | 23 | 13.04% | 0.4 |
|
| 3281 |
3281
Tarbox Family Office
Newport Beach,
California
| USD 120 M | – | – | 7.86% | 66.4% | 605 | – | 0 |
|
| 3282 |
GBM
3282
Grace Brothers Management
Evanston,
Illinois
| USD 120 M | +USD 2.07 M | +2% | 0.04% | – | 52 | 11.54% | 0.3 |
|
| 3283 |
LOGI
3283
Long Oar Global Investors
New York
| USD 120 M | +USD 17.2 M | +17% | 25.3% | – | 33 | 69.7% | 0.2 |
|
| 3284 |
3284
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| USD 120 M | +USD 8.59 M | +8% | 9.07% | 66.8% | 70 | 11.43% | 0.4 |
|
| 3285 |
3285
Focused Wealth Management
Newburgh,
New York
| USD 119 M | +USD 14.5 M | +14% | 6.76% | 80.9% | 695 | 13.38% | 0.2 |
|
| 3286 |
3286
Punch Card Capital
Winter Park,
Florida
| USD 119 M | – | – | 8.67% | – | 3 | – | 0 |
|
| 3287 |
3287
Founders Financial Securities
Towson,
Maryland
| USD 119 M | – | – | 7.93% | 71% | 67 | – | 0 |
|
| 3288 |
3288
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| USD 119 M | +USD 10.2 M | +9% | 11% | 52.2% | 580 | 9.14% | 0.5 |
|
| 3289 |
3289
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 119 M | – | – | 12.2% | 0.05% | 92 | – | 0 |
|
| 3290 |
3290
New Century Advisors
Chevy Chase,
Maryland
| USD 119 M | – | – | 7.58% | – | 41 | – | 0 |
|
| 3291 |
TAA
3291
TB Alternative Assets
Grand Cayman,
Cayman Islands
| USD 119 M | +USD 12 M | +11% | 2.43% | 312% | 16 | 62.5% | 0.3 |
|
| 3292 |
3292
Phoenix Investment Adviser
New York
| USD 119 M | – | – | 25.6% | 25% | 41 | – | 0 |
|
| 3293 |
3293
Boyle Capital Management
West Des Moines,
Iowa
| USD 119 M | +USD 12.2 M | +11% | 8.96% | 19.5% | 26 | 7.69% | 0.5 |
|
| 3294 |
3294
Daily Journal Corp
Los Angeles,
California
| USD 119 M | – | – | 10.6% | 109% | 4 | – | 0 |
|
| 3295 |
SM
3295
SLS Management
New York
| USD 119 M | +USD 29.5 M | +33% | 15.1% | 11.3% | 23 | 34.78% | 0.3 |
|
| 3296 |
3296
Avalon Capital Management
Port Of Redwood City,
California
| USD 119 M | +USD 17.3 M | +17% | 5.83% | 163% | 129 | 58.91% | 0.2 |
|
| 3297 |
3297
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 119 M | – | – | 6.94% | 99.9% | 38 | – | 0 |
|
| 3298 |
3298
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 119 M | +USD 8.08 M | +7% | 5.94% | 83.3% | 94 | 15.96% | 0.4 |
|
| 3299 |
3299
NewFocus Financial Group
Vancouver,
Washington
| USD 119 M | – | – | 7.67% | 55.4% | 38 | – | 0 |
|
| 3300 |
3300
Target Asset Management
Singapore
| USD 118 M | – | – | 27% | – | 3 | – | 0 |
|