¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Kavar Capital Partners Group
Leawood,
Kansas
| USD 117 M | -USD 906 k | -0.8% | 1.52% | 77.2% | 135 | 11.11% | 0.7 |
|
| 3327 |
3327
Evermay Wealth Management
Arlington,
Virginia
| USD 116 M | +USD 881 k | +0.8% | 0.97% | 56.2% | 84 | 9.52% | 0.6 |
|
| 3328 |
3328
Orca Investment Management
Roseburg,
Oregon
| USD 116 M | -USD 10.4 M | -8% | 0.96% | 122% | 91 | 18.68% | 0.6 |
|
| 3329 |
3329
Fernwood Investment Management
Quincy,
Massachusetts
| USD 116 M | -USD 4.77 M | -4% | 2.91% | 83.4% | 115 | 8.7% | 0.7 |
|
| 3330 |
3330
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| USD 116 M | -USD 42.2 M | -27% | 26.7% | 26.4% | 1 | 0% | 0.3 |
|
| 3331 |
KG
3331
Karamaan Group
New York
| USD 116 M | -USD 8.84 M | -7% | 7.43% | – | 27 | 11.11% | 0.7 |
|
| 3332 |
3332
Boyle Capital Management
West Des Moines,
Iowa
| USD 116 M | -USD 9.13 M | -7% | 3.47% | 19.5% | 24 | 12.5% | 1.1 |
|
| 3333 |
3333
Water Oak Advisors
Winter Park,
Florida
| USD 116 M | -USD 1.41 M | -1% | 3.77% | 12.9% | 17 | 41.18% | 0.2 |
|
| 3334 |
FIG
3334
Fusion Investment Group
Pittsburgh,
Pennsylvania
| USD 116 M | -USD 665 k | -0.6% | 0.26% | – | 238 | 18.49% | 0.6 |
|
| 3335 |
KCM
3335
Key Colony Management
Little Rock,
Arkansas
| USD 115 M | -USD 24 M | -17% | 3.18% | 113% | 22 | 22.73% | 0.8 |
|
| 3336 |
3336
Sensible Financial Planning & Management
Waltham,
Massachusetts
| USD 115 M | – | – | 0.44% | 24.5% | 71 | – | 0 |
|
| 3337 |
3337
Covenant Multifamily Offices
San Antonio,
Texas
| USD 115 M | +USD 6.9 M | +6% | 1.35% | 38.3% | 29 | 10.34% | 0.6 |
|
| 3338 |
3338
Edgestream Partners
Princeton,
New Jersey
| USD 115 M | -USD 42.3 M | -27% | 3.25% | 41.7% | 93 | 29.03% | 0.3 |
|
| 3339 |
NERM
3339
New England Research & Management
Chicago,
Illinois
| USD 115 M | +USD 2.89 M | +3% | 3.05% | 65% | 188 | 30.85% | 0.5 |
|
| 3340 |
3340
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 114 M | +USD 2.77 M | +2% | 0.08% | 62.8% | 930 | 22.15% | 0.8 |
|
| 3341 |
PP
3341
Pension Partners
New York
| USD 114 M | +USD 481 k | +0.4% | 0.64% | – | 21 | 85.71% | 0.1 |
|
| 3342 |
MHIM
3342
MacNealy Hoover Investment Management
Canton,
Ohio
| USD 114 M | -USD 210 k | -0.2% | 0.17% | 42.5% | 85 | 5.88% | 0.7 |
|
| 3343 |
3343
Addison Capital
Conshohocken,
Pennsylvania
| USD 114 M | -USD 2.17 M | -2% | 2.1% | 59.7% | 82 | 13.41% | 0.7 |
|
| 3344 |
3344
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 114 M | -USD 2.12 M | -2% | 1.15% | 47.6% | 15 | 0% | 0.7 |
|
| 3345 |
3345
St. Johns Investment Management
Jacksonville,
Florida
| USD 113 M | -USD 2.93 M | -3% | 0.7% | 80.9% | 177 | 18.08% | 0.5 |
|
| 3346 |
3346
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 113 M | -USD 3.84 M | -3% | 0.08% | 92.4% | 373 | 10.72% | 0.5 |
|
| 3347 |
3347
Horan Capital Advisors
Cincinnati,
Ohio
| USD 113 M | +USD 3.6 M | +3% | 0.24% | 26.6% | 70 | 25.71% | 1 |
|
| 3348 |
3348
Raffles Associates
New York
| USD 113 M | -USD 11.3 M | -9% | 8.33% | 50% | 65 | 23.08% | 0.8 |
|
| 3349 |
3349
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 113 M | -USD 7.29 M | -6% | 4.5% | 145% | 56 | 17.86% | 0.6 |
|
| 3350 |
3350
Progeny 3 Inc
Kirkland,
Washington
| USD 112 M | +USD 25.9 M | +30% | 1.45% | 96.8% | 18 | 66.67% | 0.2 |
|