¡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 |
PCM
3326
Proxima Capital Management
New York
| USD 179 M | -USD 5.48 M | -3% | 9.73% | 20.7% | 42 | 23.81% | 1.8 |
|
| 3327 |
DM
3327
Delphi Management
Brookline,
Massachusetts
| USD 179 M | -USD 1.51 M | -0.8% | 6.78% | 111% | 90 | 16.67% | 2 |
|
| 3328 |
3328
Marietta Wealth Management
Marietta,
Georgia
| USD 179 M | +USD 14.1 M | +9% | 4.13% | 83.8% | 122 | 7.38% | 0.7 |
|
| 3329 |
GAM
3329
Garrison Asset Management
Fayetteville,
Arkansas
| USD 178 M | +USD 6.06 M | +4% | 4.56% | 52.1% | 104 | 6.73% | 3 |
|
| 3330 |
JWS
3330
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 178 M | +USD 4 M | +2% | 3.14% | 76.5% | 89 | 11.24% | 1.7 |
|
| 3331 |
MC
3331
MRJ Capital
New York
| USD 178 M | +USD 9 M | +5% | 5.9% | 127% | 55 | 7.27% | 3 |
|
| 3332 |
OPTFSNA
3332
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 178 M | +USD 5.51 M | +3% | 3.6% | 72.6% | 78 | 6.41% | 3.4 |
|
| 3333 |
CA
3333
Corrado Advisors
Ramsey,
New Jersey
| USD 178 M | -USD 4.79 M | -3% | 1.5% | 64% | 126 | 15.87% | 1.6 |
|
| 3334 |
EM
3334
ELCO Management
New York
| USD 178 M | +USD 6.3 M | +4% | 3.1% | 98.4% | 149 | 17.45% | 0.8 |
|
| 3335 |
ICRM
3335
Insight Capital Research & Management
Walnut Creek,
California
| USD 177 M | +USD 6.59 M | +4% | 15.1% | 287% | 153 | 67.32% | 0.4 |
|
| 3336 |
OFM
3336
Omega Fund Management
Boston,
Massachusetts
| USD 177 M | +USD 16.5 M | +10% | 24.8% | 106% | 12 | 16.67% | 1.9 |
|
| 3337 |
ECM
3337
EagleClaw Capital Management
Boston,
Massachusetts
| USD 177 M | +USD 6.22 M | +4% | 6.22% | 104% | 112 | 8.93% | 2.8 |
|
| 3338 |
PFG
3338
Piershale Financial Group
Barrington,
Illinois
| USD 177 M | +USD 21.2 M | +14% | 3.78% | 82% | 34 | 64.71% | 1.3 |
|
| 3339 |
3339
United Asset Strategies
Garden City,
New York
| USD 176 M | -USD 161 M | -48% | 3.31% | 94.6% | 185 | 53.51% | 1.5 |
|
| 3340 |
MC
3340
Miles Capital
West Des Moines,
Iowa
| USD 176 M | -USD 9.6 M | -5% | 3.57% | 15.4% | 245 | 39.18% | 1.1 |
|
| 3341 |
KFP
3341
Keystone Financial Planning
Cleveland,
Ohio
| USD 176 M | +USD 11.2 M | +7% | 5.19% | 46% | 48 | 6.25% | 2.8 |
|
| 3342 |
3342
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 176 M | +USD 7.85 M | +5% | 2.91% | 38.2% | 56 | 19.64% | 1.9 |
|
| 3343 |
PFSC
3343
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 176 M | +USD 5.5 M | +3% | 4.66% | 104% | 354 | 2.26% | 2.9 |
|
| 3344 |
IC
3344
Intersect Capital
San Ramon,
California
| USD 176 M | +USD 9.5 M | +6% | 3.79% | 57.2% | 113 | 7.08% | 1.7 |
|
| 3345 |
TAM
3345
Toscafund Asset Management
London,
United Kingdom
| USD 176 M | -USD 12.7 M | -7% | 2.38% | 80.9% | 7 | 14.29% | 1.8 |
|
| 3346 |
PHAM
3346
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| USD 176 M | +USD 4.97 M | +3% | 4.74% | 66.8% | 115 | 10.43% | 2.9 |
|
| 3347 |
RHAM
3347
Round Hill Asset Management
Pasadena,
California
| USD 175 M | +USD 940 k | +0.5% | 2.39% | 43.2% | 62 | 3.23% | 0.7 |
|
| 3348 |
ECML
3348
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| USD 175 M | +USD 7.33 M | +4% | 5.73% | 103% | 46 | 10.87% | 2 |
|
| 3349 |
BRC
3349
Bell Rock Capital
Rehoboth Beach,
Delaware
| USD 175 M | +USD 12.6 M | +8% | 6.21% | – | 456 | 15.13% | 0.6 |
|
| 3350 |
NR
3350
Newfound Research
Wellesley Hills,
Massachusetts
| USD 175 M | +USD 31.6 M | +22% | 2.67% | 54.6% | 241 | 12.45% | 1.1 |
|