¡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
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 195 M | -USD 46.6 M | -19% | 17% | 147% | 217 | 18.89% | 2.5 |
|
| 3327 |
3327
SFE Investment Counsel
Los Angeles,
California
| USD 195 M | -USD 64.2 M | -25% | 13.5% | 105% | 129 | 10.85% | 3.2 |
|
| 3328 |
GIM
3328
Greystone Investment Management
Cincinnati,
Ohio
| USD 195 M | -USD 36.2 M | -16% | 14.2% | 32.8% | 49 | 12.24% | 3.5 |
|
| 3329 |
3329
Oarsman Capital
Milwaukee,
Wisconsin
| USD 195 M | -USD 53.2 M | -21% | 11.5% | 70.6% | 190 | 11.58% | 3.8 |
|
| 3330 |
3330
Mizuho Trust & Banking
Tokyo,
Japan
| USD 195 M | -USD 164 M | -46% | 10.4% | 36.1% | 18 | 50% | 0.5 |
|
| 3331 |
3331
Rock Point Advisors
Burlington,
Vermont
| USD 195 M | -USD 29.7 M | -13% | 16.6% | 82.8% | 79 | 15.19% | 3.1 |
|
| 3332 |
3332
Stewardship Financial Advisors
Stockbridge,
Georgia
| USD 195 M | -USD 17.5 M | -8% | 11.2% | 39.1% | 81 | 30.86% | 1.8 |
|
| 3333 |
3333
Brio Consultants
San Francisco,
California
| USD 195 M | – | – | 10.7% | 42.7% | 68 | – | 0 |
|
| 3334 |
CWAG
3334
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 194 M | – | – | 0.64% | 76.1% | 68 | – | 0 |
|
| 3335 |
3335
Pacifica Capital Investments
Leander,
Texas
| USD 194 M | +USD 3.44 M | +2% | 12.1% | 70.4% | 24 | 16.67% | 3.3 |
|
| 3336 |
3336
McRae Capital Management
Morristown,
New Jersey
| USD 194 M | -USD 41.5 M | -18% | 14.5% | 78.2% | 96 | 7.29% | 3.8 |
|
| 3337 |
3337
Fagan Associates
Troy,
New York
| USD 194 M | -USD 48 M | -20% | 14% | 127% | 118 | 14.41% | 2.8 |
|
| 3338 |
3338
AH Equity Partners IV
Menlo Park,
California
| USD 194 M | – | – | 11.2% | – | 1 | – | 0 |
|
| 3339 |
3339
Buckley Wealth Management
Las Vegas,
Nevada
| USD 194 M | -USD 35 M | -15% | 13% | 88% | 157 | 14.65% | 0.9 |
|
| 3340 |
MHP
3340
Manatuck Hill Partners
Westport,
Connecticut
| USD 194 M | -USD 72.1 M | -27% | 16.3% | 556% | 122 | 54.92% | 1.3 |
|
| 3341 |
3341
First Command Bank
Fort Worth,
Texas
| USD 194 M | -USD 164 M | -46% | 5.52% | 34.1% | 448 | 20.98% | 1.4 |
|
| 3342 |
3342
First Command Financial Services
Fort Worth,
Texas
| USD 194 M | -USD 164 M | -46% | 5.52% | 34.4% | 448 | 20.98% | 1.4 |
|
| 3343 |
3343
Vantage Wealth
Pasadena,
California
| USD 194 M | -USD 37.7 M | -16% | 8.89% | 56.1% | 32 | 21.88% | 3.5 |
|
| 3344 |
3344
Prosight Management
Dallas,
Texas
| USD 194 M | +USD 14.4 M | +8% | 22.5% | 39.5% | 41 | 36.59% | 0.4 |
|
| 3345 |
3345
Carderock Capital Management
Chevy Chase,
Maryland
| USD 194 M | -USD 59.9 M | -24% | 11.8% | 97.6% | 83 | 18.07% | 4.1 |
|
| 3346 |
3346
Burleson & Co
Petaluma,
California
| USD 194 M | +USD 14.9 M | +8% | 12.9% | 49.1% | 108 | 14.81% | 0.9 |
|
| 3347 |
FA
3347
FMA Advisory
Harrisburg,
Pennsylvania
| USD 194 M | -USD 29.9 M | -13% | 11.5% | 46.7% | 156 | 10.9% | 1.4 |
|
| 3348 |
3348
Windsor Capital Management
Phoenix,
Arizona
| USD 193 M | -USD 28.2 M | -13% | 9.88% | 49.1% | 121 | 9.09% | 3.8 |
|
| 3349 |
3349
Interactive Financial Advisors
New Lenox,
Illinois
| USD 193 M | -USD 17.5 M | -8% | 7.34% | 47.6% | 129 | 29.46% | 3.9 |
|
| 3350 |
3350
Certified Advisory Corp
Altamonte Springs,
Florida
| USD 193 M | -USD 23.4 M | -11% | 13.3% | 58.2% | 827 | 11.61% | 0.9 |
|