¡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
Affinity Capital Advisors
Berkeley,
California
| USD 410 M | +USD 45.7 M | +13% | 10.7% | 72.7% | 141 | 11.35% | 2.6 |
|
| 3327 |
3327
Quantum Financial Advisors
El Segundo,
California
| USD 410 M | +USD 69.8 M | +21% | 11% | 68% | 135 | 22.96% | 1 |
|
| 3328 |
3328
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 410 M | +USD 40.2 M | +11% | 8.26% | 71.3% | 81 | 12.35% | 7.2 |
|
| 3329 |
3329
Pasadena Private Wealth
Pasadena,
California
| USD 410 M | +USD 75.8 M | +23% | 8.62% | 53% | 162 | 41.98% | 1.5 |
|
| 3330 |
3330
Two Seas Capital
Rye,
New York
| USD 410 M | -USD 87.8 M | -18% | 3.71% | 344% | 14 | 7.14% | 1.1 |
|
| 3331 |
3331
Point72 Asia (Singapore)
Singapore
| USD 409 M | – | – | 4.11% | – | 569 | – | 0 |
|
| 3332 |
3332
CRA Financial Services
Northfield,
New Jersey
| USD 409 M | +USD 45.3 M | +12% | 11.2% | 91.9% | 224 | 12.5% | 3.1 |
|
| 3333 |
3333
Contravisory Investment Management
Norwell,
Massachusetts
| USD 408 M | +USD 54.7 M | +15% | 15.3% | 135% | 432 | 42.82% | 1.3 |
|
| 3334 |
SFS
3334
Security Financial Services
Fort Wayne,
Indiana
| USD 408 M | +USD 53.5 M | +15% | 9.69% | 67.7% | 179 | 17.32% | 1.3 |
|
| 3335 |
3335
Ionic Capital Management
New York
| USD 408 M | -USD 2.9 M | -0.7% | 10.8% | 163% | 290 | 50.69% | 1 |
|
| 3336 |
3336
First National Corp
Rockland,
Massachusetts
| USD 408 M | +USD 35.1 M | +9% | 9.64% | 56.3% | 159 | 10.69% | 3.3 |
|
| 3337 |
3337
HFG Wealth Management
The Woodlands,
Texas
| USD 407 M | – | – | 4.39% | 45.9% | 58 | – | 0.6 |
|
| 3338 |
3338
LWMG LLC
Lake Elmo,
Minnesota
| USD 407 M | +USD 42.8 M | +12% | 10.2% | – | 92 | 14.13% | 0.8 |
|
| 3339 |
3339
Perennial Advisors
New York
| USD 407 M | +USD 36.2 M | +10% | 12.2% | – | 121 | 13.22% | 3.7 |
|
| 3340 |
3340
Hein Park Capital Management
New York
| USD 407 M | +USD 271 M | +200% | 40% | 122% | 6 | 33.33% | 0.7 |
|
| 3341 |
3341
Bellwether Advisors
Lincoln,
Nebraska
| USD 407 M | +USD 39.3 M | +11% | 11% | 128% | 136 | 35.29% | 1.8 |
|
| 3342 |
3342
Liquid Strategies
Atlanta,
Georgia
| USD 407 M | +USD 28.7 M | +8% | 8.76% | 52.4% | 15 | 46.67% | 1.5 |
|
| 3343 |
3343
Kora Management
Brooklyn,
New York
| USD 406 M | +USD 18.9 M | +5% | 17% | 307% | 6 | 0% | 1.9 |
|
| 3344 |
3344
Great Diamond Partners
Portland,
Maine
| USD 406 M | +USD 36.4 M | +10% | 11.1% | 86.1% | 241 | 13.28% | 2.4 |
|
| 3345 |
3345
Stanley Capital Management
Houston,
Texas
| USD 406 M | +USD 30.7 M | +8% | 13.4% | 158% | 43 | 13.95% | 4.2 |
|
| 3346 |
3346
Martin & Co
Knoxville,
Tennessee
| USD 405 M | +USD 24.3 M | +6% | 10.7% | 67.8% | 109 | 1.83% | 8.3 |
|
| 3347 |
3347
Longfellow Investment Management
Boston,
Massachusetts
| USD 405 M | +USD 27.4 M | +7% | 3.93% | 45.9% | 295 | 27.12% | 1.8 |
|
| 3348 |
H2CM
3348
H/2 Credit Manager
Stamford,
Connecticut
| USD 405 M | +USD 44 M | +12% | 24.7% | 97.4% | 13 | 0% | 2.2 |
|
| 3349 |
3349
Callan Family Office
Radnor,
Pennsylvania
| USD 405 M | +USD 29.4 M | +8% | 10.7% | 93.4% | 103 | 19.42% | 0.8 |
|
| 3350 |
3350
Archon Capital Management
Seattle,
Washington
| USD 404 M | +USD 24.1 M | +6% | 25.9% | 222% | 43 | 27.91% | 2 |
|