¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Retirement Capital Strategies
San Jose,
California
| USD 201 M | +USD 2.77 M | +1% | 2.32% | 59% | 57 | 22.81% | 1.6 |
|
| 3502 |
3502
Bard Associates
Chicago,
Illinois
| USD 200 M | +USD 2 M | +1% | 6.46% | 241% | 175 | 17.71% | 3.9 |
|
| 3503 |
3503
Wall Capital Group
Phoenix,
Arizona
| USD 200 M | +USD 13.1 M | +7% | 3.23% | – | 24 | 12.5% | 1.9 |
|
| 3504 |
3504
Biltmore Wealth Management
Tempe,
Arizona
| USD 200 M | +USD 12.1 M | +6% | 2.62% | 59.8% | 58 | 34.48% | 1.1 |
|
| 3505 |
3505
Northwestern University
Evanston,
Illinois
| USD 200 M | +USD 34.8 M | +21% | 1.98% | 28.2% | 5 | 20% | 1.7 |
|
| 3506 |
3506
Goodman Financial
Houston,
Texas
| USD 200 M | +USD 3.24 M | +2% | 2.53% | 52.5% | 48 | 14.58% | 2.1 |
|
| 3507 |
3507
Norman Fields Gottscho Capital Management
New York
| USD 199 M | +USD 9.09 M | +5% | 5.5% | 96.9% | 72 | 2.78% | 3.3 |
|
| 3508 |
3508
USA Financial Formulas
Ada,
Michigan
| USD 199 M | +USD 40.6 M | +26% | 1.71% | 104% | 120 | 0% | 0.5 |
|
| 3509 |
SHA
3509
Shelter Harbor Advisors
Weatogue,
Connecticut
| USD 199 M | +USD 2.02 M | +1% | 4.72% | – | 33 | 66.67% | 0.3 |
|
| 3510 |
3510
Alight Capital Management
New York
| USD 199 M | +USD 29.2 M | +17% | 12.5% | 466% | 83 | 74.7% | 0.1 |
|
| 3511 |
3511
MayTech Global Investments
New York
| USD 199 M | +USD 9.8 M | +5% | 6.9% | 158% | 47 | 2.13% | 1.3 |
|
| 3512 |
3512
Financial Synergies Wealth Advisors
Houston,
Texas
| USD 199 M | +USD 11.1 M | +6% | 2.43% | 79% | 31 | 16.13% | 0.2 |
|
| 3513 |
SSI
3513
Scott & Selber Inc
Houston,
Texas
| USD 199 M | +USD 7.79 M | +4% | 7.46% | 202% | 84 | 27.38% | 2.4 |
|
| 3514 |
3514
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 199 M | +USD 4.79 M | +2% | 2.95% | 60.5% | 44 | 0% | 4.5 |
|
| 3515 |
LFM
3515
Lumina Fund Management
New York
| USD 199 M | +USD 26 M | +15% | 3.41% | 28.1% | 47 | 40.43% | 1.3 |
|
| 3516 |
3516
Prosight Management
Dallas,
Texas
| USD 198 M | -USD 30.2 M | -13% | 4.88% | 39.5% | 46 | 32.61% | 0.6 |
|
| 3517 |
DCM
3517
DeGreen Capital Management
Scottsdale,
Arizona
| USD 198 M | +USD 4.54 M | +2% | 1.66% | 28.5% | 20 | 0% | 1.6 |
|
| 3518 |
3518
Omnia Family Wealth
Aventura,
Florida
| USD 198 M | -USD 4.6 M | -2% | 3.14% | 80.6% | 601 | 84.36% | 2.2 |
|
| 3519 |
3519
First Command Bank
Fort Worth,
Texas
| USD 198 M | -USD 2.94 M | -1% | 3.32% | 34.1% | 434 | 10.83% | 1.8 |
|
| 3520 |
3520
First Command Financial Services
Fort Worth,
Texas
| USD 198 M | -USD 2.94 M | -1% | 3.32% | 34.4% | 434 | 10.83% | 1.8 |
|
| 3521 |
3521
Broadmark Asset Management
San Francisco,
California
| USD 198 M | +USD 36.3 M | +22% | 4.56% | 39.6% | 3 | 33.33% | 2.1 |
|
| 3522 |
3522
Global Strategic Investment Solutions
Scottsdale,
Arizona
| USD 198 M | +USD 13.8 M | +8% | 2.65% | 56.8% | 60 | 18.33% | 0.4 |
|
| 3523 |
3523
Blume Capital Management
Berkeley,
California
| USD 198 M | +USD 7.02 M | +4% | 3.89% | 96.9% | 244 | 16.8% | 3.3 |
|
| 3524 |
DC
3524
Derby & Company
Newton,
Massachusetts
| USD 197 M | +USD 12.7 M | +7% | 3.81% | 33.7% | 27 | 14.81% | 1 |
|
| 3525 |
3525
Simon Quick Advisors
Morristown,
New Jersey
| USD 197 M | -USD 42.5 M | -18% | 3.07% | 69.5% | 619 | 60.9% | 0.8 |
|