¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Stokes Capital Advisors
Greenwood,
South Carolina
| USD 148 M | – | – | 5.58% | 61.3% | 82 | – | 0 |
|
| 3802 |
3802
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 148 M | +USD 9.5 M | +7% | 5.31% | 54.3% | 224 | 12.05% | 1.5 |
|
| 3803 |
3803
Stone House Investment Management
Tunkhannock,
Pennsylvania
| USD 148 M | +USD 7.34 M | +5% | 2.99% | 53.1% | 42 | 23.81% | 0.8 |
|
| 3804 |
3804
HCSF Management
San Francisco,
California
| USD 148 M | +USD 10.5 M | +8% | 0.15% | 58.8% | 13 | 23.08% | 1.6 |
|
| 3805 |
3805
Orbis Investment Management (US)
San Francisco,
California
| USD 147 M | -USD 13.3 M | -8% | 7.81% | 48.8% | 27 | 33.33% | 1.2 |
|
| 3806 |
BE
3806
Bonness Enterprises
Washington,
District of Columbia
| USD 147 M | +USD 7.52 M | +5% | 7.18% | 98.6% | 46 | 0% | 3.7 |
|
| 3807 |
3807
Creative Financial Designs
Kokomo,
Indiana
| USD 147 M | -USD 26.9 M | -15% | 4.9% | 56.2% | 833 | 19.45% | 0.8 |
|
| 3808 |
3808
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| USD 147 M | – | – | 3.84% | 68.6% | 56 | – | 0 |
|
| 3809 |
3809
Biechele Royce Advisors
Fishers,
Indiana
| USD 147 M | – | – | 6.71% | 39.2% | 48 | – | 0 |
|
| 3810 |
3810
DST Managers
Grand Cayman,
Cayman Islands
| USD 147 M | – | – | 0.52% | – | 2 | – | 0.6 |
|
| 3811 |
3811
Peak Capital Management
Greenwood Village,
Colorado
| USD 147 M | -USD 3.37 M | -2% | 2.54% | 9.52% | 62 | 8.06% | 0.5 |
|
| 3812 |
ACM
3812
ADI Capital Management
New York
| USD 147 M | -USD 55.7 M | -27% | 3.37% | 113% | 21 | 42.86% | 0.9 |
|
| 3813 |
3813
Bach Option
Wanchai,
Hong Kong
| USD 147 M | +USD 5.83 M | +4% | 6.66% | 30.6% | 126 | 48.41% | 0.6 |
|
| 3814 |
IPLA
3814
Ice Pond Lane Advisers
New York
| USD 147 M | -USD 116 M | -44% | 10.7% | – | 17 | 35.29% | 0.8 |
|
| 3815 |
3815
First City Capital Management
Savannah,
Georgia
| USD 147 M | +USD 3.62 M | +3% | 5.22% | 76.5% | 149 | 10.07% | 3.4 |
|
| 3816 |
3816
Kelso & Company
New York
| USD 146 M | -USD 244 M | -62% | 6.09% | – | 1 | 0% | 4 |
|
| 3817 |
3817
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 146 M | +USD 6.58 M | +5% | 5.74% | 80% | 77 | 11.69% | 0.4 |
|
| 3818 |
3818
Clearstead Trust
Portland,
Maine
| USD 146 M | +USD 11.9 M | +9% | 6.11% | 111% | 236 | 16.1% | 0.7 |
|
| 3819 |
3819
Oxford Financial Group
Carmel,
Indiana
| USD 146 M | +USD 229 k | +0.2% | 5.41% | 77.2% | 34 | 5.88% | 0.8 |
|
| 3820 |
3820
MU Investments Company
Tokyo,
Japan
| USD 146 M | +USD 16.5 M | +13% | 10.7% | 40.4% | 182 | 24.18% | 2.4 |
|
| 3821 |
3821
Reliant Investment Management
Memphis,
Tennessee
| USD 146 M | +USD 27.1 M | +23% | 8.42% | 129% | 62 | 22.58% | 2.1 |
|
| 3822 |
3822
Tenzing Global Management
San Francisco,
California
| USD 146 M | +USD 10.3 M | +8% | 19.3% | 273% | 19 | 36.84% | 0.7 |
|
| 3823 |
3823
Sagil Capital
London,
United Kingdom
| USD 146 M | – | – | 3.5% | 104% | 23 | – | 0 |
|
| 3824 |
3824
Wealth Advisors of Tampa Bay
Tampa,
Florida
| USD 146 M | – | – | 5.86% | 86.2% | 69 | – | 0 |
|
| 3825 |
3825
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 146 M | +USD 45.6 M | +46% | 4.76% | 62.2% | 61 | 34.43% | 0.7 |
|