¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
KSCM
3826
Key Square Capital Management
Stamford,
Connecticut
| USD 195 M | -USD 227 M | -54% | 4.65% | 50.2% | 23 | 95.65% | 0.2 |
|
| 3827 |
3827
Peterson Wealth Advisors
Orem,
Utah
| USD 195 M | +USD 7.48 M | +4% | 5.85% | 50.9% | 49 | 14.29% | 1.8 |
|
| 3828 |
VC
3828
Vision Capital
Toronto,
Ontario, Canada
| USD 195 M | +USD 80.9 M | +71% | 0.16% | 19.8% | 14 | 57.14% | 0.4 |
|
| 3829 |
3829
Arlington Financial Advisors
Santa Barbara,
California
| USD 195 M | +USD 18.2 M | +10% | 15% | 67.6% | 61 | 14.75% | 1.7 |
|
| 3830 |
3830
WealthBridge Capital Management
Westerville,
Ohio
| USD 195 M | +USD 18.5 M | +10% | 10.4% | 89.4% | 135 | 15.56% | 1.2 |
|
| 3831 |
SFSIG
3831
San Francisco Sentry Investment Group
San Francisco,
California
| USD 195 M | +USD 6.78 M | +4% | 8.34% | 436% | 711 | 9.28% | 2.9 |
|
| 3832 |
3832
Poehling Capital Management
Madison,
Wisconsin
| USD 195 M | +USD 8.84 M | +5% | 3.3% | 83% | 122 | 16.39% | 1.4 |
|
| 3833 |
3833
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 195 M | +USD 17.9 M | +10% | 11.7% | 95.4% | 27 | 0% | 4.6 |
|
| 3834 |
GA
3834
GRS Advisors
Chicago,
Illinois
| USD 195 M | +USD 16 M | +9% | 6.49% | 54.3% | 32 | 46.88% | 0.7 |
|
| 3835 |
3835
Atlanta Financial Associates
Atlanta,
Georgia
| USD 195 M | +USD 14.9 M | +8% | 4.66% | – | 72 | 16.67% | 0.4 |
|
| 3836 |
3836
ACK Asset Management
Greenwich,
Connecticut
| USD 195 M | -USD 26.1 M | -12% | 14.7% | 132% | 23 | 30.43% | 0.8 |
|
| 3837 |
3837
Rock Creek Group
Washington,
District of Columbia
| USD 194 M | +USD 6.69 M | +4% | 9.12% | 38.5% | 218 | 30.28% | 0.5 |
|
| 3838 |
3838
Xcel Wealth Management
Holly Hill,
Florida
| USD 194 M | +USD 33.3 M | +21% | 14.2% | 98.8% | 111 | 13.51% | 1 |
|
| 3839 |
3839
Steel Partners Holdings
New York
| USD 194 M | +USD 4.22 M | +2% | 2.63% | – | 4 | 0% | 5.9 |
|
| 3840 |
3840
RMR Advisors
Newton,
Massachusetts
| USD 194 M | -USD 32.7 M | -14% | 0.51% | 2.17% | 112 | 9.82% | 5.7 |
|
| 3841 |
3841
Platte River Wealth Advisors
Louisville,
Colorado
| USD 194 M | +USD 12.6 M | +7% | 8.78% | 28.6% | 89 | 11.24% | 0.7 |
|
| 3842 |
HPC
3842
Hobart Private Capital
Charlotte,
North Carolina
| USD 194 M | +USD 16 M | +9% | 5.64% | 60% | 163 | 27.61% | 1.4 |
|
| 3843 |
3843
Great Point Wealth Advisors
Boston,
Massachusetts
| USD 194 M | USD 0 | 0% | 5.45% | – | 47 | 0% | 1.3 |
|
| 3844 |
3844
Ashburton (Jersey)
St Helier,
Jersey
| USD 194 M | USD 0 | 0% | 7.02% | – | 86 | 0% | 2 |
|
| 3845 |
3845
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| USD 194 M | +USD 14.3 M | +8% | 9.21% | – | 85 | 5.88% | 4.4 |
|
| 3846 |
3846
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 193 M | +USD 6.59 M | +4% | 10.1% | 80% | 355 | 5.63% | 0.7 |
|
| 3847 |
3847
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 193 M | +USD 11.7 M | +6% | 5.66% | 51.1% | 369 | 21.41% | 2.3 |
|
| 3848 |
3848
Stordahl Capital Management
Greenwood Village,
Colorado
| USD 193 M | +USD 13 M | +7% | 5.31% | 54% | 44 | 9.09% | 2.3 |
|
| 3849 |
3849
Private Wealth Advisors (California)
Fresno,
California
| USD 193 M | +USD 49.6 M | +35% | 7.82% | 63.6% | 70 | 30% | 1.1 |
|
| 3850 |
3850
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 193 M | +USD 6.14 M | +3% | 9.32% | 107% | 33 | 6.06% | 2.9 |
|