¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Broadleaf Partners
Hudson,
Ohio
| USD 429 M | -USD 45.3 M | -10% | 4.05% | 180% | 84 | 2.38% | 4.3 |
|
| 3977 |
3977
High Net Worth Advisory Group
Naples,
Florida
| USD 429 M | -USD 5.11 M | -1% | 0.49% | 75.7% | 253 | 8.7% | 3 |
|
| 3978 |
3978
Whitcomb & Hess
Ashland,
Ohio
| USD 429 M | +USD 4.71 M | +1% | 2.31% | 54% | 66 | 12.12% | 2.9 |
|
| 3979 |
3979
VELA Investment Management
New Albany,
Ohio
| USD 429 M | +USD 8.15 M | +2% | 1.32% | 58.8% | 194 | 24.74% | 1.8 |
|
| 3980 |
3980
Old Mission Investment Co
Traverse City,
Michigan
| USD 428 M | +USD 10.1 M | +2% | 0.3% | 82% | 153 | 15.69% | 3.5 |
|
| 3981 |
3981
Boston Research & Management
Manchester,
Massachusetts
| USD 428 M | -USD 11.6 M | -3% | 1.2% | 53.2% | 123 | 8.13% | 8.9 |
|
| 3982 |
3982
Pinion Investment Advisors
Wichita,
Kansas
| USD 428 M | +USD 18.4 M | +4% | 2.19% | 81.7% | 194 | 17.53% | 3 |
|
| 3983 |
CSNH
3983
Crow's Nest Holdings
Richmond,
Virginia
| USD 428 M | -USD 11.4 M | -3% | 1.42% | 103% | 11 | 18.18% | 1.8 |
|
| 3984 |
3984
Genworth Financial
Glen Allen,
Virginia
| USD 428 M | -USD 18.1 M | -4% | 4.06% | 73.6% | 2 | 0% | 4.9 |
|
| 3985 |
3985
Navigation Group
Redwood City,
California
| USD 427 M | – | – | 1.85% | – | 113 | – | 0 |
|
| 3986 |
3986
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| USD 427 M | +USD 10.6 M | +3% | 1.29% | 73.9% | 296 | 12.5% | 2.7 |
|
| 3987 |
3987
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| USD 427 M | -USD 316 M | -43% | 8.44% | 96% | 111 | 30.63% | 2.1 |
|
| 3988 |
3988
Brave Asset Management
Summit,
New Jersey
| USD 427 M | +USD 1.91 M | +0.4% | 0.41% | 76.3% | 183 | 20.22% | 5.4 |
|
| 3989 |
3989
Paulson Wealth Management
Wheaton,
Illinois
| USD 427 M | -USD 6.22 M | -1% | 1.69% | 62.6% | 143 | 9.09% | 3.9 |
|
| 3990 |
3990
Hunter Perkins Capital Management
Lombard,
Illinois
| USD 427 M | -USD 5.89 M | -1% | 4.53% | 58% | 154 | 31.17% | 2.1 |
|
| 3991 |
3991
Warther Private Wealth
Akron,
Ohio
| USD 427 M | +USD 8.17 M | +2% | 7.24% | 94.1% | 55 | 38.18% | 2.2 |
|
| 3992 |
3992
Paradigm Asset Management
New York
| USD 426 M | -USD 6.63 M | -2% | 1.5% | 79.2% | 506 | 16.8% | 3.3 |
|
| 3993 |
3993
Plan Group Financial
Oklahoma City,
Oklahoma
| USD 426 M | +USD 41 M | +11% | 3.52% | 63.4% | 244 | 23.36% | 1.2 |
|
| 3994 |
3994
Ipswich Investment Management
Beverly,
Massachusetts
| USD 426 M | -USD 5.96 M | -1% | 3.81% | 104% | 196 | 11.22% | 6.5 |
|
| 3995 |
3995
Battery Management Corp
Boston,
Massachusetts
| USD 426 M | -USD 197 M | -32% | 35.9% | 45.1% | 5 | 0% | 3.2 |
|
| 3996 |
3996
Evergreen Advisors
Chattanooga,
Tennessee
| USD 426 M | +USD 15.8 M | +4% | 0.04% | – | 168 | 85.71% | 0.5 |
|
| 3997 |
3997
Total Clarity Wealth Management
St. Charles,
Illinois
| USD 426 M | +USD 12.1 M | +3% | 0.51% | 73.2% | 343 | 21.87% | 2 |
|
| 3998 |
3998
Farmers & Merchants Trust Company
Long Beach,
California
| USD 426 M | -USD 12.2 M | -3% | 0.5% | 79.8% | 197 | 9.14% | 4.8 |
|
| 3999 |
AOUL
3999
ALL OPTIONS USA, LLC
Austin,
Texas
| USD 426 M | +USD 73.1 M | +21% | 9.44% | – | 1,481 | 46.25% | 0.2 |
|
| 4000 |
4000
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| USD 425 M | -USD 7.14 M | -2% | 2.28% | 81% | 158 | 25.95% | 3.2 |
|