¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
RDST Capital
Seattle,
Washington
| USD 265 M | +USD 21.5 M | +9% | 1.73% | 43% | 19 | 26.32% | 1.2 |
|
| 4002 |
4002
BBJS Financial Advisors
Seattle,
Washington
| USD 264 M | +USD 14.2 M | +6% | 2.93% | – | 130 | 7.69% | 0.7 |
|
| 4003 |
4003
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| USD 264 M | -USD 15.4 M | -6% | 4.57% | 76.5% | 101 | 2.97% | 5.7 |
|
| 4004 |
4004
Coston McIsaac & Partners
Bar Harbor,
Maine
| USD 264 M | -USD 27 M | -9% | 4.48% | 34.3% | 911 | 16.14% | 1 |
|
| 4005 |
4005
Round Rock Advisors
Wilton,
Connecticut
| USD 264 M | -USD 13.2 M | -5% | 3.89% | 87.4% | 147 | 5.44% | 1.8 |
|
| 4006 |
HPC
4006
Hobart Private Capital
Charlotte,
North Carolina
| USD 263 M | -USD 5.52 M | -2% | 4.61% | 60% | 44 | 22.73% | 1.1 |
|
| 4007 |
4007
Navalign LLC
Encino,
California
| USD 263 M | +USD 12.6 M | +5% | 3.54% | 50.7% | 139 | 22.3% | 1.8 |
|
| 4008 |
4008
Keystone Wealth Services
Palm Desert,
California
| USD 263 M | -USD 4.35 M | -2% | 2.48% | 80.1% | 220 | 16.36% | 1.3 |
|
| 4009 |
4009
Compton Financial Group
Towson,
Maryland
| USD 263 M | -USD 1.93 M | -0.7% | 3.25% | 37.7% | 37 | 21.62% | 2 |
|
| 4010 |
RA
4010
Rovida Advisors
Fort Lauderdale,
Florida
| USD 263 M | +USD 33.7 M | +15% | 1.14% | 24.8% | 21 | 28.57% | 1.8 |
|
| 4011 |
4011
Flagstar Advisors
New York
| USD 263 M | -USD 2.78 M | -1% | 3.82% | 81.9% | 168 | 14.88% | 1.6 |
|
| 4012 |
4012
Maltese Capital Management
New York
| USD 263 M | -USD 26.5 M | -9% | 2.54% | 114% | 105 | 20% | 2.9 |
|
| 4013 |
4013
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 263 M | -USD 8.04 M | -3% | 0.57% | 141% | 22 | 0% | 5.3 |
|
| 4014 |
4014
WR Wealth Planners
Columbia,
Missouri
| USD 263 M | +USD 4.34 M | +2% | 2.61% | 22.1% | 956 | 9.41% | 0.9 |
|
| 4015 |
4015
Cornerstone Planning Group
Fairfield,
New Jersey
| USD 262 M | +USD 9.33 M | +4% | 3.48% | 60% | 1,333 | 30.01% | 0.5 |
|
| 4016 |
4016
PRW Wealth Management
Quincy,
Massachusetts
| USD 262 M | -USD 28.9 M | -10% | 1.66% | 42.3% | 118 | 44.07% | 1.1 |
|
| 4017 |
4017
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| USD 262 M | -USD 11.1 M | -4% | 5.08% | 115% | 38 | 0% | 7.1 |
|
| 4018 |
4018
Cobalt Capital Management
Short Hills,
New Jersey
| USD 262 M | +USD 2.3 M | +0.9% | 2.3% | 235% | 38 | 57.89% | 0.7 |
|
| 4019 |
DMKJ
4019
David M. Knott Jr
| USD 262 M | +USD 10.7 M | +4% | 5.62% | 169% | 162 | 27.78% | 1.2 |
|
| 4020 |
4020
AH Equity Partners LSV III
Menlo Park,
California
| USD 262 M | -USD 28.2 M | -10% | 7.46% | – | 3 | 0% | 1.6 |
|
| 4021 |
4021
Outlook Wealth Advisors
Shenandoah,
Texas
| USD 262 M | -USD 2.64 M | -1% | 2.15% | 76% | 216 | 16.2% | 1.7 |
|
| 4022 |
4022
ArchPoint Investors
Coral Gables,
Florida
| USD 262 M | +USD 3.16 M | +1% | 2.68% | 111% | 58 | 5.17% | 4.2 |
|
| 4023 |
4023
WPWealth
Fort Worth,
Texas
| USD 261 M | +USD 28.3 M | +12% | 3.11% | 38.2% | 65 | 21.54% | 0.5 |
|
| 4024 |
4024
Northcape Wealth Management
Williamsville,
New York
| USD 261 M | -USD 16 M | -6% | 3.07% | 66% | 153 | 11.11% | 1.1 |
|
| 4025 |
4025
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| USD 261 M | +USD 69.4 M | +36% | 24.4% | 144% | 21 | 42.86% | 0.3 |
|