¡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
Ballast Inc
Lexington,
Kentucky
| USD 325 M | +USD 8.4 M | +3% | 0.37% | 71.3% | 124 | 6.45% | 4.1 |
|
| 4002 |
4002
Davidson Capital Management
Corpus Christi,
Texas
| USD 324 M | +USD 13.8 M | +4% | 1.43% | 79.4% | 102 | 27.45% | 2.3 |
|
| 4003 |
CIM
4003
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 324 M | -USD 11.3 M | -3% | 3.63% | 123% | 293 | 15.7% | 3.8 |
|
| 4004 |
4004
Legion Partners Asset Management
Los Angeles,
California
| USD 324 M | -USD 108 M | -25% | 12% | 206% | 16 | 31.25% | 2.4 |
|
| 4005 |
4005
Polus Capital Management
London,
United Kingdom
| USD 324 M | +USD 167 M | +106% | 11.7% | – | 5 | 60% | 0.5 |
|
| 4006 |
4006
Anchorage Capital Group
New York
| USD 324 M | -USD 60.3 M | -16% | 5.37% | 24.9% | 9 | 11.11% | 2.6 |
|
| 4007 |
4007
Portfolio Design Labs
Encino,
California
| USD 324 M | +USD 26.3 M | +9% | 5.3% | – | 112 | 10.71% | 0.4 |
|
| 4008 |
4008
ECP ControlCo
Summit,
New Jersey
| USD 324 M | -USD 38.9 M | -11% | 8.87% | 42.5% | 7 | 0% | 2.9 |
|
| 4009 |
DI
4009
DDFG Inc
Thousand Oaks,
California
| USD 324 M | +USD 8.94 M | +3% | 1.79% | 56.3% | 80 | 10% | 1.3 |
|
| 4010 |
4010
Rockline Wealth Management
Plainview,
New York
| USD 324 M | +USD 37.5 M | +13% | 9.04% | 176% | 105 | 19.05% | 0.4 |
|
| 4011 |
4011
Summit Rock Advisors
New York
| USD 323 M | +USD 11.7 M | +4% | 6.55% | – | 10 | 40% | 0.4 |
|
| 4012 |
4012
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 323 M | +USD 25.9 M | +9% | 3.39% | 115% | 166 | 21.69% | 1.6 |
|
| 4013 |
4013
Astoria Strategic Wealth
Conroe,
Texas
| USD 323 M | +USD 7.55 M | +2% | 0.87% | 42.1% | 32 | 6.25% | 3.6 |
|
| 4014 |
4014
Windsor Capital Management
Phoenix,
Arizona
| USD 323 M | +USD 685 k | +0.2% | 0.54% | 49.1% | 118 | 11.02% | 6.2 |
|
| 4015 |
4015
Wiser Wealth Management
Marietta,
Georgia
| USD 323 M | +USD 18.2 M | +6% | 1.53% | 53% | 37 | 21.62% | 1.9 |
|
| 4016 |
4016
AMJ Financial Wealth Management
Leesburg,
Virginia
| USD 323 M | +USD 23.2 M | +8% | 5.25% | 167% | 86 | 24.42% | 1.2 |
|
| 4017 |
4017
Fernwood Investment Management
Quincy,
Massachusetts
| USD 322 M | -USD 21 M | -6% | 3.11% | 83.4% | 717 | 72.25% | 5.2 |
|
| 4018 |
4018
Glenorchy Capital
Boorolite,
Australia
| USD 322 M | +USD 38.7 M | +14% | 4.16% | – | 73 | 13.7% | 0.5 |
|
| 4019 |
4019
VeraBank
Henderson,
Texas
| USD 322 M | +USD 1.1 M | +0.3% | 1.53% | 60.6% | 147 | 4.08% | 3.9 |
|
| 4020 |
4020
Safeguard Investment Advisory Group
Corona,
California
| USD 322 M | +USD 27.2 M | +9% | 3.29% | 84.3% | 118 | 18.64% | 2.3 |
|
| 4021 |
4021
Lantz Financial
Naperville,
Illinois
| USD 322 M | +USD 11.2 M | +4% | 1.6% | 74.3% | 217 | 7.37% | 3 |
|
| 4022 |
4022
ValueWorks
New York
| USD 322 M | +USD 14 M | +5% | 3.64% | 190% | 34 | 5.88% | 5.3 |
|
| 4023 |
UAG
4023
United Advisor Group
Cincinnati,
Ohio
| USD 322 M | +USD 55.7 M | +21% | 3.28% | – | 285 | 35.09% | 0.2 |
|
| 4024 |
4024
VELA Investment Management
New Albany,
Ohio
| USD 322 M | +USD 26.8 M | +9% | 0.7% | 56.8% | 182 | 21.98% | 1.4 |
|
| 4025 |
4025
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| USD 321 M | +USD 72.3 M | +29% | 3.09% | – | 1,612 | 94.42% | 0 |
|