¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
WA
4076
Wealthstar Advisors
Plano,
Texas
| USD 291 M | -USD 39.4 M | -12% | 7.9% | – | 105 | 28.57% | 1.7 |
|
| 4077 |
4077
Financial Sense Advisors
San Diego,
California
| USD 291 M | -USD 7.26 M | -2% | 9.26% | 152% | 124 | 32.26% | 1.5 |
|
| 4078 |
4078
New Harbor Financial Group
Worcester,
Massachusetts
| USD 291 M | +USD 47.9 M | +20% | 1.73% | 94.6% | 29 | 34.48% | 2.1 |
|
| 4079 |
4079
Scarborough Advisors
Annapolis,
Maryland
| USD 291 M | – | – | 5.98% | 63.3% | 62 | – | 0 |
|
| 4080 |
4080
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| USD 291 M | – | – | 11.2% | 73.9% | 234 | – | 0 |
|
| 4081 |
4081
Hillman Capital Management
Bethesda,
Maryland
| USD 291 M | +USD 6.09 M | +2% | 2.55% | 20.2% | 58 | 18.97% | 2 |
|
| 4082 |
4082
Anfield Capital Management
Irvine,
California
| USD 290 M | -USD 30.6 M | -10% | 6.71% | 65.3% | 137 | 35.77% | 0.9 |
|
| 4083 |
H2CM
4083
H/2 Credit Manager
Stamford,
Connecticut
| USD 290 M | -USD 68 M | -19% | 0.31% | 97.4% | 12 | 16.67% | 0.8 |
|
| 4084 |
4084
Wakefield Asset Management
Englewood,
Colorado
| USD 290 M | +USD 24.3 M | +9% | 7.87% | 147% | 184 | 26.63% | 1.1 |
|
| 4085 |
4085
Beaconlight Capital
New York
| USD 290 M | +USD 60.9 M | +27% | 13.3% | 264% | 54 | 51.85% | 0.8 |
|
| 4086 |
4086
WealthOne
Albany,
New York
| USD 290 M | +USD 23 M | +9% | 8.17% | 23.4% | 140 | 25.71% | 1.8 |
|
| 4087 |
4087
Private Capital Management (Colorado)
Denver,
Colorado
| USD 290 M | +USD 45.4 M | +19% | 9.1% | 20% | 149 | 16.11% | 1.6 |
|
| 4088 |
4088
Aryeh Capital Management
Toronto,
Ontario, Canada
| USD 290 M | +USD 32.8 M | +13% | 6.15% | 87.7% | 12 | 16.67% | 0.7 |
|
| 4089 |
4089
Kanen Wealth Management
Coconut Creek,
Florida
| USD 290 M | +USD 10.3 M | +4% | 3.67% | 321% | 29 | 20.69% | 0.6 |
|
| 4090 |
4090
Enstar Group
Hamilton,
Bermuda
| USD 289 M | +USD 69.4 M | +32% | 8.76% | 16.4% | 12 | 25% | 1.3 |
|
| 4091 |
PFMOSF
4091
Philadelphia Financial Management of San Francisco
San Francisco,
California
| USD 289 M | -USD 25.1 M | -8% | 9.57% | 209% | 51 | 68.63% | 0.4 |
|
| 4092 |
4092
Fractal Investments
Glastonbury,
Connecticut
| USD 289 M | – | – | 1.71% | 74.2% | 126 | – | 0 |
|
| 4093 |
MWM
4093
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 289 M | +USD 31.3 M | +12% | 6.34% | 43.7% | 573 | 24.26% | 0.7 |
|
| 4094 |
4094
Bornite Capital Management
New York
| USD 289 M | +USD 102 M | +55% | 14.1% | 181% | 30 | 80% | 0.1 |
|
| 4095 |
4095
Infusive Asset Management
New York
| USD 289 M | -USD 181 M | -39% | 9.13% | 33.8% | 54 | 22.22% | 0.8 |
|
| 4096 |
4096
Financial Consulate
Hunt Valley,
Maryland
| USD 288 M | +USD 12.4 M | +4% | 7.36% | 61.4% | 141 | 9.22% | 2.9 |
|
| 4097 |
4097
Krensavage Asset Management
New York
| USD 288 M | -USD 30.5 M | -10% | 3.57% | 124% | 13 | 23.08% | 2.8 |
|
| 4098 |
WA
4098
Wealth Advisors
Rancho Santa Fe,
California
| USD 288 M | +USD 32.3 M | +13% | 13.8% | 40% | 96 | 33.33% | 1.5 |
|
| 4099 |
4099
O'Brien Wealth Partners
Waltham,
Massachusetts
| USD 288 M | +USD 1.98 M | +0.7% | 6.65% | 56.7% | 56 | 19.64% | 1.9 |
|
| 4100 |
4100
44 Wealth Management
Eugene,
Oregon
| USD 288 M | +USD 26.9 M | +10% | 11% | – | 191 | 14.14% | 0.8 |
|