¡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 |
4076
Syquant Capital SAS
Paris,
France
| USD 255 M | +USD 117 M | +85% | 12.9% | 160% | 19 | 89.47% | 0.1 |
|
| 4077 |
CA
4077
Crumly & Associates
Springfield,
Illinois
| USD 255 M | +USD 4.89 M | +2% | 1.46% | 58.1% | 121 | 9.09% | 1.8 |
|
| 4078 |
4078
OnyxPoint Global Management
New York
| USD 255 M | -USD 42.7 M | -14% | 31.8% | 162% | 16 | 18.75% | 0.6 |
|
| 4079 |
4079
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| USD 255 M | -USD 13 M | -5% | 3.86% | 53.8% | 98 | 19.39% | 1.1 |
|
| 4080 |
HCM
4080
Highlander Capital Management
Short Hills,
New Jersey
| USD 254 M | +USD 38.7 M | +18% | 1.28% | 34.4% | 969 | 27.66% | 3.4 |
|
| 4081 |
AC
4081
ASB Consultores
Aventura,
Florida
| USD 254 M | +USD 48.5 M | +24% | 2.58% | 84.6% | 201 | 40.8% | 1.2 |
|
| 4082 |
SC
4082
Samjo Capital
New York
| USD 254 M | +USD 135 M | +113% | 13.1% | 89.1% | 49 | 75.51% | 0.5 |
|
| 4083 |
4083
MilWealth Group
Milwaukee,
Wisconsin
| USD 254 M | -USD 4.62 M | -2% | 3.51% | 36.8% | 65 | 15.38% | 3.3 |
|
| 4084 |
4084
DeDora Capital
Napa,
California
| USD 254 M | -USD 4.11 M | -2% | 3.31% | 91.2% | 101 | 3.96% | 2.2 |
|
| 4085 |
ALS
4085
Andrew L. Share
| USD 254 M | +USD 166 M | +189% | 11.8% | 14.8% | 10 | 60% | 0.9 |
|
| 4086 |
4086
Capital Planning
Bellevue,
Washington
| USD 254 M | -USD 2.73 M | -1% | 4.43% | 81.2% | 73 | 4.11% | 2 |
|
| 4087 |
4087
St. Clair Advisors
Mayfield Hts,
Ohio
| USD 254 M | -USD 2.92 M | -1% | 3.98% | 77.5% | 82 | 7.32% | 1.5 |
|
| 4088 |
4088
Ogorek Anthony Joseph
Williamsville,
New York
| USD 254 M | -USD 7.61 M | -3% | 2.68% | 61.1% | 292 | 15.07% | 3.2 |
|
| 4089 |
4089
Xcel Wealth Management
Holly Hill,
Florida
| USD 253 M | -USD 63 M | -20% | 4.71% | 98.8% | 138 | 24.64% | 3.2 |
|
| 4090 |
4090
Compass Group
New York
| USD 253 M | +USD 14.6 M | +6% | 6.33% | 64.6% | 16 | 18.75% | 2.2 |
|
| 4091 |
4091
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 253 M | +USD 2.01 M | +0.8% | 3.29% | 56.9% | 94 | 10.64% | 3.1 |
|
| 4092 |
CWM
4092
Cedar Wealth Management
Walnut Creek,
California
| USD 253 M | -USD 5.82 M | -2% | 3.22% | 68.1% | 308 | 8.77% | 3 |
|
| 4093 |
4093
Carr Financial Group
Worcester,
Massachusetts
| USD 253 M | +USD 2.21 M | +0.9% | 3.27% | 66.1% | 180 | 12.22% | 0.7 |
|
| 4094 |
4094
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| USD 253 M | -USD 20.7 M | -8% | 2.5% | – | 911 | 22.39% | 1 |
|
| 4095 |
4095
Operose Advisors
Milwaukee,
Wisconsin
| USD 253 M | +USD 31.9 M | +14% | 3.42% | 68.8% | 772 | 56.22% | 0.7 |
|
| 4096 |
4096
Q3 Asset Management
Birmingham,
Michigan
| USD 252 M | +USD 46.2 M | +22% | 2.19% | 96.2% | 68 | 70.59% | 0.2 |
|
| 4097 |
4097
CHI Advisors
New York
| USD 252 M | -USD 77.3 M | -23% | 7.97% | 88.2% | 31 | 25.81% | 1.6 |
|
| 4098 |
4098
Claar Advisors
New York
| USD 252 M | -USD 12 M | -5% | 1.8% | 65.5% | 36 | 13.89% | 3 |
|
| 4099 |
4099
Prudent Man Advisors
Naperville,
Illinois
| USD 252 M | -USD 13.9 M | -5% | 3.29% | 82.8% | 221 | 22.17% | 2 |
|
| 4100 |
4100
FACT Capital
New York
| USD 252 M | +USD 37.3 M | +17% | 6.2% | 227% | 19 | 26.32% | 0.4 |
|