¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
SA
4101
Strategic Advisors
New York
| USD 463 M | -USD 140 M | -23% | 15.1% | 106% | 196 | 22.96% | 5.5 |
|
| 4102 |
4102
Essex Savings Bank
Essex,
Connecticut
| USD 462 M | +USD 10.4 M | +2% | 14.4% | 95.2% | 333 | 12.91% | 4.1 |
|
| 4103 |
4103
Patton Fund Management
Dallas,
Texas
| USD 462 M | -USD 126 M | -21% | 35.4% | 211% | 489 | 82.62% | 1.9 |
|
| 4104 |
BCH
4104
Berkshire Capital Holdings
San Jose,
California
| USD 462 M | +USD 185 M | +67% | 158% | 2,748% | 130 | 18.46% | 2.5 |
|
| 4105 |
4105
Fielder Capital Group
Nashville,
Tennessee
| USD 462 M | +USD 2.89 M | +0.6% | 3.52% | – | 322 | 15.84% | 1.5 |
|
| 4106 |
4106
Marks Wealth
Annapolis,
Maryland
| USD 462 M | +USD 81.9 M | +22% | 28.9% | 165% | 23 | 65.22% | 0.8 |
|
| 4107 |
4107
Mokosak Advisory Group
Urbandale,
Iowa
| USD 462 M | +USD 62.2 M | +16% | 15.9% | 59.2% | 39 | 15.38% | 4.5 |
|
| 4108 |
4108
Brightline Capital Management
Miami,
Florida
| USD 462 M | +USD 123 M | +36% | 50% | 810% | 13 | 46.15% | 0.7 |
|
| 4109 |
4109
Uncommon Cents Investing
Janesville,
Wisconsin
| USD 461 M | +USD 30.5 M | +7% | 8.91% | 91.4% | 218 | 5.96% | 5.2 |
|
| 4110 |
4110
Harrell Investment Partners
Austin,
Texas
| USD 461 M | +USD 42.2 M | +10% | 15.9% | 121% | 153 | 11.76% | 2.8 |
|
| 4111 |
4111
Prevatt Capital
Nassau,
Bahamas
| USD 461 M | +USD 90.1 M | +24% | 18.2% | – | 12 | 8.33% | 1.4 |
|
| 4112 |
4112
Peregrine Asset Advisers
Portland,
Oregon
| USD 461 M | +USD 89.8 M | +24% | 19.9% | 182% | 230 | 23.04% | 2.4 |
|
| 4113 |
4113
Investment Advisory Group
Hanover,
Massachusetts
| USD 461 M | +USD 67.6 M | +17% | 13.4% | 61.6% | 221 | 12.67% | 2.7 |
|
| 4114 |
4114
Sector Gamma AS
Oslo,
Norway
| USD 461 M | +USD 37.5 M | +9% | 9.59% | 35.3% | 48 | 29.17% | 2.8 |
|
| 4115 |
JC
4115
Joho Capital
New York
| USD 460 M | +USD 87.4 M | +23% | 20.1% | 80.2% | 11 | 18.18% | 1.9 |
|
| 4116 |
4116
Generali Investments Management
Ljubljana,
Slovenia
| USD 460 M | +USD 30.4 M | +7% | 16.5% | – | 168 | 5.95% | 1.2 |
|
| 4117 |
4117
Alpine Woods Capital Investors
Purchase,
New York
| USD 460 M | +USD 43.5 M | +10% | 15.3% | 105% | 253 | 34.39% | 3.5 |
|
| 4118 |
4118
DeDora Capital
Napa,
California
| USD 460 M | +USD 52.3 M | +13% | 15% | 91.2% | 136 | 14.71% | 3.5 |
|
| 4119 |
4119
RIA Advisory Group
Des Moines,
Iowa
| USD 460 M | +USD 38.9 M | +9% | 9.17% | – | 168 | 22.02% | 1.4 |
|
| 4120 |
4120
Atwater Malick
Lancaster,
Pennsylvania
| USD 459 M | +USD 88.9 M | +24% | 16.3% | 83.4% | 131 | 24.43% | 2.6 |
|
| 4121 |
4121
Arrowpoint Investment Partners
Singapore
| USD 459 M | +USD 347 M | +308% | 33.3% | – | 167 | 74.25% | 0.1 |
|
| 4122 |
4122
VELA Investment Management
New Albany,
Ohio
| USD 459 M | +USD 30.3 M | +7% | 7.41% | 56.8% | 193 | 26.42% | 1.9 |
|
| 4123 |
4123
Syverson Strege & Co
West Des Moines,
Iowa
| USD 459 M | +USD 43.3 M | +10% | 15.3% | 74% | 191 | 14.14% | 2 |
|
| 4124 |
4124
RDA Financial Network
Akron,
Iowa
| USD 459 M | +USD 59.1 M | +15% | 16.5% | 93.4% | 303 | 15.51% | 3.6 |
|
| 4125 |
4125
Peterson Wealth Services
South Ogden,
Utah
| USD 459 M | +USD 54 M | +13% | 19.4% | 160% | 246 | 13.01% | 2 |
|